internal operations

Operations Portal

Expose operational queues, support posture, incident readiness, merchant review, and provider readiness as advisory surfaces.

advisory onlyblocked

Backend readiness binding

Operations Portal displays read-only readiness metadata.

Backend readiness is not configured for this website runtime. Static advisory metadata is being displayed.

Binding status

backend_unconfigured

Source

static_fallback

Portal source

website_static_fallback

Backend driven

false

Execution allowed

false

Frontend financial logic allowed

false

Fetched at

not available

API path

/financial-core/readiness

Workflow summary

Portal workflow state is display-only.

Workflow count

Blocked workflows

Advisory workflows

Readiness workflows

Approval queue items

Blocked approvals

Pending approvals

Audit evidence items

Metadata-only evidence

Evidence upload enabled

false

Navigation

Operations Portal shell sections.

Operations dashboard

Merchant review

Workflow operations

Support queue

Incident readiness

Provider readiness

Runbooks

Workflow visibility

Operations Portal maps to governed workflow shells.

Workflow shells represent review, approval, evidence, and blocker visibility only. They do not execute provider, payment, ledger, settlement, or treasury actions.

Workflow operations

Open the non-executing workflow operations dashboard.

Queue, approval, audit evidence, blocker, and runtime health summaries remain advisory-only and do not mutate workflow state.

Open workflow operations

Merchant Onboarding

advisory onlyblocked

Guide merchants from account setup through readiness review without activating live payments.

Required approvals

Collect merchant profile evidenceValidate organization ownership readinessReview KYB intake completenessConfirm provider readiness remains advisory

Backend state

static fallbackproduction ready false

Review workflow

Business Verification / KYB

readiness onlyblocked

Present KYB and business verification readiness without performing external checks.

Required approvals

Review business profile completenessReview KYB document metadataConfirm sanctions and AML readiness postureRecord blocked verification outcome until production approval

Backend state

static fallbackproduction ready false

Review workflow

Merchant Dashboard Review

advisory onlyblocked

Review merchant dashboard visibility and support readiness before activation.

Required approvals

Confirm dashboard renders advisory metadataReview visible transaction metadata statusConfirm support and legal links remain available

Backend state

static fallbackproduction ready false

Review workflow

Payment Review

blockedblocked

Show payment visibility review state without creating, modifying, or settling payments.

Required approvals

Review approved payment metadataConfirm transaction visibility statusConfirm risk and compliance execution remains blockedEscalate exceptions to operations review

Backend state

static fallbackproduction ready false

Review workflow

Refund Review

blockedblocked

Represent refund governance readiness while provider refund execution remains disabled.

Required approvals

Capture refund request metadataConfirm source transaction visibilityRoute to operations approvalKeep refund execution blocked

Backend state

static fallbackproduction ready false

Review workflow

Settlement Review

blockedblocked

Expose settlement review readiness without executing settlements or payouts.

Required approvals

Review settlement readiness evidenceConfirm reconciliation postureConfirm treasury controls remain blockedDefer execution until production approval

Backend state

static fallbackproduction ready false

Review workflow

Provider Certification Review

readiness onlyblocked

Represent provider certification readiness without activating provider execution.

Required approvals

Review provider approval packageConfirm credential references are non-secretConfirm certification status remains display-onlyRoute production approval to executive governance

Backend state

static fallbackproduction ready false

Review workflow

Provider Callback Review

readiness onlyblocked

Display provider callback review readiness without adding provider execution logic.

Required approvals

Review callback route registrationConfirm signature verification readinessConfirm receipt metadata storage postureKeep callback processing governed by backend

Backend state

static fallbackproduction ready false

Review workflow

Compliance Review

readiness onlyblocked

Present compliance readiness and exceptions without executing compliance decisions.

Required approvals

Review compliance readiness scoreReview policy and exception postureConfirm compliance execution remains blockedRecord recommendations for production readiness review

Backend state

static fallbackproduction ready false

Review workflow

AML / Sanctions Review

readiness onlyblocked

Show AML and sanctions review readiness while all external screening remains disabled.

