Checklist

Bank readiness checklist for payment startups

Sponsor banks and payment partners evaluate your compliance controls before approving your program. This checklist covers the evidence requirements most teams miss.

Most payment startups build strong products but weak evidence trails. When a sponsor bank or enterprise partner asks to see your compliance controls, the answer shouldn't be “let me pull some logs together.” It should be a structured evidence packet that proves checks ran, policies were followed, and records haven't been tampered with.

The checklist below covers the most common areas where payment startups have gaps. Use it to evaluate your current state and identify what to fix before your next review.

Transaction Screening

  • OFAC/SDN screening runs on every payment before execution
  • Screening results are timestamped and tied to the specific transaction
  • Screening list versions are recorded for audit reference

Approval Controls

  • Every payment above threshold has a recorded approval chain
  • Approver identity, authority level, and timestamp are captured
  • Policy version in force at decision time is preserved

Audit Trail Integrity

  • Audit records are tamper-evident (modification is detectable)
  • Evidence trail is continuous — no gaps between screening and execution
  • Records can be independently verified by external reviewers

Export & Reporting

  • Structured export formats available (not just raw logs)
  • Examiner-ready packets can be generated on demand
  • SAR/CTR templates are available for regulatory filings

What “ready” looks like

Kontext produces a structured evidence record for every payment decision — the artifact that answers reviewer questions.

Payment Decision Packet
Compliant
Payment Summary

Amount

$48,200 USDC

Type

Vendor payout

Corridor

US → EU (Base)

Timestamp

2026-03-21 09:14 UTC

Initiation Source

Initiator type

AI agent

Agent ID

treasury-rebalancer-v2

Instruction ref

payout batch #A-449

Policy Checks
Counterparty allowedPassed
Threshold exceeded → dual approval requiredTriggered
Daily volume limitWithin limit
Sanctions Screening
OFAC/SDN checkClear

SDN v2026.03.21 · Checked at 09:14:02 UTC · 38ms

immutable logpolicy versionscreenedinitiation sourceexportable

Score your readiness in 2 minutes

Bank Readiness Guide