MERIDIAN LEDGER // TREASURY OS

Platform

Pricing

CFO Stories

Briefings

Yield Model

Custody

Careers

Guide

Treasury Benchmark →

[ MERIDIAN LEDGER // 12-STATION FINISHED-OBJECT FINTECH OWNER MANUAL ]

Deploy All 19 Templates, 6 CMS Collections & 28+ Live URLs with Institutional Rigor.

This internal owner manual (/guide) ships with metadata.noIndex: true so search engines skip it while your finance & growth team configures the 1-row Site Settings brain, W3C tokens, stateful CFO yield handoff, and compliance disclosures.

FINISHED-OBJECT QA READINESS

5 / 10 COMPLETE

RELATIONAL CMS ARCHITECTURE // 6 COLLECTIONS POWERING 28+ LIVE URLS

01 Site Settings (1-Row Brain)Global Shell + All 28+ URLs

Platform Name · Tagline · Treasury Desk Email · Benchmark LP URL · Custody Badge · HQ · Benchmark APY

02 Services (Platform Modules)/services + /services/:slug

Title · Slug · Module Category · Settlement SLA · ERP Stack · Platform Fee · Summary · Controls

03 Case Studies (CFO Dossiers)/work + /work/:slug

Title · Slug · Client · Series Stage · Annual Yield/Rebate Lift · Close Speed · Payback · 3-Phase Audit

04 Insights (Treasury Briefings)/insights + /insights/:slug

Title · Slug · Desk Category · Read Time · Author · Key Metric · CFO Thesis · Implementation Guide

05 Team & Proof (Fiduciary Bench)/about

Name · Slug · Role · Risk/Treasury Specialty · Institutional Pedigree · Bio

06 FAQ (Custody, FDIC & KYB)/pricing + /contact

Question · Slug · Category · Answer

9 SEMANTIC W3C INSTITUTIONAL FINTECH TOKENS (CLICK ANY SWATCH TO COPY HEX)

STATION 01⏱ 90 Seconds

Edit the 1-Row 'Site Settings' CMS Global Brain

Update your FinTech Platform Name, Benchmark T-Bill APY pill, Partner Custodian disclosure, Treasury Desk Email, and HQ once inside Row 1 to keep metadata aligned across all templates.

WHERE: Top Toolbar -> CMS -> 01 Site Settings (Row 1)

STATION 02⏱ 60 Seconds

60-Second Global Rebrand via 9 W3C FinTech Tokens

Every ledger table, multi-currency card vault, 1px hairline border, and KYB CTA across all 19 templates binds to 9 W3C Color Tokens. Edit Token 05 (#059669) and Token 06 (#2563EB) to rebrand globally.

WHERE: Left Panel -> Assets -> Styles -> Colors (01..09)

STATION 03⏱ 2 Minutes

Customize the 3-Font Institutional Typographic Triad

Meridian Ledger pairs Bricolage Grotesque (Display Authority) + Inter (Clean FinOps UI Body) + IBM Plex Mono (Tabular-Nums Basis Points & GL Codes) across 1200px, 810px, and 390px.

WHERE: Left Panel -> Assets -> Styles -> Text

STATION 04⏱ 1 Minute

Use Italic Accent & Single-Space Micro-Syntax

Wrap any phrase in *asterisks* inside interactive component props to highlight key yield or governance phrases, or enter a single space (' ') in optional badge props to hide them cleanly.

WHERE: Component Props & CMS Headlines

STATION 05⏱ 3 Minutes

Configure MeridianTreasuryCardHero.tsx (60fps Vault)

Set your default Sovereign Currency Vault (USD/EUR/GBP), US T-Bill APY %, base cash balance, live policy approval stream, and Primary CTA route directly in Framer's right-hand panel.

WHERE: Home (/) -> Select Hero Component -> Right Panel

STATION 06⏱ 4 Minutes

Calibrate CFO Yield Simulator -> KYB Brief Handoff

When a CFO adjusts idle cash balance, monthly card spend, and ERP stack, clicking the CTA passes ?cash=...&spend=...&erp=... directly into MeridianBriefIntake on /lp/treasury-benchmark and /contact.

WHERE: Home (/) & /calculator -> MeridianCashbackAndYieldSimulator

STATION 07⏱ 10 Minutes

Populate All 6 Relational CMS Collections (28+ URLs)

Replace our seeded treasury & AP modules (/services/:slug), Series A-D CFO case studies (/work/:slug), FOMC & ERP briefings (/insights/:slug), leadership bench (/about), and custody FAQs (/pricing).

