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RSI Membership 1. Digitize – Unify Member Data for RSI Enrollment & SSO Access
Problema: Datos dispersos, membresías incorrectas y acceso inconsistente

Solution Solution: Convert raw customer records from Pillars, Excel, GHL, or existing CRMs into a clean, normalized format ready for RSI registration and secure SSO access.

Our digitization layer handles:
• Membership identification based on SKU (Lite, Passport, TA) • Unique RSI ID mapping • Email, phone, DOB, address normalization • Enrollment date formatting • Portal type assignment (Lite / Passport / Travel Agent) • Duplicate member detection • MD5 encryption key preparation for RSI login URLs • Standardizing inconsistent business names, emails, or legacy fields

Solución: Estandarizamos y limpiamos los datos del cliente para garantizar registros correctos y acceso SSO sin errores.

This ensures RSI receives clean, accurate member data every time.

Results

1. Accurate Membership Level Detection
Automatically assigns the correct RSI tier: Lite, Passport, or TA. Asignación correcta del nivel de membresía.
2. Clean Identifiers for SSO
Ensures email, ID, and MD5 keys always match RSI’s security requirements. Identificadores limpios y seguros.
3. Zero Data Conflicts
Eliminates mismatched tiers, incorrect SKUs, and duplicate records. Cero conflictos entre membresías y registros.

Digitization ensures your membership data is consistent, secure, and ready for SSO authentication.

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Analytics 2. Analyze – Confirm Membership Eligibility, Payments, and Tier Rules
Problema: Membresías equivocadas, pagos no encontrados y upgrades mal aplicados

Analysis Solution: Apply validation logic to ensure every RSI record is correct before registration or upgrade.

Our analysis engine checks:
• SKU → Tier mapping (Lite / Passport / Travel Agent) • Previous membership conflicts • Start date, expiration date, payment verification • Credit card settlement status • Payment method tracking (PayPal, card, manual) • Eligibility rules for Passport → Travel Agent upgrades • Duplicate email handling across RSI + Pillars • Missing fields (DOB, phone, email, address) • MD5 consistency and SSO token structure

Solución: Validamos automáticamente nivel, pagos y elegibilidad antes de registrar o actualizar una membresía.

This ensures a member is enrolled in the right tier with correct benefits and portal access.

Results

1. Zero Incorrect Tier Assignments
No more Lite members getting TA access or vice versa. Cero asignaciones de nivel incorrectas.
2. Verified Payments Before Enrollment
Ensures only paid, valid transactions create RSI access. Pagos verificados antes del acceso.
3. Reliable Upgrade Pathway
Passport → Travel Agent upgrades handled with no duplication. Upgrades confiables sin duplicación.

Analysis protects your business from double billing, incorrect portal access, and compliance risks.

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Automation 3. Act – Automated RSI Registration, SSO Link Generation, and Tier Upgrades
Problema: Acceso lento, errores SSO y upgrades manuales

Solution Solution: Automate the entire RSI onboarding and login experience.

System automates:
• Member creation via RSI API (createupdate endpoint) • Secure SSO URL generation using MD5 secret keys • Portal tier assignment • Duplicate detection + auto-resolution • Passport Lite → Passport → TA upgrade API call • Login link injection into customer portal dashboard • Maintenance of RSI ID and Pillars ID sync • Expiration date and renewal updates

Solución: Automatizamos el registro de miembros, creación de enlaces SSO y upgrades de nivel sin intervención humana.

The result is a seamless “click-to-enter” experience, with zero friction.

Results

1. One-Click SSO Login
Customers access RSI instantly—no passwords required. Acceso inmediato con un solo clic.
2. Automated Upgrades
System detects and processes tier upgrades without staff involvement. Upgrades automatizados al instante.
3. Zero Support Tickets
Eliminates “I can’t log in,” “wrong membership,” and “link expired” issues. Cero tickets de soporte por acceso.

Acting on your data means members get instant access, upgrades are automatic, and your support team never deals with login problems again.

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