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CovCare V6.0 / Enterprise reference

Reconcile Contributions and Prepare Aggregate Impact Reporting

Public documentation and fictional practice now; separately reviewed financial operational boundary in future.

Proposed design, not organizational approval or operational evidence. Public fictional demonstrations only; no sensitive information, live submissions or authority changes.

Use Case Library

UC-DEV-002 · V6.0 · Proposed

Reconcile Contributions and Prepare Aggregate Impact Reporting

Role tour ↗Module guide ↗Stories & tests ↗Traceability ↗
Version
6.0
Status
Proposed
Priority
Medium
Role Id
finance-development
Primary Actor
CHI Finance and Development Staff
Module Id
financial
Capability Id
CAP-FIN
Objective Id
OBJ-05
Owner
Finance control owner (proposed)
Boundary
Public documentation and fictional practice now; separately reviewed financial operational boundary in future.
Goal
Reconcile Contributions and Prepare Aggregate Impact Reporting while maintaining choice, purpose limitation and accountable human review.
Value
No current public dashboard loads finance records.
Trigger
Select the authorized reporting period and project scope.
Scope
The stated participant task only; no unrelated records, new authority or automatic operational activation.
Assumptions
  • Covenant House validates program fit, ownership and relevant policies.
  • Required provider, staffing and data-quality evidence is established before operation.
Supporting Actors
  • Finance control owner
  • Independent reviewer
  • Governance and safeguarding reviewer
Preconditions
  • Verified provisioned identity, current MFA, organization/site/project and assignment scope.
  • Permitted purpose and disclosure basis; no youth access from giving or membership.
  • Required organizational and human approval for operational behavior; absent in this public specification.
  • Operational services, recovery readiness and separately approved testing remain dependencies.
Alternatives
  • Id
    UC-DEV-002-ALT-01
    At
    3
    Condition
    The participant chooses a different suitable option.
    Path
    Return to validate actual contribution receipts, check scope and consent again, and document the revised purpose; do not duplicate evidence.
  • Id
    UC-DEV-002-ALT-02
    At
    6
    Condition
    An eligible alternative channel or resource is reviewed.
    Path
    Reassess the financial provider and required human approval; continue only with minimum authorized information. Public exploration may continue without an account.
Exceptions
  • Id
    UC-DEV-002-EX-01
    Condition
    Authorization denied, expired or revoked.
    Response
    Stop the restricted step and provide no record readback; review access through qualified authority, never public self-selection.
  • Id
    UC-DEV-002-EX-02
    Condition
    Missing information, conflicting evidence or unavailable service.
    Response
    Hold the relevant state for human review. Do not fabricate capacity, receipt, attendance, outcomes or successful submission.
  • Id
    UC-DEV-002-EX-03
    Condition
    Consent withdrawn or a safeguarding issue raised.
    Response
    Stop optional disclosure; qualified humans apply the reviewed lawful safeguarding policy. The prototype sends no escalation.
Postconditions
Success
No current public dashboard loads finance records.
Failure
No unauthorized disclosure, authority grant or claimed fulfillment; public practice remains temporary and operational tasks remain blocked.
Rule Ids
Data
  • Field
    Purpose-limited resource, project or task reference
    Validation
    Nonempty relevant reference; no unrelated personal history.
    Owner
    CHI Finance and Development Staff
    Sensitivity
    Restricted in future operation; fictional only in public practice.
    Sharing
    Explicit purpose and authorized recipient only; never private reflections.
    Audit
    Future scoped actor, decision, purpose and evidence reference; do not log secrets.
    Retention
    Organizational retention and deletion period not approved.
    Consent
    Current explicit youth consent where selected goal context is involved; otherwise lawful task-specific processing basis requires policy review. No blanket consent assumed.
  • Field
    Decision or verification evidence reference
    Validation
    Provenance, authorized reviewer and current scope; missing evidence remains unverified.
    Owner
    Finance control owner
    Sensitivity
    Restricted operational evidence; none read by the catalog.
    Sharing
    Authorized reviewer only; aggregate public explanation has no personal identifiers.
    Audit
    Future atomic decision and change audit where operational approval is required.
    Retention
    Policy-specific review and appeal requirements unresolved.
    Consent
    Purpose-limited review under approved evidence policy; contributor recognition requires a separate optional choice.
Nfr
  • Id
    NFR-SEC
    Requirement
    Deny unauthorized access server-side; never widen youth owner-only policies.
  • Id
    NFR-PRIV
    Requirement
    Minimize information, separate private reflections and constrain recipient purpose.
  • Id
    NFR-A11Y
    Requirement
    Target WCAG 2.2 AA, labeled keyboard/touch controls; professional review outstanding.
  • Id
    NFR-LOC
    Requirement
    Five youth languages; executive English and machine-assisted translations require review.
  • Id
    NFR-REL
    Requirement
    Failure must not confirm a write or restore expired local content; operational reliability and availability targets unapproved.
  • Id
    NFR-PERF
    Requirement
    Measure agreed task response and availability targets during an approved pilot; no unapproved SLA.
Dependencies
  • Verified CHI ownership and safeguarding/privacy review
  • Data classification, backup and tested recovery evidence
  • Approved financial service and scoped operational test plan
  • Related module: financial; proposed business owner: Finance control owner (proposed)
Milestone Id
MS-08
Assessment
Proposed
All formal operational sequences are proposed, not organizationally approved.
Frontend
Existing public financial views and tours explain the concept only.
Backend
No new operational behavior is verified by this catalog.
Simulated
Fictional local practice and storyboard navigation never confer authority.
Blocked
Account activation, staff coordination, payments and assignments need separate approvals.
Unknown
Positive authenticated lifecycle, provider delivery and cross-account privacy remain unverified.
System Boundary
Public documentation and fictional practice now; separately reviewed financial operational boundary in future.
Strategic Alignment
Objective Id
OBJ-05
Statement
Proposed youth-centered planning and accountable coordination; formal CHI alignment is not established.

