Financial workflows need explicit authority, provenance and recovery boundaries.

Account access

Customer, practitioner and administrative sessions are separated. Sensitive changes use stronger authentication and server-side authorization rather than trusting UI state.

Documents

Uploads follow governed object metadata, restricted media types and malware-state controls. Downloads use owner-authorized short-lived access rather than public object URLs.

Provider data

External callbacks are verified, deduplicated and reconciled before consequential local state changes. A browser or mobile success screen is never sufficient authority by itself.

Operational evidence

Audit records, immutable snapshots, idempotency and reconciliation are part of the platform foundation. Provider-specific disclosures are published before a live integration is activated.