Required approvals

Review AML readiness metadataReview sanctions and country controls readinessConfirm no external screening calls occurRoute blockers to compliance review

Backend state

static fallbackproduction ready false

Review workflow

Reconciliation Exception Review

readiness onlyblocked

Expose reconciliation exception readiness without reconciliation execution.

Required approvals

Review reconciliation exception metadataConfirm ledger state evidence is read-onlyAssign exception ownerKeep reconciliation writes blocked

Backend state

static fallbackproduction ready false

Review workflow

Admin Approval Review

readiness onlyblocked

Represent governed admin review without granting new permissions in the frontend.

Required approvals

Review role and permission readinessReview approval audit readinessConfirm admin actions remain governedRoute production approvals to executive review

Backend state

static fallbackproduction ready false

Review workflow

Operations Incident Review

readiness onlyblocked

Provide incident workflow visibility without executing remediation actions.

Required approvals

Review incident signal metadataConfirm runbook and escalation pathRecord advisory incident statusKeep operational remediation execution backend-owned

Backend state

static fallbackproduction ready false

Review workflow

Developer Integration Review

advisory onlyblocked

Show developer integration readiness while real credentials remain backend-governed.

Required approvals

Review developer application metadataReview sandbox request postureConfirm API key request remains non-secretKeep production credentials blocked

Backend state

static fallbackproduction ready false

Review workflow

Backend dependencies

The shell depends on backend-owned evidence and readiness.

Operations persistence

Support persistence

Workflow engine

Observability

Incident operations

Completion dashboard

portal readiness completion summary.

Business Platform Completion v1 adds evidence, timeline, notification, reporting, audit, search, blocker, and disabled-action visibility while preserving every execution gate.

Backend binding summary

backend unconfigured

static fallback

Backend readiness is not configured for this website runtime. Static advisory metadata is being displayed.

Portal readiness summary

ready

8 portals

All Business Platform portal shells are represented with readiness metadata.

Workflow readiness summary

readiness only

18 workflows

Workflow state is visible through existing readiness bindings only.

Approval queue summary

blocked

display-only

Approve, reject, assign, and escalation actions remain disabled.

Evidence readiness summary

metadata only

metadata-only

Evidence requirements show owners, sources, retention, redaction, and blockers without upload.

Blocker summary

blocked

execution blocked

Provider, payment, ledger, settlement, treasury, wallet, and production activation remain blocked.

Provider certification summary

readiness only

review only

Provider certification readiness is visible without provider execution or credential exposure.

Payment orchestration summary

blocked

Payment orchestration remains backend-governed and non-executing from the Business Platform UI.

Production readiness summary

readiness only

human approval required

Production readiness appears as review evidence and never flips production flags.

Runtime health summary

ready

safe fallback

Backend readiness metadata is preferred; static advisory fallback remains available.

Disabled execution summary

blocked

all disabled

No workflow execution, approval execution, evidence upload, provider calls, or financial writes are exposed.

Missing evidence count

blocked

Missing evidence is tracked as readiness metadata only; uploads are disabled.

Production-required evidence

readiness only

Production-required evidence must be reviewed before activation, with no mutation from the website.

Search and filters

Search and filter readiness is planned as display-only metadata.

Search and filter readiness

Display-only filters for future operational triage.

These controls show the planned facets for portals, workflows, approval queues, evidence, blockers, runbooks, and readiness sections. They do not call a backend search service.

Search readiness metadata

PortalWorkflowWorkflow operationsApproval queueEvidence itemBlockerRunbookReadiness sectionOwnerStatus

Evidence readiness

Evidence requirements are cataloged without upload or storage.

0 missing or blocked evidence requirements are visible for planning only.

operations

Operations Portal evidence requirement catalog

readiness only

Evidence owner

Operations readiness owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

production requiredRetention category is identified for future durable evidence storage; no file content is stored.Display metadata excludes secrets, credentials, raw payloads, cardholder data, and payment method details.

Evidence upload, durable evidence mutation, and production approval execution are disabled.

Next action: Review missing metadata with the portal owner before enabling any evidence upload workflow.

