System Documentation
GST Financial Services CRM (LegacyBuilder)
Master System Architecture & Implementation Audit Document
Generated: 10/11/2026
1. Executive Summary
The LegacyBuilder CRM is an Enterprise-Grade Event Management and Automated Reminder Engine tailored for GST Financial Services. It is designed to orchestrate the entire prospect lifecycle from initial event registration to automated follow-up. Key capabilities include telecom-compliant multi-tier SMS follow-ups, robust CRM pipeline management, and an architecture ready to support AI-driven insights and workflow orchestration.
2. Execution Status Audit
| Function / Module | Status | Trigger Type | Health / Last Exec |
|---|---|---|---|
| Event Reminder Scheduler | Active | Entity (EventReg create) | Healthy |
| Reminder Queue Processor | Active | Cron (5 min interval) | Healthy (No Errors) |
| Twilio Unsubscribe Handler | Active | Inbound Webhook | Healthy |
| CRM Pipeline / Lead Scoring | Active | Entity Updates | Healthy |
| AI Follow-up Generator | Pending | N/A | UI built, Logic pending |
| Campaign Analytics Engine | Partial | N/A | Entities exist, Aggregation pending |
3. Backend Functions Architecture
scheduleEventReminders.js
Automatically generates EventAutomationJob queue items for 24h, 3h, and 30m reminders upon EventRegistration. Automatically purges legacy jobs if event details change.
processEventReminders.js
Scheduled task (running every 5 min) that processes the automation queue. Implements a robust 3-tier backoff retry strategy (5m, 15m, 60m) and logs outcomes to NotificationLog.
twilioInboundWebhook.js
Listens to Twilio STOP/UNSUBSCRIBE commands. Automatically updates sms_opt_in_status on the registration and cancels pending reminder jobs to ensure strict telecom compliance.
submitRSVP.js
Handles incoming event registrations from the frontend, ensuring data normalization, tracking UTM parameters, and instantly dispatching confirmation SMS via the Twilio integration.
4. Dashboard & Modules Map
Comprehensive management of Prospect pipelines.
Data table for RSVPs and engagement metrics.
Global ledger of sent emails, SMS, and delivery failures.
(Pending) AI-generated personalized outreach.
(Pending) Data augmentation and automated lead scoring.
(Pending) Scheduling optimization and no-show prediction.
5. Immediate Action Plan & Roadmap
A legacy 15-minute scheduled automation overlaps with the new 5-minute schedule for processEventReminders. This should be archived.
Native email limits sending to registered app users. An integration with Resend or Sendgrid must be implemented for external prospect emailing.
Connect the InvokeLLM integration to score and enrich prospect data in the background, and implement automated AI Follow-up generators.
Implement Zoom & Google Calendar integrations for automated meeting booking, conflict detection, and timezone-aware scheduling.
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