Partner onboarding
Define partner identity, agreements, status and permissions separately from ordinary retail-client workflows.
Attribution
Use stable identifiers and documented attribution rules across website, CRM and client cabinet.
Hierarchy
If multi-level relationships are supported, define parent-child rules, effective dates and safeguards against circular structures.
Calculation ownership
Choose one authoritative service for commission logic and version the rules used for each calculation period.
Reporting
Provide partners and operations with consistent client, activity and commission views without exposing unauthorized client information.
Adjustments
Require reason codes and audit logs for manual adjustments.
Integration
Synchronize partner and client identifiers with CRM and trading systems through controlled interfaces.