Activity timeline readiness

Activity timelines show readiness snapshots without event mutation.

provider activity

Payment Review timeline preview

blocked

Timeline entry is advisory metadata only and does not append, mutate, or publish operational events.

operationsworkflow readiness metadatareadiness snapshot

Next action: Add read-only payment exception queues after durable workflow storage.

merchant onboarding activity

Refund Review timeline preview

blocked

Timeline entry is advisory metadata only and does not append, mutate, or publish operational events.

operationsworkflow readiness metadatareadiness snapshot

Next action: Define refund policy approvals before any provider refund execution.

approval activity

Reconciliation Exception Review timeline preview

readiness only

Timeline entry is advisory metadata only and does not append, mutate, or publish operational events.

operationsworkflow readiness metadatareadiness snapshot

Next action: Create exception ownership model before reconciliation execution.

provider activity

Operations Incident Review timeline preview

readiness only

Timeline entry is advisory metadata only and does not append, mutate, or publish operational events.

operationsworkflow readiness metadatareadiness snapshot

Next action: Add incident timeline persistence after operations storage cutover.

Notification readiness

Notifications are represented but never sent.

Payment Review notification readiness

non sending

provider issue notificationoperationsemail sms push disabled

Audience: operations_reviewer, merchant_operator, executive_viewer

Email, SMS, push, and notification-provider integrations are not enabled.

Next action: Keep notifications visible as readiness signals until delivery governance is approved.

Refund Review notification readiness

non sending

compliance review notificationoperationsemail sms push disabled

Audience: operations_reviewer, support_agent, merchant_operator

Email, SMS, push, and notification-provider integrations are not enabled.

Next action: Keep notifications visible as readiness signals until delivery governance is approved.

Reporting readiness

Reports are visible as readiness surfaces without export.

Workflow operations report

readiness only

operationsOperations readiness ownerBusiness Platform readiness metadata

Report export, PDF generation, external reporting, and signed evidence package generation are not enabled.

Next action: Use the on-page summary for review until reporting export governance is approved.

Audit visualization readiness

Audit dependencies are visible without audit mutation.

Workflow audit evidence

metadata only

operationsBusiness Platform workflow and readiness metadataDurable evidence and audit storage readiness; backend audit ownership remains authoritative.

Audit mutation, evidence upload, and signed artifact storage are disabled.

Next action: Review audit lineage visually and keep source-of-truth evidence in backend readiness systems.

Disabled action clarity

Future actions remain explicitly blocked.

Disabled future actions

Completion capabilities are visible, not executable.

Operations Platform

The Operations Platform now opens into a polished advisory command center.

This v2 completion layer expands the Business Platform portal shell into a first-class internal operating experience with review queues, monitoring visibility, incidents, support, audit evidence, operational intelligence, and blocked execution gates.

Portal completion

Operations command center v2

advisory onlyblockedbackend unconfigureddisplay only

14 surfaces are available for review and monitoring. Actions that would mutate approvals, workflows, providers, payments, ledger, settlement, treasury, incidents, support, or audit evidence remain disabled.

Open Operations Platform

operations leadership

Operations Overview

advisory only

Unified operations view for workflow queues, support, incidents, runtime health, runbooks, and blocked execution posture.

Signals

operations visibility readyworkflow queues visibleruntime health visible

Blockers

Operational execution is disabled.Queue actions are read only.

Next: Review operational readiness dashboard.

workflow operations

Workflow Queues

readiness only

Workflow queue state, blockers, audit evidence dependency, and runtime binding visibility.

Signals

workflow state inventoryapproval queue inventoryaudit evidence inventory

Blockers

Workflow execution is blocked.Approve and reject actions are disabled.

Next: Review workflow state metadata.

approval governance

Approval Queues

blocked

Approval queue visibility for admin, provider, merchant, risk, production, and financial readiness decisions.

Signals

approval queue model readyapproval execution blockedapprove reject endpoint disabled

Blockers

No approval mutation is implemented.Approval execution remains blocked.

