ERP Static Screen Catalog
Full pre-build render of every function in the ERP Modern Development Specification v2.0 — real-estate brokerage and property operations ERP with configuration control, CRM, property, contracts, finance & client money, compliance, HR, operations, AI governance and integrations. All pages are static mockups with representative synthetic data (company: Al Manara Properties LLC, project: Prototype Residences, demo customer: Amina Noor). Use the عربي ▸ RTL toggle to preview Arabic mirroring.
★ My Dashboard — simple role-based home for every employee ▶ Prototype demo tour (§40.2)
Screens rendered
183
incl. 15 module hubs + this catalog
Modules
15
workspaces + platform + insight
Spec screen catalog
32 / 32
UX-01 … UX-32 covered
Functional requirements
100
CFG · GOV · CRM · PROP · CON · FIN · HR · CMP · OPS · AI · INT
Report catalogue
30 / 30
RPT-01 … RPT-30 (Table 15)
E2E workflows
18 / 18
WF-00 … WF-17 (Table 14)
Sign-in, role work queue, executive dashboard and safe error states.
| Screen | Covers | Description |
|---|---|---|
| My Dashboard (role-consolidated) | UX-02GOV-02HR-08 | Friendly consolidated home for non-technical users: per-credential stats, tasks, approvals, goals and quick actions with a 6-role demo switcher. |
| Sign-in & Session Context | UX-01GOV-02 | Entra OIDC sign-in, MFA step-up and company/branch/locale context — no business data before authorization. |
| Role Home / Work Queue | UX-02 | Tasks, approvals, exceptions, SLA countdowns and trusted totals for the signed-in role. |
| Executive Dashboard | UX-30CRM-08FIN-10 | Permission-aware pipeline, revenue, cash, collections and risk with accessible chart alternatives. |
| Error & Degraded State | UX-32NFR-10 | Correlation reference, safe recovery and degraded-provider notices without sensitive diagnostics. |
| Prototype Demo Tour | §40.2 | Guided 12-step demonstration script across 16 screens with expected results, seed profile and acceptance sign-off. |
Lead capture to qualification: intake, inbox, customer 360, consent, campaigns and analytics.
| Screen | Covers | Description |
|---|---|---|
| Lead Inbox | UX-05CRM-04 | Stage, source, response SLA, assignment and next action with breach and duplicate flags. |
| Lead Workspace | UX-06CRM-04CRM-05 | Timeline, preferences, matched inventory, activities and qualification for a single lead. |
| Multi-channel Lead Intake | CRM-01 | Channel connectors, normalization, dedupe preview, consent capture and webhook log. |
| Customer 360 | UX-04CRM-02 | Permission-aware profile: identifiers, dedupe history, leads, deals, units, documents, KYC. |
| Consent, DND & Preferences | CRM-03 | Per-channel consent matrix, lawful basis, DND windows and evidence trail. |
| Lead Routing & Assignment | CRM-04 | Round robin, skills, language and branch rules with simulation preview. |
| Activities & Follow-ups | CRM-05 | Calendar, overdue follow-ups and outcome capture. |
| Service Requests & Complaints | CRM-06 | SLA queue, categories, escalation and resolution codes. |
| Campaigns & Bulk Communications | CRM-07 | Governed templates, segments, schedules, approvals and opt-out statistics. |
| Lead, Source & Agent Analytics | CRM-08 | Funnel, source conversion, SLA trend and agent leaderboard. |
Inventory to transaction: hierarchy, units, listings, matching, viewings, offers and deals.
| Screen | Covers | Description |
|---|---|---|
| Property & Project Hierarchy | UX-07PROP-01 | Community → project → building → unit tree with duplicate controls. |
| Unit Inventory | UX-08PROP-02 | Availability, price, masked owner/tenant and unit history. |
| Unit Block, Reservation & Release | UX-10PROP-03 | Unit state, expiry and the UNIT_NOT_AVAILABLE concurrency conflict. |
| Listing Editor | UX-09PROP-04 | Required fields, media, Trakheesi permit status, channel readiness and preview. |
| Property Media & Documents | PROP-05 | Media library, floor plans, document classification and expiry. |
| Website & Portal Syndication | PROP-06 | Channel mappings and publication state that never overwrite the master listing. |
| Customer–Property Matching | PROP-07AI-05 | Scored matches with rationale and shortlist actions. |
| Viewings Calendar & Workspace | UX-11PROP-08 | Schedule, attendees, outcomes and next actions. |
| Offer Builder | UX-12PROP-08 | Versioned terms, approval route and customer-ready preview. |
| Deal Workspace | UX-13PROP-08PROP-09 | Stage gates, compliance prerequisites, contract, invoice, receipts and commission. |
| Lease, Resale, Transfer & Refund | PROP-09 | Transaction pipeline, refunds and approved fund reallocation. |
| Brokerage Licensing & Permits | PROP-10CFG-11 | ORN/BRN registry, permit validity and transaction authority evidence. |
Templates, clauses, typed data bindings, generation preview, approval, e-sign and obligations.
