Property and Compliance Monitor integration

Understand dynamic compliance column mapping

This guide explains that that the sync method writes only columns available in the detected compliance record table. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Edit Licence Applications / technical administratorModule v1.0.0
Jump to steps
Where to goTechnical model capability
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What you’ll accomplish

Know that the sync method writes only columns available in the detected compliance record table. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to the case or technical integration area described.
  2. Verify the linked property and compatible module/table exist.
  3. Use only exposed UI actions; treat model-only methods as unexposed capabilities.
  4. Check any resulting record against the source property and document.

Fields and options to review

Tablecompliance_monitor_records
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-property-compliance/

Rules the system enforces

  • The supplied module contains the stated integration helper or hook.
  • No user workflow should be invented where the controller/view does not call the model method.

How to confirm it worked

  • Understand dynamic compliance column mapping completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.