FDM.4:4 - Solution
FDM.4:4.1 - Name the claimed change and prior position
State what is supposed to have changed, for which party, under which arrangement and at what relevant time. Recover the prior position to the extent needed to explain the effect. FDM.1 supplies a missing position account; FDM.2 resolves an uncertain party boundary.
Distinguish a changed permission, duty, usable resource, recorded statement and business outcome. If a message says only “approved”, establish what its sender actually approved before treating it as evidence of another result.
FDM.4:4.2 - Recover the rule that gives the event its effect
Obtain the applicable terms or institutional rule. Identify the event or action the rule recognizes, the actor and authority where required, the conditions and the effective time. Some effects require a communicative act; others depend on performance or another recognized occurrence.
A.2.8, A.2.8.PER and A.2.9 supply the respective duty, permission and communicative-work questions. Use the relevant specialist for disputed local terms. A record can be constitutive if the applicable rule gives the recording act that role.
FDM.4:4.3 - Establish what actually occurred
Inspect the evidence relevant to that rule and effect. Match the parties, arrangement, amount and occurrence. Distinguish an instruction from its execution and a provider’s local result from the recipient’s result where those differences matter.
Retain the dates needed to interpret the action: occurrence, effective date, posting or actual availability can differ. Obtain only the dates that can change the present answer. Evidence sufficient for “instruction received” may be insufficient for “recipient can use the funds”.
If sources disagree, first compare their subjects, dates and meanings. Then investigate the remaining factual discrepancy. Do not select a source as decisive merely because its application is the most familiar one.
FDM.4:4.4 - Derive the effect and remaining position
Apply the recovered rule to the established occurrence. State what changed and when. For a partial payment, use the applicable allocation rule to determine which amounts are satisfied and what remains. Preserve other interest, fees or conditions only where the actual arrangement requires them.
Keep the calculation answerable to that interpretation. If you can perform the arithmetic but cannot explain how it establishes the financial position, use B.1.5.EW to locate the missing operation in the encompassing work. An unresolved contractual interpretation may need a qualified colleague’s contribution; a computational correction addresses a different failure.
When the evidence establishes that the required event did not occur, return the supported non-change for that effect. When the rule or occurrence is unresolved, return the exact missing premise. An unresolved result is not proof of either performance or failure.
Relate the records to the resulting position. A necessary correction belongs in the appropriate account through its responsible process; do not silently rewrite history to make sources appear consistent. Use ADM.4 when the participants’ accounts require a broader comparison.
FDM.4:4.5 - Return the result needed by the next user
Supply the supported effect, time, remaining position and limits. Name the next responsible question when a rule, occurrence or correction still needs resolution.
FDM.3 uses the resulting state for later events. FDM.5 uses the effect when examining a participant’s service result. A demonstrated financial change can be useful even when its longer-term benefit is not yet known.