CHAD2 Cross-Module Integration Map

Module Map & Dependencies

Contacts

Central Hub

Company & Individual records — foundational entity

Connected to:

M&D Events Notes & Actions Prospects Groups & Committees Programs & Services PAC DPT Referrals Marketing & Comms Education Partnership Packages Member Engagement Global Functionality

Membership & Dues

Secondary Hub

Invoicing, payments, member status

Connected to:

Contacts Notes & Actions Programs & Services PAC Education Member Engagement Global Functionality

Events

Event registration, capacity, attendance

Connected to:

Contacts Partnership Packages M&D Member Engagement Marketing & Comms

Notes & Actions

Activity tracking, bulk creation, history

Connected to:

Contacts M&D Groups & Committees Education Member Engagement

Prospects

Lead conversion, Beam Club sponsor points

Connected to:

Contacts Programs & Services M&D Referrals

Groups & Committees

Member groups, committees, year-over-year copy

Connected to:

Contacts Notes & Actions Member Engagement Marketing & Comms

Programs & Services

Beam Club, STEP, AQC badge tracking

Connected to:

Contacts Prospects M&D Member Engagement Global Functionality

PAC

PAC contributions, company/individual tracking

Connected to:

Contacts M&D Member Engagement

DPT

Directory verification, flags, audit trail

Connected to:

Contacts Referrals Global Functionality

Referrals

Referral export, PDF, email templates

Connected to:

Contacts Prospects Marketing & Comms DPT

Marketing & Comms

Contact lists, email/SMS, deduplication

Connected to:

Contacts Groups & Committees Events Member Engagement Global Functionality

Education

Courses, enrollment, student portal, OJT

Connected to:

Contacts M&D Notes & Actions Partnership Packages Member Engagement Global Functionality

Partnership Packages

Flex credits, event bundling, payment splits

Connected to:

Contacts Events Education M&D

Member Engagement

ME Classifications, scoring, reporting hub

Connected to:

Contacts Events Groups & Committees Programs & Services M&D Marketing & Comms PAC

Global Functionality

Foundation

Permissions, lookup tables, email, audit

Foundation for:

All 14 modules

20 Critical Integration Seams

Click any seam to expand details, risk assessment, and related QA tickets.

1 Notes & Actions Bulk Creation with Selective Reporting

▼

Notes & Actions Contacts M&D

Data Flow

Bulk creation of notes/actions from selective reporting with automatic company/individual record linking. Risk: duplicate prevention, record matching logic, error handling on large batches.

QA Risk Points

Duplicate prevention on bulk import
Company vs Individual record matching accuracy
Selective report filter logic edge cases
Rollback behavior on partial failures
Audit trail for bulk-created records

Related Tickets

ABC-2743, ABC-2747

2 Prospects to Beam Club Sponsor Point Accrual

▼

Prospects Programs & Services M&D

Data Flow

Prospect conversion triggers Beam Club sponsor point accrual. Point conditions depend on sponsor classification and membership type changes.

QA Risk Points

Point accrual condition validation
Sponsor classification change handling
Member type transition edge cases
Multiple prospect records for same person
Retroactive point recalculation

Related Tickets

ABC-3388

3 ME Classifications with Event/Committee/Group Assignments

▼

Member Engagement Events Groups & Committees Contacts

Data Flow

ME Classification dropdown determines score calculations across event/committee/group assignments. Classification changes trigger score recalculation.

QA Risk Points

Classification dropdown hierarchy consistency
Score calculation formula application
Historical classification change audit trail
Cross-module classification sync
Dropdown values with special characters

Related Tickets

ABC-2743

4 Dues Invoicing PAC Additional Lines Integration

▼

M&D PAC

Data Flow

PAC contributions may be added as additional lines to dues invoices. State field and contribution type field must align across systems.

QA Risk Points

State field validation consistency
Contribution type field mapping
Invoice line item total calculations
Payment allocation to PAC vs dues
Partial payment scenarios

Related Tickets

ABC-3721

5 Marketing Contact List Builder Deduplication

▼

Marketing & Comms Contacts Groups & Committees Events

Data Flow

Contact lists drawn from 4 sources (groups, events, committees, manual). Deduplication required before export. Manual removal of duplicates is supported.

