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[OR] [MBT] [E3] [CBS] [2] [MPR] Map Processes and Resources

Written by Moh Heng Goh | Nov 11, 2025 2:00:04 AM


CBS-2 Payments and Fund Transfers

The Map Processes and Resources for CBS-2 Payments and Fund Transfers is a critical framework designed to ensure that Metrobank can efficiently manage its payment services in a way that is resilient to disruptions.

By identifying and mapping each sub-CBS to its supporting processes, people, technologies, third-party vendors, and upstream and downstream dependencies, this process enables Metrobank to maintain business continuity, comply with regulatory requirements, and effectively respond to operational risks.

Each of these components plays a crucial role in safeguarding the integrity and availability of payment services, particularly as digital banking evolves and customer expectations rise.

Given that payment and fund transfer services are central to Metrobank’s operations, understanding and ensuring the robustness of these processes is critical for mitigating risks and ensuring compliance with regulatory frameworks.

In this section, we will outline the supporting processes, people, technology, and other dependencies for each of the sub-CBS components under CBS-2 Payments and Fund Transfers.

Table P3: Map Processes and Resources for CBS-2
 
 

Sub-CBS Code

Sub-CBS

Processes

People

Technology (Applications and Infrastructure)

Third-party Vendors

Upstream/Downstream Dependencies

2.1

Transaction Initiation

Initiating payment requests through various channels

Frontline banking staff, customer service representatives

Online banking platform, mobile banking app

Payment processors (e.g., VISA, MasterCard, local PSPs)

Upstream: Customer accounts, Payment gateway; Downstream: Transaction Validation

2.2

Transaction Validation

Validating transaction details (e.g., amount, recipient)

Payment validation team, compliance officers

Core banking system, fraud detection systems

Fraud prevention vendors, validation systems

Upstream: Transaction Initiation; Downstream: Transaction Authorisation

2.3

Transaction Authorisation

Authorising the transaction (e.g., OTP, multi-factor auth)

Authorisation officers, risk management team

Authentication systems, digital signature platforms

OTP service providers, biometrics authentication providers

Upstream: Transaction Validation; Downstream: Transaction Settlement

2.4

Transaction Settlement

Settling transactions with counterparty banks

Settlement team, treasury operations

Real-time settlement system, SWIFT, ACH

Interbank payment systems, clearing houses

Upstream: Transaction Authorisation; Downstream: Reconciliation

2.5

Reconciliation

Matching and reconciling records to ensure consistency

Accounting team, operations team

Reconciliation software, reporting tools

Reconciliation software vendors

Upstream: Transaction Settlement; Downstream: Dispute Resolution

2.6

Dispute Resolution

Resolving transaction issues and customer complaints

Customer service, legal team, fraud department

Customer service management software, dispute resolution platform

Legal advisors, fraud investigation vendors

Upstream: Reconciliation; Downstream: Compliance and Reporting

2.7

Compliance and Reporting

Preparing regulatory and internal compliance reports

Compliance officers, internal auditors

Regulatory reporting systems, compliance management software

Regulatory bodies, auditors

Upstream: Dispute Resolution; Downstream: System Maintenance and Monitoring

2.8

System Maintenance and Monitoring

Regular monitoring and upkeep of systems to ensure uptime

IT operations, network administrators, security officers

System monitoring tools, network infrastructure

IT support vendors, cloud service providers

 

The Map Processes and Resources for Metrobank’s CBS-2 Payments and Fund Transfers underscores the importance of operational resilience in the digital banking landscape.

By aligning each sub-CBS with the necessary people, technologies, third-party services, and dependencies, Metrobank ensures that its payment and fund transfer services are both secure and reliable.

This comprehensive approach not only enhances operational efficiency but also strengthens Metrobank's ability to manage disruptions and meet compliance obligations.

With a strong mapping framework in place, Metrobank is well-equipped to ensure uninterrupted service delivery to its customers, while maintaining the highest standards of operational excellence.

 

Building Resilient Banking Operations: The Metrobank Operational Resilience Implementation Guide

eBook 3: Starting Your OR Implementation
CBS-2 Payments and Fund Transfers
CBS-2 DP CBS-2 MD CBS-2 MPR CBS-2 ITo CBS-2 SuPS CBS-2 ST
 

Gain Competency: For organisations looking to accelerate their journey, BCM Institute’s training and certification programs, including the OR-5000 Operational Resilience Expert Implementer course, provide in-depth insights and practical toolkits for effectively embedding this model.

 

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