| Screen | Covers | Description |
|---|---|---|
| Contract Template Registry | UX-14CON-01 | Versions, EN/AR locales, tokens, clauses, approvals and effective dates. |
| Clause Library | CON-01 | Governed clauses with legal approval and where-used references. |
| Data Binding & Token Mapping | CON-06 | Token to canonical source path, sensitivity, override policy and golden documents. |
| Contract Generation Preview | UX-15CON-02CON-06 | Auto/manual/override/missing markers with source lineage and clause diff. |
| Contract Approval & Release | UX-16CON-02 | Exact hash, authority, validations and the blocked-release path. |
| E-signature & Evidence Package | CON-03 | Envelope status, identity evidence and immutable hashes. |
| Correspondence & Acknowledgements | CON-04 | Outbound letters and policy acknowledgement tracking. |
| Record Portfolios & Obligations | CON-05 | Linked record sets, obligation deadlines and renewal alerts. |
Double-entry GL to client money: invoices, receipts, banking, PDCs, commissions, tax and closing.
| Screen | Covers | Description |
|---|---|---|
| Chart of Accounts & GL | FIN-01 | COA tree, posted journals and derived trial balance. |
| Journal Editor | UX-19FIN-01 | Balanced lines, dimensions, source links, approval and posting. |
| Vouchers, Payables & Expenses | FIN-02 | AP queue, threshold approvals and payment runs. |
| Invoice Workspace | UX-17FIN-03 | Lines, VAT, open balance, deal/contract links and posting state. |
| Receipts & Allocation | UX-18FIN-03 | Payment evidence, unapplied amounts and partial allocation. |
| Bank & Treasury Reconciliation | UX-20FIN-04 | Imported lines, match candidates, differences and close gate. |
| Post-dated Cheques Diary | UX-21FIN-05 | Custody, due dates, reminders and deposit/return states. |
| Commission Calculation & Payable | FIN-06 | Plan rules, splits, calculation trace and approval to payable. |
| Cost Centers, Budgets & Variance | FIN-07 | Budget versus actual with commitments and variance alerts. |
| Multi-currency, Tax & Fiscal Close | FIN-08 | VAT return, FX revaluation and gated period close. |
| Fixed Assets & Depreciation | FIN-09 | Register, depreciation runs, transfers and disposals. |
| Financial Statements & Controls | FIN-10 | P&L, balance sheet and control reports with drill-through. |
| UAE Structured E-invoicing | FIN-11 | Clearance status, schema validation and retry queue. |
| Procurement & Three-way Match | FIN-12 | PO, receipt and invoice matching with blocked tolerance breaches. |
| Client Money, Trust & Escrow | FIN-13 | Segregated subledgers and denied release to unrelated beneficiaries. |
KYC, screening, risk, cases, goAML reporting, privacy rights and audit evidence.
| Screen | Covers | Description |
|---|---|---|
| KYC Maker Workspace | UX-22CMP-01 | Profile requirements, evidence, extraction preview and submission. |
| Extraction & Maker-Checker | CMP-02 | OCR confidence, source overlay and checker decisions. |
| Screening Review | UX-23CMP-03 | Query/source version, matched evidence, score and disposition. |
| Risk, EDD & Periodic Review | CMP-04 | Risk factors, bands, EDD tasks and review schedule. |
| Alerts & AML Case Management | UX-24CMP-05 | Restricted cases with events, evidence, decisions and report pack. |
| Sanctions Sync & Rescreening | CMP-06 | List versions, sync runs, delists and delta rescreens. |
| Relationship Graph Intelligence | CMP-07 | UBO and relationship analysis with shared-attribute flags. |
| Regulatory Reporting & goAML | CMP-08 | STR/SAR drafts, XML validation and submission evidence. |
| Privacy Rights & Data Transfer | CMP-09 | DSAR queue, classification, retention holds and transfer register. |
| Compliance Dashboards | CMP-10 | KYC completeness, hits, overdue reviews and evidence export. |
| Regulatory Source Traceability | CMP-11 | Jurisdiction packs and rule-to-source citation mapping. |
Employee master to payroll: recruitment, attendance, leave, WPS, gratuity and self-service.
