Property and Compliance Monitor integration

Understand dynamic compliance column mapping

Know that the sync method writes only columns available in the detected compliance record table.

Audience: CRM staffPermission: Edit Licence Applications / technical administratorModule v1.0.0
Exact navigationTechnical model capability
Before you begin
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Confirm module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide covers

Know that the sync method writes only columns available in the detected compliance record table. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Open the case or technical integration area described.
  2. Confirm the linked property and compatible module/table exist.
  3. Use only exposed UI actions; treat model-only methods as unexposed capabilities.
  4. Verify any resulting record against the source property and document.

Fields, choices and supported possibilities

Tablecompliance_monitor_records
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-property-compliance/

Code-backed validations and workflow rules

  • The supplied module contains the stated integration helper or hook.
  • No user workflow should be invented where the controller/view does not call the model method.

Expected result and verification

  • Understand dynamic compliance column mapping completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.