1. Introduction and Goals
1.1 Requirements Overview
PSSaaS (PowerSeller SaaS App) is a modern, multi-tenant SaaS platform that replicates the mortgage secondary marketing business logic of the PowerSeller Desktop App — a ~30-year-old PowerBuilder application with ~2,100 source files across 25+ PBL libraries.
The desktop app serves lender secondary marketing desks with pipeline management, best-execution pricing analysis, trade lifecycle management, pooling, risk analysis, and reporting. PSSaaS delivers this same value through a native web application built on a modern technology stack.
Core Capabilities Being Ported
| Capability | Desktop App Module | SaaS Bounded Context |
|---|---|---|
| Pipeline management | Pipeline windows + NVOs | Pipeline |
| Best-execution pricing | BestEx NVOs + DataWindows | Pricing |
| Trade lifecycle | Trading windows + NVOs | Trading |
| Pooling engine | Pooling NVOs | Pooling |
| Risk/hedging analysis | Risk windows + NVOs | Risk |
| Document tracking | DocTracking windows | DocTracking |
| Bid packaging | BidPackaging windows | BidPackaging |
| Import/export | ImportExport NVOs | ImportExport |
| Reporting | DataWindows + reports | Reporting |
1.2 Business Goals
| Priority | Goal | Description |
|---|---|---|
| 1 | Expand to new customers | Offer a modern SaaS experience that attracts lenders who would never adopt a desktop app. Modern UX, cloud deployment, no installation. |
| 2 | Maintain existing customer base | Provide a migration path for current desktop customers to a supported, modern platform — at their own pace. |
| 3 | Build an ecosystem platform | PSSaaS is one product in the PowerSeller ecosystem (alongside PowerSeller X and MBS Access). API-first design enables cross-product integration. |
1.3 Quality Goals
| Priority | Quality Goal | Scenario |
|---|---|---|
| 1 | Correctness | Financial calculations (BestEx pricing, pooling constraints, risk positions) must produce identical results to the desktop app when given the same inputs. Validated via side-by-side comparison against production data. |
| 2 | Usability | New users complete core workflows (lock a loan, run BestEx, create a trade) within 30 minutes of onboarding. Power users (migrating from desktop) can opt into a dense, keyboard-driven mode that matches their existing efficiency. |
| 3 | Maintainability | Every feature has a specification before code is written. All architectural decisions are documented as ADRs. New developers (starting with Rudy) can onboard from documentation alone. |
1.4 Stakeholders
| Name | Role | Expectations | Contact |
|---|---|---|---|
| Lisa | CEO, PowerSeller Solutions | Strategic direction, customer relationships, product roadmap validation. 40 years in secondary/capital markets. Also CEO of MWFI Holdings (design partner). | Executive sponsor |
| Sawyer | CTO, Product Owner | Architect of ecosystem modernization. Builds with Cursor + AI agents. Owns architecture, specifications, and implementation direction. | Product Owner |
| Greg | Contract President (domain expert) | Deep hedging and risk management knowledge. The "oracle" for business logic that nobody else fully understands. Time-limited resource — knowledge must be captured before contract ends. | Domain expert |
| Tom | Senior Developer | PowerBuilder veteran (decades). Maintains desktop app. NOT migrating to SaaS dev. Source of legacy knowledge for how things actually work in PB. ~5 years to retirement. | Legacy knowledge |
| Rudy | Junior Developer | Leading TFS → Azure DevOps Git migration. Future SaaS dev lead. Will be exposed to docs and progress organically. 10-15 year horizon. | Future SaaS developer |
| Joe | IT / Infrastructure | Manages infrastructure, security, customer support, customer migrations. Azure/Docker ops, CI/CD. | Infrastructure & ops |
| Jay | Operations Manager | Customer advocate, power user of desktop app. Former secondary marketing professional. Acceptance testing, UX validation, domain knowledge for "how users actually work." | UX validation & acceptance |