QA Risk Points

Email-based vs name-based deduplication
Case sensitivity in duplicate detection
Manual duplicate removal persistence
Large list performance (10K+ records)
Whitespace and special character handling
Export format consistency

Related Tickets

ABC-2747

6 Company Profile "Do Not Print" Flags to DPT Verification

▼

Contacts DPT

Data Flow

Company Profile "Do Not Print" flags must be reflected in DPT verification exclusions. Audit trail for flag changes.

QA Risk Points

Flag sync latency between modules
Flag state on record deletion
DPT report filtering accuracy
Audit trail completeness for flag changes
Bulk flag updates

Related Tickets

ABC-3721

7 Global Lookup Table Locking & National Updates

▼

Global Functionality All Modules

Data Flow

Lookup tables can be locked at table/record/system level. National updates must respect lock levels. Chapter customizations must be preserved during national updates.

QA Risk Points

Lock enforcement across all modules
Lock level hierarchy (table vs record vs system)
National update handling of locked records
Chapter customization preservation
Lock state visibility in UI
Override permissions validation

Related Tickets

ABC-2743

8 Education Student Enrollment with Split Invoice Payments

▼

Education Contacts M&D

Data Flow

Student enrollment creates invoice(s). Split percentage fields determine payment splits. Payment plans affect invoice frequency.

QA Risk Points

Split percentage calculation accuracy
Rounding on split amounts
Payment plan application to split invoices
Multiple payment method handling
Dual invoice generation and tracking
Refund allocation to split invoices

Related Tickets

ABC-2747

9 Referral Export/Email with 500 Errors & Template Variables

▼

Referrals Contacts Marketing & Comms

Data Flow

Referral export as PDF or email. Template variables must be populated correctly. 500 errors on large exports or special characters.

QA Risk Points

Template variable injection accuracy
Special characters in exported data
Large dataset export performance
500 error recovery and logging
Email delivery reliability
PDF generation encoding issues

Related Tickets

ABC-3388

10 Contact List from ME Report with CC Sync

▼

Marketing & Comms Member Engagement Contacts

Data Flow

ME Reports generate contact lists with ME-prefixed names. These lists are non-editable in M&C. CC list sync must maintain integrity.

QA Risk Points

ME-prefixed list name generation
Non-editable flag enforcement
Report to list sync timing
List reference tracking
Orphaned list cleanup on report deletion

Related Tickets

ABC-2743

11 Portal Verification vs DPT Date Range Filtering

▼

DPT Contacts Global Functionality

Data Flow

DPT verification is flag-based, not date-based. Portal verification flags must be properly distinguished from other contact flags in reports.

QA Risk Points

Flag type distinction accuracy
Date range filtering logic (should not apply)
Report filter UI clarity on flag vs date
Legacy date-based records handling
Flag value validation

Related Tickets

ABC-3721

12 Program & Services Webhooks with National Data Sync

▼

Programs & Services Contacts Global Functionality

Data Flow

AQC/STEP sync via webhooks. Third-party integration timing and error recovery. National data updates must sync to local instances.

QA Risk Points

Webhook payload validation
Sync latency and timing issues
Failed sync recovery and retry logic
Duplicate webhook processing
National update precedence over local changes
Audit trail for sync events

Related Tickets

ABC-2747

13 Committee/Group Member Management with Change History

▼

Groups & Committees Contacts Notes & Actions

Data Flow

Year-over-year committee copy. Member changes tracked in history. Previous year member list comparison and validation.

QA Risk Points

Year-over-year copy accuracy
Member change tracking completeness
Remove vs add operation distinction
Date range filtering in history
Bulk member updates history logging
Comparison report accuracy

Related Tickets

ABC-3388

14 Education Course Enrollment with Capacity Management

▼

Education Contacts M&D

Data Flow

Course enrollment checks capacity. Oversold scenarios may be allowed with override flag. Payment handling on oversold courses.

