Glossary.
PerkUp's ubiquitous language — the shared vocabulary used across the product and codebase. This is a curated, product-facing subset of the full engineering glossary.
Organizations & identity
- Organization
- A company that uses PerkUp to manage employee rewards, recognition, and swag.
- Individual
- An employee or team member within an organization who can receive rewards, hold balances, and join programs. Status: active, invited, blocked, removed · Role: admin, manager, member
- User
- An authenticated person with a profile and shipping addresses — distinct from Individual, which is org-scoped.
- Role
- The permission level assigned to an Individual. admin, manager, member
- Integration
- A connection between an organization and an external HRIS or identity system. Type: finch, workos, slack, salesforce
- OrgList
- A named group of individuals used to target program enrollment or event invitations.
Programs & recognition
- Program
- A rewards or recognition initiative an organization creates to distribute perks, funds, or gifts. Type: perks, personalFunds, rewards, anniversaries, birthdays, policies, direct, bulkDirect
- ProgramOccasion
- The event type a program celebrates. appreciation, birthday, holiday, incentive, lifeEvent, lunch, newEmployee, teamEvent, workAnniversary, customers
- Member
- An Individual enrolled in a specific Program.
- ScheduledMember
- An Individual queued for future enrollment — used by automated birthday and anniversary programs.
- ProgramGift
- A gift configured within a program that members can receive or choose from, optionally convertible to cash.
- BulkDirectSend
- A batch distribution of rewards to many individuals at once.
Catalog & products
- ProductVariant
- A specific purchasable version of a product (size/colour) with pricing, inventory, and provider. Provider: shopify, plum, manual, printful · Type: nearCash, swag, publicGift
- ProductCollection
- A curated group of product variants organized for display, with access control. Access: private, public
- Brand
- A product brand in the catalog, synced from an external data source.
- Cart
- A standard shopping cart for individual purchases (distinct from BulkSwagCart).
Bulk swag & warehousing
- BulkSwagCart
- A cart for ordering custom-branded merchandise in bulk, with product selections, decoration, and shipping allocations.
- BulkSwagDesign
- A saved product customization (logo placement, colours) with immutable version snapshots.
- Production
- A manufacturing run for bulk swag, tracking the lifecycle from proofing to delivery and stocking. Status: proofing, production, in_transit, delivered, stocked
- Proof
- A design proof submitted for approval before manufacturing begins. Status: pending, approved, rejected
- Warehouse
- A physical facility where bulk swag inventory is held. Provider: printful
- WarehousingInvoice
- A billing record for warehouse storage fees charged to an organization.
Financial
- Account
- A funding account within an organization that holds a balance used to finance programs. Type: organizationFunds, personalFunds
- BalanceTransaction
- A change to an individual member's spendable balance, tracking source and action. Provider: perkup, amazon, dreamship, manual, plum, stripe
- Card
- A virtual or physical Stripe-issued card assigned to a cardholder for spending a PerkUp balance.
- Transaction
- A Stripe Issuing record of actual card spend — distinct from BalanceTransaction (internal balance).
- Invoice
- A Stripe invoice billing an organization for top-ups, platform fees, and processing fees.
Rules & automation
- Rule
- An automated trigger that evaluates conditions (birthdays, anniversaries) and runs actions like program enrollment. RuleGroup: birthdays, anniversaries
- Action
- An operation a Rule triggers when conditions are met — e.g. enrolling an individual or sending a notification.
- Notification
- A message sent to a user or admin about a system event, with delivery-status tracking.
Source: PerkUp GLOSSARY.md (auto-generated 2026-03-23 from proto/perkup/v1/*.proto)