{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by advancement, alumni and fundraising platforms. The Claude draft supplies the structure; equivalent features from the other drafts are merged into it and distinct ones added, so each feature appears once and records which drafts named it.","scope":"Covers the constituent and relationship record, the alumni feed from the SIS, prospect and moves management, gifts, pledges and receipting, planned giving, campaigns and designations, events, alumni engagement and volunteers, stewardship and communications, giving analytics, and ERP, payment, security and operations. The SIS remains the record for the student and the ERP the record for the general ledger; the advancement system becomes the record for the alumni and donor relationship after graduation or first gift. Wealth screening and payment processors are included only as integrations.","vendors":["Blackbaud Raiser's Edge NXT","Ellucian Advance","Salesforce Education Cloud Advancement","Anthology Encompass"],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)"},"groups":[{"k":"P","name":"Constituent Relationship Management","ds":["1","2","3"],"desc":"Keeps one accurate record of every alumnus, donor, friend and organization and the relationships among them."},{"k":"A","name":"Gift and Revenue Processing","ds":["4","5","6","7"],"desc":"Records every gift and commitment accurately, credits the right people and funds, and acknowledges donors."},{"k":"R","name":"Campaigns and Fund Management","ds":["8","9"],"desc":"Structures fundraising efforts and the funds that receive gifts so results roll up correctly."},{"k":"N","name":"Alumni Engagement and Stewardship","ds":["10","11","12"],"desc":"Keeps alumni and donors connected through events, volunteering, communications and recognition."},{"k":"F","name":"Giving Analytics","ds":["13"],"desc":"Reports fundraising results and predicts where future support will come from."},{"k":"E","name":"Platform","ds":["14","15","16"],"desc":"Connects the advancement system to campus and external systems and keeps it secure, configured and portable."}],"domains":[{"n":"1","name":"Constituent Record","desc":"Holds the master record for each person and organization the advancement office tracks.","area":"Constituent Relationship Management","caps":[{"id":"1.1","n":"Maintain constituent records","herm":["BC239","BC146","BC253"],"subs":[{"id":"1.1.1","n":"Person and organization records","d":"Stores individuals, corporations, foundations and other organizations as constituents with a unique id.","cls":"Core","src":["C","P","G"],"herm":"BC239"},{"id":"1.1.2","n":"Constituent types and affiliations","d":"Tags each constituent as alumnus, parent, friend, faculty, staff, student, corporation or foundation, allowing several at once.","cls":"Core","src":["C","P"],"herm":"BC239"},{"id":"1.1.3","n":"Names, addresses and contact points","d":"Keeps multiple names, addresses, phones, emails and social handles with type, preference and effective dates.","cls":"Core","src":["C","P"],"herm":"BC239"},{"id":"1.1.4","n":"Seasonal and alternate addresses","d":"Switches mailing to a seasonal or alternate address automatically on configured dates.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.1.5","n":"Salutations and addressees","d":"Stores formal, informal and joint salutations and addressee lines for letters and receipts.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.1.6","n":"Biographical and demographic data","d":"Records birth date, deceased status, gender, ethnicity and other campus-defined biographical fields.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.1.7","n":"Employment and professional history","d":"Tracks employers, titles, industries and dates, with links to organization records.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.1.8","n":"Interests, activities and attributes","d":"Records interests, student activities, athletics, honors and campus-defined attributes for segmentation.","cls":"Expected","src":["C","P"],"herm":"BC239"},{"id":"1.1.9","n":"Constituent notes and attachments","d":"Attaches notes, documents and images to a constituent record with type and confidentiality.","cls":"Expected","src":["C","P"],"herm":"BC146"},{"id":"1.1.10","n":"Constituent summary view","d":"Shows giving totals, recent activity, relationships and assigned staff on one profile page.","cls":"Core","src":["C"],"herm":"BC239"},{"id":"1.1.11","n":"Constituent search","d":"Find constituents by identifiers, names, contact details, affiliations, and other indexed attributes.","cls":"Core","src":["P"],"herm":"BC239"},{"id":"1.1.12","n":"Unified relationship timeline","d":"Display gifts, interactions, event participation, outreach, and stewardship activity in one chronological constituent view.","cls":"Expected","src":["P","G"],"herm":"BC239"},{"id":"1.1.13","n":"First-gift relationship activation","d":"Establish or activate a donor relationship when a first gift is recorded, including for constituents who have not graduated.","cls":"Core","src":["P"],"herm":"BC253"}]},{"id":"1.2","n":"Manage relationships and households","herm":["BC239"],"subs":[{"id":"1.2.1","n":"Reciprocal relationships","d":"Links two constituents with reciprocal relationship types such as spouse, parent, child or employer.","cls":"Core","src":["C","P","G"],"herm":"BC239"},{"id":"1.2.2","n":"Households","d":"Groups constituents in one household for mailing, recognition and household giving totals.","cls":"Expected","src":["C","P"],"herm":"BC239"},{"id":"1.2.3","n":"Spouse and partner joint handling","d":"Combines spouses or partners for joint salutations, soft credit and recognition while keeping separate records.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.2.4","n":"Organization contacts and hierarchies","d":"Records organization contacts and parent-subsidiary hierarchies for corporate and foundation relations.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"1.2.5","n":"Relationship network map","d":"Displays a constituent's connections visually to find paths to a prospect.","cls":"Specialized","src":["C"],"herm":"BC239"}]},{"id":"1.3","n":"Maintain data quality","herm":["BC143","BC220","BC145","BC217"],"subs":[{"id":"1.3.1","n":"Duplicate detection on entry","d":"Warns of possible duplicates when a constituent is added manually or by import.