QA Risk Points

Capacity calculation accuracy
Oversold override flag validation
Concurrent enrollment race conditions
Capacity reduction impact on enrolled students
Waitlist logic if enabled
Payment calculation on oversold

Related Tickets

ABC-2743

15 STEP Reporting Filters with Export and Type Disc Column

▼

Programs & Services Contacts M&D

Data Flow

STEP report filters and export. Type Disc column must display correctly. Filter bugs and export format issues.

QA Risk Points

Filter logic correctness
Type Disc column calculation
Export format consistency
Special character handling in export
Large dataset export performance
Filter persistence in saved reports

Related Tickets

ABC-3721

16 Contact List Builder Groups Filter

▼

Marketing & Comms Groups & Committees Contacts

Data Flow

Contact List Builder groups filter must show groups that have individuals. Empty groups should not appear in filter.

QA Risk Points

Groups with zero members visibility
Member count calculation accuracy
Inactive member handling in count
Real-time vs cached member count
Bulk member removal impact on visibility

Related Tickets

ABC-2747

17 Email Template Variables & Non-Production Handling

▼

Global Functionality All Modules

Data Flow

Email templates with variable injection. Non-prod recipient masking. SMS handling in global email system.

QA Risk Points

Template variable syntax validation
Missing variable fallback handling
Non-prod email recipient masking
SMS to email gateway handling
Special characters in variables
Variable scope and context accuracy
Template preview variable population

Related Tickets

ABC-3388

18 Referral Company Creation as Prospect Auto-Assignment

▼

Referrals Prospects Contacts

Data Flow

Referral company creation automatically generates prospect record. Auto-assignment to staff must follow business rules.

QA Risk Points

Prospect auto-creation timing
Auto-assignment logic accuracy
Duplicate prospect detection
Staff assignment validation
Status field default values
Link integrity between referral and prospect

Related Tickets

ABC-2743

19 Individual Duplication Detection & Student Portal

▼

Education Contacts Global Functionality

Data Flow

Student portal enrollment checks for duplicate individuals by email. Email collision handling. Merge implications for portal access.

QA Risk Points

Email collision detection logic
Case sensitivity in email matching
Portal access after record merge
Portal credential state on merge
Whitespace normalization in email
Multi-domain email validation

Related Tickets

ABC-3721

20 AQC/STEP Badge Display & Portal Expiration

▼

Programs & Services Contacts Global Functionality

Data Flow

Badge status displays in portal based on expiration date. Badge renewal and expiration handling. Third-party AQC/STEP sync impacts badge state.

QA Risk Points

Badge expiration date comparison logic
Portal display refresh timing
Timezone handling for expiration
Badge renewal grace period logic
Webhook sync timing for expiration
Badge state transitions accuracy
Revoked badge handling

Related Tickets

ABC-2747

20 End-to-End Integration Scenarios

Click to expand full test workflows and QA points for each scenario.

1 New Member Onboarding with Action Checklist & Engagement Scoring

▼

Contacts Notes & Actions Member Engagement Programs & Services

Workflow Steps

Create new individual in Contacts
Create initial membership record in M&D
Auto-generate onboarding action checklist from template
Track checklist completion in Notes & Actions
Member Engagement Reporting recalculates engagement score
Score threshold may trigger automated programs enrollment

QA Points to Verify

Contacts record creation and initial status
M&D membership record linked to contact
Checklist items created with correct template
Notes & Actions capture all checklist completions
ME score calculated correctly after each action
Score-based program triggers work as expected
Engagement classification dropdown displays correctly

2 Prospect Conversion to Beam Club Sponsor with Points Accrual

▼

Prospects M&D Programs & Services

Workflow Steps

Convert prospect to member in Prospects module
Member type set to Beam Club Sponsor
M&D membership record created with sponsor classification
Programs & Services triggers point accrual
Point balance updates in sponsor portal
Subsequent sponsor changes recalculate points

QA Points to Verify

Prospect to member conversion updates both modules
Member type field correctly reflects Beam Club Sponsor
M&D membership status matches prospect status
Point accrual conditions met and applied
Initial point balance correct
Point balance visible in portal
Sponsor type changes trigger recalculation
Audit trail records conversion and points

