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User guide
  1. 01Getting started
  2. 02The company's ERP
  3. 03Financing, on the company side
  4. 04The deal desk, on the bank side
  5. 05Collateral and third-party custody
  6. 06Platform administration
  7. 07Annex
  8. 08The company workspace and module access
  9. 09Tenders, favorites and alerts
  10. 10Track commercial activity in CRM
  11. 11Prepare a bid and execute the contract
  12. 12Bonds and Banking Connect
  13. 13Prepare a Collateral dossier
  14. 14Human resources and team capacity
  15. 15Subscription, entitlements and Founders programme
  16. 16Assistance, notifications and tracking
  17. 17Data & integrations
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User guide

Platform administration

The Ops & Admin, Legal review, Compliance, Pipeline and E-invoicing modules let authorized operators manage institutions, review compliance files and monitor processing and incidents.

6.1 The backoffice cockpit

Ops & Admin → Cockpit is the operator's landing page: what is happening, and what do I need to handle? Counters by domain, including a "Stocks & tierce détention" (Inventory & third-party custody) section (lots, guarantees, open releases, borrowing-base deficiencies).

6.2 Accounts, partner banks, and subscriptions

Creating a partner bank

  1. Administration → Banques partenaires → Nouvelle banque.
  2. Enter the institution identifier (stable — it identifies its workspace), the company name, the home country, and, optionally, a declarative authorization reference.
  3. The institution is born with status "en attente" (pending) — this is intentional: activating it outright would make it visible to companies while no one could respond yet.
  4. On the record, « Périmètre par pays → Ajouter un pays » (Country scope → Add a country): declare a country, its products, and its currencies. Opening one country does not open the others, even for a regional institution.
  5. « Utilisateurs → Inviter un utilisateur » (Users → Invite a user), DÉCIDEUR (DECISION-MAKER) role for the person who will commit the institution. The invitation link shows only once — copy it immediately.
  6. Once the invitee has registered and the KYB file is approved (§6.3), click « Activer » (Activate) on the record. Activation is refused as long as a checklist step is missing, and the message names which one.

Suspending a partner bank

  1. On the institution's record, click « Suspendre » (Suspend).
  2. Confirm — it stops receiving new requests; its files in progress, its offers, and its past access remain in the database and audited. Nothing is deleted.

Managing an institution's subscription

  1. On the bank's record, scroll down to the subscription section.
  2. Choose the tier (Standard or Premium) and, if needed, an expiration date.
  3. Save — the change is added to the audited history (who, when, previous and new tier), viewable on the same record.

6.3 The institution KYB queue

Conformité → File KYB institution lists the files submitted by institutions awaiting qualification. Authorized compliance operators can review files from all institutions on the platform.

  1. Open a file with status "Soumis" (Submitted).
  2. Check the four documents: regulator's authorization, articles of association, RCCM registration, director's identity document.
  3. « Approuver » (Approve) (with notes) or « Refuser » (Reject) (with a reason) — confirm.

Administration → Pays OHADA gathers information on the 17 States (execution channels, tariff reliability), restricted to authorized operators. Administration → Mandats & délégations and Estimation de coût (Cost estimate) for formalities round out this reference data.

Administration → Revue juridique tracks legal-rule validation: proposed → validated by counsel → activated. Each rule presents the text, Tauraco's reading and the points to resolve. Reviewing it requires specific authorization.

6.5 Document pipeline

Pipeline tracks the path of a submitted document: antivirus, OCR, extraction, scoring, publication.

  • Submission — submit a document manually or resume its processing.
  • Invoices — the real-time status of every document in the pipeline.
  • Review queue — the anomalies detected, to be validated by a Risk role.
  • Approvals — pending validations.

6.6 E-invoicing

Facturation électronique (E-invoicing) module — administration of the French reform: dashboard, accredited platforms, recipient directory, invoice checks in the EN 16931 format, submission tracking.

6.7 Monitoring

Monitoring screens let you track service availability, document processing, notifications and exchanges with connected services. Requests sent through the contact form reach the team by e-mail: no screen in the application files them. The audit log records actions; analysis-model monitoring screens let you review their processing and quality.

Viewing the audit log

  1. Ops → Journal d'audit.
  2. Filter by user, action, or period.
  3. Open a row for its full detail — the log is immutable: nothing in it is ever rewritten or deleted.

Follow a model training

Ops & Admin → Model training lists the training jobs of the risk model: status, data provenance, outcome reason, dates and, in the detail, the measures, the artifact fingerprint and the last signal of the training process. Operators (OPS role) create a job and follow its state; only platform administrators launch or cancel it.

  1. New training job: pick a dataset of the tenant, or paste the identifier of another tenant's dataset (training is a platform function).
  2. Run (pending or failed jobs): enter an optional reason, kept in the audit log, then confirm. A job is taken into account only once.
  3. Read the outcome: REAL_CANARY_PASSED (a model was produced, to be promoted by hand), SYNTHETIC_NON_PROMOTABLE (demonstration dataset, or provenance not declared “production”: no model, reason shown), BLOCKED_NO_DATA (not enough real labels, or a dataset in several currencies: reason shown) or FAILED.

6.8 AI requêteur and AI-assisted analysis

The Tauraco Assistant, the AI Assistant (✨ icon), the AI-assisted analysis panels (bank cockpit, file, ERP dashboard) and the Markets Assistant rely on an external artificial intelligence service, provided by Anthropic (Claude models). If this service is temporarily unavailable or out of credit, each surface applies its own fallback rather than staying empty:

  • the Tauraco Assistant bubble and the ✨ icon answer with an explicit message (technical problem, with the team's address);
  • the analysis panels (cockpit, dashboard) show generic content with a "degraded mode" banner;
  • certain one-off actions, such as generating a detailed brief on a file, remain unavailable until the service has responded, with an explicit message rather than a made-up result.

6.9 Compliance files

The seller and investor KYC/KYB queues, contract templates, fees and consents let you view and track existing files in the « Conformité » (Compliance) module — KYC and KYB queues, contracts, fees, consents. Financing requests are handled in the Financing module.

6.10 The in-app guide

Route /guide, "Guide" menu, accessible from any authenticated role. It reproduces, filtered by the modules you have access to, the content of this manual — it is the one-click version of the screen it explains.