Main success scenario · proposed

  1. 1. Confirm purpose-limited entry for Reconcile Contributions and Prepare Aggregate Impact Reporting

    Number
    1
    Actor
    CHI Finance and Development Staff
    Action
    Confirm purpose-limited entry for Reconcile Contributions and Prepare Aggregate Impact Reporting
    Response
    Check the task-specific identity, organizational/site/project scope and relevant assigned permission before restricted information is shown. Public storyboard remains read-only.
    Validation
    Verified provisioned identity, current MFA, organization/site/project and assignment scope.
    Information
    Verified scope references only; no restricted record returned by this public catalog.
    State
    UC-DEV-002-ENTRY: scope review required
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Verified provisioned identity, current MFA, organization/site/project and assignment scope.
    Next State
    UC-DEV-002-S01: select the authorized reporting period and project scope reviewed

  2. 2. Select the authorized reporting period and project scope.

    Number
    2
    Actor
    CHI Finance and Development Staff
    Action
    Select the authorized reporting period and project scope.
    Response
    Reject unrelated contributor or youth data.
    Validation
    Before 'Select the authorized reporting period and project scope.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Select the authorized reporting period and project scope. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S01: select the authorized reporting period and project scope reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Select the authorized reporting period and project scope.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S02: validate actual contribution receipts reviewed

  3. 3. Validate actual contribution receipts.

    Number
    3
    Actor
    CHI Finance and Development Staff
    Action
    Validate actual contribution receipts.
    Response
    Exclude promises and unsigned commitments.
    Validation
    Before 'Validate actual contribution receipts.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Validate actual contribution receipts. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S02: validate actual contribution receipts reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Validate actual contribution receipts.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S03: compare receipts, restrictions and permitted allocation reviewed

  4. 4. Compare receipts, restrictions and permitted allocation.

    Number
    4
    Actor
    CHI Finance and Development Staff
    Action
    Compare receipts, restrictions and permitted allocation.
    Response
    Flag missing supporting evidence.
    Validation
    Before 'Compare receipts, restrictions and permitted allocation.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Compare receipts, restrictions and permitted allocation. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S03: compare receipts, restrictions and permitted allocation reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Compare receipts, restrictions and permitted allocation.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S04: reconcile delivery and financial records reviewed

  5. 5. Reconcile delivery and financial records.

    Number
    5
    Actor
    CHI Finance and Development Staff
    Action
    Reconcile delivery and financial records.
    Response
    Use independent reconciliation controls.
    Validation
    Before 'Reconcile delivery and financial records.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Reconcile delivery and financial records. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S04: reconcile delivery and financial records reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Reconcile delivery and financial records.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S05: resolve duplicates, discrepancies or reversals reviewed

  6. 6. Resolve duplicates, discrepancies or reversals.

    Number
    6
    Actor
    CHI Finance and Development Staff
    Action
    Resolve duplicates, discrepancies or reversals.
    Response
    Do not suppress exceptions to improve totals.
    Validation
    Before 'Resolve duplicates, discrepancies or reversals.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Resolve duplicates, discrepancies or reversals. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S05: resolve duplicates, discrepancies or reversals reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Resolve duplicates, discrepancies or reversals.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S06: apply youth and contributor privacy reviewed

  7. 7. Apply youth and contributor privacy.

    Number
    7
    Actor
    CHI Finance and Development Staff
    Action
    Apply youth and contributor privacy.
    Response
    Remove identifiers and unsafe combinations.
    Validation
    Before 'Apply youth and contributor privacy.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Apply youth and contributor privacy. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S06: apply youth and contributor privacy reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Apply youth and contributor privacy.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S07: prepare defined aggregate measures reviewed

  8. 8. Prepare defined aggregate measures.

