01 · Why

PVA lets the bank see the deal earlier

Banks earn from the commercial activity of their clients. But in most cases, they see that activity too late—when the client has already made a decision and arrives only to complete the payment.

PVA changes that. It gives the bank visibility from the first sign of interest through to repeat business. Payment becomes just one product within a much longer commercial journey.

02 · The commercial path

Payment is the final step—and usually the least valuable one

Interest Request Tender Order Financing Payment Repeat

The highest-value banking opportunities often appear before payment. Guarantees, letters of credit, factoring, leasing, working capital, instalments, and foreign exchange all sit earlier in the commercial journey.

The bank that enters at the first step has the opportunity to serve every step that follows.

EZ operates within this journey. It helps a business recover several percentage points of operational productivity. The capacity released through EZ can then be filled with new orders, financial products from the bank, and goods or services offered by other sellers in PVA.

03 · HOW THE PAYMENT WORKS

Many payers. Many independent sellers.

Payer Payee

Every order has its own seller and its own beneficiary. The beneficiary’s payment details are sent to the bank for each transaction.

Funds move directly from the payer’s account to the payee’s account. Active Cluster does not hold, receive, or route the money.

The bank only needs to provide two basic functions: payment initiation from the payer’s account and notification when the beneficiary receives the funds. Everything else is handled through PVA’s commercial layer.

04 · What the bank provides

Three things—and client data remains inside the bank

Clients

Clients are connected individually when they want to link a deal, approved limit, or banking product to PVA.

Products

The bank can place its financial products directly on the PVA showcase, including leasing, guarantees, factoring, letters of credit, instalments, foreign exchange, and working capital.

Payment rail

When both sides of a transaction are clients of the same bank, the payment can remain entirely within the bank’s own infrastructure.

05 · What the bank receives

Deals that may not happen without financing

A client sees a price of one million and walks away. PVA can place a clear financial option next to that price—for example, eighteen thousand per month.

The commercial decision changes immediately. The client stays in the deal, the seller keeps the opportunity, and the bank participates in the turnover it helped create.

06 · The role of PVA

PVA repeats the bank’s decision—it does not replace it

the credit decision is made by the bank the risk assessment is performed by the bank the money moves between banks personal data remains with the bank the client base remains with the bank PVA only reflects the result inside the commercial journey

The bank approves—and PVA displays the approval. The provider reports—and PVA repeats the update. The seller enters the commercial information—and PVA places it in the right part of the transaction.

07 · How the client arrives

Through the bank’s normal process

Application Committee Limit

The client follows the same banking journey as before. Together with the standard documents, the client gives the bank a PVA identifier: a short code that works in a similar way to an account reference.

The bank makes its decision through its existing process. Once approved, the bank enters the client’s identifier and available limit. The client then confirms the connection from their side. No credit decision is moved into PVA.

08 · What the client sees

The financial option appears next to the commercial choice

Upfront price 1,000,000
Leasing 18,000 per month

PVA knows that the client has an approved banking limit. The client therefore sees the available financial option immediately, next to the product or service they are considering. The bank can still review the specific transaction through its normal internal process before final approval.

09 · How the bank pays

In PVA, the bank can act as payer for the client

Client order Bank pays Seller receives

The seller receives payment for the order. The client then repays the bank over time under a separate credit, leasing, or instalment agreement. That repayment relationship sits outside PVA and remains fully within the bank’s normal contractual and servicing systems.

10 · Products on the showcase

The bank adds financial products in the same way a seller adds goods

Letter of creditImport transactions
GuaranteeTender participation
FactoringTender and supply contracts
LeasingCatalog purchases
InstalmentsCatalog purchases
Foreign exchangeImport transactions

The commercial page already knows what type of transaction the client is considering. It can therefore display the most relevant banking products in the right place. When the bank adds a new product, PVA places it where the commercial need appears.

11 · Event exchange

Only the operational minimum moves between the bank and PVA

From the bank to PVA

Client invitation, approved limit, limit increase or reduction, limit exhaustion, credit closure, available financial products, and product terms.

From PVA to the bank

Payment instruction: who is paying, who is receiving, how much is being paid, and what the payment is for. PVA also sends payment confirmation when required.

What remains inside the bank

Personal data, the client base, credit history, risk models, internal scoring, and confidential banking information.

12 · What an order means in PVA

An order is a commercial request—not always a completed purchase

“How much does it cost?” is an order. “I need a table for tonight” is an order. “I need a locomotive under these delivery terms” is also an order.

The scale and subject may change, but the mechanics remain consistent. The request goes to the person appointed by the seller. That person responds with an offer and an amount. The client accepts and pays. The commercial discussion may be simple or highly complex, but the operating structure stays the same.

13 · What is needed to start

Start small. Keep the bank in control.

One employee Several products One event channel

One employee can begin by entering approved client limits. Several banking products can be added to the showcase. A simple event channel can connect the bank and PVA.

That is enough to begin. First client. First transaction. First result. Then the model can expand.

14 · The short formula

PVA creates the commercial flow. The bank serves it with financial products.

The client comes to the bank for a limit and provides their PVA code.

The bank makes the decision and enters the approved limit.

The client immediately sees what is available across relevant PVA showcases.

The client buys. The bank pays the seller.

The client repays the bank outside PVA.

Payment is only one product. The commercial flow around it is more valuable.

Install PVA