FinBaze for Platforms

Concepts

Two layers decide what a company can use:

  1. Allowance is set by FinBaze for your platform: the modules your contract includes (banking, purchase documents, tax filings, headless sessions, …).
  2. Limits are set by you, as a platform default and per company. A limit can only narrow the allowance, never widen it.

A module that is not effective is hidden: its operations fail with FEATURE_DISABLED, its data is absent from nested results and components that require it cannot be added to a session (FEATURE_DISABLED). Read platformCompanyFeatures(profileId) to see what is effective for a company.

Set a limit with setPlatformFeatureLimit. Changes reach all servers within about 30 seconds.

Component features#

Separate from modules, each component has features (for example submit on vat-return). You choose them per session in createEmbedSession. They narrow what the component's UI offers and what its token may do; they never override a hidden module.

See each component for its requirements and features.