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"1.3.2","n":"Duplicate merge","d":"Merges duplicate records and carries gifts, relationships and history to the surviving record.","cls":"Core","src":["C","P","G"],"herm":"BC143"},{"id":"1.3.3","n":"Address verification and standardization","d":"Validates and standardizes postal addresses against postal reference data.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.3.4","n":"National change-of-address and deceased updates","d":"Applies change-of-address, deceased and phone-append results returned from data-hygiene services.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.3.5","n":"Solicit codes and contact restrictions","d":"Records do-not-mail, do-not-call, do-not-email, no-solicitation and anonymous preferences that every process honors.","cls":"Core","src":["C","P"],"herm":"BC220"},{"id":"1.3.6","n":"Deceased processing","d":"Marks a constituent deceased and updates households, relationships, mailings and open pledges in one step.","cls":"Expected","src":["C","G"],"herm":"BC143"},{"id":"1.3.7","n":"Data change audit history","d":"Keeps a history of who changed which constituent fields and when.","cls":"Expected","src":["C"],"herm":"BC145"},{"id":"1.3.8","n":"Constituent self-service updates queue","d":"Routes contact updates submitted by constituents to a review queue before they post.","cls":"Expected","src":["C","P"],"herm":"BC217"}]}]},{"n":"2","name":"Alumni Data from the SIS","desc":"Brings students and graduates from the student information system into advancement while the SIS stays the record for the student.","area":"Constituent Relationship Management","caps":[{"id":"2.1","n":"Load students and graduates","herm":["BC037","BC239","BC143"],"subs":[{"id":"2.1.1","n":"Graduate feed from the SIS","d":"Creates or updates alumni records from SIS degree conferral data on a schedule.","cls":"Core","src":["C","P","G"],"herm":"BC037"},{"id":"2.1.2","n":"Current student and parent feed","d":"Loads current students and parent contacts from the SIS before graduation for early engagement.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"2.1.3","n":"Matching to existing constituents","d":"Matches incoming SIS records to existing constituents by student id and personal data before creating new ones.","cls":"Core","src":["C","P"],"herm":"BC143"},{"id":"2.1.4","n":"SIS feed exception handling","d":"Holds records that fail matching or validation for staff review instead of loading them.","cls":"Expected","src":["C","P"],"herm":"BC143"},{"id":"2.1.5","n":"Student-to-alumni status transition","d":"Changes constituent type from student to alumnus when the degree is conferred.","cls":"Expected","src":["C"],"herm":"BC037"},{"id":"2.1.6","n":"Institutional identifier crosswalk","d":"Link SIS identifiers to advancement constituent identifiers without replacing either system's identity keys.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"2.1.7","n":"Incremental alumni updates","d":"Apply subsequent authorized SIS changes to academic affiliations and shared constituent attributes.","cls":"Platform","src":["P"],"herm":"BC037"},{"id":"2.1.8","n":"Feed reconciliation and provenance","d":"Report imported, updated, rejected, and deferred records with source identifiers and processing timestamps.","cls":"Platform","src":["P"],"herm":"BC143"}]},{"id":"2.2","n":"Maintain education history","herm":["BC037","BC035","BC136"],"subs":[{"id":"2.2.1","n":"Degrees and class year","d":"Records degrees, majors, minors, schools, class year and preferred class year per constituent.","cls":"Core","src":["C","P"],"herm":"BC035"},{"id":"2.2.2","n":"Non-degree and certificate attendance","d":"Records attendees, certificate earners and non-graduating former students as education entries.","cls":"Expected","src":["C"],"herm":"BC037"},{"id":"2.2.3","n":"Other institutions attended","d":"Records education at other institutions for prospect research and segmentation.","cls":"Expected","src":["C"],"herm":"BC037"},{"id":"2.2.4","n":"Student activities and honors import","d":"Imports athletics, Greek life, clubs and honors from the SIS as alumni attributes.","cls":"Expected","src":["C"],"herm":"BC037"},{"id":"2.2.5","n":"SIS-owned field protection","d":"Locks SIS-sourced education fields from manual edit so corrections are made in the SIS.","cls":"Platform","src":["C","P"],"herm":"BC136"}]}]},{"n":"3","name":"Prospect and Moves Management","desc":"Identifies, qualifies and cultivates major and principal gift prospects through assigned relationship managers.","area":"Constituent Relationship Management","caps":[{"id":"3.1","n":"Identify and qualify prospects","herm":["BC253","BC144"],"subs":[{"id":"3.1.1","n":"Prospect status and stage","d":"Tracks each prospect through identification, qualification, cultivation, solicitation and stewardship stages.","cls":"Core","src":["C","G"],"herm":"BC253"},{"id":"3.1.2","n":"Capacity and inclination ratings","d":"Records staff and research ratings of giving capacity, affinity and inclination with source and date.","cls":"Expected","src":["C","P","G"],"herm":"BC253"},{"id":"3.1.3","n":"Prospect research profiles","d":"Stores research summaries, biographical findings and wealth indicators gathered by prospect research staff.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"3.1.4","n":"Research request workflow","d":"Lets fundraisers request research profiles and tracks requests through completion.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.1.5","n":"Discovery pool management","d":"Builds and assigns pools of unqualified prospects for discovery calls.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.1.6","n":"Prospect clearance","d":"Requests and approves clearance before a fundraiser contacts or solicits a prospect.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"3.1.7","n":"AI-assisted prospect prioritization","d":"Suggest prospect priorities from permitted relationship and engagement data with reviewable factors and staff override.","cls":"Emerging","src":["P"],"herm":"BC144"}]},{"id":"3.2","n":"Manage portfolios","herm":["BC253"],"subs":[{"id":"3.2.1","n":"Relationship manager assignments","d":"Assigns primary, secondary and unit-based staff to a prospect with roles and dates.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"3.2.2","n":"Portfolio view","d":"Lists each fundraiser's assigned prospects with stage, last contact, next step and open proposals.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"3.2.3","n":"Portfolio balancing reports","d":"Compares portfolio size, stage mix and activity across fundraisers.