Contents

Feature Documents

Rupid · Rupid · 46 documents in dependency order

These documents describe the Rupid platform as it is to be built. They are ordered by dependency: nothing appears before the things it needs in order to work. An employer is set up, the programme is configured, the workforce is loaded, employees use the app, and the money machinery and platform layers sit underneath all of it.

Each document covers one working area completely — the screens, the rules, the fields, the edge cases and the messages. Where two things were previously described separately but are really one thing, they have been written as one document.

Setting up an employer

A strict sequence — each step unlocks the next. Verification has the longest lead time, so it starts on day one.

# Document
001 Employer Account Setup and Admin Invitation
002 Company Verification and Financial Review
003 Agreements and Digital Signing
004 Portal Users, Roles and Access
005 Onboarding Workbench

Configuring the programme

Branches first, because calendars, pay cycles and eligibility rules all attach to them.

# Document
006 Branches and Locations
007 Working Week and Holiday Calendar
008 Pay Cycles and Payday
009 Eligibility and Lending Rules

Getting the workforce on

Loading employees by file or connection, keeping the list current, and getting people registered.

# Document
010 Employee List Upload
011 Payroll and HR System Connections
012 Employee Lifecycle Management
013 Employee Invitations and Activation
014 HR Verification Queue
015 Employee View for HR

The monthly money cycle

What happens at cut-off, on payday, and afterwards.

# Document
016 Deduction File and Settlement
017 Reconciliation and Differences
018 Exit and Final Settlement Recovery

Employer oversight

What the employer sees, keeps and controls.

# Document
019 Employer Dashboard
020 Employer Reports and Invoices
021 Document Vault and Audit Trail
022 Programme Pause, Freeze and Offboarding

The employee app — getting started

From first opening the app to being able to receive money.

# Document
023 Employee Registration and Login
024 Employee Verification
025 Account Linking
026 App Home and Products

The employee app — money

The user journey in the order a worker actually meets it.

# Document
027 Earned Wages and Salary Timeline
028 Withdrawal
029 Salary Advance
030 Auto-Repayment Mandate
031 Loan Details and Repayments

The machinery behind the money

The engines the app and portal screens read from.

# Document
032 Earned Wage Calculation and Limits
033 Disbursement and Payment Rails
034 Ledger and Money Movement
035 Recovery and Collections

Partner and internal tools

The lending partner’s view and Rupid’s own working screens.

# Document
036 Lending Partner Portal
037 Operations Console
038 Support and Help
039 Fraud and Suspicious Activity

Platform foundations

Rupid-maintained layers that every other document depends on. No employer configures anything here.

# Document
040 Multi-Tenant Setup and Master Data
041 Identity and Access Services
042 Product Catalogue and Charges
043 Approvals and Change Control
044 Notifications
045 Consent and Data Governance
046 Reports and Regulatory Filing

How the order was decided

Within the employer journey the order is a genuine sequence of gates. The account must exist before papers can be uploaded; verification must be approved before agreements are issued; agreements must be in force before configuration begins. Verification sits second rather than later because it carries the longest lead time — Rupid’s credit review takes several days — so it starts while the employer does everything else.

Branches lead the configuration block because working-week patterns, holiday calendars, pay cycles and eligibility rules all attach to a branch, and the employee upload validates against branch codes. Configuring anything else first means going back.

Product Catalogue and Charges sits in the platform block rather than the employer block, because employers cannot see or change it. Prices and products are Rupid’s, and an employer only chooses which of them to switch on for their own people.

A note on what was consolidated

An earlier set of 135 documents has been reduced to these 46. Overlapping features were written as single documents rather than repeated: access control across five documents became one; eligibility rules, product settings and the rules engine became one; all settlement features became two; all notification features became one; all audit and document features became one.

Five features were removed rather than merged — pay runs, payroll validation, payroll exceptions, payroll preview and pay groups. Rupid does not execute payroll. It produces a deduction file which the employer’s own payroll applies, so these described work the platform never does.