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Get Branch Vault List

Overview​

The Get Branch Vault List feature provides a comprehensive view of all branch vaults across the organization with real-time balance information and filtering capabilities.

What It Does​

Retrieves a list of branch vaults with current balances, operational status, and key metrics. Supports filtering by branch, currency, status, and includes pagination for large vault inventories.

Business Value​

  • Visibility: Real-time view of cash positions across all branches
  • Decision Support: Enables informed cash allocation decisions
  • Monitoring: Quick identification of vaults needing attention
  • Reporting: Facilitates cash management and audit reporting
  • Efficiency: Reduces time spent searching for vault information

Who Uses This Feature​

  • Treasury Officers: Monitor cash distribution across branches
  • Branch Managers: Track vault balances for their locations
  • Operations Teams: Oversee vault health and availability
  • Finance Teams: Generate cash position reports
  • Auditors: Review vault configurations and balances

Key Capabilities​

  • View all accessible vaults in one place
  • Filter by branch, currency, or status
  • See real-time vault balances
  • Sort by various criteria
  • Export vault lists for reporting
  • Pagination for large datasets

How to Use​

  1. Navigate to Vault Management
  2. Select "View Vault List"
  3. Apply filters if needed (branch, currency, status)
  4. Review vault information displayed
  5. Click on individual vaults for details
  6. Export data if required

Common Use Cases​

  • Cash Position Reports: Generate daily vault balance reports
  • Branch Audits: Review all vaults for specific branch
  • Currency Management: Check all USD vaults across branches
  • Liquidity Planning: Identify vaults needing cash replenishment
  • Performance Monitoring: Track vault utilization across network

Important Considerations​

  • Users see only vaults they have permission to access
  • Balances shown are real-time (not cached)
  • Maximum of 100 vaults per page
  • Inactive vaults included unless filtered out
  • Large organizations should use filters for better performance

Integration with Other Processes​

Supports:

  • Cash Management: Informs cash transfer and allocation decisions
  • Reporting: Provides data for treasury reports
  • Branch Operations: Links to branch performance monitoring
  • Audit Processes: Supplies vault data for reconciliation