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.2.4","n":"Team and unit-based assignments","d":"Supports central and school or unit fundraisers sharing a prospect with defined roles.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.2.5","n":"Assignment change history","d":"Keeps the history of prospect assignments and handoffs.","cls":"Expected","src":["C"],"herm":"BC253"}]},{"id":"3.3","n":"Track moves and contact reports","herm":["BC253","BC239","BC195","BC144"],"subs":[{"id":"3.3.1","n":"Contact reports","d":"Records meetings, calls, visits and emails with participants, purpose, outcome and narrative.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"3.3.2","n":"Planned moves and next steps","d":"Schedules the next cultivation action for each prospect with owner and due date.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"3.3.3","n":"Strategy plans","d":"Documents a written cultivation strategy and target ask for each major prospect.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.3.4","n":"Activity and task tracking","d":"Assigns tasks and reminders to staff tied to constituents, proposals or events.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"3.3.5","n":"Email and calendar activity logging","d":"Logs fundraiser email and calendar meetings to constituent records from the staff mail client.","cls":"Expected","src":["C"],"herm":"BC239"},{"id":"3.3.6","n":"Mobile fundraiser app","d":"Gives fundraisers prospect profiles, directions and contact-report entry on a phone, including offline.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"3.3.7","n":"Trip planning","d":"Finds prospects near a travel destination and builds a visit itinerary.","cls":"Expected","src":["C"],"herm":"BC195"},{"id":"3.3.8","n":"AI-suggested next best action","d":"Suggests which prospects to contact next and why, based on activity and giving signals.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"3.3.9","n":"AI contact report drafting","d":"Drafts contact report narratives and summaries from notes or meeting transcripts.","cls":"Emerging","src":["C"],"herm":"BC253"}]},{"id":"3.4","n":"Manage proposals","herm":["BC253"],"subs":[{"id":"3.4.1","n":"Proposals and asks","d":"Records solicitation proposals with ask amount, purpose, designations, solicitors and dates.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"3.4.2","n":"Proposal stages and probabilities","d":"Tracks proposal stage and probability to produce a weighted pipeline.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.4.3","n":"Linked proposal outcomes","d":"Links funded proposals to resulting gifts and pledges to compare asked and received amounts.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"3.4.4","n":"Multi-solicitor credit","d":"Credits several solicitors on one proposal or gift with share percentages for goals and metrics.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"3.4.5","n":"Fundraiser goals and metrics","d":"Sets fundraiser goals for visits, asks and dollars raised and tracks performance against them.","cls":"Expected","src":["C","P"],"herm":"BC253"}]}]},{"n":"4","name":"Gift Entry and Processing","desc":"Captures cash, noncash and online gifts and posts them correctly.","area":"Gift and Revenue Processing","caps":[{"id":"4.1","n":"Record gifts","herm":["BC253","BC249","BC219","BC191"],"subs":[{"id":"4.1.1","n":"Gift types and payment methods","d":"Records cash, check, card, ACH, stock, wire, in-kind, real estate and other gift and payment types.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"4.1.2","n":"Split designations","d":"Splits one gift across several designations with amounts or percentages.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"4.1.3","n":"Gift dates and fiscal posting","d":"Records gift, receipt and posting dates and assigns the fiscal year and period.","cls":"Core","src":["C"],"herm":"BC249"},{"id":"4.1.4","n":"Hard and soft credit","d":"Gives legal hard credit to the payer and recognition soft credit to spouses, advisors or other constituents.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"4.1.5","n":"Tribute and memorial gifts","d":"Records in-honor and in-memory gifts with the honoree and notification recipients.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"4.1.6","n":"Gifts in kind and valuation","d":"Records noncash gifts with description, appraised value and appraisal documentation.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"4.1.7","n":"Securities gifts","d":"Records stock and mutual fund gifts with share counts, valuation at transfer, sale proceeds and fees.","cls":"Expected","src":["C"],"herm":"BC219"},{"id":"4.1.8","n":"Quid pro quo and benefits","d":"Records premiums and benefits received to compute the tax-deductible amount.","cls":"Core","src":["C","P"],"herm":"BC191"},{"id":"4.1.9","n":"Anonymous gift handling","d":"Flags a gift as anonymous so lists, recognition and reports suppress the donor name.","cls":"Core","src":["C"],"herm":"BC253"},{"id":"4.1.10","n":"Donor-advised fund and third-party gifts","d":"Credits a gift paid through a donor-advised fund, foundation or other payer to the recommending donor.","cls":"Expected","src":["C"],"herm":"BC253"}]},{"id":"4.2","n":"Process batches and online gifts","herm":["BC253","BC192","BC214"],"subs":[{"id":"4.2.1","n":"Gift batch entry","d":"Enters gifts in balanced batches with control totals, defaults and approval before posting.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"4.2.2","n":"Fast gift entry with constituent search","d":"Speeds batch entry with keyboard-driven forms, constituent lookup and duplicate checks.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"4.2.3","n":"Online giving forms","d":"Publishes branded giving forms that create gifts and constituents, with designation choice and recurring options.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"4.2.4","n":"Online gift import and matching","d":"Imports gifts from online forms, peer-to-peer and third-party platforms and matches them to constituents.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"4.2.5","n":"Lockbox and bank file import","d":"Loads gifts from bank lockbox and electronic remittance files.","cls":"Expected","src":["C","G"],"herm":"BC192"},{"id":"4.2.6","n":"Scanned remittance processing","d":"Captures gift data from scanned checks and reply devices.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"4.2.7","n":"Payroll deduction gifts","d":"Records faculty and staff payroll-deduction pledges and payments from HR payroll files.","cls":"Expected","src":["C"],"herm":"BC214"},{"id":"4.2.8","n":"Multicurrency gifts","d":"Records gifts in foreign currency with exchange rates and base-currency amounts.