Skip to main content

Application Processing

The Application Processing module handles merchant applications and processing workflows in PulseCRM.

Overview​

This module provides:

  • Application workflow management
  • Document collection and verification
  • Business information management
  • Processing configuration
  • Status tracking

Core Components​

Key Tables​

applications​

Primary table for application information:

- uniqueId: Primary key
- repcode: Representative code
- accountId: Associated account
- createdBy: Creator reference
- updatedBy: Last updater reference
- created_at: Creation timestamp
- updated_at: Last update timestamp

applicationBasics​

Stores basic application information:

- application_id: Reference to applications
- dbaName: Business name
- dbaEmail: Business email
- dbaPhone: Business phone
- dbaAddress: Business address
- tinType: Tax ID type

applicationBusinessDetails​

Stores detailed business information:

- application_id: Reference to applications
- marketType: Business market type
- mccCategory: MCC category
- productsServicesSold: Products/services
- website: Business website
- seasonalMerchantBool: Seasonal business flag

Sub-Modules​

Business Banking​

  • Bank account information
  • Processing history
  • Financial statements
  • References

Business Building​

  • Location information
  • Ownership details
  • Business structure
  • Licensing

Order Processing​

  • Processing methods
  • Fulfillment details
  • Delivery information
  • Service descriptions

Equipment Management​

  • Terminal requirements
  • Gateway setup
  • POS systems
  • Integration needs

Document Management​

  • Required documents
  • Supporting materials
  • Verification status
  • Document tracking

API Endpoints​

Application Management​

List Applications​

GET /api/applications

Query Parameters:

  • status: Filter by status
  • accountId: Filter by account
  • dateRange: Filter by date range

Create Application​

POST /api/applications

Request body:

{
  "basics": {
    "dbaName": "string",
    "dbaEmail": "string",
    "dbaPhone": "string",
    "tinType": "string"
  },
  "businessDetails": {
    "marketType": "string",
    "mccCategory": "string",
    "seasonalMerchantBool": "boolean"
  },
  "system": {
    "appStatus": "draft",
    "appCreatedDate": "string"
  }
}

Update Application​

PUT /api/applications/{applicationId}

Update application information:

{
  "basics": {
    "dbaName": "string",
    "dbaEmail": "string"
  },
  "businessDetails": {
    "marketType": "string",
    "mccCategory": "string"
  },
  "system": {
    "appStatus": "string",
    "appUpdatedDate": "string"
  }
}

Document Management​

Upload Document​

POST /api/applications/{applicationId}/documents

Multipart form data:

  • file: Document file
  • type: Document type
  • description: Document description

Application Statuses​

Draft​

  • Initial creation
  • Information gathering
  • Document collection
  • Preliminary review

Submitted​

  • Complete information
  • Document verification
  • Initial validation
  • Ready for review

In Review​

  • Underwriting process
  • Information verification
  • Risk assessment
  • Compliance check

Approved​

  • Final approval
  • Setup process
  • Account creation
  • Onboarding initiation

Rejected​

  • Application denied
  • Reason documentation
  • Appeal process
  • Closure procedures

UI Components​

ApplicationForm​

Application creation/editing:

interface ApplicationFormProps {
  initialData?: Partial<Application>;
  onSubmit: (data: Application) => void;
  disabled?: boolean;
}

ApplicationDetails​

Individual application view:

interface ApplicationDetailsProps {
  application: Application;
  onUpdate: (data: Partial<Application>) => void;
  onDocument: (document: Document) => void;
}

DocumentUpload​

Document management:

interface DocumentUploadProps {
  applicationId: string;
  documentType: string;
  onUpload: (file: File) => void;
  required?: boolean;
}

Best Practices​

  1. Application Management

    • Complete information collection
    • Regular status updates
    • Document verification
    • Progress tracking

  2. Document Handling

    • Clear requirements
    • Proper categorization
    • Version control
    • Secure storage

  3. Process Management

    • Status monitoring
    • Timeline tracking
    • Communication logs
    • Decision documentation

  4. Compliance

    • Requirement verification
    • Information validation
    • Regulatory compliance
    • Documentation standards

Integration Points​

Lead Management​

  • Lead conversion
  • Information transfer
  • Status tracking
  • Communication history

Merchant Management​

  • Account creation
  • Setup process
  • Integration configuration
  • Support handoff

Document Management​

  • File storage
  • Access control
  • Version tracking
  • Retention policies

Auto-Approval System​

Criteria Management​

  • Rule configuration
  • Threshold settings
  • Risk parameters
  • Approval conditions

Automated Processing​

  • Information validation
  • Risk assessment
  • Decision making
  • Status updates

Manual Override​

  • Review process
  • Override documentation
  • Approval workflow
  • Decision tracking