RAF Admin Console - Nueve Solutions

The RAF Admin Console is a back-office web app for your institution’s staff to manage the referral program. It gives you full visibility into campaigns, referrals, and rewards — all in one place, with no technical knowledge required. Staff can create and edit campaigns, monitor how referrals are progressing, process reward payouts, and download reports — all from a simple web interface.

Dashboard

The dashboard is the first thing staff see when they log in. It gives an at-a-glance summary of the entire referral program: Overview stats (top row)

Stat	What It Means
Total Referrals	Every referral ever submitted across all campaigns
Submitted	Referrals where the acceptor hasn’t yet finished the qualifying activity
Criteria Met	Acceptors who have completed all the required activity — reward is ready to be paid
Ready to Pay	Referrals queued and confirmed for reward payout
Paid	Referrals where both the inviter and acceptor have received their rewards
Expired	Referrals where the eligibility window closed before criteria were met — no reward will be issued
Members	Total number of unique members who have a referral code

Campaigns table (bottom section) Below the stats, the dashboard lists all active and inactive campaigns. For each campaign you can see its name, type, priority, start and end dates, how much each party earns, and whether the campaign is currently live (the toggle on the right). From here staff can click Details to view the full campaign, Edit to update dates or reward amounts, or Add New Campaign to create a new one.

Referrals

The Referrals page shows every referral in the system with full details about both the inviter (who shared their code) and the acceptor (who submitted it). Filtering Staff can filter the list by date range, referral status, and campaign to zero in on exactly what they need to review or action. Referral table columns

Column	What It Shows
Ready to Reward?	Whether the acceptor has met all eligibility criteria and is cleared for payment
Campaign	Which active campaign this referral belongs to
Inviter Name	The member who shared their referral code
Inviter Amount	The reward amount the inviter will receive
Acceptor Name	The acceptor who submitted the referral code
Acceptor Amount	The reward amount the acceptor will receive
Relationship Start Date	When the acceptor opened their account
OLB Enrollment Date	When the acceptor first logged into digital banking
Code Submit Date	When the referral code was entered
Inviter Code	The unique referral code used for this referral
Inviter Reward Status	Whether the inviter’s reward has been paid or is still pending

Paying rewards Staff can select one or more referrals using the checkbox on the left and then:

Pay Reward — Sends the reward directly to both the inviter’s and acceptor’s accounts from the configured holding account
Mark as Paid — Records the reward as paid manually, without triggering a transfer (useful if the payment was handled outside the system)
Download — Exports the filtered list as a CSV for records or reporting

Campaigns

The Campaigns section lets staff manage all referral campaigns for the institution. Each campaign defines the rules of the program: who qualifies, what the acceptor needs to do to earn the reward, how much the inviter and acceptor receive, and how long the program runs. What you can do:

Create a new campaign — Set the campaign name, type, dates, reward amounts, and eligibility rules
Edit an existing campaign — Update end dates or adjust reward amounts at any time; start dates can only be changed before the campaign begins
Enable or disable a campaign — Use the status toggle to turn a campaign on or off without deleting it

Transaction Report

The Transaction Report gives a paginated view of all reward transactions — every transfer that has been made from the FI’s holding account to inviters and acceptors as part of the referral program. Staff can filter by date range and download the full report as a CSV for reconciliation, auditing, or sharing with finance teams.

Who Has Access

The admin console uses role-based access to control what different staff members can see and do:

Role	What They Can Do
Super Admin	Full access — manage campaigns, process rewards, manage other admin users
Admin	Manage campaigns and process rewards
Viewer	Read-only — can view all data and download reports but cannot make changes

​Dashboard

​Referrals

​Campaigns

​Transaction Report

​Who Has Access

Dashboard

Referrals

Campaigns

Transaction Report

Who Has Access