| Screen | Covers | Description |
|---|---|---|
| Employee Master & Documents | HR-01 | Profile, effective-dated history and expiring documents. |
| Recruitment & Onboarding | HR-02 | Candidate pipeline, conversion and onboarding checklist. |
| Attendance, Shifts & Field | HR-03 | Roster, punches, exceptions and regularization. |
| Leave & Rejoining | HR-04 | Balances, requests, approvals and rejoining. |
| Payroll, Allowances & WPS/SIF | HR-05 | Pay run preview, WPS SIF generation and bank status. |
| End of Service & Gratuity | HR-06 | EOS calculation trace and liability reporting. |
| Performance, KPI & Training | HR-07 | Scorecards, reviews, training matrix — AI is advisory only. |
| Self-service & Asset Custody | HR-08 | Payslips, leave, acknowledgements and assets held. |
Knowledge base, maintenance, inspections, parking and smart access with offline scope.
| Screen | Covers | Description |
|---|---|---|
| Knowledge Base & Semantic Search | OPS-01 | Governed articles with cited semantic search. |
| Maintenance & Service Workflow | OPS-04 | Work orders, SLA, vendor dispatch and completion evidence. |
| Facilities & Inspections | OPS-05 | Checklists, findings and contractor permits. |
| Parking Config & Tickets | OPS-06 | Zones, tariffs and the full-plot check-in denial. |
| Parking Cashiering | OPS-07 | Shift sessions, exceptions and reconciliation to finance. |
| Smart Access & Offline Field | OPS-08 | Device fleet, encrypted offline scope and conflict queue. |
Relationship-scoped landlord, tenant, vendor and signing experiences.
| Screen | Covers | Description |
|---|---|---|
| Landlord Portal | OPS-02GOV-09 | Properties, statements, payouts and maintenance approvals. |
| Tenant Portal | OPS-02GOV-09 | Lease, invoices, maintenance requests and renewals. |
| Vendor & Partner Portal | OPS-03GOV-09 | POs, invoice submission, work orders and compliance documents. |
| Document & Signing Portal | UX-31CON-03 | Invitation-scoped review, signing and evidence receipt. |
Certified reporting catalogue (Table 15): 30 governed reports with owners, lineage, cadence and controls.
| Screen | Covers | Description |
|---|---|---|
| RPT-01 Executive Command Center | RPT-01 | Pipeline, revenue, cash, collections and risks with permission-aware drill-down. |
| RPT-02 Lead Source & Conversion | RPT-02 | Leads, activities, stages and campaigns; no unauthorized PII export. |
| RPT-03 Agent Productivity & SLA | RPT-03 | Assignments, activities, response and outcomes — no automated employment action. |
| RPT-04 Property Inventory & Availability | RPT-04 | Projects, units, listings and reservations with conflicts highlighted. |
| RPT-05 Listing Syndication Exceptions | RPT-05 | Channel publications and errors with connector owner and replay state. |
| RPT-06 Deal Pipeline & Aging | RPT-06 | Deals, stages, offers and value with stage history and probability basis. |
| RPT-07 Commission Statement | RPT-07 | Plans, splits, approvals and payments under versioned formula and SoD. |
| RPT-08 General Ledger | RPT-08 | Posted journals by company, period and currency with source drill-down. |
| RPT-09 Trial Balance | RPT-09 | Posted ledger with debits-equals-credits reconciliation. |
| RPT-10 Profit & Loss | RPT-10 | Ledger and reporting dimensions; certified vs provisional states. |
| RPT-11 Balance Sheet | RPT-11 | Ledger balances with certified period status. |
| RPT-12 AR Aging & Collections | RPT-12 | Invoices, due dates, receipts and PDC with reconciliation totals. |
| RPT-13 Bank Reconciliation | RPT-13 | Bank imports vs ERP cash: matched, unmatched and exception totals. |
| RPT-14 PDC Diary & Returns | RPT-14 | Cheque custody, due and status with sensitive bank fields masked. |
| RPT-15 Budget Variance | RPT-15 | Budget, commitments and actual against the approved budget version. |