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"4.2.9","n":"Gift review and approval","d":"Route gifts requiring review through approval before release for receipting or financial export.","cls":"Expected","src":["P"],"herm":"BC253"}]},{"id":"4.3","n":"Match and adjust gifts","herm":["BC253","BC188"],"subs":[{"id":"4.3.1","n":"Matching gift tracking","d":"Records employer matching-gift claims, expected amounts and received matches linked to the original gift.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"4.3.2","n":"Matching gift company database","d":"Looks up employer matching-gift policies through an integrated matching-gift database.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"4.3.3","n":"Gift adjustments and reversals","d":"Adjusts amount, designation, date or donor on a posted gift with reason and an audit trail.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"4.3.4","n":"Returned payments and refunds","d":"Records bounced checks, card chargebacks and refunds and reverses the related revenue.","cls":"Core","src":["C","P"],"herm":"BC188"},{"id":"4.3.5","n":"Gift reclassification between funds","d":"Moves posted gifts between designations with offsetting financial entries.","cls":"Expected","src":["C"],"herm":"BC253"}]}]},{"n":"5","name":"Pledges and Recurring Giving","desc":"Tracks multi-year commitments and recurring gifts through their payment schedules.","area":"Gift and Revenue Processing","caps":[{"id":"5.1","n":"Manage pledges","herm":["BC253","BC188","BC249"],"subs":[{"id":"5.1.1","n":"Pledges with installment schedules","d":"Records pledges with installment amounts and due dates and applies payments to installments.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"5.1.2","n":"Pledge reminders","d":"Generates pledge reminder letters and emails for upcoming and overdue installments.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"5.1.3","n":"Pledge write-offs","d":"Writes off all or part of an uncollectible pledge with reason and financial entries.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"5.1.4","n":"Pledge balance and aging","d":"Reports outstanding pledge balances by age and expected collection date.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"5.1.5","n":"Conditional pledges","d":"Records pledges contingent on a condition and keeps them out of revenue until the condition is met.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"5.1.6","n":"Present value of pledges","d":"Computes present value and discount for multi-year pledges for financial reporting.","cls":"Specialized","src":["C"],"herm":"BC249"},{"id":"5.1.7","n":"Pledge payment application","d":"Apply received gifts to pledge installments and maintain commitment and payment history.","cls":"Expected","src":["P"],"herm":"BC253"}]},{"id":"5.2","n":"Manage recurring gifts","herm":["BC253","BC188"],"subs":[{"id":"5.2.1","n":"Recurring gift schedules","d":"Records monthly, quarterly or annual recurring gifts charged to a stored payment method.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"5.2.2","n":"Automatic recurring charge processing","d":"Charges due recurring gifts in batch through the payment processor and posts the results.","cls":"Expected","src":["C"],"herm":"BC188"},{"id":"5.2.3","n":"Card updater and failed payment retry","d":"Refreshes expired cards and retries failed recurring charges with donor notices.","cls":"Expected","src":["C"],"herm":"BC188"},{"id":"5.2.4","n":"Donor self-service for recurring gifts","d":"Lets donors change amount, payment method or stop a recurring gift online.","cls":"Expected","src":["C"],"herm":"BC253"}]}]},{"n":"6","name":"Planned Giving","desc":"Tracks deferred and life-income gifts from expectancy to maturity.","area":"Gift and Revenue Processing","caps":[{"id":"6.1","n":"Track planned gifts","herm":["BC253","BC199"],"subs":[{"id":"6.1.1","n":"Planned gift expectancies","d":"Records bequest intentions, beneficiary designations and other revocable expectancies with estimated value.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"6.1.2","n":"Life-income gift vehicles","d":"Records charitable gift annuities, remainder trusts and lead trusts with beneficiaries and terms.","cls":"Specialized","src":["C"],"herm":"BC199"},{"id":"6.1.3","n":"Legacy society membership","d":"Enrolls documented planned-gift donors in the legacy society for recognition.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"6.1.4","n":"Planned gift maturity tracking","d":"Tracks realized bequests and matured instruments, estate administration and expected distributions.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"6.1.5","n":"Planned giving illustrations","d":"Calculates deductions, payouts and benefits for gift annuity and trust proposals.","cls":"Specialized","src":["C","P"],"herm":"BC253"}]}]},{"n":"7","name":"Receipting and Acknowledgment","desc":"Produces tax receipts and thanks donors promptly and correctly.","area":"Gift and Revenue Processing","caps":[{"id":"7.1","n":"Issue receipts","herm":["BC253","BC191","BC220"],"subs":[{"id":"7.1.1","n":"Tax receipts","d":"Generates receipts with the deductible amount, benefits and required tax language.","cls":"Core","src":["C","P","G"],"herm":"BC191"},{"id":"7.1.2","n":"Receipt numbering and reissue","d":"Numbers receipts uniquely and records reissued and voided receipts.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"7.1.3","n":"Consolidated annual receipts","d":"Produces a year-end summary receipt of a donor's gifts for the tax year.","cls":"Expected","src":["C","P"],"herm":"BC191"},{"id":"7.1.4","n":"Email and print receipt delivery","d":"Sends receipts by email or print according to donor preference.","cls":"Core","src":["C"],"herm":"BC220"},{"id":"7.1.5","n":"Country-specific receipting rules","d":"Applies the receipting rules of other tax jurisdictions such as Canada or the UK.","cls":"Specialized","src":["C"],"herm":"BC191"}]},{"id":"7.2","n":"Acknowledge gifts","herm":["BC253","BC220"],"subs":[{"id":"7.2.1","n":"Acknowledgment letter rules","d":"Selects the acknowledgment letter and signer by gift amount, designation, donor type and appeal.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"7.2.2","n":"Acknowledgment status tracking","d":"Marks gifts acknowledged and lists those still waiting for a thank-you.","cls":"Core","src":["C"],"herm":"BC253"},{"id":"7.2.3","n":"Tribute notifications","d":"Notifies honorees or families that a tribute gift was made without disclosing the amount.