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