DealDocumentScreening/CONTEXT.md
2026-08-25 21:57:05 +03:00

2.2 KiB

DealDocumentScreening

Screening of deal documents (contracts) with extraction, prescreen and analysis workers. This context covers the whole product, including billing for document consumption.

Language

Billing

Plan: A recurring subscription offering: monthly price and a monthly document quota. Seeded by code, identified by code. Avoid: Tier, package

Subscription: A user's active relationship to one Plan for a 30-day period. At most one active or past_due Subscription per user. Avoid: Membership

Quota: The per-Subscription allowance of document screenings within the current period. Does not roll over. Avoid: Allowance, limit

Credits: Prepaid document screenings on a user's balance. Consumed only after Quota is exhausted; purchased credits never expire. Avoid: Points, tokens

Topup: A one-time purchase of Credits. Avoid: Recharge, refill

Invoice: A request for payment. Kinds: topup, subscription (first purchase), renewal (subsequent period). Avoid: Bill, charge

Renewal: The invoice and payment that extends a Subscription into its next period. Avoid: Rebill

Saved Payment Method: A card token stored with one payment provider, enabling charges without the user present. Bound to a single provider and currency; saved on every successful card payment. Avoid: Recurring token, card binding

Dunning: The retry ladder after a failed renewal charge: retried on days 1, 3 and 7 after period end, then the Subscription expires. Avoid: Retry loop, collection

Signup Bonus: One Credit granted at registration, only to users who registered after the bonus shipped. Avoid: Welcome credits, trial

ЕРИП: Belarusian interbank payment rails offered through bePaid. Settlement is delayed by hours, no Saved Payment Method is possible, so renewal is manual. Avoid: ERIP

Billing Hold: A flag on a user whose refund clawed back value; blocks further document processing until cleared by an admin. Avoid: Ban, block

Clawback: Removal of unspent value (Credits or remaining period) after a refund. Avoid: Chargeback

Document processing

Document Slot: The reservation of one Quota unit or one Credit for a single document, released when processing fails. Avoid: Ticket