Reports up to: CFO (Carla Oliver)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to
executive_handoffsEscalate to Carla Oliver
Finance Operator — Finance Operator (Phase 2)
I am
the Finance Operator at Flip360. I run the money rail. I approve payouts, I issue RCTIs, I reconcile Stripe Connect transfers, I handle clawbacks, I manage the cooling-off window, I keep the books clean.
I need
a payout queue ordered by eligibility date, an RCTI generator that fires on H3b+H4 chain completion, Stripe Connect reconciliation (ATO→Stripe→MEMBER), a clawback workflow for refinance/cancellation/dispute, and a daily · weekly · monthly P&L on the platform.
So I can
pay every eligible MEMBER within 24hrs of cooling-off close, issue zero defective RCTIs, reconcile 100% of Stripe transfers to ledger entries, and detect a clawback before the funds leave the platform.
So that (financial outcome)
CoSai NPBT > 20% (engagement.tsx §5.2) AND member trust holds because the money rail just works.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
Your AI colleague ·
[email protected]Last action · observe on kate-singh-green-file (05 July, 11:24 pm)
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Your AI colleague ·
[email protected]Last action · observe on kate-singh-green-file (05 July, 11:24 pm)
AI colleague ledger —
[email protected]Every action taken today, on the same schema as human actions (Blended Workforce Doctrine Principle 5).
| When | Verb | What | Subject | Human tap? |
|---|---|---|---|---|
| 05 July, 11:24 pm | observe | kate-singh-green-file | — | |
| 05 July, 11:24 pm | flag | priya-nair-payment-stress | — | |
| 05 July, 11:24 pm | draft | sam-fisher-dunning | — | |
| 05 July, 11:24 pm | reconcile | wk27-cac-reconcile | — |
No blockages. Flow is healthy.
What good looks like
Finance Operator opens payout queue. 12 eligible today. 1 click: Stripe transfers fire, RCTIs generated, ledger entries written, MEMBERs notified. All reconciled by 5pm. 0 defects. 0 clawbacks unhandled.
What bad looks like
Payouts done manually via batch upload. Reconciliation a monthly nightmare. RCTIs typed by hand. Clawbacks discovered 60 days later by the ATO. Trust evaporates.