Index des fonctionnalités
Liste complète des capacités Numezis et hubs de documentation associés.
Parcourez chaque capacité du registre produit avec un lien vers le hub de documentation qui l’explique. Les capacités internes (seeding, graphe interne) sont listées à part.
Capacités produit (documentées)
156 capabilities · 161 total registry entries
| Clé | Titre | Domaine | Module | Risque | Doc | Hub documentation | UAT |
|---|---|---|---|---|---|---|---|
| accounting.approval-automations | Workflow Logic and Approval AutomationsRisque élevé /c | accounting | approvals | high | required | approval-workflows | 1 |
| accounting.banking.reconciliation | Bank Transaction ReconciliationRisque élevé /c | accounting | banking | high | required | banking-reconciliation | 2 |
| accounting.chart-of-accounts | Chart of Accounts Management | accounting | ledger | medium | optional | chart-of-accounts | 1 |
| accounting.financial-reports | Financial Reports (P&L, Balance Sheet)Risque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.fixed-assets | Fixed Assets Registration and Depreciation | accounting | fixed_assets | medium | optional | fixed-assets | 1 |
| accounting.ledger.manual-entries | Manual Ledger Entry CreationRisque élevé /c | accounting | ledger | high | required | journal-entries | 1 |
| accounting.payment.two-step-posting | Two-Step Payment PostingRisque élevé /c | accounting | banking | high | required | two-step-payment-posting | 1 |
| accounting.period-closing | Period and Year-End ClosingRisque élevé /c | accounting | closing | high | required | period-closing | 1 |
| accounting.vat-declarations | VAT Declaration and SubmissionRisque élevé /c | accounting | compliance | high | required | vat | 1 |
| agent_widget_attachments | Agent widget document attachments | ai | agents | high | optional | MCP & Agents | 1 |
| agent.approval-workflow | AI Agent Invoice Draft Creation and Approval | ai | agents | high | optional | MCP & Agents | 1 |
| agent.golden-tasks | Execute Golden Agent Tasks from Company Agent | ai | agents | high | optional | MCP & Agents | 1 |
| auth_login | User Authentication & Sign-in | auth | system | high | optional | first-login | 3 |
| billing.partner-subscription | Partner Client Overdue Subscription Enforcement | billing | — | high | optional | pricing-and-modules | 1 |
| billing.stripe-subscription | Tenant Billing via Stripe | billing | — | high | optional | free-trial-vs-paid | 1 |
| channels.telegram.document-to-entity | Telegram Ingestion: Document to Entity | channels | documents | high | optional | messaging | 1 |
| channels.whatsapp.document-to-entity | WhatsApp Ingestion: Document to Entity | channels | documents | high | optional | messaging | 1 |
| communication.approvals.request-and-approve | Request and Approve Company ApprovalsRisque élevé /c | communication | approvals | high | required | approvals | 1 |
| communication.documents.audit-redaction | Audit Log Filename Redaction for PII Protection | documents | documents | medium | optional | infrastructure | 1 |
| communication.documents.gcs-lifecycle-iam | GCS Lifecycle Policy and IAM Role Enforcement | documents | documents | high | optional | infrastructure | 1 |
| communication.documents.gcs-reconciliation | GCS-DB Reconciliation Worker for Data Alignment | documents | documents | high | optional | infrastructure | 1 |
| communication.documents.malware-scan | Malware Scan Enforcement for Document Upload | documents | documents | high | optional | infrastructure | 1 |
| communication.documents.rate-limiting | Upload Rate Limiting for Document Security | documents | documents | medium | optional | infrastructure | 1 |
| communication.documents.text-encryption | Extracted Text Encryption with AES-256-GCM | documents | documents | high | optional | infrastructure | 1 |
| communication.email-ingestion | Inbound Email Ingestion with Routing and Security | communication | documents | high | optional | email-ingestion | 1 |
| company.access.users | Company User, Group, and Permission ManagementRisque élevé /c | access | — | high | required | invite-team | 1 |
| company.dashboard | Company Dashboard with KPI Widgets and Quick Actions | dashboard | — | medium | optional | company | 1 |