Next: Review approval queue evidence.

audit operations

Audit Evidence

readiness only

Workflow audit evidence, provider certification audit dependency, and production readiness audit dependency visibility.

Signals

metadata only evidenceevidence upload disabledfile storage disabled

Blockers

Evidence upload is disabled.Secret storage and raw payload storage are not allowed.

Next: Review durable evidence readiness.

provider operations

Provider Operations

readiness only

Provider certification, credential reference, sandbox, production, and blocker visibility for operations teams.

Signals

provider certification visibleprovider execution blockedcredential values hidden

Blockers

Provider execution is disabled.No provider network calls are introduced.

Next: Review provider readiness blockers.

payment operations

Payment Operations

readiness only

Payment orchestration certification, state-machine readiness, dependency matrix, idempotency, and failure handling visibility.

Signals

payment orchestration certifiedpayment execution blockedidempotency readiness visible

Blockers

Payment execution is disabled.Refund and retry controls are display only.

Next: Review payment orchestration blockers.

Partner portals

Provider and financial institution partner readiness is available for internal review.

Provider and financial institution portal completion adds partner-facing certification, onboarding, integration, settlement, treasury, compliance, support, and pilot readiness without execution.

Provider portal completion

Partner readiness is display-only.

advisory onlyblockedbackend unconfiguredexternal execution blocked

Seven providers and five financial institution partner types are visible with blocked execution gates and static fallback support.

Open Provider Platform Open FI Platform

card and connect processor

Stripe

certification review

Certification

controlled pilot certified visibility only

Execution status

blocked

webhook receipts visibleproduction webhook delivery validatedcontrolled checkout visible execution guarded

Settlement: settlement execution blocked

Treasury: treasury movement blocked

Ledger posting remains blocked.Settlement execution remains blocked.Treasury movement remains blocked.

Review provider

mobile money provider

MTN MoMo

readiness only

Certification

sandbox ready production pending

Execution status

blocked

callback evidence pendingproduction callback evidence pendingrouting metadata ready execution blocked

Settlement: mobile money settlement review pending

Treasury: treasury dependency visible

Production callback evidence pending.Executive approval incomplete.

Review provider

mobile money provider

Orange Money

blocked

Certification

provider package missing

Execution status

blocked

discoverycallback package pendingrouting not ready

Settlement: settlement terms pending

Treasury: treasury dependency pending

Provider production access package missing.Sandbox validation evidence missing.

Review provider

mobile money provider

M-Pesa

certification review

Certification

production review pending

Execution status

blocked

sandbox readiness visiblesecurity approval pendingrouting metadata ready execution blocked

Settlement: safaricom approval pending

Treasury: treasury review pending

Production Safaricom approval is not complete.Executive review not complete.

Review provider

Compliance and treasury operations

Compliance and treasury operations are available for internal review.

Compliance and Treasury Operations Experience v1 adds KYB/KYC, AML/sanctions, audit evidence, treasury, reserve, liquidity, exposure, settlement queue, and financial-control visibility without execution.

Operations experience

Compliance and treasury actions are disabled.

advisory onlyblockedbackend unconfiguredsubmission screening movement release blocked

Compliance and treasury teams can review readiness, evidence, blockers, controls, and next actions without submitting KYB/KYC, running screening, uploading evidence, moving funds, allocating reserves, or releasing settlements.

Open Compliance Platform Open Treasury Platform

KYB Readiness

readiness only

Show business verification readiness, ownership evidence, required roles, blockers, and safe next actions.

KYC Readiness

readiness only

Show individual verification readiness and identity evidence posture without collecting or submitting new KYC data.

Liquidity Readiness

readiness only

Show liquidity policy, funding runway, cash posture, settlement dependency, and blockers.

Reserve Readiness

blocked

Show reserve policy, reserve account dependency, allocation controls, release blockers, and next actions.

Blocked production capabilities

The shell is visible, but production execution remains blocked.

Blocked

provider execution

Blocked

payment execution

Blocked

settlement execution

Blocked

treasury movement

Next steps

Safe rollout path.

Bind operations queues to backend workflow APIs

Complete operations runbook approval

Back to Business Platform