Clarity Platform Architecture
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Call Agenda & Quick Reference

Fortis Technical Due Diligence

This page maps each discussion topic to the relevant architecture documentation, making it easy to navigate during the call and reference detailed information for any topic area.

call

Tech Stack Call

1 Hour

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Architecture & Components

High-level component architecture, three-tier plugin model, and how major components interact.

Key Talking Points

  • check_circleThree-tier architecture (Client → Core → Plugins)
  • check_circleZero upward dependencies in Core
  • check_circlePlugin isolation with layered dependency model
  • check_circleRemix frontend with SSR
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Connector Models

How ERP connectors are built, versioned, and managed across customers and ERP versions.

Key Talking Points

  • check_circleConnectCore as integration foundation
  • check_circleEkDB middleware for external key mapping
  • check_circleConfig-driven behavior per customer
  • check_circleSandbox-to-production promotion path
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Release Management & Scalability

Testing strategy, uptime targets, scalability architecture, and release process.

Key Talking Points

  • check_circlePipeline-level integration tests
  • check_circleDocker/Kubernetes containerized deployment
  • check_circleAzure DevOps CI/CD pipeline
  • check_circleGit-flow branching strategy
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Security & Compliance

Authentication, data handling, tokenization, PCI compliance posture, and secrets management.

Key Talking Points

  • check_circleJWT authentication with role-based access
  • check_circleClient-side direct-to-provider tokenization (SAQ-A)
  • check_circleNo PII/PAN/CVV stored
  • check_circleTDE encryption at rest + TLS in transit
monitoring

Reliability & Support

Failure modes, recovery procedures, and support framework.

Key Talking Points

  • check_circleAnalyzed failure modes with mitigations
  • check_circleKubernetes health checks and auto-restart
  • check_circlePipeline error handling with ExecuteSafelyAsync
  • check_circleStructured logging and monitoring
payments

Fortis Gateway Integration

Requirements and process for adding Fortis as a new payment gateway provider.

Key Talking Points

  • check_circleImplement IPaymentProvider interface
  • check_circleDeclare capabilities in provider matrix
  • check_circleSupport authorize/capture/refund/void lifecycle
  • check_circleMock provider as reference implementation
domain

Tenancy Architecture

Current single-tenant model, multi-tenancy evolution path, hybrid tier model, and data isolation strategy.

Key Talking Points

  • check_circleDedicated-instance model with per-customer K8s namespace
  • check_circleDatabase-per-tenant as recommended evolution
  • check_circle3-tier hybrid model (Enterprise / Standard / Self-Service)
  • check_circleDefense-in-depth isolation (6 layers)
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Implementation Demo Calls

45 min each

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Installation & Setup

Platform installation, environment setup, and initial deployment.

Key Talking Points

  • check_circleDocker-based deployment
  • check_circleEnvironment configuration
  • check_circleDatabase initialization
  • check_circlePlugin registration chain
settings

Configuration

Connector configuration, payment provider setup, and settings management.

Key Talking Points

  • check_circleSite setup wizard
  • check_circleConnector credential management
  • check_circlePayment provider configuration
  • check_circleSettings hierarchy (global → site → user)
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Order-to-Cash Workflows

End-to-end flow from ERP order through payment processing to cash application.

Key Talking Points

  • check_circleERP invoice sync via connector
  • check_circlePayment initiation (Quick Pay / portal / CSR)
  • check_circlePayInvoicePipeline orchestration
  • check_circleERP reconciliation and cash application
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eCommerce

eCommerce plugin capabilities and frontend extension points.

Key Talking Points

  • check_circleProducts, sales, and checkout flow
  • check_circleEmbeddable payment components
  • check_circleTheme editor for white-labeling
  • check_circleExtension points for customization
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ERP Version Differences

How connectors handle differences between ERP versions and editions.

Key Talking Points

  • check_circleNetSuite TBA vs OAuth 2.0 authentication
  • check_circleConfig-driven behavior adaptation
  • check_circleJsonExtensionData for custom fields
  • check_circleVersion-specific connector branches
error

Error Handling

Transaction error handling including partial payments, declines, duplicates, and refunds.

Key Talking Points

  • check_circlePayment state machine handles all error states
  • check_circleSurcharge reversal on declined payments
  • check_circleACH return code processing
  • check_circleCredit memo application for disputes
payments

Payment Domain Deep Dive

Quick reference cards for payment-specific topics

devices

Embedded vs. Integrated

Payment forms embedded within ERP interfaces vs. separate redirect-based flows.
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Tokenization & PCI

Client-side direct-to-provider tokenization and SAQ-A compliance posture. See also Security → Data Handling.
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Level 2 / Level 3 Data

Line-item data passthrough for interchange cost savings on B2B transactions.
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Surcharge Compliance

BIN-based calculation, state regulations, and card brand rules.
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ACH / eCheck

Delayed settlement, return codes, and B2B cost advantages.
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CEDP & Classification

Customer-entered vs. MOTO transaction classification and interchange impact.
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Quick Pay & Invoices

Token-based invoice payment links and multi-channel payment initiation.