3 Bulk Member Outreach via ME Report, Contact List, Email/SMS

▼

Member Engagement Marketing & Comms Global Functionality Contacts

Workflow Steps

Run ME report with filters (classification, score, etc.)
Export ME report to contact list in M&C
M&C generates ME-prefixed list (non-editable)
Build email/SMS message with template variables
Send to contact list (10K+ recipients)
Track delivery in email system logs

QA Points to Verify

ME report filter accuracy
Report to list export completeness
ME-prefixed list name generated correctly
List marked as non-editable in UI
Deduplication across all 4 sources
Email template variables populated correctly
SMS content length and formatting
Large batch delivery performance
Recipient opt-out handling
Delivery logs accuracy

4 DPT Verification Cycle with Portal and Post-Deadline Audit

▼

DPT Contacts Global Functionality

Workflow Steps

Set DPT verification deadline in system settings
Portal displays verification flag for individuals
Users verify company info and submit in portal
Verification status updates in Contacts
Post-deadline, audit report shows non-verified
Do Not Print flag applied to unverified records

QA Points to Verify

Verification deadline correctly stored
Portal displays flag-based verification status
Portal submission updates Contacts record
Audit trail captures verification timestamp
Post-deadline report filter logic
Do Not Print flag application on deadline
Do Not Print exclusion from referral export
Deadline recalculation for renewed records

5 Event Registration with Partnership Package Flex Credits & Split Payment

▼

Events Partnership Packages Education Contacts M&D

Workflow Steps

Individual registers for event in Events module
Partnership Package applies flex credits (if applicable)
Invoice generated with credit offset
Split payment enabled between event and education
Multiple invoices created with split percentages
Payment plan applied if configured
Payments allocated to correct invoices

QA Points to Verify

Partnership Package flex credit eligibility
Credit application to invoice amount
Event capacity and registration limit
Split invoice generation accuracy
Split percentage calculation
Rounding rules on split amounts
Payment plan application to split invoices
Payment allocation to correct invoice
Refund handling with split invoices
Audit trail for all transactions

6 Referral List Generation, Export, Email with Trade Code Hierarchy

▼

Referrals Contacts DPT Marketing & Comms

Workflow Steps

Generate referral list from Contacts with trade code filter
Apply Do Not Print flag exclusions from DPT
Export referral list as PDF
Attach PDF to email template
Send via M&C with template variables
Track delivery and opens

QA Points to Verify

Trade code filter hierarchy accuracy
Trade code definition consistency
Do Not Print flag exclusion completeness
PDF export formatting and encoding
Large PDF generation performance
Company narrative field content in PDF
Template variable injection in email
Email attachment delivery reliability
500 error handling on large exports
Special character handling in company data

7 Course Copy, New School Year, Level Promotion

▼

Education Contacts Member Engagement

Workflow Steps

Copy previous year course to new school year
Update course details (dates, instructors, capacity)
Auto-enroll prior students or create recommendations
Level promotion logic applied to student records
Student portal reflects new enrollment
ME engagement score updated for course enrollment

QA Points to Verify

Course copy completeness (all fields)
Date field updates for new school year
Capacity validation on new course
Auto-enrollment logic and filters
Level promotion criteria accuracy
Student individual record updates
Portal enrollment visibility
ME score recalculation after enrollment
Audit trail for course copy and promotions

8 Committee Year-Over-Year Copy with Member Changes & Attendance

▼

Groups & Committees Contacts Member Engagement

Workflow Steps

Copy prior year committee to new year
Retain or clear member list based on policy
Add new members and remove departing ones
Track member changes in history
Member Engagement reporting includes committee tenure
Attendance tracking for meetings

QA Points to Verify

Committee copy completeness
Member list retention or clearing per policy
Member add/remove operations tracked
History shows before/after member lists
Year-over-year comparison reports
ME scoring includes committee history
Attendance tracking and reporting
Attendance impact on engagement score

