Implement a Modern Treasury VirtualAccount hierarchy for FBO sub-tenant receipt routing and auto-ledgering

domain: banking-general · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Create an ExternalAccount in Modern Treasury for the omnibus FBO bank account held at the sponsor bank; this is the physical account where all funds actually land
  2. Create VirtualAccounts under the FBO ExternalAccount, one per sub-tenant or customer; each VirtualAccount gets a unique routing number and account number (provided by Modern Treasury or the sponsor bank) that sub-tenants give to their payers
  3. Configure a routing rule or ledger account association so that when an inbound ACH or wire arrives at a VirtualAccount number, Modern Treasury automatically creates a LedgerTransaction crediting that sub-tenant's ledger account
  4. Create a Ledger with LedgerAccounts for each sub-tenant (e.g., 'customer:{id}:available'); verify that the sum of all sub-tenant ledger balances always equals the physical FBO account balance as your invariant
  5. For payouts, create a PaymentOrder specifying originating_account_id (the FBO ExternalAccount) and debit the sub-tenant's ledger account atomically with the payment order creation to prevent double-spend
  6. Set up a reconciliation job that periodically pulls actual bank balances from Modern Treasury and compares them to the sum of all ledger account balances, alerting on any discrepancy

Known gotchas

Related routes

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