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2. WBCS Modules and Their Relationship

The main module of the WBCS system is Projects. The current active project is always displayed at the top of the drop-down menu, allowing you to track which project you're working on easily.

The Projects module is directly linked to the following modules:

  • Desks: Multiple desks can be assigned to a single project. When a new project is created, a default desk is automatically generated.

  • Employees: Employees are assigned to specific projects and desks. Before an employee can be deleted, they must be removed from both the desk and the project.

  • Clients: Clients are associated with projects and desks. Clients are primarily associated with projects but could be assigned to a specific desk and/or to a specific manager (employee).

The following modules are partially dependent on the Projects module and other modules:

  • Requests: Support tickets and service requests may apply to an entire project or be tied to a specific client within that project, enabling flexible issue tracking.

  • Core Banking: Manages a project’s financial entities (Accounts, Assets, Transactions) and lets you define project‑specific ledger settings (Actions sub‑types, auto‑increment UIDs).

  • Client Area: Powers the customer‑facing portal (webstore, client dashboard) with project‑scoped content and embeddable Snippets.

  • Configurations (Marketplace): Houses project‑scoped reference data (status lists, account types, currencies) that you can clone from other projects for fast setup.

  • Marketplace → Products / Orders / Payment Methods / Integrations: Catalog modules where each product, order, payment method and integration record is scoped to a project for isolated management.

  • Roles: Defines View/Manage permissions (own vs. all) within the context of the active project, ensuring access control is project‑aware.

  • API: All external integrations and webhooks (Postbacks, Fireblocks, Huntli, etc.) operate under the selected project, so calls and events are correctly routed.

  • Translations / Texts / Templates: Localizes UI labels, longer text content and notification templates on a per‑project basis to support multi‑lingual deployments.

  • Analytics: Dashboard metrics (Turnover, Clients Registered, FTD, Manager Performance, etc.) are calculated for the currently selected project.

  • Calendar / Notifications: Events (Calls, Reminders) and in‑app notifications are tied to both employees and the active project, ensuring timely alerts.

  • Incident Reports / Violation Reports / Penetration Reports: Security modules for logging, tracking and closing incidents, policy violations and pen‑tests, all linked to the relevant project.

  • Pipelines: Displays CI/CD run histories (Jenkins, GitLab CI, etc.) project‑by‑project, so build and deployment statuses are scoped correctly.

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