| company.intelligence.hub | Company Intelligence Hub with Agent, Activity, and Traces | ai | agents | medium | optional | company | 1 |
| company.notifications | Company Notification Center with Preferences | notifications | — | medium | optional | company | 1 |
| company.profile | User Profile View and Edit in Company Context | portal | — | low | optional | company | 1 |
| company.reports | Cross-Module Reports Hub with Export | reports | — | medium | optional | company | 1 |
| contacts.management | Create, View, Edit, and Search Contacts | contacts | contacts | medium | optional | overview | 1 |
| contacts.owner-address-links | Manage Owner Address Links | contacts | contacts | medium | optional | overview | 1 |
| crm.activities.tracking | CRM Lead Activities Tracking | crm | crm_activities | medium | optional | config | 1 |
| crm.configuration | CRM Configuration and Assignment Policy | crm | crm_config | medium | optional | config | 1 |
| crm.leads.crud-and-list | CRM Lead CRUD and ListRisque élevé /c | crm | crm_leads | high | required | leads | 1 |
| crm.leads.enrichment-zefix | CRM Lead Enrichment via Zefix (CH) | crm | crm_leads | medium | optional | leads | 1 |
| crm.leads.kanban-view | CRM Lead Kanban View and Stage Transitions | crm | crm_leads | medium | optional | leads | 1 |
| crm.leads.lifecycle | CRM Lead Custom Lifecycle Management | crm | crm_leads | medium | optional | leads | 1 |
| crm.opportunities.crud-and-list | CRM Opportunity CRUD and ListRisque élevé /c | crm | crm_deals | high | required | opportunities | 1 |
| crm.opportunities.kanban-and-forecast | CRM Opportunity Kanban View and Sales Forecast | crm | crm_deals | medium | optional | opportunities | 1 |
| crm.opportunities.lifecycle | Lead Opportunity Account Contract Lifecycle | crm | crm_deals | high | optional | opportunities | 2 |
| crm.opportunities.renewal-churn | CRM Opportunity Renewal and Churn Lifecycle | crm | crm_deals | medium | optional | opportunities | 1 |
| crm.opportunities.sales-project | Opportunity Sales Project Lifecycle | crm | crm_deals | high | optional | opportunities | 1 |
| crm.permissions.module-matrix | CRM Permission and Module Disabled MatrixRisque élevé /c | crm | crm_config | high | required | config | 1 |
| crm.pipelines.management | CRM Pipeline Creation and Stage ManagementRisque élevé /c | crm | crm_pipelines | high | required | pipelines | 1 |
| crm.reasons.won-lost-catalogs | CRM Won/Lost Reason Catalogs | crm | crm_reasons | medium | optional | config | 1 |
| crm.reporting | CRM Pipeline Health and Sales Forecast Reports | crm | crm_config | medium | optional | CRM | 1 |
| crm.sources.crud-and-list | CRM Sources CRUD and Catalog Management | crm | crm_sources | medium | optional | config | 1 |
| crm.tags.crud-and-list | CRM Tags CRUD and Linking | crm | crm_tags | medium | optional | config | 1 |
| customer-accounts.accounts.crud | Customer Account CRUD and LifecycleRisque élevé /c | customer_accounts | customer_accounts | high | required | overview | 1 |
| customer-accounts.configuration | Customer Accounts Configuration | customer_accounts | customer_accounts | low | optional | overview | 1 |
| customer-accounts.contracts | Service Contract CRUD and Project BootstrapRisque élevé /c | customer_accounts | customer_accounts | high | required | contracts | 1 |
| customer-accounts.lifecycle | Customer Account Contract Delivery Setup Lifecycle | customer_accounts | customer_accounts | high | optional | overview | 1 |
| customer-accounts.navigation | Customer Accounts Cross-Domain Navigation | customer_accounts | customer_accounts | medium | optional | overview | 1 |
| customer-accounts.portfolios | Service Portfolio CRUD | customer_accounts | customer_accounts | medium | optional | overview | 1 |
| documents_upload | Document Upload & ProcessingRisque élevé /c | documents | documents | high | required | upload | 1 |
| documents-engine.branding.company-branding | Company Branding Configuration | documents-engine | — | medium | optional | overview | 1 |
| documents-engine.generated-documents.batch-generation | Batch Document Generation and DownloadRisque élevé /c | documents-engine | — | high | required | generated-documents | 1 |
| documents-engine.generated-documents.docx-export | DOCX Document Export from Templates | documents-engine | — | high | optional | generated-documents | 1 |