9 Global Note/Action from Dues Renewal Report via Selective Reporting

▼

Notes & Actions M&D Contacts Member Engagement

Workflow Steps

Run dues renewal report with filters
Select subset of records via selective reporting
Bulk create notes/actions on selected records
Notes linked to correct company/individual
Notes appear in Contacts record history
ME engagement reports may reference note activity

QA Points to Verify

Selective reporting filter accuracy
Bulk note creation from report
Record matching (company vs individual)
Duplicate prevention on bulk create
Notes appear in Contacts history
Timestamp accuracy on bulk-created notes
Audit trail completeness
Large batch bulk creation performance
Rollback behavior on errors

10 Marketing Contact List from Committees & Events with Deduplication

▼

Marketing & Comms Groups & Committees Events Contacts

Workflow Steps

Select committees and events as sources in M&C
Build contact list from 2+ sources
System deduplicates by email
Manual removal of additional duplicates if needed
Final list ready for export/email
List saved with member count

QA Points to Verify

Committee member pull accuracy
Event attendee list accuracy
Email-based deduplication accuracy
Case sensitivity in email matching
Whitespace handling in emails
Manual duplicate removal persistence
Final list member count accuracy
List export format consistency
Large list performance (10K+ records)

11 STEP Application, Verification, Reporting & Type Disc

▼

Programs & Services Contacts M&D Member Engagement

Workflow Steps

Individual applies for STEP program via portal
Application data captured in Programs & Services
Admin verifies application (AQC/STEP sync)
Badge status updates in Contacts
Run STEP report with filters
Type Disc column displays correctly
ME engagement score updates based on badge

QA Points to Verify

Application form field validation
Application data persistence in P&S
Webhook sync accuracy on verification
Badge status display in Contacts
Badge expiration calculation
Report filter accuracy for STEP members
Type Disc column calculation
Type Disc column export format
ME score impact from badge status

12 Individual PAC Contribution Roll-up & Company PAC Tab

▼

PAC Contacts M&D Member Engagement

Workflow Steps

Individual makes PAC contribution via M&D invoice
PAC records contribution at individual level
Contribution linked to company in Contacts
Company PAC tab shows roll-up of all individual contributions
ME engagement score includes PAC contribution activity

QA Points to Verify

Individual PAC record creation
Company-individual link in PAC
PAC amount validation
Company PAC tab roll-up calculation
Roll-up accuracy with multiple contributors
Company PAC tab updates in real-time
ME score includes PAC contribution
Audit trail for PAC transactions

13 Group Classification with ME Filter Integration

▼

Groups & Committees Member Engagement Marketing & Comms

Workflow Steps

Group classified with type/category in G&C
Group members receive ME classification
ME report filters by group classification
Contact list built from ME-filtered groups
ME score calculation includes group tenure

QA Points to Verify

Group classification field values
Member ME classification derivation
ME report filter by group classification
Contact list accuracy from filters
Group tenure tracking in ME score
Classification change impact on score

14 Course Enrollment with Payment Plan & Dual Split Invoices

▼

Education Contacts M&D

Workflow Steps

Student enrolls in course
Split invoice flag enabled (2 parties)
Payment plan applied (e.g., 3 monthly payments)
System generates dual invoices × 3 payments = 6 invoices
Payments routed to correct split invoices
Refund on one invoice affects both parties

QA Points to Verify

Split percentage calculation accuracy
Rounding rules on split amounts
Invoice generation count (6 total)
Payment plan frequency application to splits
Payment allocation logic to 6 invoices
Partial payment handling
Refund allocation across split invoices
Due date calculations on split invoices
Invoice total verification (no amount loss)

15 Portal Verification During DPT Date Range with Audit Trail

▼

DPT Contacts Global Functionality

Workflow Steps

DPT deadline set for Q2 verification
Portal displays verification flag during Q2
Users verify company profile
Verification timestamp recorded in Contacts
Post-deadline audit report generated
Unverified records flagged with Do Not Print

QA Points to Verify

DPT deadline configuration
Portal flag display timing (within deadline window)
Verification submission in portal
Timestamp accuracy in Contacts
Audit trail completeness (who, when, what)
Post-deadline report logic
Do Not Print flag automatic application
Flag removal on subsequent verification

