Member Onboarding & Communications Engine

The Member Onboarding & Communications Engine guides new members through statutory accession workflows, manages portal access tokens, and orchestrates multi-channel notifications.

Functions Matrix

Function Name	Inbound Trigger	Core Responsibility	Communication Channel
`grant-portal-access`	Admin POST	Generates user record, sets tenant claims, sends portal link	Magic Link / Email
`member-onboarding-status`	Client GET	Computes completion checklist across 6 verification milestones	JSON Response
`send-onboarding-invitation`	Admin POST / Batch	Sends invitation email with cooperative branding & token	Transactional Email (SMTP)
`send-correction-request-notice`	Reviewer Action	Notifies applicant of missing or invalid declaration data	Transactional Email (SMTP)
`send-rejection-notice`	Board Officer Action	Sends formal accession rejection with reason notes	Transactional Email (SMTP)

Onboarding Stepper Milestone Model

The member-onboarding-status function evaluates member readiness against 6 key milestones:

flowchart TD
    M1["1. Account Activated (Auth)"] --> M2["2. Personal / Entity Data Verified"]
    M2 --> M3["3. PPE Meter Identification Linked"]
    M3 --> M4["4. Declaration Signed & Uploaded"]
    M4 --> M5["5. Board Review & Approval"]
    M5 --> M6["6. Telemetry Hardware Connected"]
    M6 --> Ready["🎉 Fully Active Cooperative Member"]

Status Payload Example

{
  "member_id": "9f8e7d6c-5b4a-3f2e-1d0c-9a8b7c6d5e4f",
  "coop_id": "b1b2c3d4-e5f6-7a8b-9c0d-1e2f3a4b5c6d",
  "completion_percentage": 66,
  "milestones": {
    "account_created": { "completed": true, "timestamp": "2026-09-10T14:20:00Z" },
    "identity_verified": { "completed": true, "timestamp": "2026-09-11T09:15:00Z" },
    "meter_ppe_linked": { "completed": true, "ppe": "PL1234567890123456" },
    "declaration_signed": { "completed": true, "document_id": "decl_992" },
    "board_approved": { "completed": false, "pending_officer_review": true },
    "hardware_active": { "completed": false, "reason": "Awaiting meter registration" }
  },
  "next_required_action": "AWAITING_BOARD_APPROVAL"
}

Transactional Notifications

All communication dispatchers (send-onboarding-invitation, send-correction-request-notice, send-rejection-notice) share an enterprise notification pipeline:

Features

Template Engine: Localized Polish email templates supporting dynamic cooperative logo injection, colors, and legal footer notes.
Audit Trail: Every email dispatched is logged in the notification_logs table with delivery status, message ID, and timestamp.
Resilience: Configured with automatic exponential backoff retry in case of transient SMTP rate-limiting or network timeouts.