Understand the Operating Model

The ORBSIS Admin & Ops Portal is used to configure and operate customers, accounts, budgets, virtual cards, transactions, and risk-related workflows.

A typical operating relationship can be understood as:

Entity / Customer → Primary Account → Sub Account → Budget → Virtual Card → Transaction

Platform configuration, KYB configuration, and customer product configuration determine which capabilities a customer can use. Account, budget, card, and transaction pages support day-to-day operations and troubleshooting.