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Deal Desk

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Commercial deals journey: BD setup → approver (approvals.commercial) → Ops digisign. Full setup at /deal-desk/setup; IB history on Client 360 Deals tab.

Deal journey
Draft → In review → Approved → Ready to send → Sent → Signed. Grant approve via Admin → Roles (approvals.commercial). Ops queue at /ops/agreements; T&C upload at /ops/agreements/templates.
SYNTHETIC
UI state: loading
Standard offers library
Approved catalog for CPA, rebate, revenue-share, and hybrid plans. Pick one when creating a commercial request to top management.

Empty catalog — seed or create an offer.

Create commercial request
Elena (BD) selects a standard offer and optional custom delta, then submits for Aisha (manager) or Noah (executive) decision.
Request queue
Deal SLA by journey stage — SYNTHETIC warn/breach thresholds (not contractual). Ops send queue: Prepare PDF (/ops/agreements)

No commercial requests yet.

Catalog admin (manager+)
Structured form + optional JSON import. BD_AGENT create is denied server-side with exactApprovalNeeded.