| documents-engine.generated-documents.pdf-generation | PDF Document Generation from TemplatesRisque élevé /c | documents-engine | — | high | required | generated-documents | 1 |
| documents-engine.templates.conditional-visibility | Conditional Block Visibility in Templates | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.creation | Document Template Creation and VersioningRisque élevé /c | documents-engine | — | high | required | templates | 1 |
| documents-engine.templates.email-templates | Email Template Creation with CSS Inlining | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.multi-page-layout | Multi-Page Layout with Page Breaks and Headers | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.qr-barcode-helpers | QR Code and Barcode Handlebars Helpers | documents-engine | — | low | optional | templates | 1 |
| documents-engine.templates.snippets | Template Snippets Save and Insert | documents-engine | — | low | optional | templates | 1 |
| documents-engine.templates.visual-builder | Visual Template Builder with Blocks and Styles | documents-engine | — | medium | optional | templates | 1 |
| hr.configuration | HR Module Configuration | hr | hr_config | medium | optional | HR & Payroll | 1 |
| hr.employees.lifecycle | Create Employee with Contract and Full Lifecycle | hr | hr | medium | optional | HR & Payroll | 1 |
| hr.leave-management.requests | Leave Request and Approval WorkflowRisque élevé /c | hr | hr | high | required | leave | 1 |
| hr.payroll.calculation | Payroll Calculation with Swiss ContributionsRisque élevé /c | hr | payroll | high | required | payroll | 2 |
| hr.performance-reviews.crud | Performance Review CRUD and LifecycleRisque élevé /c | hr | hr | high | required | performance | 1 |
| hr.performance-reviews.cycles | Performance Review Cycles ManagementRisque élevé /c | hr | hr | high | required | performance | 1 |
| hr.performance-reviews.feedback-360 | 360 Feedback Request and Response | hr | hr | medium | optional | performance | 1 |
| hr.performance-reviews.goals-tracking | Performance Review Goals Tracking | hr | hr | medium | optional | performance | 1 |
| hr.performance-reviews.self-assessment | Employee Self-Assessment Submission | hr | hr | medium | optional | performance | 1 |
| hr.time-tracking | Time Entry Logging and Validation | hr | time_entries | medium | optional | HR & Payroll | 1 |
| inventory.products.management | Create Product and Manage Stock | inventory | inventory | medium | optional | Inventory | 1 |
| inventory.returns | Inventory Returns Processing Workflow | inventory | inventory | medium | optional | Inventory | 1 |
| inventory.serial-tracking | Product Serial and Batch Tracking | inventory | inventory | high | optional | Inventory | 1 |
| inventory.stocktakes | Physical Stocktake WorkflowsRisque élevé /c | inventory | inventory | high | required | stocktakes | 1 |
| inventory.transfers | Inventory Transfers Between Warehouses | inventory | inventory | medium | optional | Inventory | 1 |
| inventory.warehouses | Warehouse Management and Zones | inventory | inventory | low | optional | Inventory | 1 |
| invoices_create | Sales Invoices CreationRisque élevé /c | sales | invoices | high | required | invoices | 1 |
| onboarding.company-creation | CH Company Creation with Compliance Fields | auth | — | high | optional | onboarding | 1 |
| onboarding.demo-seed | CH Company Auto Demo Seed | auth | — | high | optional | onboarding | 1 |
| onboarding.wizard | Tenant Onboarding Wizard (5 Steps) | auth | — | high | optional | onboarding | 1 |
| partner.access.groups | Partner Access Groups Lifecycle | access | — | medium | optional | partner | 1 |
| partner.access.permissions | Partner Access Permissions Visibility | access | — | medium | optional | partner | 1 |
| partner.access.users | Partner Access Users Lifecycle | access | — | high | optional | partner | 1 |
| partner.beta-guide.journey | Partner Beta Guide Journey | portal | — | low | optional | partner | 1 |
| partner.billing.required-gate | Partner Billing Required Gate | billing | — | high | optional | partner | 1 |
| partner.clients.360 | Partner Client 360 Governance | portal | — | high | optional | partner | 2 |
