Memberships, Applications and Membership Billing
Purpose
This module lets an association keep each member's membership true from the first enrolment to the last drop. That includes the dated terms, the chapters the member belongs to, and the people and programs a membership brings with it. It lets members join and renew through the shared checkout and lets reviewed applications become memberships. It runs renewal billing, confines officers to their own units' members, and answers what membership was on any past date and month.
Boundary
Membership owns the memberships, terms, affiliations, applications, billing runs, officer scope, history, snapshots and business events listed in this charter. The association's structure, configuration and term rules belong to MOD-MBR-STR, which this module reads. People and organizations are CRM's (MOD-CRM-ENT), and their merges belong to MOD-CRM-DQ. Orders and payments are Commerce's (MOD-COM-ORD), products and prices Accounting's (MOD-ACC-PRD), and reviews and decisions the Submissions engine's (MOD-SUB-SUB). Committees (MOD-CMT-CMT) derives officers' grants and listens for terminations. Platform supplies security, attention, communications, queries and snapshots, the data job engine, durable jobs, workspace lifecycle and the integration catalogue. No console screen administers this module's records yet. Membership performs no inference, so it has no inference operations.
Features
| Feature | Owned Concepts | Capabilities | Journeys |
|---|---|---|---|
FEAT-MBR-MEM-01, Membership Holdings and Periods | 2 | 6 | 1 |
FEAT-MBR-MEM-02, Member Connections to Chapters and Sections | 1 | 2 | 1 |
FEAT-MBR-MEM-03, Membership Purchases and Payment Consequences | 0 | 2 | 1 |
FEAT-MBR-MEM-04, Membership Requests and Decisions | 1 | 2 | 1 |
FEAT-MBR-MEM-05, Renewal Operations and Expiry Attention | 1 | 2 | 1 |
FEAT-MBR-MEM-06, Scoped Membership Work and Personal Views | 0 | 3 | 1 |
FEAT-MBR-MEM-07, Membership Accountability and Reporting | 1 | 3 | 0 |
Capabilities
| Id | Feature | Title | Product intent | Evidence |
|---|---|---|---|---|
CAP-MBR-MEM-001 | FEAT-MBR-MEM-01 | Record a membership and its first term without a purchase | confirmed | partially-observed |
CAP-MBR-MEM-002 | FEAT-MBR-MEM-01 | Extend an existing membership through a staff term | confirmed | partially-observed |
CAP-MBR-MEM-003 | FEAT-MBR-MEM-01 | Correct or close a term without losing earlier knowledge | confirmed | partially-observed |
CAP-MBR-MEM-004 | FEAT-MBR-MEM-01 | Withhold membership through suspension and restore its standing | confirmed | observed |
CAP-MBR-MEM-005 | FEAT-MBR-MEM-01 | Determine membership standing and refresh list status | confirmed | partially-observed |
CAP-MBR-MEM-006 | FEAT-MBR-MEM-01 | Derive package grants and organizational child memberships | confirmed | partially-observed |
CAP-MBR-MEM-007 | FEAT-MBR-MEM-02 | Maintain dated chapter and section affiliations | confirmed | partially-observed |
CAP-MBR-MEM-008 | FEAT-MBR-MEM-02 | Preserve member connections through transfers and unit merges | confirmed | partially-observed |
CAP-MBR-MEM-009 | FEAT-MBR-MEM-03 | Sell membership through the Commerce checkout | confirmed | partially-observed |
CAP-MBR-MEM-010 | FEAT-MBR-MEM-03 | Undo a purchase or respond to a payment problem | confirmed | partially-observed |
CAP-MBR-MEM-011 | FEAT-MBR-MEM-04 | Define what applications are for and read the applications | confirmed | partially-observed |
CAP-MBR-MEM-012 | FEAT-MBR-MEM-04 | Act on an application's decision | confirmed | partially-observed |
CAP-MBR-MEM-013 | FEAT-MBR-MEM-05 | Bill renewals in runs, on demand or on a schedule | confirmed | partially-observed |
CAP-MBR-MEM-014 | FEAT-MBR-MEM-05 | Alert staff to memberships about to expire | proposed | observed |
CAP-MBR-MEM-015 | FEAT-MBR-MEM-06 | Give officers their own units' members and nothing else | confirmed | partially-observed |
CAP-MBR-MEM-016 | FEAT-MBR-MEM-06 | Let officers act for their members | confirmed | partially-observed |
CAP-MBR-MEM-017 | FEAT-MBR-MEM-06 | Export a roster and let members see their own memberships | confirmed | partially-observed |
CAP-MBR-MEM-018 | FEAT-MBR-MEM-07 | See how a membership changed and what it was on any date | confirmed | partially-observed |
CAP-MBR-MEM-019 | FEAT-MBR-MEM-07 | Report on membership now and month by month | confirmed | partially-observed |
CAP-MBR-MEM-020 | FEAT-MBR-MEM-07 | Tell other applications when membership changes | proposed | partially-observed |
Journeys
| Id | Feature | Title | Product intent | E2E policy |
|---|---|---|---|---|
JNY-MBR-MEM-001 | FEAT-MBR-MEM-01 | Staff carry a member through an early renewal, a lapse and a rejoin | confirmed | optional |
JNY-MBR-MEM-002 | FEAT-MBR-MEM-03 | A new member joins through checkout with a chapter | confirmed | none |
JNY-MBR-MEM-003 | FEAT-MBR-MEM-04 | An approved application becomes a dues order and a membership | confirmed | none |
JNY-MBR-MEM-004 | FEAT-MBR-MEM-05 | An administrator runs the renewal season | confirmed | optional |
JNY-MBR-MEM-005 | FEAT-MBR-MEM-06 | A regional officer looks after the members of their region | confirmed | optional |
JNY-MBR-MEM-006 | FEAT-MBR-MEM-02 | A chapter is merged and its members follow it | confirmed | optional |