Credential Disclosure Features

This section contains the detailed features for the Credential Disclosure Management epic. These features enable staffing companies to request and receive credential disclosures from candidates.

Feature List

F-CD-01: Disclosure Request Configuration

Description: Enables staffing company users to set up disclosure requests for candidates, specifying the types of credentials to request. User Story: As a staffing company user, I want to set up a disclosure request so that I can request credentials from candidates. Acceptance Criteria: - Interface provides options for setting up disclosure requests - Users can select credential types to request from candidates - System supports requesting all Velocity-defined credential types in a single request - Request configuration can be saved as templates for future use - Disclosure requests can be previewed before sending Dependencies: Organization onboarding, User authentication Priority: H - Core functionality for credential disclosure, required for second project drop

F-CD-02: Verification Policy Management

Description: Allows staffing companies to configure verification policies defining identity assurance levels and identifying data requirements. User Story: As a staffing company user, I want to configure verification policies so that I can ensure candidates meet specific identity assurance levels. Acceptance Criteria: - Interface for configuring identity assurance levels - Options to select identifying data requirements (email, phone, driver's license, etc.) - Integration with Velocity Credential Agent policies - Policy templates can be saved and reused - Policies can be applied to specific disclosure requests Dependencies: Integration with Velocity Credential Agent Priority: H - Essential for ensuring proper identity verification, required for second project drop

F-CD-03: Configurable Email Notifications for Disclosure

Description: Provides customizable email templates for disclosure requests with branding options and dynamic content insertion. User Story: As a staffing company user, I want to customize the email notification for disclosure requests so that they align with my company branding. Acceptance Criteria: - Email templates can be customized with company-specific content - Templates support dynamic content insertion (candidate name, requested credentials, etc.) - Branding options include colors and logo customization - Preview functionality shows how emails will appear to recipients - Email templates are stored and reusable for future disclosure requests Dependencies: Organization onboarding, Email service integration Priority: M - Important for company branding and user experience, required for second project drop

F-CD-04: Configurable Landing Pages for Disclosure

Description: Provides customizable landing pages for disclosure requests with instructions and credential disclosure mechanisms. User Story: As a staffing company user, I want to customize the landing page for disclosure requests so that they align with my company branding. Acceptance Criteria: - Landing pages include clear instructions for credential disclosure - Mobile link and QR code for disclosure are automatically generated - Branding options include colors, images, and video customization - Preview functionality shows how landing pages will appear to recipients - Landing page templates are stored and reusable for future disclosure requests Dependencies: Organization onboarding Priority: M - Important for company branding and user experience, required for second project drop

F-CD-05: Follow-up Communication

Description: Enables sending follow-up emails to candidates who haven't responded to disclosure requests to improve response rates. User Story: As a staffing company user, I want to send follow-up emails to candidates who haven't responded to disclosure requests so that I can improve response rates. Acceptance Criteria: - System identifies candidates who haven't responded to disclosure requests - Follow-up email templates can be customized - Scheduling options for automated follow-up emails - Tracking of follow-up email status and responses - Ability to manually trigger follow-up emails Dependencies: Disclosure request functionality, Email service integration Priority: M - Improves response rates and user experience, required for second project drop

F-CD-06: Disclosure Management Dashboard

Description: Provides a dashboard for tracking disclosure requests, their verification status, and search/filter capabilities. User Story: As a staffing company user, I want to view all disclosure requests and their verification status so that I can track candidate responses. Acceptance Criteria: - Dashboard displays a list view of all disclosure requests - Status tracking shows requested, disclosed, and verified states - Search functionality allows finding candidates by name - Filter capabilities allow sorting by status, date, or other relevant criteria - CSV export of disclosure status is available - Dashboard updates in real-time as disclosure statuses change Dependencies: Disclosure request functionality Priority: M - Important for tracking and managing disclosure requests, required for second project drop

F-CD-07: Candidate Search for Disclosure

Description: Enables staffing company users to search for candidates by name to check the status of their disclosure requests. User Story: As a staffing company user, I want to search for candidates by name to check the status of their disclosure requests. Acceptance Criteria: - Search functionality supports partial name matching - Results display all disclosure requests for the matching candidates - Status of each disclosure request is clearly indicated - Search results can be sorted and filtered - Detailed disclosure information is accessible from search results Dependencies: Disclosure request functionality Priority: M - Improves usability for managing large numbers of disclosure requests, required for second project drop

F-CD-08: Disclosure Data Export

Description: Allows staffing company users to export disclosure request data to CSV for analysis of request patterns and response rates. User Story: As a staffing company user, I want to export a CSV listing of disclosure requests and their status so that I can analyze response rates. Acceptance Criteria: - CSV export includes all relevant disclosure request data - Export can be filtered by date range, status, or other criteria - Export includes response rates and timestamps - Export functionality is accessible from the disclosure management dashboard - Export process handles large data sets efficiently Dependencies: Disclosure management dashboard Priority: L - Useful for analysis but not critical for core functionality, required for second project drop