Customer Relationship & Loyalty (CRM)

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Customer Relationship & Loyalty (CRM) ​

CRM — Customer Relationship & Loyalty

Contract-only documentation for Customer Relationship & Loyalty (CRM).

Status ​

  • Implementation: implemented (core customer, loyalty, stored value; consent/merge governance and fraud/abuse controls)
  • OpenAPI: /crm/openapi.yaml

Scope ​

  • Org-scoped, facility-aware, and channel-aware where applicable.
  • No UI; headless API + eventing only.

Clarifications (B11) ​

  • Customer identity: uniqueness enforced per org (email/phone rules are policy-defined); merges are explicit with audit trails.
  • Consent/privacy: consent flags gate exports and marketing use; privacy admin role required for overrides.
  • Loyalty ledger: earn/redeem/adjust/expire entries are append-only; balance is computed from ledger.
  • Stored value: gift cards/store credit are supported when enabled; issuance/redemption are auditable.