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  2. Know your customer - Wikipedia

    en.wikipedia.org/wiki/Know_your_customer

    Know your customer (KYC) guidelines and regulations in financial services require professionals to verify the identity, suitability, and risks involved with maintaining a business relationship with a customer.

  3. Maker-checker - Wikipedia

    en.wikipedia.org/wiki/Maker-checker

    Maker-checker (or Maker and Checker or 4-Eyes) is one of the central principles of authorization in the information systems of financial organizations. The principle of maker and checker means that for each transaction, there must be at least two individuals necessary for its completion. While one individual may create a transaction, the other ...

  4. QuickBooks - Wikipedia

    en.wikipedia.org/wiki/QuickBooks

    The cloud version is a distinct product from the desktop version of QuickBooks, and has many features that work differently than they do in desktop versions. [ 25 ] In 2013, Intuit announced that it had rebuilt QuickBooks Online "from the ground up" with a platform that allows third parties to create small business applications and gives ...

  5. Quicken Interchange Format - Wikipedia

    en.wikipedia.org/wiki/Quicken_Interchange_Format

    Make sure the first line in the QIF file says "!Type:Cash" for importing it into a Quicken Cash account. (QIF files can be edited in any text editor.) After importing the transactions, you can copy/paste them into a register of your choice. Tested in 2006 version. Note that you cannot copy cash transactions into brokerage accounts in Quicken 2007.

  6. Invoice processing - Wikipedia

    en.wikipedia.org/wiki/Invoice_processing

    Intelligent solutions do not require the coding of rules or design form templates. Rather the system learns by reviewing a relatively small number of invoice samples. This helps the system scale to large invoice volumes and widely varying document layouts without requiring a human operator to specify a template for each one, or explicitly ...

  7. Verification and validation - Wikipedia

    en.wikipedia.org/wiki/Verification_and_validation

    Verification is intended to check that a product, service, or system meets a set of design specifications. [6] [7] In the development phase, verification procedures involve performing special tests to model or simulate a portion, or the entirety, of a product, service, or system, then performing a review or analysis of the modeling results.

  8. Software verification and validation - Wikipedia

    en.wikipedia.org/wiki/Software_verification_and...

    Validation during the software development process can be seen as a form of User Requirements Specification validation; and, that at the end of the development process is equivalent to Internal and/or External Software validation. Verification, from CMMI's point of view, is evidently of the artifact kind.

  9. Data validation - Wikipedia

    en.wikipedia.org/wiki/Data_validation

    Data validation is intended to provide certain well-defined guarantees for fitness and consistency of data in an application or automated system. Data validation rules can be defined and designed using various methodologies, and be deployed in various contexts. [1]