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Disclosure Request Configuration

Overview

This user story covers the functionality for staffing company users to set up disclosure requests for candidates, specifying the types of credentials to request and configuring verification requirements.

User Stories

Create Disclosure Request

As a staffing company user,
I want to set up a disclosure request for candidates,
So that I can request specific credentials from candidates for verification purposes.

Acceptance Criteria: - Given I am logged in as a staffing company user - When I access the disclosure request creation interface - Then I should see options for configuring disclosure requests with: - Candidate contact information (name, email, phone) - Types of credentials to request (employment history, education, certifications) - Identity assurance level requirements - Verification policy selection - Request expiration date - Custom message to candidate - And I should be able to select multiple credential types in a single request - And I should be able to preview the disclosure request before sending - And the system should validate all required fields - And I should be able to save the request as a draft

Select Credential Types for Request

As a staffing company user,
I want to select specific types of credentials to request from candidates,
So that I can tailor the disclosure request to my verification needs.

Acceptance Criteria: - Given I am creating a disclosure request - When I select credential types - Then I should be able to choose from all Velocity-defined credential types: - Past Employment credentials - Education credentials - Professional certifications - Identity verification credentials - Skills and competency credentials - And I should be able to request all credential types in a single request - And I should see descriptions of what each credential type contains - And I should be able to mark certain credential types as required vs optional - And the system should show which credential types are most commonly requested

Configure Request Templates

As a staffing company user,
I want to save disclosure request configurations as templates,
So that I can reuse common request patterns for efficiency.

Acceptance Criteria: - Given I have configured a disclosure request - When I choose to save it as a template - Then I should be able to: - Name the template for easy identification - Add a description of when to use this template - Set the template as default for new requests - Organize templates by category or job type - And I should be able to load existing templates when creating new requests - And I should be able to edit templates and save new versions - And I should be able to share templates with other users in my organization - And I should be able to delete unused templates

Set Request Expiration

As a staffing company user,
I want to set expiration dates for disclosure requests,
So that candidates have a clear deadline to respond and requests don't remain open indefinitely.

Acceptance Criteria: - Given I am creating a disclosure request - When I set the expiration date - Then I should be able to: - Choose from preset expiration periods (7 days, 14 days, 30 days) - Set a custom expiration date and time - Configure automatic reminders before expiration - Set what happens when requests expire (auto-close, extend, notify) - And the system should validate that expiration dates are in the future - And candidates should see the expiration date in their notifications - And I should receive notifications when requests are about to expire - And expired requests should be clearly marked in the dashboard

Add Custom Messages

As a staffing company user,
I want to add custom messages to disclosure requests,
So that I can provide context and instructions specific to each candidate or role.

Acceptance Criteria: - Given I am creating a disclosure request - When I add a custom message - Then I should be able to: - Write a personalized message to the candidate - Include information about the role or opportunity - Provide specific instructions or requirements - Use template variables for dynamic content (candidate name, company name, etc.) - And the message should support rich text formatting - And I should be able to preview how the message will appear to candidates - And the system should enforce character limits for messages - And I should be able to save frequently used messages as snippets

Preview Disclosure Requests

As a staffing company user,
I want to preview disclosure requests before sending them,
So that I can ensure they contain the correct information and appear professional.

Acceptance Criteria: - Given I have configured a disclosure request - When I click "Preview" - Then I should see exactly how the request will appear to the candidate: - Email notification preview - Landing page preview - Mobile view preview - All dynamic content properly populated - And I should be able to test all links and functionality - And I should be able to make edits from the preview - And I should be able to send a test request to myself - And the preview should match the final candidate experience

Bulk Disclosure Requests

As a staffing company user,
I want to create disclosure requests for multiple candidates at once,
So that I can efficiently process large numbers of candidates.

Acceptance Criteria: - Given I need to request disclosures from multiple candidates - When I use the bulk request feature - Then I should be able to: - Upload a CSV file with candidate information - Apply the same request configuration to all candidates - Customize messages for individual candidates if needed - Preview requests before sending in bulk - Track the status of all bulk requests - And the system should validate candidate data before processing - And I should receive a summary of successful and failed requests - And I should be able to retry failed requests individually - And bulk requests should be processed in the background

Technical Notes

Integration Requirements

  • Integration with PresentationRequest entity
  • Integration with Velocity Credential Agent for request creation
  • Template storage and management system
  • Background job processing for bulk requests

Velocity Network Integration

  • Support for all Velocity Network credential types
  • Integration with Velocity verification policies
  • Proper formatting of disclosure requests according to Velocity standards
  • Status synchronization with Velocity Network

Dependencies

  • Organization onboarding and configuration
  • User authentication and authorization
  • Email service integration
  • Velocity Credential Agent integration

Priority

High - Core functionality for credential disclosure, required for second project drop