Comparison Summary: Re_New_Dealer_Onboard.md vs Re_New_Dealer_Onboard_TWO.md

Overview

The document Re_New_Dealer_Onboard_TWO.md (Version 1.4) introduces significant enhancements focused on Dealer Self-Service, Executive Governance, and Workflow Refinements compared to the original Re_New_Dealer_Onboard.md (Version 1.0).

1. Major New Features

1.1 Dealer Self-Service Portal (Section 12)

A major addition allowing onboarded dealers to manage their own lifecycle via the portal:

Resignation Initiation: Dealers can now formally submit resignations, provide reasons, and track progress through the system.
Constitutional Change Management: Supports requests to change business structures (e.g., Proprietorship to LLP/Pvt Ltd).
Relocation Requests: Dealers can initiate moves to new locations, featuring map-based selection and automated distance calculations.

2. Governance & Role Enhancements

2.1 Executive Oversight (CEO/CCO)

Final Termination Authority: Dealer terminations now require CEO/CCO authorization, moving decision-making to the highest level.
Super Admin Role: Introduced a "Master Role" with unrestricted access to override workflows and system configurations.

2.2 Role-Based Access Control (RBAC)

Granular Visibility: Defined "View-Only" and "Approval Visibility" for specific roles (e.g., ASM, ZM) to ensure data security and process integrity.

3.1 Dealer Code & SAP Integration

Manual Trigger: Dealer codes are no longer auto-generated; they require a manual trigger by DD Admin for creation in SAP Master.

3.2 Sequence Corrections

LOA before EOR: The workflow now ensures the Letter of Authorization (LOA) is issued before starting the Essential Operating Requirements (EOR) checklist.

3.3 Settlement Logic

LWD-Based Trigger: F&F (Full & Final) settlements are strictly triggered on the Last Working Day (LWD), ensuring accuracy regardless of when the resignation was approved.

4. Communication & Notifications

4.1 Multi-Channel Alerts

WhatsApp Support: Added as a channel for status updates and reminders (e.g., questionnaire completion), while sensitive documents remain email-only.
Work Notes Governance: Expanded "Send Back" and "Revoke" authority for senior roles, with mandatory audit remarks captured within the system.

5. Metadata & Documentation Changes

Change Logs: Versions 2.0 and "Dealer Self-Service Enablement" logs were added.
Persona Additions: RBM and NBH are explicitly mapped into more workflow tables.
Terminology: KT Matrix is formally clarified as the Kepner Tregoe Matrix.

Created on: 2026-01-20

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