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1
Project Overview
Project Name: RBMWM (RBM Wealth Management)
User Types: 9
Core Purpose:
- Users & Partners
- Loan Products
- Brokerage
- Payouts
- Leads & Queries
- Promotion Materials
- Reporting & Backup
The system supports role-based access control (RBAC) and
end-to-end partner lifecycle management.
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2
User Roles & Hierarchy
Total User Types (9)
- Master Admin
- Admin
- Account
- Relationship Manager (RM)
- Unsecured Support
- Secured Support
- Insurance Support
- Investment Support
- Partner
Role Permissions (High Level)
| Role |
Key Permissions |
| Master Admin |
Full system control |
| Admin |
Operational management |
| Account |
Payment & brokerage handling |
| Relationship Manager (RM) |
Partner & lead management |
| Support Roles |
Product-specific support |
| Partner |
Lead generation & promotion |
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User Creation
- Create users by category
- Auto-generate employee code (e.g.,
RBMP810)
- Unique mobile number
validation
- Role-based form fields
- Password sent via email
User Management
- View all users
- View detailed user profile
- Update user details
- Activate / deactivate users
- Alternate mobile for partners
- Bulk password send
- Bulk delete
Special Features
- Birthday shortlisting of
partners
- Send birthday wishes from
dashboard
- Deleted users move to Bin (soft
delete)
- Master Admin cannot be
deleted
- Login via employee code +
password
Multi-Step Document Upload
Applicable for:
- Relationship Manager
- Partner
Flow: Basic details → Document upload → Verification
Export Features
- Export selected users
- Export all users
- Excel format download
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4
Product & Product Type Modul
Total Product Categories: 4
- Secured Loan
- Unsecured Loan
- Investment
- Insurance
Product Type Features
- Add product type
- Update product type
- Delete product type
- Map product → product type
- Each product has separate lead page
Relationship maintained between Product, Product Type, Leads, RM, and Partner.
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Purpose: Define commission structure for partners and managers.
- Manager specific chart
- Partner specific chart
- Partner common chart
- Default chart
- Add/Edit default chart
- Add/Edit specific chart
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6
Payment Management Module
Pending Payments
- Lead edit
- Add brokerage
- Approve payment
- Delete lead
- Multiple delete
- Search
- Date range filter
Payments
- Search by partner
- Search by date range
- Edit brokerage
- Send payments
Payment Details
- Filter by RM, Partner, Year, Month
- Download all records
- Download individual record
Important Relationship: Leads ↔ Payments are fully mapped.
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7
Promotion Material Module
For Relationship Manager & Partner
- Create promotion post
- Update promotion post
- Delete promotion post
- Share to social media
- Date-wise search
Purpose: Helps partners recruit new partners via marketing materials.
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8
Become Partner Query Module
OTP Flow:
become-channel-partner.php → become-partner-verify.php → become-partner.php
- View queries
- Edit queries
- Search
- Add remark
- Convert query to Partner
- Delete queries
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- View queries
- Edit queries
- Search functionality
- Edit leads
- Add remark
- Convert to partner
- Delete queries
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- Fixed card template
- Dynamic user details
- Search visiting cards
- Single delete
- Multiple delete
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11
Authentication & System Utilities
- Login
- Logout
- Change password
- Complete database backup
- Employee code-based login
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- Proper table relationships
- High performance indexing
- Unique mobile constraint
- Soft delete support
- Role-based mapping
- Lead ↔ Payment mapping
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13
Advanced System Highlights
- Role-based architecture
- Auto employee code system
- Financial workflow (brokerage → payout)
- Partner lifecycle management
- OTP onboarding flow
- Excel export capability
- Soft delete with bin
- Social promotion engine
- Birthday automation
- Multi-step document verification
