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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 read, 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
12
12
FI-12

Title

An Individual User assigns a Designee manages permissions for Designees who may read, enter or edit Financial Interest and other relationship or activity information in a central repository on his or her behalf.

Actors

Individual User

Web app or mobile app

Central repository

Trigger event

The Individual User wishes to have a Designee assist with updating Financial Interest and other relationship or activity information and sending disclosures to Requesting Organizationschange permissions for their Designees or grant Designee permissions.

Sucess end condition

The Designee has permission to enter or edit Financial Interest and other relationship or activity information and send disclosures of that information on behalf of permissions reflect the wishes of the Individual User.

Assumptions

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

The Designee has registered with the central repository.

Description

The individual user uses the web or mobile app to assign manage permissions for a Designee who may enter data, edit data, send disclosures, or read data on his or her behalf.

Transaction

The individual user accesses the web or mobile app.

The individual user identifies the user that for which he or she would like to assign as a Designeemanage permissions.

The individual user grants, removes, or modifies permissions to the user he or she would like to assign as for the Designee. This Permissions may include the ability to read data, enter data, edit data , or send disclosures.

The web or mobile app sends information on the reporting individual's Designee selection permissions 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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