Identity & Access
Partner accounts require role-based access, multifactor authentication, session controls, and separate permissions for administrators, staff, billing, and reporting.
Build 4 · Section 10
Partner Ecosystem Production Governance
The functional prototype demonstrates the partner experience. These controls are required before real organizations or families use it.
Consent & Privacy
Family handoffs require documented consent, data minimization, retention rules, deletion procedures, privacy notices, and a prohibition on unnecessary medical, legal, and financial details.
Content Governance
Every partner-facing item must carry a content owner, version, approval date, review date, jurisdiction scope, disclaimer, and link to the Master Knowledge Repository.
Legal Boundaries
The platform must consistently distinguish education from legal advice and provide escalation paths to qualified attorneys and other professionals.
Security
Production storage requires encryption in transit and at rest, audited access, secure uploads, malware scanning, backups, incident response, and vendor risk review.
Accessibility
Partner portals and family resources should target WCAG 2.2 AA, keyboard access, visible focus, semantic headings, text alternatives, captions, and accessible PDFs.
QR & Analytics
QR links require signed or controlled destinations, campaign identifiers, expiration and redirect management, aggregate analytics, and privacy-safe attribution.
Commerce & Fulfillment
Bulk orders require approved price books, inventory rules, tax, shipping, invoicing, refunds, purchase orders, fulfillment status, and accounting integration.
CRM Integration
Define the source of truth for organizations, contacts, handoffs, orders, consent, campaigns, and activity. Prevent duplicate records and document sync behavior.
Launch Gates
No public launch until legal, security, privacy, accessibility, content, pricing, fulfillment, support, analytics, and disaster-recovery reviews are signed off.
Current status: static prototype only. Data is stored in browser localStorage. There is no authentication, server database, real QR generation, email/text delivery, payment processing, document upload, or production analytics service.