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  1. An Individual User enters or edits data in a web or mobile app to store Financial Interest and other relationship or activity information in a central repository.
  2. An Individual User manages permissions for Designees who may enter or edit Financial Interest and other relationship or activity information in a central repository on his or her behalf.
  3. A Designee enters or edits data in a web or mobile app to store Financial Interest and other relationship or activity information in a central repository.
  4. An Individual User transfers Financial Interest and other relationship or activity information from an existing system into a Central Repository.
  5. A Requesting Organization creates or edits an organization profile in a Central Repository, including the criteria for the Financial Interest and other relationship or activity information it would like Individual Users to include in required disclosures.
  6. An Individual User or Designee sends a disclosure of Financial Interest and other relationship or activity information from the Central Repository to a requesting organization with a profile in the Central Repository.
  7. The Individual User manages permissions for Requesting organizations to pull a disclosure of a predefined set of data.
  8. An Individual User downloads a disclosure of Financial Interest and other relationship or activity information from the Central Repository.
  9. An Individual User reviews his or her Financial Interest and other relationship or activity information in the central repository and submits to a Requesting Organization an attestation to its accuracy.
  10. A Requesting Organization requests a disclosure of an individual's or group of individuals' Financial Interest and other relationship or activity information contained in a central repository in a manner consistent with the requesting organization's profile.
     

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ID

 

Anchor
40
40
FI-40

Title

An Individual User or Designee sends a disclosure of Financial Interest and other relationship or activity information from the Central Repository to a requesting organization with a profile in the Central Repository.

Actors

Individual user

Central repository

Requesting organization

Requesting system

Web app

Mobile app

Trigger event

The individual has a need to send a disclosure of Financial Interest and other relationship or activity information to an organization with a profile in the Central Repository.

Sucess end condition

The requesting organization has relevant, up-to-date financial Interest and other relationship or activity information for the reporting individual aligned with the criteria in the organization's profile.

Assumptions

The individual user has registered with the central repository.

The individual user has logged into the web or mobile app.

The requesting organization has registered with the central repository, has created a profile in the central repository, and has a requesting system that has implemented the services required to receive data from the central repository.

The system may send the disclosure in real time or batch with other disclosures.

Description

The individual user uses a web or mobile app to send a disclosure to the requesting organization via the central repository. The central repository sends a disclosure of Financial Interest and other relationship or activity information to the requesting system for the requesting organization.

Transaction

The individual user accesses the web or mobile app.

The individual user uses the web or mobile app to selects data to include in the disclosure and initiate sending the disclosure to the requesting organization.

The central repository sends the disclosure to the requesting system for the requesting organization along with identifying information.

Exceptions

There are errors in the data transfer.

The data is corrupt or contains errors.

Potential Standards

Financial interest and relationship data

MedBiquitous Professional Profile

WDSL/SOAP

space

ID

Anchor
42
42
FI-42

Title

The Individual User manages permissions for Requesting organizations to pull a disclosure of a predefined set of data.

Actors

Individual User

Web app or mobile app

Central repository

Trigger event

The individual user wishes to grant, remove, or change permissions for a requesting organization to pull a disclosure,

Sucess end condition

The requesting organization(s) have data access permissions aligned with the individual user's wishes.

Assumptions

The Individual User has registered with the central repository and logged into the web or mobile app.

The Requesting Organization has registered with the central repository.

Description

The individual user uses the web or mobile app to grant, remove, or change permission for the Requesting Organization to pull a disclosure. This may include changing the predefined set of data which the requesting Organization has permission to access.

Transaction

The individual user accesses the web or mobile app.

The individual user identifies the Requesting Organization for which he or she would like to manage permissions.

The individual user grants, removes, or modifies permissions for the requesting organization, specifying the set of data to which they have access.

The web or mobile app sends information on the permissions selection and parameters to the central repository.

Exceptions

If the Designee has not registered with the central repository, the permissions are not recorded in the central repository.

If there is a problem sending data, the permissions are not recorded in the central repository.

Potential Standards

Unsure

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