DocuFlow

Phase 2 Architecture

BOSEN Lead Vault CRM

Implementation-ready foundation for CRM + Franchise Platform + AI Credit Matching + SaaS.

Multi-Organization Foundation
  • • Organization
  • • Branch
  • • Team
  • • User org_id / branch_id / team_id
Lead Pool Schema
  • • Company Lead Pool
  • • 4-hour SLA
  • • Day 3 / Day 5 / Day 14 recycle
  • • Smart assignment score
Case Workflow
  • • Consultant
  • • Analyst
  • • Closer
  • • Manager
  • • Money Received commission trigger
Permissions
  • • HQ all access
  • • Franchise own org
  • • Branch own branch
  • • Consultant assigned only
  • • Analyst submitted cases only
Document Control
  • • Consultant preview only
  • • Sensitive download blocked
  • • Settlement completed locks downloads
Commission Engine
  • • No trigger on agreement signed
  • • No trigger on settlement completed
  • • Trigger only on money received
Automations
  • • checkLeadSLA
  • • processLeadRecycleRules
  • • lockSettlementDocuments
  • • triggerCommissionOnMoneyReceived
CEO Dashboard V2
  • • Settlement Completed
  • • Disbursement
  • • Conversion Rate
  • • Profit After Tax