Configure & Define Your Enterprise
- Customers, clients, members, patients, passengers, fans, students, constituents, attendees, participants and any other buyers or consumers.
- Consumer intermediaries: representatives, brokers, affiliates, partners, agents, resellers, networks and any sales or service channels.
- Consumer types, attributes, characteristics, demographics, contact, location and more.
- Workforce, employees, contractors or any individual labor participants.
- Workforce intermediaries: vendors, suppliers, service providers, delivery partners and any other third-party labor channels.
- Workforce types, jobs, attributes, characteristics, demographics, licensing and certification, contact and location, and more.
- Sites, offices, locations, stores, branches, departments, groups, regions, markets, divisions, SBUs and any other organization entities.
- All hierarchies, channels, tiers, levels, layers.
- Assets, devices, machines, vehicles, facilities, lines, stations, identities, physical and virtual, or any other organization designation.
- Products and services, costs and values, attributes, packages, images and documentation, with date/time variations, and other user-defined parameters.
- Transaction types: sales, charges and payments, chargebacks and refunds, claims, classes, appointments, sessions, trades, assignments, trips, claims, deliveries, et. al.
- Opportunity, Contact, Referral, Service issue, Workflow and other types.
- Event, Document, Message, Campaign, Distribution and other configuration types.
User Security Roles
Configure TRM access with comprehensive module, form, table, field and report permission-based User Security Roles, and assign to all System participants. Assign roles by workforce and customer types/attributes, and TRM automatically re-assigns roles when attributes change: example, an employee job change, or a new customer, partner or affiliate onboard.
Data Encryption & Protection
Regulatory-compliant Non-Public Information is encrypted within the System, and masked in the user-interface. API integration is permission-enabled. Data field access governed by strict User Security Role assignments. Comprehensive transaction audit-logging.
User Experience
End-users experience only the menus, modules, sub-modules, forms and fields that they have been explicitly permission-granted. User field inputs are validity-filtered. TRM's browser URL is masked, blocking related vulnerabilities. Log-in access with two or three-factor authentication.
