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OBCRM Enterprise
Glossary

Terms used across education consultancy operations

Plain-language definitions for the vocabulary that shows up across counselling, admissions, visa processing, and finance.

CAS (Confirmation of Acceptance for Studies)
A reference number issued by a UK institution confirming a student has an unconditional offer and meets entry requirements — required to apply for a UK student visa.
Learn more: Visa Processing Module
COE (Confirmation of Enrolment)
A document issued by an Australian education provider confirming a student is enrolled — required to apply for an Australian student visa.
Learn more: Visa Processing Module
Commission Split
The agreed percentage of a placement fee paid to a sub-agent or referral partner for a successful student enrollment, typically defined per university partnership agreement.
Learn more: Finance Module
Conditional Offer
A university's offer of admission that depends on the student meeting specific conditions (e.g. final grades, English test scores, or document verification) before it becomes unconditional.
Learn more: Admissions Module
Document Checklist
A destination- or program-specific list of required files (transcripts, passport, proof of funds, etc.) that must be collected and verified before a student file can progress to the next stage.
Learn more: How Document Management Works
Lead Intelligence
Analysis of where leads come from and how they convert, used to route new inquiries and measure which marketing channels actually produce enrollments.
Learn more: Marketing & Lead Intelligence Module
Multi-Tenant Architecture
A software design where multiple organizations (tenants) share the same application, but each tenant's data is logically isolated from every other tenant's.
Learn more: Platform Security & Architecture
RBAC (Role-Based Access Control)
A permissions model that grants access based on a user's role (e.g. Counsellor, Branch Manager, Finance) rather than assigning permissions to each person individually.
Learn more: Security & Governance Architecture
SLA (Service-Level Agreement)
A defined commitment for how quickly something happens — for example, how fast a new lead must be contacted before it is flagged as overdue.
SOP (Statement of Purpose)
A written document, submitted as part of a visa or university application, explaining a student's reasons for studying a particular course at a particular institution.
Learn more: Visa Processing Module
Sub-Agent Network
A group of independent referral partners or franchise agents who refer students to an education consultancy in exchange for a commission on successful enrollments.
Learn more: CRM for Sub-Agent & Referral Networks
Tenant Isolation
A guarantee that one organization's data cannot be accessed by another organization on the same platform, enforced at the system level rather than through configuration alone.
Learn more: Platform Security & Architecture