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Creatio-FDLC-Package

The largest package in this set — a Creatio 8 configuration for a full customer-lifecycle CRM, spanning accounts and contacts, contracts and cash flow, claims, a customer portal and a mobile workplace. Roughly 1,480 schemas across 21 base-package dependencies.

What it does

Accounts and contacts. Deep extensions to the standard objects: employees, assets, organisation charts, a company basket, regions, anniversaries and family data, with event listeners keeping derived values (age, region, birthday flags) consistent as records are saved.

Contracts and cash flow. Contracts carry payment periods and a cash-flow control service with its own scheduled process, so upcoming and overdue positions surface automatically.

Claims and service. Claim records with message history and status tracking, driven by case (DCM) schemas.

Customer portal. A set of portal modules — banner, navigation buttons, manager and "my data" pages — giving external users a branded self-service area, styled through dedicated LESS schemas.

Mobile workplace. Mobile record-page settings for contracts, claims, proposals, opportunities and mandates configure the Creatio mobile application.

Automation. 58 processes and 73 case schemas cover birthday control, age actualisation, region creation, address-book generation, image-gallery previews and partner reassignment, among others.

Layout

Path Contents
descriptor.json package identity and its 21 base-package dependencies
Schemas/ ~1,480 schemas — 678 entities, 635 client, 73 cases, 58 processes, 39 source code
Resources/ localisable captions and strings per schema
Data/ bound data: a large body of lookups, section, detail and workplace registration
SqlScripts/ install and cleanup scripts
Assemblies/, Files/ referenced assembly and static image assets

Server logic follows a consistent split: entity event listeners per object for save-time derivation, and services for anything cross-cutting (cash-flow control, birthday control, date calculation, address-book generation, company basket).

Notes

Some lookup and caption text is in Italian and Russian, reflecting the original deployment. Bundled OAuth tokens and mailbox addresses in the packaged data have been blanked in this copy.

Written against Creatio 8.

Written from my own work on Creatio integrations; published as a reference implementation, no client data included.

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A Creatio 8 configuration for a full customer-lifecycle CRM, spanning accounts and contacts, contracts and cash flow, claims, a customer portal and a mobile workplace.

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