| RPT-16 Fixed Asset Register | RPT-16 | Assets, custody and depreciation reconciled to the ledger. |
| RPT-17 Employee Document Expiry | RPT-17 | Documents and expiry under highly restricted HR access. |
| RPT-18 Attendance & Leave | RPT-18 | Attendance, shifts and balances with policy context. |
| RPT-19 Payroll & WPS Reconciliation | RPT-19 | Payrun and bank/WPS output with maker-checker and restricted export. |
| RPT-20 KYC Completeness & Overdue | RPT-20 | KYC, risk and review schedules with source-version trace. |
| RPT-21 Screening Hits & Rescreen | RPT-21 | Matches, reviews and batches with evidence and list version. |
| RPT-22 AML Case Aging & Evidence | RPT-22 | Cases, events, decisions and submissions with case-level access. |
| RPT-23 Workflow & Approval Bottlenecks | RPT-23 | Instances, timers and outcomes by definition version and owner. |
| RPT-24 Integration & Queue Health | RPT-24 | Connectors, retries, DLQ and lag; no sensitive payloads by default. |
| RPT-25 AI Quality, Safety & Spend | RPT-25 | Runs, evals, latency, cost and feedback with privacy-aware logs. |
| RPT-26 Configuration Change & Activation | RPT-26 | Versions, diffs, approvals, rollback and drift with immutable evidence. |
| RPT-27 Deployment Configuration Readiness | RPT-27 | Required keys, owners, gates and failed tests — daily until go-live. |
| RPT-28 Procurement Commitments & Match | RPT-28 | Requisitions to invoices with tolerances and match exceptions. |
| RPT-29 Client Money & Escrow Reconciliation | RPT-29 | Zero-unexplained-difference gate across control accounts and subledgers. |
| RPT-30 Contract Generation & Binding Exceptions | RPT-30 | Template/binding versions, field population states and release errors. |
End-to-end workflow catalogue (Table 14): 18 governed processes with controls, timers and exception paths.
| Screen | Covers | Description |
|---|---|---|
| WF-00 Configuration Publication | WF-00 | Validate → simulate → diff → approve → activate an immutable version. |
| WF-01 Lead Intake & Assignment | WF-01 | Capture, normalize, dedupe, consent, score and route with SLA. |
| WF-02 Lead to Deal & Commission | WF-02 | Activities to offer, approval, contract, invoice and commission. |
| WF-03 Listing Publication | WF-03 | Validate, media QA, approve, publish and monitor channels. |
| WF-04 Contract & E-sign | WF-04 | Template selection to auto-population, approval, signing and archive. |
| WF-05 Expense to Payment | WF-05 | OCR, coding, approval, posting, payment and reconciliation. |
| WF-06 PDC Lifecycle | WF-06 | Custody, reminders, deposit, clear/return and journal update. |
| WF-07 Leave, Attendance & Payroll | WF-07 | Request to approval, payroll, WPS and payslip. |
| WF-08 KYC & Screening | WF-08 | Collect, verify, screen, risk and approve/EDD/case. |
| WF-09 Sanctions Refresh & Rescreen | WF-09 | Fetch, delta/delist, activate, rescreen and review. |
| WF-10 Maintenance Request | WF-10 | Triage, assign, approve cost, complete and survey. |
| WF-11 Policy Publication | WF-11 | Publish, target, acknowledge and escalate/archive. |
| WF-12 Master-data Change | WF-12 | Validate, dedupe, maker-checker and publish with downstream events. |
| WF-13 Integration Delivery | WF-13 | Outbox, transform, send, acknowledge and reconcile. |
| WF-14 AI-assisted Action | WF-14 | Authorize, retrieve, generate, validate, preview and human approval. |
| WF-15 Software Release | WF-15 | Tests, rehearsal, UAT, approval, deploy and observe. |
| WF-16 Procure to Pay | WF-16 | Requisition to PO, receipt, match, post, pay and reconcile. |
| WF-17 Client-money Receipt & Release | WF-17 | Classify, segregate, reconcile and dual-approved release. |
Provider-agnostic gateway, registries, RAG, recommendations and the human approval boundary.
