CSM - Customer orgnization plays both partner & customer role. Manage customer organization.

[maxpawan2]

My organization – provides one service to retail end users, i.e. Sender & Receiver in every India states. This Service can be requested from any state can be fulfilled by any state.

• We have three partners roles in every state.
• One direct partner at both end (Sender & Receiver) – StateManager
• Two indirect partners at both end (Sender & Receiver) – ZoneOwner, LegalOwner
• One big organization in one state can also play more than one role, e.g., StateA big player can be StateManager, ZoneOwner, LegalOwner as well, or all three can be separate organization or in StateB another big player can be StateManager & LegalOwner.
• We can have many StateManager, ZoneOwner, LegalOwner at one state level.
• StateManager is our primary customer, as we bill them not to the end user.
• So, at least six partners roles + my organization are involved to fulfill one end to end transaction.
• We are planning to utilize CSM & ITSM to manage the Service Desk & Partners roles.
• We will utilize the new B2B CSM portal i.e Business Portal

Requirements:

1. Manage these partner role onboarding into our organization, these partners should be able to check the status & respond to actions via new B2B business portal.
2. Onboarding will have multiple stages and tasks, approval & document outcome i.e. Request review, Legal review, Integration Testing, UAT, Go-live.
3. StateManager should be able to request to onboard ZoneOwner, LegalOwner. 
4. Partners should be able to see its onboarding status at the business portal and move stage, task, upload documents, approval.
5. Each role will have its own pre-defined catalog items.
6. If one organization plays multiple roles, they should be able to see all consolidated views on business portals.

Please advise on designing this and things to take care of.