16 New Student with Individual Link Detection & Shared Notes

▼

Education Contacts Notes & Actions

Workflow Steps

New student enrolls in course (portal)
System detects email matches existing individual
Duplicate check logic prevents new record creation
Link to existing Contacts individual
Shared notes visible in both Education and Contacts
Enrollment history tracked in individual record

QA Points to Verify

Email collision detection logic
Case sensitivity in email matching
Whitespace normalization in email
Multi-domain email handling
Duplicate detection before record creation
Link to existing individual
Shared notes visibility in both modules
Enrollment history accuracy
Portal access for linked individual

17 Lookup Table Lock Enforcement with Chapter Customization & National Update

▼

Global Functionality All Modules

Workflow Steps

Chapter customizes lookup table entry
Lock applied at record level
National update released with new lookup values
National update respects record-level lock
Chapter custom value preserved
Lock status visible in UI and reports

QA Points to Verify

Lock level hierarchy (table/record/system)
Lock enforcement in all modules
Lock status UI indication
National update handling of locked records
Chapter customization preservation
Unlock permissions validation
Audit trail for lock changes
System vs table vs record lock precedence

18 Education OJT Monthly Submission & Company Verification via Portal

▼

Education Contacts Global Functionality

Workflow Steps

Student submits OJT hours via portal each month
Submission linked to student and company in Education
Company verification required for submission
Company portal shows OJT submissions to verify
Verified submissions recorded with approval timestamp
Unverified submissions flagged for follow-up

QA Points to Verify

OJT form field validation (hours, dates)
Submission data persistence in Education
Company lookup accuracy from student record
Company portal submission display
Verification action recording
Approval timestamp accuracy
Unverified submission aging/follow-up
Student notification on company verification

19 Mass Communication to Course Participants via Email & SMS

▼

Education Marketing & Comms Global Functionality

Workflow Steps

Select course in Education
Generate list of enrolled participants
Create message in M&C with template variables
Choose email or SMS channel
Send to participant list (may be 100s)
Track delivery and engagement

QA Points to Verify

Course participant list accuracy
Participant email and phone field validation
Template variable population
Email header/footer application
SMS character limit and formatting
Opt-out handling for email/SMS
Delivery status tracking
Bulk send performance (100+ recipients)
Non-prod email masking if applicable

20 Referral PDF Export with Company Narrative & Do Not Print Exclusion

▼

Referrals Contacts DPT

Workflow Steps

Generate referral list from Contacts
Apply DPT Do Not Print flag filters
Include company narrative field in export
Export as PDF
Verify excluded records not in PDF
PDF formatting and integrity

QA Points to Verify

Referral list generation accuracy
Do Not Print flag identification
Excluded records not in PDF
Company narrative field inclusion
Narrative field encoding (special chars)
PDF page formatting and readability
Large PDF generation (1000+ companies)
PDF file corruption or encoding issues
Export filename and delivery

Data Flow Architecture

CHAD2 data flows through 5 primary hubs with bidirectional synchronization.

Contacts Hub

Central entity repository. Stores company profiles, individual records, and relationships. Inbound data flows from all 14 modules. Outbound data feeds membership, engagement, and communication workflows.

M&D

Membership & Dues

Secondary hub for member status and billing. Receives prospect conversions, invoicing, payment data. Outbound feeds M&E reporting, engagement scoring, and program eligibility checks.

P&S

Programs & Services

Enrichment hub for member programs. Tracks Beam Club, STEP, AQC badges. Receives webhook syncs from third-party systems. Outbound to engagement scoring and benefit eligibility.

M.E.

Member Engagement

Analysis hub for engagement metrics. Receives activity data from Events, Groups, Education, Committees. Calculates engagement scores and classifications. Outbound drives communications and program targeting.

M&C

Marketing & Comms

Communication hub. Receives contact lists from Contacts, Groups, Events, ME Reports. Manages email/SMS templates. Sends bulk communications. Tracks delivery and engagement metrics.

