Phase 4 partner services

Payment operations readiness

Review ledger, payment, receipt, queue, and follow-through posture without opening full accounting, external billing, or unmanaged provider mutation.

Service tracks

Providers

Jurisdiction

Marketplace

closed

Target outcome

Finance users can prepare provider-assisted payment operations while respecting posted-payment immutability and receipt audit trails.

Review checklist

1Separate operational rent collection from full accounting.
2Keep receipt issuance tied to posted payments.
3Review queue and idempotency evidence before provider expansion.

Open source workspace Back to partner services

Service boundary

Partner services must package reviewed operational help, not self-serve marketplace discovery.
Every service track must remain source-linked to an existing Blocora workspace and permission boundary.
Jurisdiction-sensitive services must route through the province-aware rules layer and stay outside legal, tax, accounting, or financial advice.

Still closed

Self-serve partner marketplace
External partner billing or revenue-share engine
Provider-owned application, lease, payment, or notice decisions
Autonomous cross-system workflow execution
Legal, tax, accounting, or financial advisory services

Next controlled step

Keep partner services governed, source-linked, and hardened; onboarding and migration packs plus deeper intelligence are hardened, while community and membership remain deferred optional.