> ## Documentation Index
> Fetch the complete documentation index at: https://docs.synctera.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get to Know the Synctera Platform

> The Synctera platform is where Operations will manage their workload on a daily basis.

## Platform Overview

The platform includes dashboards that will help Operations navigate items that require daily attention from the Bank. These include various case types across all Synctera products. 

<Info>
  Platform Navigation

  To sign in, navigate to [https://app.synctera.com/login](https://app.synctera.com/login)

  * [**Cases**](/docs/cases-for-fintechs): All case instances will be here, with urgent cases indicated, active, and closed cases.
  * [**Reconciliation**](/docs/reconciliation-banks): The reconciliation center where outstanding transactions and other activities to balance your books will take place.
  * **Operations**: Internal transactions and accounts.
  * **Customer\*\*\*\*Data**: Customer lookup and creation, accounts, and transaction histories.
  * **Card Management**: Lookup, manage, and issue cards for customers. Will also include bulk actions in the future.
  * [**Insights**](/docs/insights-for-banks): Analytics and reports of how the platform and teams are performing.
  * [**Admin User Management**](/docs/user-management-overview): Manage who has access to the Platform at the Bank and set roles and permissions accordingly.
</Info>

## Navigate the Platform by Role

### Bank Operations Role

#### Daily Operational Tasks

As the Bank Ops Specialist, you will need to do the following operational tasks on a daily basis:

1. [**Reconciliation**](/docs/reconciliation-banks)
2. Ensure that [Account Summary and Transaction CSV](/docs/get-ready-for-synctera-transaction-files) outputs are sent from the Banking Core to Synctera.
3. Review any open reconciliation items and open a support inquiry at [support@synctera.com](mailto:support@synctera.com) if funds cannot be reconciled.
4. **End of Day Processing** - Bank to post credits or debits to the FinTech FBO.

#### Monthly Operational Tasks

At the end of month, Bank Ops Specialist will send 100% of the FinTech interchange to Synctera. Synctera will then send the Bank 

#### Quarterly Operational Tasks

On a quarterly basis, Bank Ops will receive a [QMR Report](/docs/managing-debit-card-banks) from Synctera to submit to Mastercard. 

### BSA Manager Role

As the BSA Manager, you will need to do the following operational tasks: 

1. Review [**marketing material**](/docs/marketing-materials-cases-fintechs) from FinTechs by checking Cases
2. Review any **AML Cases** that are opened by the FinTech or Synctera: