KPI Sync

Date: 2025-08-07 · Duration: 60.20000076293945 min Organizer: Nader Attendees: Nader, Ahmad, Mike, Martin

Summary

  • MCA contract review highlighted 20% holdback ambiguity over ‘estimated remittance,’ necessitating clarification on fixed vs. variable terms.
  • Early payoff discount structure requires alerts for different payoff periods (30, 60, 90 days) to be implemented.
  • Daily ACH pool terminology in the contract outdated; future implementations will use transaction split deposits.
  • Ahmadreza completed PR #393 and is working on #416, with submission due tomorrow morning.
  • Martin is developing the first version of the residual reports API to support data ingestion for Facade.
  • Commission matching system faces issues with MID reliability from Pay Engine; last-six-digit matching needs improvement.
  • New deposit table required for tracking merchant deposits, with emphasis on daily data ingestion.
  • Separation of revenue and deposit tracking discussed due to distinct data sources and transaction timing discrepancies.
  • API documentation discrepancies noted between settlement and deposit payouts, requiring updated sample data.
  • MCA input workflow necessitates sales rep data entry on merchant detail pages for improved efficiency.

Action Items

  • Michael Wright Obtain sample deposit data from Pay Engine/Showbeat team to understand API response structure (37:02) Request Pay Engine to add merchant with split funding sample data to sandbox environment (36:57) Provide manual MCA reporting from EMS portal if needed before system completion (37:49) Share processor form with team for future PDF pre-filling reference (45:11)

Martin Elias Costa Create Confluence documentation page for MCA implementation details and requirements (45:55) Complete connection between residual reports scripts and Facade endpoint (07:23) Test commission mid-matching reliability as new merchants are added (08:03)

Ahmadreza Abdoli Submit PR for ticket #416 by tomorrow morning (05:51) Focus on revenue approximation development rather than forecasting (59:02)

Nader Atrchin Document MCA upload workflow and required input fields for contract processing (51:16) Continue MCA technical discussions with team next week after obtaining Pay Engine data (52:14)