Review Customer Top-Up Requests in GWMS

Updated: 2026-08-25

1. Scenario

Funding Review is used to process top-up requests submitted by customers. After approval, GWMS credits the customer's account based on the actual received amount.

Typical scenarios:

• Search pending top-up requests
• Review customer top-up requests
• View review results for processed records

2. Operation Guide

2.1 Open Funding Review

Menu path: GWMS-Customer Management-Funding Review

1. Sign in to GWMS.
2. Expand Customer Management.
3. Click Funding Review.

Legend: 1. Funding Review entry; 2. filter area; 3. recharge request list; 4. row review or details entry.

3. Search Top-Up Requests

The page supports filters such as Customer Name, Funding Currency, and Review Status.

The list directly shows Customer Name, Funding Request No., Transaction No., Add Funds, Payment Method, Payment Account, and Actual Amount Received.

When processing pending records, it is best to filter Review Status to Pending Review.

4. Review a Top-Up Request

1. In the operation column of a pending record, click Review.
2. Check the request information and enter the review result.
3. Click Confirm.

Legend: 1. Open the Funding Review dialog; 2. check the recharge request information; 3. enter the review result and remark; 4. click Confirm to submit.

Focus on these fields during review:

• Confirm Customer Name and Funding Request No..
• Check Transaction No., Add Funds, Payment Method, Payment Account, and Payment Receipt.
• Enter the actual received amount and currency. The page also shows Exchange Rate.
• Select Review Status as approved or rejected, and fill in Review Remarks when needed.

Legend: 1. Enter actual received amount and currency; 2. select the review status; 3. enter a review remark; 4. click Confirm to submit.

If Review Status is not selected, the record cannot be submitted. After a successful review, the list refreshes.

5. View Top-Up Details

Processed records show Details in the operation column. Click it to review the result, actual received amount, voucher, and remarks.

Legend: 1. Open the funding details dialog; 2. review recharge and audit information; 3. review recharge remark and audit remark; 4. close the dialog.

6. Additional Notes

Review statuses include:

• Pending Review: the customer has submitted a request, but it has not been processed.
• Approved: the request has been approved and the actual received amount is posted.
• Rejected: the request did not pass review and the amount is not posted.

After approval, you can continue checking:

• GWMS-Customer Management-Account List: confirm whether the balance is updated.
• GWMS-Customer Management-Account Transactions: confirm whether the related recharge transaction was generated.

7. FAQ

Q1: Why can't I find a top-up request that the customer says was submitted?

A1: Check the filters first, especially Customer Name, Funding Currency, and Review Status, and make sure you are looking at Pending Review when needed.

Q2: The requested amount and actual received amount are different. Which one should I approve?

A2: Use the actual received amount and explain the difference in Review Remarks.

Q3: Can an approved record be reviewed again?

A3: Processed records only provide Details. If a correction is needed, use the account adjustment process instead of reviewing the same record again.