WHERE: Top Toolbar -> CMS -> Collections 01 through 06

STATION 08⏱ 3 Minutes

Review Platform Tiers & Custody SLAs on /pricing

Align Meridian Core ($0/mo Platform Fee), Meridian Growth FinOps ($290/mo Multi-Entity ERP), and Sovereign Institutional Custom Sweep tiers with your basis-point fee schedule.

WHERE: Pages -> /pricing

STATION 09⏱ 3 Minutes

Wire CFO Outbound & Search Ads to /lp/treasury-benchmark

Route Google Search and LinkedIn CFO ad campaigns to /lp/treasury-benchmark. Header navigation links are stripped for zero exit leakage, and simulator query state pre-populates automatically.

WHERE: Pages -> /lp/treasury-benchmark (layoutTemplate: null, noIndex: true)

STATION 10⏱ 2 Minutes

Connect HubSpot / Salesforce / Treasury Desk Webhook

Configure your CRM webhook endpoint and /thank-you confirmation redirect on MeridianBriefIntake so incoming corporate KYB and yield benchmark requests route to your treasury desk.

WHERE: /contact & /lp/treasury-benchmark -> MeridianBriefIntake Props

STATION 11⏱ 3 Minutes

Verify GLBA Privacy, Card Terms, Careers & 404 Ledger

Update NY/SF/London risk & engineering openings on /careers, KYB document prep checklist on /thank-you, and partner bank / custodian disclosures on /privacy, /terms, and /cookies.

WHERE: Pages -> /careers, /thank-you, /privacy, /terms, /cookies, /404

STATION 12⏱ 2 Minutes

Read Station 12: What This Template Does Not Do

Review FinTech compliance boundaries below (illustrative client-side APY math—not investment advice, no live banking/Fedwire/Plaid backend included, and regulatory disclosures requiring legal sign-off).

WHERE: Bottom Disclosure Panel on /guide (This Page)

STATION 12 // COMPLIANCE & ARCHITECTURAL TRANSPARENCY: WHAT THIS TEMPLATE DOES NOT DO

Illustrative Yield & Rebate Math — Not Investment Advice

MeridianCashbackAndYieldSimulator runs deterministic client-side arithmetic using configurable APY and rebate assumptions. Treasury yields fluctuate with FOMC rates; nothing herein constitutes fiduciary or broker-dealer advice.

No Live Banking Core, KYB Engine, or Fedwire/Plaid API

This deliverable is a 19-template (28+ URL) Framer marketing, conversion, and CMS publishing system—not a regulated ledger backend, card-issuing processor, NetSuite OAuth connector, or authenticated CFO dashboard.

KYB & Benchmark Intake Posts to Your CRM Endpoint

MeridianBriefIntake reads URL query state (?cash, ?spend, ?erp) and routes to /thank-you (or posts to an optional CORS webhook URL). Never collect raw SSNs, EIN tax documents, or bank credentials on static marketing forms.

Partner Bank, FDIC Sweep & FINRA/GLBA Copy Is Placeholder

All references to US T-Bill CUSIPs, $100M FDIC sweep networks, custodian banks, /privacy, /terms, and /cookies are structural FinTech placeholders and must be approved by your compliance officer and legal counsel.

INTERACTIVE 10-POINT FINTECH PRE-LAUNCH QA CHECKLIST

01 // MERIDIAN LEDGER

Automated US Treasury T-Bill sweeps (5.28% APY), 1.75% corporate card rebates, and bi-directional NetSuite & Intacct reconciliation.

Same-Day Corporate KYB →

02 // TREASURY PLATFORM

Treasury Command (/)

Platform Modules

Platform Pricing

CFO Yield Simulator

Treasury Benchmark LP

03 // INSTITUTIONAL PROOF

CFO Customer Stories

Macro & ERP Briefings

Custody & Leadership

Open FinTech Roles

Treasury Advisor Desk

04 // COMPLIANCE & MANUAL

12-Station Owner Guide

KYB Confirmation

GLBA Financial Privacy

Commercial Card Terms

Cookie & Session Notice

SOC-2 TYPE II · PCI-DSS LEVEL 1 · ILLUSTRATIVE FINTECH TEMPLATE