B Funds Flows#

Complex funds flows are built from common building blocks. Learn how to model these core flows in FRAGMENT.

a. Basic money movement

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A platform facilitates a transaction between a customer and a restaurant. The customer pays the platform, which then pays out to the restaurant.

Instant payment

When the customer places an order, an Entry records two lines: a payable to the restaurant and funds in the cash account.

Order placed

The payout moves funds out of the platform to the restaurant.

Restaurant payout

b. Platform fee

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The platform charges a fee for facilitating the transaction between customer and restaurant. The fee is recorded as income.

The platform pays the card network a fee for processing the payment, which the platform records as an expense.

A $25 order becomes $20 to the restaurant, $5 fee income, and $1 expense. The total held by the platform is $25 minus $1.

Order placed

c. Card and ACH

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In reality, money movements are not instant. Pay ins and pay outs take a few days to settle.

Payment rails

When the process starts, an Initiate entry records a new receivable or payable. When the funds arrive, a Settle Entry moves the funds out of the receivable or payable account.

Clearing Accounts handle these transitory balances.

Card payin12
ACH payout12

d. Bulk payouts

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To reduce fees on payouts, the platform consolidates multiple orders to the same restaurant into a single payout.

Batched payout

In this example, a restaurant receives two different orders.

Card payins1234

Both orders are consolidated into a single payout through a bulk initiate Entry.

Batched payout12

e. Bulk Payins and Reconciliation

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Orders placed through the same card network arrive as a bulk payin.

Bulk payin

The platform must reconcile the bulk payment, their bank balance, and the balance in Fragment.

A bulk payment arrives into the Linked Account.

Card network bulk payin123

The platform subdivides the bulk payin into the corresponding order receivables.

Receivables reconciled

f. Currency conversion

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The restaurant charges €18. The platform charges the customer $20 priced against a projected exchange rate.

Currency conversion

The USD payment and Euro payable are balanced through corresponding lines in the income account.

Instant payin (USD)

The payout to the restaurant leaves an €18 deficit.

Instant payout (EUR)

The platform sells $18.90 of cash to buy €18 at a 1.05 rate. The platform keeps the $1.10 spread as income.

Convert assets

g. Loan

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The platform offers a loan service to cover operating costs for restaurants.

Disbursing the loan moves money out of the cash account into the loan receivable.

Loan disbursed

On repayment, the loan receivable is cleared, an income line is added for interest, and the cash account is replenished.

Loan repaid

h. P2P transfer

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This section is models a peer-to-peer payments app instead of the marketplace.

Each user’s wallet balance is held in a liability account.

A user funds their wallet using ACH.

Wallet load12

When one user pays another, the platform records a book transfer, moving the funds between the two wallets.

P2P transfer

When a user withdraws, the platform initiates an ACH payout, marking the funds as pending, and takes a fee.

Wallet withdrawal12

i. Next Steps

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Ready to build? Follow the Quickstart to create your first ledger and post an entry.