Business Platform UI Shell

One governed portal foundation for AnnuVera business operations.

Merchant, admin, operations, treasury, provider, compliance, developer, and financial intelligence shells now share one backend-first readiness model. The website displays readiness metadata only and does not own financial decisions.

Portals represented8

Platform readinessadvisory_only

Production activationblocked

Business platform readinessadvisory_only

Portal readinessshell_ready

Source of truth/financial-core/readiness

Backend readiness

The shell now reads backend readiness when configured.

The website fetches the canonical financial-core readiness endpoint from the server side. When the backend is unavailable or incomplete, the static advisory portal inventory remains visible.

Backend binding

Static advisory fallback

backend unconfigured

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

Provider execution blocked

true

Payment execution blocked

true

Ledger posting blocked

true

Wallet mutation blocked

true

Settlement blocked

true

Treasury blocked

true

Frontend financial logic allowed

false

Portal inventory

Eight portal shells are visible and readiness-bound.

Each shell shows mission, users, roles, sections, dependencies, blocked capabilities, and next actions from display-only metadata.

merchant operations

Merchant Portal

pilot readyblocked

Give approved merchants a governed view of onboarding, providers, verification, transactions, support, and readiness without enabling execution from the client.

Readiness source

website static fallback

Target users

Merchant ownersMerchant adminsMerchant finance

Required roles

merchant ownermerchant adminmerchant finance

Open shell

internal administration

Admin Portal

advisory onlyblocked

Centralize internal platform administration visibility for identity, organizations, providers, approvals, and launch readiness.

Readiness source

website static fallback

Target users

Platform administratorsExecutive viewers

Required roles

platform adminexecutive viewer

Open shell

internal operations

Operations Portal

advisory onlyblocked

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

Readiness source

website static fallback

Target users

Platform operatorsSupport agents

Required roles

platform operatorsupport agent

Open shell

treasury readiness

Treasury Portal

blockedblocked

Provide treasury, settlement, liquidity, reserve, reconciliation, and funding readiness visibility while blocking movement of funds.

Readiness source

website static fallback

Target users

Treasury operatorsMerchant financeExecutives

Required roles

treasury operatormerchant financeexecutive viewer

Open shell

provider readiness

Provider Portal

advisory onlyblocked

Show provider onboarding, credential reference posture, certification, sandbox status, and production readiness without activating providers.

Readiness source

website static fallback

Target users

Provider operatorsPlatform administrators

Required roles

provider operatorplatform admin

Open shell

compliance governance

Compliance Portal

advisory onlyblocked

Aggregate KYB, AML, OFAC, risk, policy, exception, audit, and approval readiness for compliance review.

Readiness source

website static fallback

Target users

Compliance officersPlatform administrators

Required roles

compliance officerplatform admin

Open shell

developer experience

Developer Portal

pilot readyblocked

Give developers a governed integration workspace for documentation, quickstarts, sandbox planning, webhook readiness, event logs, SDK guidance, sample integrations, and status without issuing production credentials.

Readiness source

website static fallback

Target users

DevelopersMerchant developersPartners

Required roles

developermerchant developer

Open shell

financial intelligence

Financial Intelligence Portal

blockedblocked

Unify executive readiness, strategic KPIs, transaction visibility, ledger state, settlement readiness, reconciliation readiness, treasury intelligence, and board reporting without accounting writes.

Readiness source

website static fallback

Target users

ExecutivesTreasury operatorsMerchant finance

Required roles

executive viewertreasury operatormerchant finance

Open shell

Readiness

Execution gates remain blocked across every portal shell.

The UI shell reflects backend readiness. It does not evaluate production financial rules, create provider actions, or mutate financial state.

Provider execution blocked

true

Payment execution blocked

true

Ledger posting blocked

true

Wallet mutation blocked

true

Settlement blocked

true

Treasury blocked

true

Frontend financial logic allowed

false

Completion dashboard

platform 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.

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

merchant

Merchant Portal evidence requirement catalog

metadata only

Evidence owner

Merchant operations 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.

admin

Admin Portal evidence requirement catalog

readiness only

Evidence owner

Platform administration owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

operations

Operations Portal evidence requirement catalog

readiness only

Evidence owner

Operations readiness owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

treasury

Treasury Portal evidence requirement catalog

missing

Evidence owner

Treasury readiness owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

provider

Provider Portal evidence requirement catalog

readiness only

Evidence owner

Provider certification owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

compliance

Compliance Portal evidence requirement catalog

readiness only

Evidence owner

Compliance governance owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

developer

Developer Portal evidence requirement catalog

metadata only

Evidence owner

Developer experience owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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.

financial-intelligence

Financial Intelligence Portal evidence requirement catalog

missing

Evidence owner

Financial intelligence owner

Evidence source

GET /financial-core/readiness plus website readiness inventory

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