Products / Customer Management
Every PSP customer, with its configuration and users, in one place.
The module where the PSP registers its customers, defines who can operate on behalf of each one and with which permissions, and keeps the configuration that governs their operations: linked accounts, limits, enabled products and service parameters.
For the business
- Orderly onboarding: every customer comes in with its documentation, configuration and owners.
- A data model that supports customers with multiple users, roles and approval levels.
- Commercial configuration lives in the platform, not in spreadsheets.
For your engineering team
- Customers, users and profiles exposed via API to sync with your CRM or onboarding.
- Role- and action-based permissions; segregation of duties (whoever uploads is not who approves).
- Events on creation, status change and configuration change.
Capabilities
- Customer registry with documentation and status
- Users with roles, permissions and approval levels
- Operating profiles: products, limits, linked accounts
- Per-customer configuration without deployments
- Change history per customer
Integration points
What this module exposes so the PSP can connect its systems and its local adaptation layer.
- Customers and users API
- Customer lifecycle events
- Hooks for the PSP’s identity verification and compliance
How it fits
Modules this one works with directly.
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