Step 1-Initiated - Status when payroll has not yet been received, Step 2- Draft - Payroll file has been received but not reviewed, Step 3- Submitted - Contribution Trade Ops sends data sent to Wayforth, Step 4- Accepted - Wayforth forwards data to Matrix (custodial bank), Step 5- Traded - Matrix trades the funds into the market and sends the data back to Wayforth, Step 6- Processed - Contribution has been updated, can be seen on PPT Dashboard,

CSET Lifecycle

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