Derive member access from appointments and eligibility
Purpose
Automatic grants let portal authority follow a person’s recorded responsibilities or eligibility. Staff can identify the underlying fact instead of maintain a second manual assignment for the same decision.
How It Works
The source owner synchronizes the authority implied by an appointment or other supported fact. The contact supplies a stable subject before that person has a login. A linked portal membership can then use the derived assignment. Its source information lets administrators understand where to correct it. Eligibility-backed roles use reconciliation to refresh qualifying contacts while preserving hand-managed assignments. An indeterminate rule result preserves the prior assignment rather than invent a new decision. Password sign-in and nightly work supplement explicit reconciliation requests. A stored end time remains part of request-time evaluation, while changes to a contact claim require a freshly evaluated context. The proposed milestone still needs its console control and product decision on subject ownership.
Relationships
- Customer roles define the authority that eligibility can assign.
- Committees and Eligibility own the source facts and binding evaluations.
- Portal contact linking connects the login claim to the derived subject.