KPI Sync
Date: 2025-07-22 · Duration: 46.209999084472656 min Organizer: Nader Attendees: Ahmad, Mike, Nader, Martin
Summary
- Web scraping implementation completed by Ahmadreza, achieving expected performance yet missing some data due to website limitations on contact info.
- Pay Engine integration offers full year monthly transaction data for merchants, allowing for detailed seasonality analysis.
- Merchant detail module prioritized based on usefulness over web scraping, which is now in backlog for future consideration.
- Key features for MCA functionality include loan tracking, payment history, and revenue forecasting capabilities defined during discussion.
- Components for the merchant detail module specified, such as basic info, application status, processing volume analytics, and MCA statistics.
- New API endpoints required for single merchant revenue time series data to enhance existing dashboard capabilities.
- Data integration strategy will combine Pay Engine data with custom MCA fields and processing volume analytics for robust analysis.
- Partner portal repo approach selected for design work to streamline development and avoid migration issues.
- Design-first approach initiated with Mike responsible for creating the initial mockup before the development phase begins.
- MCC automation using AI proposed to enhance code matching with business descriptions from a comprehensive database.
Action Items
- Michael Wright Design merchant detail module mockup including all discussed components and create initial design by tomorrow after reviewing provided documentation (33:25)
Ahmadreza Abdoli Add MCC code prediction node to existing web scraping workflow using AI agent with hardcoded MCC code list (40:01) Experiment with owner information extraction capabilities through Secretary of State searches, limited to one day of exploration (45:26)
Martin Elias Costa Create new API endpoint for single merchant revenue time series data by extending existing dashboard functionality with proper access controls (16:59)
Nader Atrchin Create ticket for Raymond to implement front-end integration of web scraping data pre-population (42:03) Send merchant detail module documentation to Mike via Slack for design reference (35:17)