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"7.2.4","n":"Personalized thank-you video and messages","d":"Sends recorded or personalized thank-you messages to donors from staff or students.","cls":"Emerging","src":["C"],"herm":"BC220"}]}]},{"n":"8","name":"Campaigns and Appeals","desc":"Organizes comprehensive campaigns, annual appeals and solicitation efforts and measures their results.","area":"Campaigns and Fund Management","caps":[{"id":"8.1","n":"Define campaigns","herm":["BC253"],"subs":[{"id":"8.1.1","n":"Campaign hierarchy","d":"Defines comprehensive campaigns with priorities, sub-campaigns and unit goals.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"8.1.2","n":"Campaign goals and dates","d":"Sets dollar and participation goals and active dates for each campaign and priority.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"8.1.3","n":"Campaign gift counting rules","d":"Applies campus counting rules for outright gifts, pledges, planned gifts and matches toward campaign totals.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"8.1.4","n":"Campaign-to-gift linking","d":"Credits gifts and pledges to campaigns and priorities through designations or direct coding.","cls":"Core","src":["C","P"],"herm":"BC253"}]},{"id":"8.2","n":"Manage appeals and solicitations","herm":["BC253","BC109"],"subs":[{"id":"8.2.1","n":"Appeals and packages","d":"Defines appeals, segments and packages with costs and source codes for response tracking.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"8.2.2","n":"Appeal segmentation","d":"Selects appeal audiences by giving history, affinity, class year and solicit codes.","cls":"Expected","src":["C","P","G"],"herm":"BC109"},{"id":"8.2.3","n":"Response and return-on-investment tracking","d":"Reports response rate, revenue and cost per dollar raised by appeal and segment.","cls":"Expected","src":["C","P"],"herm":"BC109"},{"id":"8.2.4","n":"Phonathon and calling program support","d":"Assigns call lists to student callers and records pledges and outcomes from calls.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"8.2.5","n":"Giving days","d":"Runs time-bound giving days with challenges, matches, leaderboards and live totals.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"8.2.6","n":"Peer-to-peer and crowdfunding pages","d":"Lets volunteers and project leaders create fundraising pages tied to designations.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"8.2.7","n":"Text-to-give","d":"Accepts gifts started by text message and links them to constituent records.","cls":"Specialized","src":["C"],"herm":"BC253"},{"id":"8.2.8","n":"Challenge and incentive tracking","d":"Track challenge conditions, qualifying gifts, and achievement of donor-funded fundraising incentives.","cls":"Specialized","src":["P"],"herm":"BC253"}]}]},{"n":"9","name":"Designations and Funds","desc":"Maintains the list of funds donors can give to and links them to the general ledger.","area":"Campaigns and Fund Management","caps":[{"id":"9.1","n":"Maintain designations","herm":["BC253","BC249","BC156"],"subs":[{"id":"9.1.1","n":"Designation records","d":"Defines designations with purpose, unit, restriction and status for gift entry and online giving.","cls":"Core","src":["C","P"],"herm":"BC253"},{"id":"9.1.2","n":"Designation-to-GL account mapping","d":"Maps each designation to ERP fund and account strings for posting.","cls":"Core","src":["C","P"],"herm":"BC249"},{"id":"9.1.3","n":"Restriction and purpose types","d":"Classifies designations as unrestricted, temporarily or permanently restricted and by purpose.","cls":"Core","src":["C","P","G"],"herm":"BC253"},{"id":"9.1.4","n":"Designation hierarchies","d":"Rolls designations up to schools, units and campaign priorities for reporting.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"9.1.5","n":"Designation request and approval","d":"Routes requests for new funds through business office approval before activation.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"9.1.6","n":"Gift agreement requirements","d":"Link agreements and donor conditions to designations and associated gifts or commitments.","cls":"Expected","src":["P"],"herm":"BC156"}]},{"id":"9.2","n":"Steward endowed and named funds","herm":["BC253","BC199","BC010"],"subs":[{"id":"9.2.1","n":"Endowed fund profiles","d":"Records fund agreements, donors, purpose, minimums and naming for endowed funds.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"9.2.2","n":"Fund performance data import","d":"Imports market value, payout and spending figures from the ERP or investment office for fund reports.","cls":"Expected","src":["C"],"herm":"BC199"},{"id":"9.2.3","n":"Scholarship recipient linking","d":"Links fund recipients to the scholarships they received so donors can be stewarded.","cls":"Expected","src":["C"],"herm":"BC010"},{"id":"9.2.4","n":"Named gift opportunities","d":"Tracks available and committed naming opportunities with price and donor.","cls":"Specialized","src":["C","P"],"herm":"BC253"}]}]},{"n":"10","name":"Events","desc":"Plans, sells and runs alumni and donor events and records who attended.","area":"Alumni Engagement and Stewardship","caps":[{"id":"10.1","n":"Plan events","herm":["BC110"],"subs":[{"id":"10.1.1","n":"Event records","d":"Defines events with dates, venues, capacity, budget, hosts and related campaign or appeal.","cls":"Core","src":["C"],"herm":"BC110"},{"id":"10.1.2","n":"Invitation lists","d":"Builds invitee lists from constituent queries and tracks invitation and RSVP status.","cls":"Core","src":["C","P"],"herm":"BC110"},{"id":"10.1.3","n":"Event budgets and expenses","d":"Tracks event budget, expenses and revenue to report net cost.","cls":"Expected","src":["C"],"herm":"BC110"},{"id":"10.1.4","n":"Multi-session events and reunions","d":"Handles reunions and conferences with several sessions, packages and class-year groupings.","cls":"Expected","src":["C","P"],"herm":"BC110"}]},{"id":"10.2","n":"Register and ticket","herm":["BC110","BC188"],"subs":[{"id":"10.2.1","n":"Online event registration","d":"Publishes registration forms with price tiers, guests and custom questions.","cls":"Core","src":["C","G"],"herm":"BC110"},{"id":"10.2.2","n":"Event payments and fees","d":"Collects registration fees and splits the deductible portion for receipting.