merchant operations

Merchant Portal

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

pilot readyblocked

Backend readiness binding

Merchant 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

Merchant Portal shell sections.

Dashboard

Onboarding

KYB status

Provider readiness

Transaction visibility

Support

Workflow visibility

Merchant 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.

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

Pilot Activation Review

readiness onlyblocked

Represent pilot activation readiness without activating merchants or providers.

Required approvals

Review pilot merchant readinessReview controlled pilot guardrailsConfirm live execution remains gatedRoute final decision to executive approval

Backend state

static fallbackproduction ready false

Review workflow

Backend dependencies

The shell depends on backend-owned evidence and readiness.

Identity Runtime

RBAC and organization persistence

Merchant persistence

Provider readiness

Transaction visibility

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.

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.

Activity timeline readiness

Activity timelines show readiness snapshots without event mutation.

workflow activity

Merchant Onboarding timeline preview

readiness only

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

merchantworkflow readiness metadatareadiness snapshot

Next action: Bind onboarding task state to durable workflow persistence.

audit evidence activity

Merchant Dashboard Review timeline preview

readiness only

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

merchantworkflow readiness metadatareadiness snapshot

Next action: Add role-aware dashboard widgets after backend authorization enforcement.

Notification readiness

Notifications are represented but never sent.

Merchant Onboarding notification readiness

non sending

workflow blocker notificationmerchantemail sms push disabled

Audience: merchant_owner, merchant_operator, operations_reviewer

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

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

Merchant Dashboard Review notification readiness

non sending

evidence missing notificationmerchantemail sms push disabled

Audience: merchant_owner, merchant_operator, support_agent

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.

Merchant readiness report

readiness only

merchantMerchant operations 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.

Approval audit trail

metadata only

adminBusiness 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.

Authorization audit dependency

metadata only

adminBusiness 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.

Production readiness audit dependency

metadata only

financial-intelligenceBusiness 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.

Merchant pilot enablement

The merchant portal now has a complete product experience.

The merchant shell connects command center, onboarding, dashboard, payments, transactions, refunds, settlements, wallet, reports, customers, invoices, developer center, organization, team, notifications, activity, help, and settings into one production-quality, non-executing experience.

Business summary

Galeenux pilot profile

metadata only

Business profile metadata is visible for review without submitting KYB or activating financial services.

Readiness score

91%

pilot ready

Merchant readiness is strong for controlled pilot review, with production execution still blocked.

Production status

blocked

Production execution remains disabled until provider, compliance, financial, and executive approvals are complete.

Pilot status

ready for review

readiness only

Pilot onboarding can be reviewed by humans without creating accounts, sending invitations, or moving money.

Pending tasks

7 tasks

pending

Tasks include evidence review, KYB readiness, API planning, support setup, and production blocker acknowledgement.

Notifications readiness

non-sending

non sending

Notifications appear as readiness reminders only. No email, SMS, push, or provider delivery is enabled.

Merchant portal navigation

Merchant capabilities are complete and gated.

Merchant Onboarding

readiness only

Guided merchant onboarding readiness for company profile, organization profile, business verification, KYB readiness, contacts, team invitations, and pilot enrollment.

Open onboarding

Merchant Dashboard

pilot ready

Merchant dashboard shell covering payments, transactions, refunds, settlements, wallet, reports, customers, invoices, developers, support, settings, production readiness, and pilot readiness.

Open dashboard

Merchant Organization

readiness only

Organization management readiness for business profile, locations, contacts, departments, teams, users, roles, permissions, and invitation readiness.

Open organization

Merchant Team

metadata only

Team management readiness for members, invitations, pending invitations, role summaries, permission visibility, activity, and access summaries without sending invites.

Open team

Merchant API Experience

readiness only

Developer Platform readiness for API keys, webhook configuration, sandbox readiness, SDKs, documentation, quick starts, sample integrations, and rate limits without key generation.

Open developer

Merchant Financial Views

blocked

Display-only financial views for payments, transactions, refunds, wallet, settlement, treasury, reports, execution state, blocked actions, and backend readiness.

Open financial visibility

Merchant Payments

blocked

Payment readiness view for payment lifecycle visibility, provider state, failed payment readiness, reconciliation dependency, and blocked payment actions.

Open payments

Merchant Transactions

metadata only

Transaction visibility surface for metadata-only payment events, lifecycle state, provider traceability, reconciliation dependency, and settlement dependency.

Open transactions

Merchant Refunds

blocked

Refund readiness surface covering refund lifecycle, provider dependency, ledger dry-run dependency, settlement adjustment dependency, audit requirements, and disabled refund controls.

Open refunds

Merchant Settlements

blocked

Settlement readiness view for queue readiness, settlement history readiness, payout readiness, treasury dependency, reconciliation dependency, and blocked settlement controls.

Open settlements

Merchant Wallet

blocked

Wallet read-model surface for ledger-derived balance explanation, reserve summary, treasury dependency, blocked wallet actions, and balance mutation blockers.

Open wallet

Merchant Reports and Analytics

readiness only

Analytics readiness for daily volume, monthly volume, revenue, payment trends, refund trends, settlement trends, customer growth, provider mix, pilot metrics, and executive summaries.

Open reports

Merchant Customers

metadata only

Customer readiness surface for customer list, profile shell, activity readiness, production blockers, support context, and future roadmap without customer mutation.

Open customers

Merchant Invoices

metadata only

Invoice readiness surface for invoice list, invoice detail shell, invoice status readiness, payment link readiness, blocked production capabilities, and future roadmap.

Open invoices

Merchant Readiness

readiness only

Merchant readiness scorecard for identity, business, provider, developer, financial, production, pilot, and go-live blocker visibility.

Open readiness

Merchant Notifications

non sending

Non-sending notification readiness for verification, provider approval, pilot readiness, missing evidence, blocked execution, workflow reminders, and support notices.

Open notifications

Merchant Activity Timeline

metadata only

Read-only timeline for organization, workflow, readiness, developer, financial, support, audit, and production readiness activity.

Open activity

Merchant Help Center

ready

Merchant help center for documentation, getting started, API guides, pilot guides, support, FAQ, troubleshooting, and release notes.

Open help

Merchant Settings

readiness only

Merchant settings readiness for organization, users, notifications, security, developer, branding, compliance, billing readiness, execution settings, and blocked production settings.

Open settings

Merchant financial posture