Admin & Ops Portal Overview
The ORBSIS Operations Platform is built around a five-layer structure: Entity → Account → Budget → Card → Transaction. It brings query and review capabilities that were previously distributed across multiple admin systems into one unified interface.
Operations users can switch between business domains from the left navigation. List pages follow a consistent interaction pattern:
Filter → List → Detail Drawer
Platform Account Architecture
The platform follows the five-layer structure below, with funds and spending controls flowing from the entity level down to VCC cards.
1. Entity
The top-level customer entity on the platform. A primary account can be opened after the entity completes KYC / KYB verification.
- Holds a primary account
- Must complete verification
2. Primary Account
The main funding entry point. It holds topped-up funds and allocates funds to sub accounts. Amounts are denominated in USD.
- Funding entry point
- Allocates funds downstream
3. Sub Account
A real fund account used for fund isolation and business grouping. VCC usage under the sub account is controlled through budgets.
- Isolates funds
- Manages budgets
- Supports VCC usage through budgets
4. Budget
A logical control layer used to manage spending limits and VCC cards linked to a sub account.
- Controls spending limits
- Manages VCC cards
- Supports budget-level spending controls
5. VCC Virtual Card
The final payment instrument used for external spending. VCC cards are controlled by the linked budget.
- Used for external payments
- Controlled by budget rules
- Supports Visa / Mastercard card programs
Hierarchy
| Level | English Name | Parent | Child | Core Responsibility |
|---|---|---|---|---|
| Entity | Entity | — Top level | Primary Account (1:N) | Customer entity that owns platform assets |
| Primary Account | Primary Account | Entity | Sub Account (1:N) | Main funding entry point and centralized fund allocation |
| Sub Account | Sub Account | Primary Account | Budget (1:N) | Real fund account for fund isolation and allocation |
| Budget | Budget | Sub Account | VCC Card (1:N) | Logical spending and limit control layer |
| VCC Card | Virtual Card | Budget | — Final level | Actual external payment instrument |
Platform Modules
The platform contains six primary modules, covering the complete operational workflow from customer onboarding and account setup to transaction tracing.
| Module | Main Capabilities |
|---|---|
| Customer Management | Customer information queries and verification review |
| Account Management | Primary account and sub account balance monitoring |
| Budget Management | Budget limit and spending tracking |
| VCC Card Management | Virtual card queries and status controls |
| Top-up Management | Offline top-up processing and top-up record review |
| Transaction Management | Primary account, sub account, and VCC transaction ledgers |