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"10.2.3","n":"Guest and table registration","d":"Registers guests and tables under a primary registrant and records each guest's details.","cls":"Expected","src":["C"],"herm":"BC110"},{"id":"10.2.4","n":"Waitlists and capacity limits","d":"Closes registration at capacity and manages a waitlist.","cls":"Expected","src":["C","P"],"herm":"BC110"},{"id":"10.2.5","n":"Attendee accommodations","d":"Collect and restrict access to dietary, accessibility, and other event accommodation requests.","cls":"Expected","src":["P"],"herm":"BC110"},{"id":"10.2.6","n":"Registration changes and cancellations","d":"Manage registration amendments, cancellations, and requests for processor-executed refunds.","cls":"Expected","src":["P"],"herm":"BC110"}]},{"id":"10.3","n":"Manage attendance","herm":["BC110","BC122"],"subs":[{"id":"10.3.1","n":"Check-in and badges","d":"Checks in attendees on a tablet or phone and prints name badges.","cls":"Expected","src":["C","P"],"herm":"BC110"},{"id":"10.3.2","n":"Attendance history","d":"Records attendance on constituent records for engagement scoring and reporting.","cls":"Core","src":["C"],"herm":"BC110"},{"id":"10.3.3","n":"Seating assignments","d":"Assigns attendees to tables and seats with seating charts.","cls":"Specialized","src":["C","G"],"herm":"BC122"},{"id":"10.3.4","n":"Major-event seating and suites","d":"Allocates premium seating such as athletics suites and season seating linked to giving levels.","cls":"Specialized","src":["C","P"],"herm":"BC122"},{"id":"10.3.5","n":"Virtual and hybrid event support","d":"Records registration and attendance for online and hybrid events through video platform integration.","cls":"Expected","src":["C"],"herm":"BC110"},{"id":"10.3.6","n":"Event follow-up and evaluation","d":"Collect feedback and assign relationship follow-up based on registration and attendance outcomes.","cls":"Expected","src":["P"],"herm":"BC110"}]}]},{"n":"11","name":"Alumni Engagement and Volunteers","desc":"Builds the alumni community and measures how engaged each constituent is.","area":"Alumni Engagement and Stewardship","caps":[{"id":"11.1","n":"Run alumni programs","herm":["BC037","BC124"],"subs":[{"id":"11.1.1","n":"Alumni chapters and affinity groups","d":"Defines chapters, clubs and affinity groups with members, leaders and events.","cls":"Expected","src":["C","P"],"herm":"BC037"},{"id":"11.1.2","n":"Alumni memberships","d":"Sells and renews dues-paying alumni association memberships with levels and benefits.","cls":"Specialized","src":["C","P"],"herm":"BC124"},{"id":"11.1.3","n":"Alumni online community and directory","d":"Provides a secure alumni directory, profile updates and community features.","cls":"Expected","src":["C","P","G"],"herm":"BC037"},{"id":"11.1.4","n":"Mentoring and career networking","d":"Matches alumni mentors with students and alumni and tracks the relationships.","cls":"Expected","src":["C","P"],"herm":"BC037"},{"id":"11.1.5","n":"Alumni benefits and affinity programs","d":"Tracks alumni benefits, discounts and affinity partner programs and their use.","cls":"Specialized","src":["C"],"herm":"BC037"},{"id":"11.1.6","n":"Alumni opportunity boards","d":"Publish approved career, networking, and volunteer opportunities for alumni audiences.","cls":"Specialized","src":["P"],"herm":"BC037"}]},{"id":"11.2","n":"Manage volunteers","herm":["BC241"],"subs":[{"id":"11.2.1","n":"Volunteer roles and assignments","d":"Records volunteer boards, committees, class agents and other roles with terms.","cls":"Expected","src":["C","P","G"],"herm":"BC241"},{"id":"11.2.2","n":"Volunteer portal","d":"Gives volunteers a portal with assigned contacts, tasks and progress.","cls":"Expected","src":["C"],"herm":"BC241"},{"id":"11.2.3","n":"Volunteer hours and recognition","d":"Records volunteer hours and service for recognition and reporting.","cls":"Expected","src":["C"],"herm":"BC241"}]},{"id":"11.3","n":"Measure engagement","herm":["BC241","BC144"],"subs":[{"id":"11.3.1","n":"Engagement scoring","d":"Scores each constituent across volunteer, experiential, communication and philanthropic engagement.","cls":"Expected","src":["C","P"],"herm":"BC241"},{"id":"11.3.2","n":"CASE alumni engagement metrics","d":"Reports engagement using CASE alumni engagement metric definitions.","cls":"Expected","src":["C"],"herm":"BC241"},{"id":"11.3.3","n":"Digital engagement tracking","d":"Records email opens, clicks, web visits and social interactions on constituent records.","cls":"Expected","src":["C"],"herm":"BC241"},{"id":"11.3.4","n":"AI engagement propensity","d":"Predicts each alumnus's likelihood to engage or give using machine learning.","cls":"Emerging","src":["C"],"herm":"BC144"}]}]},{"n":"12","name":"Stewardship and Communications","desc":"Communicates with constituents and reports back to donors on the impact of their gifts.","area":"Alumni Engagement and Stewardship","caps":[{"id":"12.1","n":"Communicate with constituents","herm":["BC220"],"subs":[{"id":"12.1.1","n":"Email marketing","d":"Designs and sends segmented, personalized emails with tracking and unsubscribe handling.","cls":"Core","src":["C","P"],"herm":"BC220"},{"id":"12.1.2","n":"Print mailings and merge letters","d":"Produces letters, labels and mail files from constituent queries and templates.","cls":"Core","src":["C","P"],"herm":"BC220"},{"id":"12.1.3","n":"Communication preferences and consent","d":"Records channel and topic preferences and consent and applies them to every send.","cls":"Core","src":["C","P","G"],"herm":"BC220"},{"id":"12.1.4","n":"Communication history","d":"Logs every letter, email and text sent to a constituent on their record.","cls":"Expected","src":["C","P"],"herm":"BC220"},{"id":"12.1.5","n":"Multichannel journeys","d":"Sends automated sequences of email, text and print based on triggers and constituent behavior.","cls":"Expected","src":["C","P"],"herm":"BC220"},{"id":"12.1.6","n":"Text messaging","d":"Sends and receives text messages with alumni and donors and logs them to the record.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"12.1.7","n":"Newsletters and magazine distribution","d":"Builds distribution lists for alumni magazines and newsletters.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"12.1.8","n":"AI-generated communications content","d":"Drafts appeal copy, subject lines and personalized messages with generative AI under staff review.","cls":"Emerging","src":["C","P"],"herm":"BC220"}]},{"id":"12.2","n":"Steward donors","herm":["BC253","BC217"],"subs":[{"id":"12.2.1","n":"Recognition societies and giving levels","d":"Assigns donors to giving societies by cumulative or annual giving and renews them each year.