    Number
    8
    Actor
    CHI Finance and Development Staff
    Action
    Prepare defined aggregate measures.
    Response
    Separate money, time and equipment.
    Validation
    Before 'Prepare defined aggregate measures.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Prepare defined aggregate measures. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S07: prepare defined aggregate measures reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Prepare defined aggregate measures.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-S08: submit a proposed quality-reviewed report reviewed

  9. 9. Submit a proposed quality-reviewed report.

    Number
    9
    Actor
    CHI Finance and Development Staff
    Action
    Submit a proposed quality-reviewed report.
    Response
    No current public dashboard loads finance records.
    Validation
    Before 'Submit a proposed quality-reviewed report.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Information
    Task-specific purpose-limited resource, project or task reference for this decision: Submit a proposed quality-reviewed report. Only necessary context; private reflections and unrelated identities excluded.
    State
    UC-DEV-002-S08: submit a proposed quality-reviewed report reviewed
    Responsibility
    CHI Finance and Development Staff
    Authorization Boundary
    Before 'Submit a proposed quality-reviewed report.', validate the stated task scope, purpose-limited resource, project or task reference and the current authorized reviewer and assignment. Missing evidence pauses this step; the public catalog performs no operation.
    Next State
    UC-DEV-002-REVIEW: outcome remains proposed until approved operational evidence exists

  10. 10. Review the final evidence and continuing eligibility for Reconcile Contributions and Prepare Aggregate Impact Reporting

    Number
    10
    Actor
    Finance control owner (proposed)
    Action
    Review the final evidence and continuing eligibility for Reconcile Contributions and Prepare Aggregate Impact Reporting
    Response
    Separate the proposed outcome from verified delivery; preserve only permitted review evidence and apply policy-approved retention or revocation. No public record mutation.
    Validation
    Qualified independent review where required, current authority and approved evidence/retention policy.
    Information
    Minimum outcome and reviewer reference; no private reflections or public identities.
    State
    UC-DEV-002-REVIEW: outcome remains proposed until approved operational evidence exists
    Responsibility
    Finance control owner (proposed)
    Authorization Boundary
    Qualified independent review where required, current authority and approved evidence/retention policy.
    Next State
    Proposed final review; no operational mutation.

Linked user story and acceptance criteria

Parent Id
UC-DEV-002
Persona
CHI Finance and Development Staff
Statement
As a CHI Finance and Development Staff, I want to reconcile Contributions and Prepare Aggregate Impact Reporting, so that I can pursue this outcome: no current public dashboard loads finance records.
Value
No current public dashboard loads finance records.
Priority
Medium
Status
Proposed
Criteria
  • Kind
    Success
    Given
    Verified provisioned identity, current MFA, organization/site/project and assignment scope. The task is Reconcile Contributions and Prepare Aggregate Impact Reporting.
    When
    Review the final evidence and continuing eligibility for Reconcile Contributions and Prepare Aggregate Impact Reporting
    Then
    Separate the proposed outcome from verified delivery; preserve only permitted review evidence and apply policy-approved retention or revocation. No public record mutation. No operational success is inferred from documentation.
  • Kind
    Denied
    Given
    missing, revoked or unrelated authorization
    When
    the participant attempts the restricted action
    Then
    The action is denied without revealing restricted data or creating a record.
  • Kind
    Invalid input
    Given
    The Purpose-limited resource, project or task reference needed for Reconcile Contributions and Prepare Aggregate Impact Reporting is missing or contradictory.
    When
    Validate actual contribution receipts.
    Then
    Hold the affected step; require Nonempty relevant reference; no unrelated personal history. before further review. Do not claim a successful outcome.
  • Kind
    Privacy
    Given
    private reflections, unrelated youth information or contributor identities outside the approved purpose
    When
    a summary is prepared for chi finance and development staff
    Then
    Those fields are excluded; only purpose-limited authorized context may be shared.
  • Kind
    Exception
    Given
    withdrawn consent, an unavailable provider, conflicting evidence or a safeguarding concern relevant to this task
    When
    the sequence reaches the affected handoff
    Then
    The handoff pauses; an appropriate qualified human reviews the next step and no delivery, payment or approval is falsely confirmed.
Test Ids

Business rules

BR-MIN · Minimum necessary information

Share only the task-relevant approved context. Private reflections never enter public staff demonstrations.

BR-TRUTH · Evidence before claims

A referral is not delivery; documentation and storyboard completion are not verification or approval.

BR-CONTRIB · Distinct contribution measures

Keep money, time and resources separate. No arbitrary donation, hours or circle-size minimum; participation grants no youth access.

BR-SCOPE · Current scoped authority

Verified identity, permission, organization/site/project and assignment scope are separate. Privileged access requires independent approvals, MFA and launch review; no public self-grant.

BR-HUMAN · Qualified human accountability

Qualified humans decide triage, clinical, safeguarding, assistance and operational approvals; the guide cannot make those decisions.

BR-FIN · Independent financial duties

Request, approval, disbursement and reconciliation require distinct authorized responsibilities. Pledges are not received funds.

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