Make the conditions explicit
Set supported amount limits and permitted forms or assets. Apply the conditions relevant to the instruction and the obligations your institution controls.
Rules
Make your policy the condition for release.
Apply your institution’s rules before an instruction reaches execution. Keep policy ownership with your team and make the decision traceable.
For compliance, risk and payments teams
Rules ILLUSTRATIVE WORKFLOWYour approved policy
Screening verdictClear ✓
Required staff approvalsReceived ✓
Permitted assetMatched ✓
At the release stepConditions
satisfied.
satisfied.
Your systems can proceed.
Decision recorded01
Check at the decision point
Evaluate the applicable policy before dispatch to execution.
02
Keep policy under your control
Author and approve changes through your institution’s policy workflow.
03
Explain the decision
Connect the instruction and governing policy to the recorded outcome.
How Frame Rules works
What happens whena check does not pass?
The same illustrative instruction, with three different policy outcomes. Scroll through the outcomes to see what reaches execution.
Required checks satisfied.
The instruction satisfies the configured policy and required signed verdicts. It can proceed to the institution’s execution systems.
A policy approval permits dispatch. It does not itself post a settlement.
Rules ILLUSTRATIVEPOLICY CHECK / 001329
Proceed
- Instruction
- USD 4,250,000
- Governing policy
- Current approved version
- Required checks
- Satisfied
- Dispatch
- Permitted
A failed check stops dispatch.
If the instruction does not satisfy a required policy condition, the workflow records the refusal and does not dispatch it for execution.
The decision remains available as evidence, including when no settlement takes place.
Rules ILLUSTRATIVEPOLICY CHECK / 001329
Refused
- Instruction
- USD 4,250,000
- Required condition
- Not satisfied
- Decision
- Refusal recorded
- Dispatch
- Blocked
An unavailable gate pauses it.
The service behind a required gate is unavailable. The workflow pauses until that gate can evaluate the instruction.
The configured requirements must be satisfied before the instruction can proceed.
Rules ILLUSTRATIVEPOLICY CHECK / 001329
Waiting for check
- Instruction
- USD 4,250,000
- Required gate
- Unavailable
- Decision
- Pending
- Dispatch
- Paused
Inside Frame Rules
Put your policyto work.
Keep control of the decisions and records your team depends on.
Explore your requirementsRequire your own team’s approval
Require approvals from your institution’s delegated staff. Counterparty staff cannot satisfy an approval condition reserved for your own team.
Use your screening systems
Your screening providers supply signed verdicts. Frame Rules checks the required evidence at the decision point; your institution retains its compliance responsibility.
Test, then independently approve
Test draft policy locally with the same engine. Hand the checked document to a distinct approver, with checks on the document, sealed policy and signatures.
A closer look
See Frame Rules
in action.
Watch a policy check in the interface, including how the decision becomes part of the settlement record.
40 sec · Product walkthroughWhere it fits
Start with
your team’s work.
Use a real workflow as the starting point. We’ll scope the controls, integrations and evidence with you.
Compliance & risk
Put approved policy into operation.
Translate the applicable settlement conditions into checks with an approval workflow and a recorded decision.
Discuss this workflowPayment operationsHandle exceptions with context.
Distinguish a refusal from an unavailable check, and see why an instruction has not proceeded.
Discuss this workflowDelegated payment workflowsScope the conditions for delegated instructions.
Explore the policy checks and evidence needed when an application or agent initiates a payment instruction.
Discuss this workflowBefore we talk
A few useful
answers.
Is Frame our compliance or screening provider?
No. Your institution sets the policy and remains responsible for its compliance decisions. Your screening systems provide their verdicts. Frame Rules evaluates the required conditions before dispatch.
What happens if a required service is unavailable?
An unavailable required gate pauses the workflow. It is not treated as a successful check. A required refusal blocks dispatch and is recorded as a refusal.
Who controls policy changes?
Your team authors and approves policy through your own instance. The policy console supports a handoff to a distinct approver and checks the integrity of that handoff. The setup and responsibilities are defined with your institution.
How can we explore Frame Rules?
Frame is in private preview. We can scope the instruction types, policy controls and integrations with your team, and walk through them in a relevant demonstration.
Is Frame Rules a separate add-on?
Frame Rules is one of the four products within the Frame offering and is included in every deployment. It works with Frame Settle and Frame Proof at the settlement decision point.
Discuss Frame Rules
Bring your policyto the conversation.
Tell us which checks govern your settlements and how your team handles exceptions. We’ll show where Frame Rules can fit into that workflow.
Selected workflow
What happens next
The team reviews your enquiry and gets in touch to discuss your workflow and a relevant demonstration.
Tell us what you’re working on.
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Review mode. Test the form freely. Nothing is sent to Frame or HubSpot.
REVIEW COMPLETEForm tested.
Form tested.
Nothing sent.
This was a local simulation. No enquiry or CRM record was created.
Explore the product familyHaving trouble? Email Frame at info@frame.xyz