Skip to main content

Module Relationships

This guide explains how PulseCRM's modules interact with each other to form a complete system.

Core Relationships​

Account & User Management​

The foundation of the system:

  • Accounts contain Users
  • Users belong to Accounts
  • Permissions flow through both
  • Access control combines both

Lead to Merchant Flow​

The primary business flow:

  1. Lead Management creates leads
  2. Leads convert to Applications
  3. Applications become Merchants
  4. Merchants process Transactions

Supporting Systems​

Support modules that interact with multiple core modules:

Document Management​

Connects with:

  • Lead Management (lead documents)
  • Application Processing (application documents)
  • Merchant Management (merchant documents)
  • Compliance (required documentation)

Email System​

Integrates with:

  • Lead Management (lead communications)
  • Application Processing (status updates)
  • Merchant Management (merchant communications)
  • User Management (notifications)

API & Integration​

Provides external access to:

  • Transaction Management (processing)
  • Merchant Management (data access)
  • User Management (authentication)
  • Account Management (permissions)

Module Dependencies​

Primary Dependencies​

  1. Account Management

    • Required by: All modules
    • Depends on: None
    • Purpose: Foundation for multi-tenant system

  2. User Management

    • Required by: All modules
    • Depends on: Account Management
    • Purpose: Authentication and authorization

  3. Lead Management

    • Required by: Application Processing
    • Depends on:
      • Account Management
      • User Management
      • Contact Management
    • Purpose: Sales pipeline start

  4. Application Processing

    • Required by: Merchant Management
    • Depends on:
      • Lead Management
      • Document Management
      • Auto Approval System
    • Purpose: Merchant onboarding

Secondary Dependencies​

  1. Transaction Management

    • Required by: None
    • Depends on:
      • Merchant Management
      • Pricing Management
    • Purpose: Processing operations

  2. Document Management

    • Required by: Multiple modules
    • Depends on:
      • Account Management
      • User Management
    • Purpose: File storage and organization

  3. Email System

    • Required by: Multiple modules
    • Depends on:
      • Account Management
      • User Management
    • Purpose: Communication management

Integration Points​

Internal Integration​

Data Flow​

Process Flow​

External Integration​

API Access​

  • Gateway integrations via Transaction Management
  • CRM integrations via Lead Management
  • Accounting integrations via Merchant Management
  • Support integrations via Email System

Data Exchange​

  • Real-time processing through Transaction Management
  • Batch processing through API & Integration
  • Document exchange through Document Management
  • Communication through Email System

Best Practices​

Module Interaction​

  1. Use established interfaces
  2. Respect module boundaries
  3. Handle dependencies properly
  4. Maintain data consistency
  5. Follow security protocols

Data Flow​

  1. Validate data at each step
  2. Maintain audit trails
  3. Handle errors appropriately
  4. Monitor performance
  5. Ensure security

Integration​

  1. Use proper authentication
  2. Handle rate limits
  3. Validate responses
  4. Log activities
  5. Monitor health

Common Patterns​

Event Flow​

  1. Event occurs in source module
  2. Dependent modules notified
  3. Actions triggered
  4. Results recorded
  5. Status updated

Data Synchronization​

  1. Changes detected
  2. Validation performed
  3. Updates propagated
  4. Confirmation received
  5. Status updated

Error Handling​

  1. Error detected
  2. Impact assessed
  3. Recovery attempted
  4. Status updated
  5. Notification sent