Klarum

Issuers (Contracting Authorities)

Generally available
Supplier
From free

A supplier's CRM register of the buyer counterparties it cares about. An issuer is a lens over organizations where is_tenant is false, and it is the canonical buyer identity the rest of the platform points at.

Catalogue id
issuers

Description

What it is

A lightweight CRM-style register of the external counterparties a firm cares about: buyers, contracting authorities, customers. Each issuer is a profile record (legal name, display name, ISO-3 country, homepage) that becomes the spine for everything tracked about that organisation: a chronological timeline of meeting/call/decision/signal/risk notes, points-of-contact, and every workspace run against that buyer. Architecturally an issuer is not a bespoke table: it is a row in the unified public.organizations table with is_tenant = false (the firm's own org is is_tenant = true). "Issuer" is a deliberate lens over organizations WHERE is_tenant = false. This is the canonical "buyer" identity the rest of the platform points at.

Any org member reads any issuer (no per-issuer gating beyond org membership): this is reference data, NOT an issuer login or account. Do not confuse it with the Issuer Procurement module, which is the buy-side cockpit an issuer org operates for itself.

What it helps users do

Build a buyer book; keep institutional memory in one place (a timeline that outlives any one bid); see the whole relationship at a glance (rolled-up workspaces, people, and a per-stage engagement scoreboard); promote durable lessons to the knowledge base; and give the AI agent grounded buyer context.

Capabilities

  • Overview tab

    Generally available

    Identity card, aggregate stats and the engagement rail. Pure CRUD and aggregation, powered by the same single backend read the workspace header uses.

  • Timeline tab

    Generally available

    A month-grouped issuer_notes feed with source badges (Manual, Agent, Email, Import). This is the module's AI seat: it receives add_issuer_note agent writes.

  • People tab

    Generally available

    Loginless contact rows held in members scoped to the issuer organization, managed by hand.

  • Linked workspaces tab

    Generally available

    An org-scoped relational join listing every workspace run against this buyer. The bridge to the Workspaces module.

  • Agent-written issuer note

    Generally available

    The first write tool the chat agent was given, behind a per-org feature gate, written with source=agent and attributed to the human chat user. The agent cannot choose the issuer.

Keywords

issuer, crm, buyer, notes, timeline, contacts, organizations

Provenance

This page renders a published artifact. Read the same records as JSON if you would rather check the source than the page.