Glossary

The vocabulary of ACH assurance.

Terms that appear in Nacha audits and in Eviqly deliverables, defined plainly.

ACH
Automated Clearing House — the U.S. electronic network for batch-processed credit and debit transfers, governed by the Nacha Operating Rules.
AAP
Accredited ACH Professional. A Nacha-administered credential recognizing expertise in ACH rules, risk, and operations. Eviqly reports are reviewed and signed by U.S.-based AAPs.
Nacha Operating Rules
The rules that govern participation in the ACH network, including the requirement for participating DFIs, Third-Party Senders, and Third-Party Service Providers to conduct an annual compliance audit.
Originator
A company or individual that initiates ACH entries under an agreement with an ODFI.
ODFI
Originating Depository Financial Institution — the bank that receives entries from Originators and introduces them into the ACH network.
RDFI
Receiving Depository Financial Institution — the bank that receives entries and posts them to its account holders.
Third-Party Sender (TPS)
An entity that originates entries on behalf of its own customers through an ODFI, taking on additional due diligence, registration, and oversight obligations.
Third-Party Service Provider (TPSP)
An entity that performs ACH processing functions on behalf of an Originator, TPS, or DFI.
SEC code
Standard Entry Class code — a three-letter code identifying the type of ACH entry (for example PPD, CCD, WEB, TEL, IAT), each with its own authorization and handling requirements.
WEB
An SEC code for consumer debits authorized over the internet or a mobile device; subject to account validation requirements for first-use accounts.
Return rate
The proportion of originated entries returned, monitored against Nacha thresholds for unauthorized, administrative, and overall returns.
Exposure limit
The maximum ACH origination volume or value an ODFI allows an Originator or TPS, subject to periodic review.
Punch list
In Eviqly’s workflow, the list of unsupported requirements (gaps), each assigned to an internal owner for resolution.
Pull date
The date on which Eviqly read a piece of evidence from a system or received it as an upload; recorded with every source.
Completion statement
The signed statement closing an engagement, naming the participant type, SEC codes, period reviewed, and the accredited reviewer.
Immutable trail
Eviqly’s append-only record of who drafted, confirmed, closed, and signed each item, and when.
SOC 2 Type I
An independent examination of a service organization’s controls relevant to security at a point in time, based on the AICPA Trust Services Criteria.

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