| Screen | Covers | Description |
|---|---|---|
| AI Gateway Console | AI-01 | Providers, routing, fallbacks and quotas — advisory by default. |
| Model, Prompt & Tool Registry | AI-02 | Versioned assets with approvals and environment bindings. |
| Permission-aware RAG | AI-03 | Permission-filtered retrieval with citations. |
| Document Classification | AI-04 | Queue, confidence and human verification handoff. |
| CRM & Property Recommendations | AI-05 | Next-best-action with rationale and feedback. |
| Anomaly Intelligence | AI-06 | Finance and operations anomalies routed to review. |
| Human Approval Boundary | AI-07 | AI-proposed actions pending human approval; never-automated list. |
| Evaluation, Safety & Cost | AI-08 | Eval runs, incidents, cost and latency. |
APIs, events, connectors, telephony, banking, adapters and provider health.
| Screen | Covers | Description |
|---|---|---|
| REST APIs & Secure Access | INT-01 | Clients, scopes, versions, rate limits and contracts. |
| Events, Webhooks & DLQ | INT-02 | Outbox feed, retries, DLQ replay and reconciliation. |
| Website & Portal Connectors | INT-03 | Portal connections, mappings and ingestion log. |
| Email, SMS & WhatsApp | INT-04 | Channel providers, template sync and delivery stats. |
| Teams Phone & PBX | INT-05CFG-08 | Topology profiles, numbers, routing, recording and activation proof. |
| Banks, Payments & Devices | INT-06 | Bank connections, payment files and device health. |
| E-sign, OCR & Document Services | INT-07 | Adapter profiles, capabilities and failover. |
| Sanctions, AI & Data Adapters | INT-08 | Source adapters, versions and sync jobs. |
| Provider Health | UX-28CFG-09 | Eligibility, latency, errors, DLQ and reconciliation per provider. |
Typed, scoped, versioned policy packs with simulation, approval, activation and rollback.
| Screen | Covers | Description |
|---|---|---|
| Configuration Control Center | UX-25CFG-01 | Workspaces, readiness, owners, failed gates and next actions. |
| Scope Hierarchy & Inheritance | CFG-02 | Deterministic precedence with worked effective values. |
| Version, Approval & Rollback | CFG-03 | Draft to activation lifecycle with maker-checker. |
| Diff & Simulation | UX-26 | Hash, field/scope diff, scenarios and blocking findings. |
| Resolution Explorer | UX-27 | Effective value, inheritance path and time travel. |
| Organization & Authority Designer | CFG-04 | Entities, thresholds, delegations and SoD validation. |
| Finance & Tax Policy Studio | CFG-05 | VAT codes, posting profiles and golden calculations. |
| Workforce Policy Studio | CFG-06 | Commission, payroll, leave and gratuity rules with simulation. |
| Compliance & Privacy Studio | CFG-07 | Risk matrices, retention, residency and thresholds. |
| Communications Policy Studio | CFG-08 | Channel policies, DND, recording and sender IDs. |
| Provider Hub & Activation | CFG-09 | Provider profiles, secret references and activation gates. |
| Runtime, Cache & Observability | CFG-10 | Resolution latency, bundle hashes and drift detection. |
| Real-estate Regulation Studio | CFG-11 | Jurisdiction packs, permits and listing gates. |
Org structure, identity, party master, authority, audit and external access.
| Screen | Covers | Description |
|---|---|---|
| Organization & Structure | GOV-01 | Entities, branches, departments and cost centers. |
| Identity, RBAC & ABAC | GOV-02 | Roles, context rules, access reviews and SoD flags. |
| Party Search & Entity Master | UX-03GOV-03 | Dedupe candidates, merge with history and golden record. |
| Feature Flags & Entitlements | GOV-04 | Flags with owner/expiry — never replacing configuration. |
| Authority & Signatory Matrix | GOV-05 | Thresholds, delegations and SoD conflicts. |
| Audit Explorer | UX-29GOV-06 | Actor/action/subject filters, diffs and correlation chains. |
| Workflow & Rules Configurator | GOV-07 | Bounded workflow definitions with test cases. |
| Administration & Usage | GOV-08 | Sessions, adoption, errors and data quality. |
| External Identity & Access | GOV-09 | Invitations, relationship scopes and step-up policies. |
Specification screen-catalog coverage (Table 59)
Static render mockups — no live data, no external resources. Source: ERP Modern Development Specification v2.0 (Part I product/functional + Part II technical pack). Generated prior to code build as the authoritative visual baseline for every screen.