EDU

Education

Learning hub. Manages courses, enrollment, student portals, OJT tracking. Receives contact data for student links. Outbound invoices to M&D, completion data to Contacts history.

DPT

DPT Verification

Verification hub. Receives Do Not Print flags from Contacts. Manages portal verification workflows. Outbound exclusion lists to Referrals and reports.

Global Functionality

Foundation layer. Lookup tables, permissions, email templates, audit trails. Enforces lock rules on all modules. Syncs national updates. Manages system-wide settings and defaults.

Bidirectional Sync Patterns

Contacts ↔ M&D: Member status, dues invoicing, payment updates
M&D ↔ PAC: Contribution lines on invoices, payment allocation
Contacts ↔ Events: Registration, attendance, capacity tracking
Contacts ↔ Groups: Member assignments, year-over-year changes
P&S ↔ Contacts: Badge status via webhooks, portal verification flags
M.E. ↔ M&C: Report-based contact lists, filtering
Education ↔ M&D: Split invoices, payment plans, capacity
GF ↔ All: Lookup tables, permissions, locks, audit trail

Global Functionality Touchpoints

Global Functionality is the foundation layer that touches all 15 modules through permissions, lookup tables, templates, and system settings.

Permission Groups

Contacts: View/Edit Company, View/Edit Individual, View History
M&D: View Invoices, Edit Dues, View Payments, Edit Member Status
Events: Create Event, View Registrations, Edit Capacity, Approve Registrations
Notes & Actions: Create Note, View History, Bulk Create, Delete Note
Prospects: Convert Prospect, Edit Prospect, View Pipeline
Groups & Committees: Manage Members, Year-Over-Year Copy, View History
Programs & Services: Manage Programs, View Applications, Verify Status, View Badges
PAC: Record Contribution, View Summary, Edit Company PAC, View History
DPT: Manage Verification, View Portal Submissions, Set Deadlines, View Audit Trail
Referrals: Generate List, Export PDF, Email Distribution, View Templates
Marketing & Comms: Build Lists, Send Campaigns, View Delivery, Manage Templates
Education: Create Course, Manage Enrollment, View Student Portal, Create Invoices
Partnership Packages: Manage Packages, Apply Credits, View Usage
Member Engagement: Run Reports, View Classifications, Manage Scoring
4 levels per module: View, Edit, Approve, Admin

Lookup Tables (50+)

Member Types (Individual, Company, Sponsor, etc.)
Member Status (Active, Lapsed, Prospect, etc.)
States & Provinces (50+ US states + Canadian provinces)
Trade Codes (150+ industry classifications)
Event Types & Categories
Committee Types & Roles
Program Types (STEP, AQC, Beam Club, etc.)
Education Levels & Course Types
Invoice Types & Line Item Types
Contact Methods (Email, Phone, SMS, etc.)
Communication Channels
ME Classifications (5-10 levels per chapter)
DPT Verification Statuses
Activity Types (Meeting, Call, Email, etc.)
All locked at table, record, or system level

Email System (20+ Templates)

New Member Welcome Email
Dues Renewal Notice
Invoice Delivery
Payment Confirmation
Event Registration Confirmation
Event Reminder (1 day, 1 hour)
Event Post-Attendance Survey
Course Enrollment Confirmation
Course Reminder
Student Portal Invite
Portal Verification Request (DPT)
Portal Verification Reminder
STEP Application Confirmation
Badge Expiration Notice
OJT Submission Reminder
Bulk Outreach Templates (ME-driven)
Non-prod masking for test environments
SMS support for select templates

System Defaults (3-Tier)

National Level: Default lookup values, email templates, permission roles, system-wide settings
Chapter Level: Overrides for lookup tables, custom permission groups, ME classifications, system settings specific to chapter
User Level: Personal preferences, dashboard layouts, email frequency, notification settings
Hierarchy: User > Chapter > National
Lock enforcement prevents unauthorized overrides