| partner.clients.list | Partner Clients List and Navigation | portal | — | high | optional | for-fiduciaries | 1 |
| partner.deadlines.supervision | Partner Deadlines Supervision | dashboard | — | high | optional | partner | 1 |
| partner.fleet.inbox | Partner Fleet Inbox Triage | dashboard | — | high | optional | partner | 1 |
| partner.intelligence.agent | Partner Intelligence Hub with Agent Chat and Streaming | ai | agents | high | optional | partner | 1 |
| partner.invitations.lifecycle | Partner Client Invitations Lifecycle | portal | — | high | optional | partner | 1 |
| partner.mandate.edit | Partner Mandate Edit Governance | portal | — | high | optional | partner | 1 |
| partner.notifications.center | Partner Notifications Center and Preferences | notifications | — | medium | optional | partner | 1 |
| partner.performance.fleet | Partner Fleet Performance Alerts | reports | — | high | optional | partner | 2 |
| partner.portal.dashboard | Partner Dashboard Overview and Shortcuts | dashboard | — | medium | optional | for-fiduciaries | 1 |
| partner.profile.session | Partner Profile and Session Controls | portal | — | low | optional | partner | 1 |
| partner.settings.audit | Partner Audit Traceability | portal | — | medium | optional | partner | 1 |
| partner.settings.billing | Partner Billing Settings and Enforcement | billing | — | high | optional | partner | 1 |
| partner.settings.connectors | Partner Connectors Settings and Google OAuth Lifecycle | portal | — | medium | optional | partner | 1 |
| partner.settings.general | Partner General Settings Governance | portal | — | medium | optional | partner | 1 |
| projects.budget | Project Budget Tracking and AllocationRisque élevé /c | projects | budgets | high | required | budget | 1 |
| projects.delivery-setup | Project Delivery Setup CRUDRisque élevé /c | projects | projects | high | required | Projects | 1 |
| projects.lifecycle | Create Project and Manage Lifecycle | projects | projects | medium | optional | Projects | 1 |
| purchases.bills.ocr-review | Bill OCR Review and PostRisque élevé /c | purchases | bills | high | required | bills | 1 |
| purchases.budgets.management | Purchase Budgets Create and ManagementRisque élevé /c | purchases | budgets | high | required | budgets | 1 |
| purchases.credit-notes | Purchase Credit NotesRisque élevé /c | purchases | purchase_credit_notes | high | required | credit-notes | 1 |
| purchases.document-to-entity.create-form-redirect | Bill and Expense Create Forms Redirect to Work ItemsRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 2 |
| purchases.document-to-entity.desktop-ux | Purchase Workbench Desktop UX Coherence | purchases | bills | medium | optional | ocr-to-bill | 2 |
| purchases.document-to-entity.draft-durability | Workbench Draft Fields Durability Across Refresh | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.duplicate-blocking | Duplicate Invoice BlockingRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.email-to-bill | Purchase Inbox: Email to BillRisque élevé /c | purchases | bills | high | required | supplier-documents | 1 |
| purchases.document-to-entity.exception-routing | Structured Exception Routing in Purchase Workbench | purchases | bills | medium | optional | ocr-to-bill | 2 |
| purchases.document-to-entity.legacy-redirects | Legacy OCR Routes Redirect to Purchase Inbox | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.mobile-ux | Purchase Workbench Mobile UX Usability | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.multiple-items | Document Multiple Work Items Handoff | purchases | documents | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.ocr-correction | OCR Correction WorkbenchRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.ocr-prefill | Expense and Bill Creation with OCR Draft PrefillRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.permissions | Purchase Workbench Document and Entity Permissions | purchases | bills | high | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.po-backed-bill | PO-Backed Bill ReviewRisque élevé /c | purchases | bills | high | required | purchase-orders | 1 |
| purchases.document-to-entity.receipt-to-expense | Purchase Inbox: Receipt to ExpenseRisque élevé /c | purchases | expenses | high | required | expense-reports | 1 |
