FUNCTIONAL REQUIREMENTS A. Core Capabilities 1. Partner record management (institution profiles, roles, contracts, contacts) 2. Benefit eligibility upload, validation, and tracking workflows 3. Support for program-specific rules and roles (e.g., employer vs. university) 4. Guided enrollment flows for institutions and end users 5. Secure dashboards for partner admins and SEPTA staff 6. Real-time audit tracking of submissions, errors, and resolutions 7. Automated email/SMS alerts for deadlines and errors 8. Document upload/approval workflows for agreements and renewals 9. Ticket and support case logging with escalation management 10. Lifecycle history tracking of members across institutions 11. Bulk reassignment or renewals for institutions 12. Duplicate record prevention / data merge rules 13. Document version control for contracts and agreements 14. Omnichannel solution integration with SEPTA mobile and IVR customer distribution channels B. Data Management and Reporting 1. Central reporting dashboard segmented by institution, region, or program 2. Scheduled reports for SEPTA leadership 3. Member-level engagement summaries 4. Data validation logs and correction audit trails 5. Data filters: Date, Institution, Enrollment Status, Validation Errors, Communication History