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"12.2.2","n":"Stewardship plans","d":"Defines stewardship actions for donors and funds with owners and due dates.","cls":"Expected","src":["C","P","G"],"herm":"BC253"},{"id":"12.2.3","n":"Endowment and impact reports","d":"Produces personalized fund and impact reports for donors with fund performance and recipient stories.","cls":"Expected","src":["C","P"],"herm":"BC253"},{"id":"12.2.4","n":"Honor rolls and donor lists","d":"Generates honor rolls and published donor lists that respect anonymity and name preferences.","cls":"Expected","src":["C"],"herm":"BC253"},{"id":"12.2.5","n":"Donor portal","d":"Lets donors see their giving history, pledges, receipts and fund reports online.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"12.2.6","n":"Donor recognition names","d":"Records preferred recognition names for publications and walls.","cls":"Core","src":["C","P"],"herm":"BC253"}]}]},{"n":"13","name":"Fundraising Reporting and Analytics","desc":"Turns gift, prospect and engagement data into reports, dashboards and predictions.","area":"Giving Analytics","caps":[{"id":"13.1","n":"Report on giving","herm":["BC211","BC144"],"subs":[{"id":"13.1.1","n":"Standard giving reports","d":"Provides gift, pledge, donor-count and fund reports by period, designation and constituency.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"13.1.2","n":"Campaign progress reports","d":"Reports campaign totals against goals by priority, unit and gift type.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"13.1.3","n":"Dashboards","d":"Shows configurable dashboards of fundraising, pipeline and engagement measures.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.4","n":"Ad hoc query and reporting","d":"Lets staff build queries and reports on any constituent, gift or prospect field without code.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"13.1.5","n":"Donor retention and LYBUNT/SYBUNT reports","d":"Reports retained, lapsed and new donors and last-year-but-not-this-year donors.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.6","n":"Pipeline and portfolio reports","d":"Reports open proposals, weighted pipeline and fundraiser activity.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.7","n":"Scheduled report distribution","d":"Runs reports on a schedule and delivers them to subscribers.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.1.8","n":"Natural-language query","d":"Answers fundraising questions typed in plain language with data from the system.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"13.1.9","n":"Alumni giving participation","d":"Calculate alumni donor participation using explicit population definitions, exclusions, and reporting periods.","cls":"Expected","src":["P"],"herm":"BC211"}]},{"id":"13.2","n":"Complete external reporting","herm":["BC211"],"subs":[{"id":"13.2.1","n":"CASE reporting standards totals","d":"Computes totals using CASE Global Reporting Standards counting rules.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.2.2","n":"Voluntary Support of Education survey","d":"Produces the figures required for the annual VSE survey.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"13.2.3","n":"Peer benchmarking data export","d":"Exports giving data in formats used by peer benchmarking services.","cls":"Specialized","src":["C"],"herm":"BC211"}]},{"id":"13.3","n":"Predict giving","herm":["BC144","BC211"],"subs":[{"id":"13.3.1","n":"Predictive giving models","d":"Scores constituents on likelihood to give, upgrade or make a major or planned gift.","cls":"Emerging","src":["C","P"],"herm":"BC144"},{"id":"13.3.2","n":"Data warehouse and BI feed","d":"Publishes advancement data to the campus warehouse or BI tool on a schedule.","cls":"Platform","src":["C","P"],"herm":"BC211"},{"id":"13.3.3","n":"Segment analysis","d":"Analyzes giving by class year, school, geography and affinity to find opportunities.","cls":"Expected","src":["C","P"],"herm":"BC144"}]}]},{"n":"14","name":"Integration","desc":"Exchanges data with the ERP, SIS, payment processors and external data services.","area":"Platform","caps":[{"id":"14.1","n":"Integrate with the ERP","herm":["BC249","BC187"],"subs":[{"id":"14.1.1","n":"General ledger journal export","d":"Summarizes posted gifts and adjustments into journal entries for the ERP general ledger.","cls":"Platform","src":["C","P","G"],"herm":"BC249"},{"id":"14.1.2","n":"GL reconciliation","d":"Reconciles advancement gift totals to ERP ledger balances by fund and period.","cls":"Platform","src":["C","P"],"herm":"BC249"},{"id":"14.1.3","n":"Fund and account master sync","d":"Receives fund and account values from the ERP to validate designation mappings.","cls":"Platform","src":["C"],"herm":"BC249"},{"id":"14.1.4","n":"Accounts payable and expense data","d":"Receives event and fund expense data from the ERP for reporting.","cls":"Platform","src":["C"],"herm":"BC187"},{"id":"14.1.5","n":"ERP posting acknowledgments","d":"Receive ERP posting statuses and accounting references without duplicating general-ledger ownership.","cls":"Platform","src":["P"],"herm":"BC249"}]},{"id":"14.2","n":"Integrate payments","herm":["BC188","BC138"],"subs":[{"id":"14.2.1","n":"Payment processor integration","d":"Authorizes and settles card and ACH payments through a PCI-compliant third-party processor.","cls":"Platform","src":["C","P","G"],"herm":"BC188"},{"id":"14.2.2","n":"Tokenized payment storage","d":"Stores payment methods only as processor tokens so card data never sits in the advancement system.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"14.2.3","n":"Payment deposit reconciliation","d":"Matches processor settlements and fees to posted gifts and bank deposits.","cls":"Platform","src":["C","P"],"herm":"BC188"},{"id":"14.2.4","n":"Payment status synchronization","d":"Receive processor outcomes for successful, failed, refunded, disputed, and canceled transactions.","cls":"Platform","src":["P"],"herm":"BC188"}]},{"id":"14.3","n":"Integrate other systems","herm":["BC203","BC253","BC143","BC220","BC139","BC204"],"subs":[{"id":"14.3.1","n":"SIS integration interface","d":"Receives student, degree and contact data from the SIS through a supported interface.","cls":"Platform","src":["C","G"],"herm":"BC203"},{"id":"14.3.2","n":"Wealth screening import","d":"Sends constituents to an external wealth screening service and imports ratings and indicators.","cls":"Platform","src":["C","P","G"],"herm":"BC253"},{"id":"14.3.3","n":"Data hygiene service integration","d":"Exchanges records with address, email, phone and deceased-update services.