Treasury Compliance Workspace

BAM Documentation Manager

Sign in with an existing BAM user or create a new user profile to access the workspace.

Access

Sign in

Use an existing BAM user email and password to continue.

Onboarding

Create user

New self-service users are created with the default BAM role and access template.

Access

Forgot password

Enter your email and we’ll send a reset link if the account exists.

We will send a reset link when the account exists.
Status Dashboard

Compliance overview

Monitor document coverage, upcoming gaps, and assignment load across the BAM workspace.

Documentation coverage

0% ready

Administration

Users and roles

Define who uses this page, which role they hold, what access rights they receive, which Kyriba-synced groups they belong to, and which BAM scope they can work on.
Name Email Kyriba User ID Role Access Rights Scope User Groups Linked Signer

Master View

Document requirement tracker

Entity Type Entity Code Entity Name Request Type Document Type Status Mandatory Document Manager Expiration Date Notification Upload Date Issuance Date Uploaded By Actions

Notification Center

Manual and scheduled activity

Recipient Template Channel Delivery Actions Trigger Sent At

Admin Policy

Notification rules

Name Trigger Notify Via Scope Recipient Template Cadence Active

Workflow Engine

Request instances and documentation checks

Tracked requests: 0
Open gaps: 0
With no matching rule: 0
Create a BAM request instance, then refresh documentation checks to materialize the active requirements.

Current

Request register

Request Type Entity Company Status Matched Rule Requirements Due Date Owner Last Check

Current

Configured request types

Add or maintain BAM request types from a focused setup popup.
Name Mapped Entity Description

Current

Configured document types

Add or maintain document types from a focused setup popup.
Name Category Entity Sensitive

Current

Ranked rules

Add or maintain documentation rules from a focused setup popup.
Rank Request Type Conditions Required Documents Actions

Current

Assignments

Add or maintain document manager assignments from a focused setup popup.
Document Type Conditions Assigned Users

Document Upload / Storage

Enriched document register

Attach and enrich documents from a focused upload popup.
File Name URL / Path Document Type Category Issuance Date Expiration Date Comment Uploaded By Upload Date

Entities for BAM activities

Entity Repository

Entity list

Select a source data option to manually create entities or load them from Kyriba API.
Type Code Name Country Source

Self Service

Sensitive identity documents

Individual users can only see and manage their own sensitive identity documents while treasury and document managers see masked metadata.

Document Type File Issuance Date Expiration Date Owner

Role Access

Current visibility rules

    Administration

    Admin dashboard

    Monitor access activity, authentication events, scheduler health, notification delivery, workspace persistence, and administrative changes in one admin-only module.
    Open this tab while signed in as admin to load access and system activity.
    Active users: 0
    Failed logins 24h: 0
    Notifications 24h: 0
    Pending invites: 0
    RLS gaps: 0

    System Health

    Backend and platform status

    Area Status Last Run / Update Details

    Authentication

    Login history

    When Status User Role IP Summary

    Notifications

    Delivery activity

    Sent At Trigger Recipient Request Requirements

    Audit Trail

    Workspace changes

    When Action Record Changed By Source

    Admin Actions

    Administrative changes

    When Event Status Actor Target Summary