Desktop App Product Licensing Modules
The PowerSeller Desktop App is licensed as five modules, controlled by a character-position-based registration string in pxcat_site_info. Each position (1-5) maps to a module, with '1' = licensed and '0' = unlicensed.
Source: security/n_cst_site_security.sru and security/n_cst_license_modules.sru in the PowerSeller80 repository.
Module Inventory
| # | Constant | Module Name | Description |
|---|---|---|---|
| 1 | II_DATA_MANAGER | Data Manager | Foundational module — loan import/normalization, pipeline, instruments, companies, contacts, queries (VMD), macros, reporting |
| 2 | II_SECONDARY_MANAGER | Secondary Manager | Trading, pooling, securities, pricing, BestEx, bid packaging, settlement |
| 3 | II_RISK_MANAGER | Risk Manager | Hedging profiles, rate cones, SFAS analysis, position reconciliation, correlation, What-If |
| 4 | II_POST_CLOSING_MANAGER | Post-Closing Manager | Document tracking (DocTrac), shipment tasks, shipping status workflows |
| 5 | II_APPRUNNER_MANAGER | AppRunner Manager | PowerServer / cloud execution capability |
How They Relate
Key Observations
Data Manager is the Foundation
Every other module depends on Data Manager. It provides:
- Loan import and normalization — file import, database import, ULDD/XML import
- Instrument configuration — the instrument master that trading, pricing, and risk all reference
- Company and contact management — counterparties, guarantors, investors
- Query engine (VMD) — Visual Model Designer for ad-hoc queries and data pipelines
- Macro system — automated task execution across modules
- Reporting infrastructure — base reporting framework
However, Data Manager alone has limited value — it imports and normalizes data needed by the other modules. No customer runs Data Manager in isolation.
Plugin Architecture is Module-Aware
Rate sheet plugins (the 26+ investor-specific PBLs) are associated with specific modules via the pxcat_site_plugins table. Each plugin has flags for:
data_mgr_association— available when Data Manager is licensedsecondary_mgr_association— available when Secondary Manager is licensedrisk_mgr_association— available when Risk Manager is licensedpost_closing_association— available when Post-Closing Manager is licensedapp_runner_association— available when AppRunner Manager is licensed
Menu Access is Module-Gated
The user security system (n_cst_user_security) checks module licensing before enabling menu items. A user with only Data Manager licensed sees a different menu than one with Secondary Manager + Risk Manager.
Archive Contexts are Module-Scoped
The archive system (w_pick_archive_context) filters archive operations by licensed modules — you can only archive data for modules you have access to. Archive contexts are tagged with module_name values: 'data', 'secondary', 'risk', 'sec/risk' (shared).
Mapping to PSSaaS
| Desktop App Module | PSSaaS Equivalent | Status |
|---|---|---|
| Data Manager | Pipeline Management + Import/Export | Pipeline spec in Draft |
| Secondary Manager | BestEx + Trading + Pooling | BestEx implemented |
| Risk Manager | Risk/Hedging module | Future |
| Post-Closing Manager | Document Tracking module | Future |
| AppRunner Manager | N/A — PSSaaS is natively cloud | Not needed |
PowerSeller X replaces specific Data Manager functionality (loan tape import, rate sheet management) and specific Secondary Manager functionality (bid packaging / bulk sales). PSSaaS handles everything PSX doesn't — pipeline tracking, delivery, settlement, agency delivery (BestEx), hedging, and document management.