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.3.4","n":"Email and marketing platform integration","d":"Syncs lists, sends and engagement data with external email marketing tools.","cls":"Platform","src":["C","P"],"herm":"BC220"},{"id":"14.3.5","n":"HR and identity integration","d":"Receives employee data and campus identities for faculty-staff giving and login.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"14.3.6","n":"Open APIs and webhooks","d":"Exposes documented APIs and event webhooks for constituent, gift and event data.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"14.3.7","n":"Bulk import and export tools","d":"Loads and extracts large data sets with mapping, validation and error reports.","cls":"Platform","src":["C"],"herm":"BC203"},{"id":"14.3.8","n":"Integration monitoring and replay","d":"Monitor exchanges, detect failures, and retry or replay transactions without creating duplicate records.","cls":"Platform","src":["P"],"herm":"BC204"}]}]},{"n":"15","name":"Security and Privacy","desc":"Protects sensitive donor data and meets privacy, payment and audit obligations.","area":"Platform","caps":[{"id":"15.1","n":"Control access","herm":["BC139","BC138"],"subs":[{"id":"15.1.1","n":"Role-based security","d":"Restricts records, fields and functions by user role.","cls":"Platform","src":["C","G"],"herm":"BC139"},{"id":"15.1.2","n":"Field and record-level restrictions","d":"Hides confidential notes, ratings and restricted constituents from unauthorized users.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"15.1.3","n":"Single sign-on and multifactor authentication","d":"Authenticates staff through campus SSO and enforces multifactor sign-in.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"15.1.4","n":"User activity audit log","d":"Logs record views, changes, exports and logins for audit.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"15.1.5","n":"Separation of duties","d":"Separate gift entry, approval, adjustment, export, and administrative responsibilities through enforceable permissions.","cls":"Platform","src":["P"],"herm":"BC139"}]},{"id":"15.2","n":"Comply with privacy rules","herm":["BC138","BC170","BC145","BC136"],"subs":[{"id":"15.2.1","n":"FERPA-aware handling of student data","d":"Restricts and labels student education data received from the SIS per FERPA directory rules.","cls":"Platform","src":["C"],"herm":"BC170"},{"id":"15.2.2","n":"GDPR and data subject requests","d":"Supports consent records, access requests, erasure and retention for international constituents.","cls":"Platform","src":["C"],"herm":"BC170"},{"id":"15.2.3","n":"PCI DSS scope reduction","d":"Keeps the system out of cardholder-data scope through hosted payment fields and tokenization.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"15.2.4","n":"Data retention and purge","d":"Applies retention rules and purges records or fields when they expire.","cls":"Platform","src":["C","P"],"herm":"BC145"},{"id":"15.2.5","n":"Data protection","d":"Protect stored and transmitted data through encryption and controlled handling of sensitive information.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"15.2.6","n":"AI use controls","d":"Control AI feature access, permitted data use, human approvals, and logging of AI-assisted actions.","cls":"Platform","src":["P"],"herm":"BC136"}]}]},{"n":"16","name":"Configuration and Operations","desc":"Lets the campus configure, run and eventually leave the system without custom code.","area":"Platform","caps":[{"id":"16.1","n":"Configure the system","herm":["BC203","BC217"],"subs":[{"id":"16.1.1","n":"Code tables and custom fields","d":"Adds campus-defined code values and custom fields without vendor changes.","cls":"Platform","src":["C","P","G"],"herm":"BC203"},{"id":"16.1.2","n":"Workflow and business rules","d":"Configures approvals, notifications and automated actions with a no-code rules tool.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"16.1.3","n":"Page layouts and forms","d":"Configures record pages and data-entry forms by role.","cls":"Platform","src":["C"],"herm":"BC203"},{"id":"16.1.4","n":"Sandbox environments","d":"Provides test environments refreshed from production for configuration and upgrades.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"16.1.5","n":"Multiunit administration","d":"Support shared university and foundation operations with unit-specific ownership, configuration, and access boundaries.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"16.1.6","n":"Accessible staff and constituent interfaces","d":"Support accessible navigation, forms, content, and interaction for staff and constituent-facing experiences.","cls":"Platform","src":["P"],"herm":"BC217"}]},{"id":"16.2","n":"Operate and exit","herm":["BC204","BC161","BC203","BC143","BC156"],"subs":[{"id":"16.2.1","n":"Hosting, uptime and backups","d":"Runs as a hosted service with published uptime, backups and disaster recovery.","cls":"Platform","src":["C","P"],"herm":"BC161"},{"id":"16.2.2","n":"Release and upgrade management","d":"Delivers vendor updates on a published schedule with release notes and preview.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.2.3","n":"Data migration tools","d":"Converts constituent, gift and history data from a prior advancement system.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"16.2.4","n":"Complete data export on exit","d":"Exports all records, history and attachments in documented formats when the contract ends.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"16.2.5","n":"Service health and incident visibility","d":"Expose service availability, scheduled maintenance, incidents, and support escalation information.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.6","n":"Configuration and schema documentation","d":"Provide field definitions, code lists, relationship structures, and configuration documentation needed for administration or migration.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"16.2.7","n":"Contract exit and deletion verification","d":"Support transition access, final extraction, and verified deletion of institutional data under agreed exit terms.","cls":"Platform","src":["P"],"herm":"BC156"}]}]}]}