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Masters Overview

Masters are shared configurations in the Global PRS system that provide standardized data and settings that can be referenced across different programs and templates. They ensure consistency and reduce redundancy in program configurations.

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Master Types

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1. Data Masters

  • Country lists
  • State/Province lists
  • City lists
  • Language options
  • Currency codes
  • Time zones

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2. Configuration Masters

  • Program types
  • Payment methods
  • Communication templates
  • Validation rules
  • Integration settings

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3. Business Masters

  • Fee structures
  • Discount rules
  • Cancellation policies
  • Refund policies
  • Terms and conditions

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Master Structure

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1. Basic Structure

{
  "masterId": "country_list",
  "type": "data_master",
  "version": "1.0",
  "description": "List of countries with codes",
  "data": [
    {
      "code": "US",
      "name": "United States",
      "dialCode": "+1",
      "currency": "USD"
    }
  ],
  "metadata": {
    "lastUpdated": "2025-04-08",
    "source": "ISO 3166"
  }
}

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2. Configuration Example

{
  "masterId": "payment_methods",
  "type": "config_master",
  "version": "1.0",
  "config": {
    "methods": [
      {
        "id": "card",
        "name": "Credit/Debit Card",
        "enabled": true,
        "providers": ["stripe", "razorpay"]
      }
    ]
  }
}

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Master Features

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1. Data Management

  • Centralized storage
  • Version control
  • Change tracking
  • Data validation
  • Update propagation

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2. Access Control

  • Role-based access
  • Read/write permissions
  • Version locking
  • Audit logging
  • Change approval

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3. Integration

  • API access
  • Bulk updates
  • Data synchronization
  • Cache management
  • Event notifications

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Master Usage

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1. In Templates

  • Field options
  • Validation rules
  • Default values
  • Display conditions
  • Integration settings

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2. In Programs

  • Configuration values
  • Business rules
  • Policy references
  • Integration setup
  • Communication templates

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3. In Forms

  • Field options
  • Validation rules
  • Lookup values
  • Default settings
  • Display conditions

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Best Practices

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1. Data Management

  • Regular updates
  • Data validation
  • Version control
  • Documentation
  • Backup strategy

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2. Implementation

  • Consistent naming
  • Clear structure
  • Proper versioning
  • Error handling
  • Performance optimization

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3. Maintenance

  • Regular review
  • Data cleanup
  • Performance monitoring
  • Security updates
  • Documentation updates

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Security Considerations

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1. Access Control

  • Role-based access
  • Permission management
  • Version control
  • Audit logging
  • Change tracking

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2. Data Protection

  • Encryption
  • Secure storage
  • Input validation
  • Output encoding
  • Access logging

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Integration Points

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1. External Systems

  • Data providers
  • Validation services
  • Currency services
  • Location services
  • Time services

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2. Internal Systems

  • Template system
  • Program management
  • Form builder
  • Validation engine
  • Reporting system

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Performance Optimization

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1. Caching

  • Data caching
  • Cache invalidation
  • Cache updates
  • Performance monitoring
  • Load balancing

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2. Updates

  • Bulk updates
  • Incremental updates
  • Change notification
  • Version management
  • Rollback support

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Next Steps