Audit & Change History

Record-level audit trail (who, when, what, why)
Field-level change tracking
Bulk operation audit entries
Deletion audit trail (soft delete support)
Login/logout tracking
Permission change history
Lookup table update history
National update sync audit trail
Report generation audit (for compliance)
10+ year retention policy

User Management & Security

User account provisioning & deprovisioning
Role-based access control (RBAC)
Permission group management
Multi-factor authentication (MFA)
Password policy enforcement
Session timeout & lock-out rules
API key management
Single sign-on (SSO/SAML) integration
Data encryption (at-rest & in-transit)
Compliance audit reports (HIPAA, SOX, GDPR)

QA Summary & Key Findings

Architecture Insights

Contacts is the Central Entity: All 14 modules inbound and outbound through Contacts. Data consistency in company/individual records is critical. Duplication detection and record linking are high-risk seams.
Global Functionality is the Foundation: Permissions, lookup tables, email templates, audit trails, and lock enforcement touch all modules. Lock level enforcement (table/record/system) is complex and must be verified across all modules.
Data Flow is Bidirectional: M&D, Events, Groups, Programs & Services, and Education all push and pull data from Contacts. Sync latency and failed sync recovery are high-risk areas.
Bulk Operations are High-Risk: Bulk note creation, bulk contact list deduplication, bulk member updates, and bulk email/SMS are prone to performance issues and data loss. Race conditions and concurrent operation handling critical.
Third-Party Integrations Create Sync Risks: AQC/STEP webhooks, referral company creation auto-triggers, and national lookup table updates depend on external systems. Webhook timeout, retry logic, and duplicate processing are common failure modes.

High-Risk Cross-Module Scenarios

Notes & Actions Bulk Creation (Seam 1): Bulk creation from selective reports with duplicate prevention, record matching, and error handling. Test race conditions, batch rollback, and audit trail completeness.
Split Invoice Payments (Seams 4, 8, 14): Multiple invoices with split percentages and payment plans create complex calculation chains. Test rounding rules, partial payments, and refund allocation across splits.
ME Classifications & Engagement Scoring (Seams 3, 10): Classification changes trigger score recalculation across modules. Test classification change impact, historical score changes, and dropdown value consistency.
Contact List Deduplication (Seam 5): 4 sources (events, groups, committees, manual) merged with manual duplicate removal. Test email matching edge cases, large list performance, and dedup persistence.
Webhook Sync Failures (Seam 12, 20): AQC/STEP badge sync, P&S updates, national lookup table syncs via webhooks. Test webhook timeout handling, retry logic, duplicate webhook processing, and sync latency.

Seam Testing Checklist

Data Integrity: Field value validation across seams (state field consistency, contribution type mapping, etc.). Test NULL values, special characters, and max-length strings.
Audit Trail Completeness: Who changed what, when, and why. Test bulk operations, automated seam actions, and third-party sync entries.
Performance Under Load: Bulk operations (10K+ records), large exports (100+ MB PDFs), and concurrent seam actions. Monitor database query performance and API response times.
Sync Timing and Latency: Bidirectional syncs, webhook delays, and batch processing windows. Test eventual consistency scenarios and transactional integrity.
Error Recovery: Partial failure handling, rollback behavior, and error messaging. Test network timeout, database lock scenarios, and third-party API failures.
Regression Testing: Retest seams after any module changes. Cited bugs ABC-2743, ABC-2747, ABC-3388, ABC-3721 indicate historical seam issues.

Testing Priorities

1. Contacts-Centric Testing: All seams ultimately depend on Contacts data integrity. Prioritize individual/company record tests, merge scenarios, and deduplication edge cases.
2. Global Functionality Lock Testing: Table/record/system lock enforcement across all modules. Test lock precedence, override permissions, and national update respect for locks.
3. Bulk Operation Testing: Test Notes & Actions bulk creation, contact list deduplication, bulk email/SMS. Include performance baselines and rollback scenarios.
4. Webhook & Sync Testing: Test webhook processing, retry logic, duplicate handling, and sync latency. Include failed sync recovery paths.
5. E2E Scenario Testing: Run all 20 E2E scenarios in pre-prod before production deploys. Test with realistic data volumes and timing scenarios.