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M5 — Design and Develop the Disclosure and Verification Functionality

SOW Deliverable(s): D2c (Design), D3c (Developed components), D4c (Test evidence) Requirement source: SOW Appendix 1 — FR2 (Disclosure of Credentials), FR3 (Verification of Credentials); INT2, INT4, INT7; NFR5 (credits/vouchers)

Tasks

Every task below starts from zero code, so each file is a design-ahead spec rather than a "move existing doc" — none existed prior to this breakdown.

ID Task SOW Ref Requirement Clarity Dev Status Task File
M5-01 Disclosure request setup by Staffing Company (single request, all credential types) FR2 ❌ Not started M5-01-disclosure-request-setup.md
M5-02 Disclosure policy / level-of-assurance configuration FR2 ⚠️ Blocking — see task file ❌ Not started M5-02-disclosure-policy-configuration.md
M5-03 Configurable disclosure email + landing page FR2 ❌ Not started M5-03-disclosure-email-landing-page.md
M5-04 Follow-up / reminder emails for disclosure FR2 ❌ Not started M5-04-disclosure-followup-reminders.md
M5-05 Candidate search & record view (disclosure) FR2 ❌ Not started M5-05-candidate-search-record-view-disclosure.md
M5-06 CSV export of disclosure requests & verification status FR2 ❌ Not started M5-06-csv-export-disclosure-requests.md
M5-07 Wallet-based disclosure integration FR2, INT2 ❌ Not started M5-07-wallet-disclosure-integration.md
M5-08 Verification integration — VerifyMyCreds / Velocity Verification Platform FR3, INT4 🟡 Confirm code-reuse access ❌ Not started M5-08-verification-platform-integration.md
M5-09 Display of the 5 Velocity verification checks FR3 ❌ Not started M5-09-display-verification-checks.md
M5-10 PDF verification report generation & download FR3, INT7 ❌ Not started — no PDF library present anywhere in the codebase yet M5-10-pdf-verification-report.md
M5-11 Credits / vouchers mechanism for verification NFR5 ⚠️ Blocking — see task file ❌ Not started — empty stub only M5-11-credits-vouchers-mechanism.md
M5-12 Functional/Technical Design Document D2c ⚠️ Blocked on M5-02/M5-11 ❌ Not started M5-12-functional-technical-design-document.md
M5-13 Test Evidence D4c ❌ Not started M5-13-test-evidence.md
M5-14 General payment/invoicing capability (distinct from M5-11) NFR5 🟡 Needs MVP-scope decision — see task file ❌ Not started M5-14-general-payment-invoicing-capability.md

Notes

Every item in this milestone starts from zero code — the POC deliberately focused on issuance and admin first (per the original delivery-drop plan). This is the first milestone where "requirement clarity" and "nothing built yet" overlap, so the two ⚠️ items above should be resolved as early as possible in M5, ideally pulled forward into M1, since they change the size of this milestone materially.