| purchases.document-to-entity.zero-ocr-lines | Workbench with Zero OCR Lines | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.expense-reports.processing | Expense Report Processing WorkflowRisque élevé /c | purchases | expense_reports | high | required | expense-reports | 2 |
| purchases.purchase-orders | Purchase Order LifecycleRisque élevé /c | purchases | purchase_orders | high | required | purchase-orders | 1 |
| purchases.vendor-management.master-data | Vendor Management and Master Data | purchases | vendor_management | medium | optional | vendors | 1 |
| sales.configuration | Sales Document Configuration | sales | sales_config | medium | optional | Sales | 1 |
| sales.invoices.ai-creation | AI-Driven Invoice Creation | sales | invoices | high | optional | invoices | 1 |
| sales.invoices.compliance-payment-fields | Invoice Compliance Payment FieldsRisque élevé /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.credit-notes | Sales Credit NotesRisque élevé /c | sales | sales_credit_notes | high | required | invoices | 1 |
| sales.invoices.qr-bill | Swiss QR-Bill on InvoicesRisque élevé /c | sales | invoices | high | required | qr-bill | 1 |
| sales.orders | Sales Orders Management | sales | orders | medium | optional | orders | 1 |
| sales.quotes | Sales Quotes Management | sales | quotes | medium | optional | quotes | 1 |
| sales.reporting | Sales Performance Reporting | sales | sales_config | medium | optional | Sales | 1 |
| security.mfa | Enable and Enforce MFA for Tenant Users | auth | — | high | optional | first-login | 1 |
| settings.compliance.country-change | Country Change and Identifier Clearance | accounting | compliance | high | optional | compliance-profile | 1 |
| settings.compliance.profile | Compliance Profile and VAT PersistenceRisque élevé /c | accounting | compliance | high | required | compliance-profile | 1 |
| settings.compliance.vat-guidance | VAT Applicability Guidance in SettingsRisque élevé /c | accounting | compliance | high | required | compliance-profile | 1 |
| tasks.approval-templates | Legacy Workflow Approval Templates | communication | tasks | medium | optional | approvals | 1 |
| tasks.approvals-refresh | Multi-Tier Visual Approvals Refresh Consistency | communication | approvals | high | optional | approvals | 1 |
| tenant.access.groups | Tenant Groups and Permission Management | access | — | high | optional | tenant | 1 |
| tenant.access.users | Tenant User Invite, Role Management, and Deactivation | access | — | high | optional | tenant | 1 |
| tenant.companies.management | Tenant Company List, Create, and Lifecycle | portal | — | high | optional | tenant | 1 |
| tenant.intelligence.agent | Tenant Intelligence Agent, Activity Log, and Trace Viewer | ai | agents | medium | optional | tenant | 1 |
| tenant.intelligence.skill_policies | Tenant Agent Skill Policy Governance | ai | agents | medium | optional | tenant | 0 |
| tenant.intelligence.skills | Tenant Intelligence Skills Editor and Capabilities Catalog | ai | agents | medium | optional | tenant | 1 |
| tenant.portal.dashboard | Tenant Dashboard and Notification Management | dashboard | — | medium | optional | tenant | 1 |
| tenant.portal.profile | Tenant User Profile and Module Configuration | portal | — | medium | optional | tenant | 1 |
| tenant.settings.general | Tenant General Settings, Security Metrics, and Audit Log | portal | — | medium | optional | tenant | 1 |
| tenant.settings.integrations | Tenant Integrations, Channels, and Danger Zone | portal | — | high | optional | tenant | 1 |
Interne / non public
Ces entrées du registre sont exclues de la documentation utilisateur publique.
| Clé | Titre | Domaine | Module | Risque | Doc | Hub documentation | UAT |
|---|---|---|---|---|---|---|---|
| ai.business-graph | Business Graph and Company Entities | ai | agents | medium | none | — | 2 |
| marketing.pitch-deck | Agentic Presentation Pitch Deck Generation | ai | agents | medium | none | — | 1 |
| seeding.baseline-verification | CH Baseline Cross-Module Seeded Data Verification | notifications | — | high | none | — | 1 |
| seeding.replay-reset | Replay and Reset CH Company Demo Seed | notifications | — | high | none | — | 1 |
| seeding.seed-traceability | Company Demo Seed Pipeline Traceability | notifications | — | high | none | — | 1 |