The ODT requires modern technology to transfer critical files and sensitive data to and from taxpayers without the risk of exposing data to unauthorized parties. The solution envisioned will also be easy to use and provide a positive user experience to both the taxpayer and the department. Requirements User Experience: Web Portal Access Page can be customized based on user roles Naming Convention Enforcement The solution will allow for the enforcement of naming conventions File Archiving All files older than 30 days are to be archived and removed from upload folder User Account Expiration Accounts without activity are to be disabled after 30 days. Accounts can be re-activated by Auditor Access Control Multiple layer account management Account delegation and Super Auditor Account Taxpayers can only access their own folder(s) – read, upload, download Auditors can invite Taxpayers to join Auditors can access all associated Taxpayer file folders Auditors and Taxpayers can self-service to reset passwords Auditors can manage all associated Taxpayer accounts Audit accounts are managed by ODT IT staff Security Groups are managed by ODT IT staff Solution provides for account collaboration Solution provides for monitoring File Upload Auditors can upload files on behalf of Taxpayers Auditors can assign File read permissions Taxpayers can only upload and view their own files Audit Trail Logs and audit trail must be viewable Notifications by Email and Group Mail The solution must provide appropriate email notifications to appropriate ODT staff and the taxpayer Utilization Reports. The solution will provide: Transfer Summary Transfer report by Audit Trailor Transfer report by BU Technology Requirements Integration with Splunk Integration with ServiceNow Containerized Encryption High Availability
