{"source":"Research core facility and LIMS functions and features most commonly offered by iLab and Stratocore PPMS, as identified by Claude, Perplexity and Grok and reconciled into one set. The Claude draft supplies the structure; features named only by Perplexity or Grok are added where they fit. src: C = Claude, P = Perplexity, G = Grok. Levels: area > functional area > function > feature.","scope":"Covers the core, instrument and service catalog, instrument scheduling and service requests, training and access, usage logging and maintenance, recharge rates and billing, research sample submission, workflows and results, researcher and staff portals, reporting, and identity, ERP and research admin integration with security and operations, while proposals, awards and compliance stay in the research admin system, recharge posting stays in the ERP, HPC job scheduling and storage stay in research computing infrastructure, and clinical LIMS for patient samples is out.","vendors":["iLab","Stratocore PPMS"],"groups":[{"k":"C","name":"Facility and Resource Catalog","ds":["1","2"],"desc":"Describes each core facility and the instruments and services it offers."},{"k":"I","name":"Requests and Scheduling","ds":["3","4","5"],"desc":"Accepts requests and books instruments and staff time."},{"k":"W","name":"Usage Tracking","ds":["6","7"],"desc":"Records actual use of instruments and services as the basis for charges."},{"k":"H","name":"Recharge Billing","ds":["8","9"],"desc":"Sets rates and charges researchers for use."},{"k":"A","name":"Samples and Laboratory Information","ds":["10","11"],"desc":"Tracks samples and results for research core work."},{"k":"K","name":"Portals and Reporting","ds":["12","13"],"desc":"Gives researchers and staff self-service and management information."},{"name":"Platform","ds":["14","15","16"],"desc":"Connects cores to campus systems of record and keeps the platform secure, configurable and portable."}],"domains":[{"n":"1","name":"Core Facility Setup","desc":"Defines cores, their staff and their policies.","caps":[{"id":"1.1","n":"Define cores","subs":[{"id":"1.1.1","n":"Core facility profiles","d":"Records each core's name, description, location, contacts, hours and policies.","cls":"Core","src":["C","P"],"herm":"BC097"},{"id":"1.1.2","n":"Core staff roles","d":"Assigns directors, managers and technicians to a core with their permissions.","cls":"Core","src":["C","P"],"herm":"BC097"},{"id":"1.1.3","n":"Public core directory","d":"Publishes a searchable directory of cores and their offerings to researchers.","cls":"Expected","src":["C","P"],"herm":"BC097"},{"id":"1.1.4","n":"Multi-institution and external cores","d":"Lists cores open to external academic and commercial users with separate terms.","cls":"Expected","src":["C"],"herm":"BC097"},{"id":"1.1.5","n":"Core policy acknowledgements","d":"Requires users to accept a core's policies before first use.","cls":"Expected","src":["C"],"herm":"BC097"},{"id":"1.1.6","n":"Catalog audience controls","d":"Controls catalog visibility for public visitors, institutional users, and approved external users.","cls":"Platform","src":["P"],"herm":"BC097"}]}]},{"n":"2","name":"Instrument and Service Catalog","desc":"Lists bookable equipment and requestable services.","caps":[{"id":"2.1","n":"List instruments","subs":[{"id":"2.1.1","n":"Instrument records","d":"Records each instrument with model, location, capabilities, photos and responsible staff.","cls":"Core","src":["C","P","G"],"herm":"BC097"},{"id":"2.1.2","n":"Instrument status and availability","d":"Marks instruments available, restricted, down for maintenance or retired.","cls":"Core","src":["C","P"],"herm":"BC097"},{"id":"2.1.3","n":"Instrument-specific booking rules","d":"Sets minimum and maximum session length, lead time and booking windows per instrument.","cls":"Core","src":["C","P"],"herm":"BC097"},{"id":"2.1.4","n":"Accessories and add-ons","d":"Lists optional components or consumables that can be added to a booking.","cls":"Expected","src":["C"],"herm":"BC097"},{"id":"2.1.5","n":"Instrument documentation library","d":"Attaches SOPs, manuals and safety documents to each instrument.","cls":"Expected","src":["C","P"],"herm":"BC097"},{"id":"2.1.6","n":"Instrument capability specifications","d":"Records technical capabilities, supported methods, accessories, and sample compatibility.","cls":"Expected","src":["P"],"herm":"BC097"}]},{"id":"2.2","n":"List services","subs":[{"id":"2.2.1","n":"Service catalog","d":"Lists services performed by core staff with descriptions, units and turnaround times.","cls":"Core","src":["C","P","G"],"herm":"BC236"},{"id":"2.2.2","n":"Service request forms","d":"Builds custom request forms per service with required fields and file uploads.","cls":"Core","src":["C","P"],"herm":"BC236"},{"id":"2.2.3","n":"Service packages and bundles","d":"Groups several services into a single orderable package.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"2.2.4","n":"Products and consumables sales","d":"Sells reagents, kits and supplies from the core with stock levels.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"2.2.5","n":"Catalog rate presentation","d":"Displays applicable published rates or indicates that a service requires a quotation.","cls":"Expected","src":["P"],"herm":"BC236"}]}]},{"n":"3","name":"Instrument Scheduling","desc":"Books instrument time on shared calendars.","caps":[{"id":"3.1","n":"Book instruments","subs":[{"id":"3.1.1","n":"Instrument booking calendar","d":"Shows instrument availability and lets authorized users book time slots.","cls":"Core","src":["C","P","G"],"herm":"BC236"},{"id":"3.1.2","n":"Booking approval workflows","d":"Holds bookings for core staff approval when an instrument or user requires it.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"3.1.3","n":"Training-based booking permissions","d":"Allows booking only for users with the required training on an instrument.","cls":"Core","src":["C","P"],"herm":"BC236"},{"id":"3.1.4","n":"Recurring and block bookings","d":"Books repeating sessions or reserves blocks for a lab or project.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"3.1.5","n":"Assisted sessions with staff","d":"Books an instrument together with a staff operator's time.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"3.1.6","n":"Cancellation policies and penalties","d":"Applies cancellation windows and late-cancel or no-show charges.","cls":"Expected","src":["C","P","G"],"herm":"BC236"},{"id":"3.1.7","n":"Waitlists and slot release","d":"Queues users for full slots and notifies them when time opens up.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"3.1.8","n":"Peak and off-peak scheduling","d":"Applies different rules and rates to nights, weekends and peak hours.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"3.1.9","n":"Booking reminders and notifications","d":"Sends reminders and changes to users and staff by email.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"3.1.10","n":"Calendar sync","d":"Publishes bookings to Outlook or Google calendars.","cls":"Expected","src":["C"],"herm":"BC236"},{"id":"3.1.11","n":"Scheduling allocation and quotas","d":"Limits time per lab or group to share oversubscribed instruments fairly.","cls":"Specialized","src":["C"],"herm":"BC236"},{"id":"3.1.12","n":"Coordinated resource booking","d":"Reserves linked instruments, accessories, rooms, or staff together for dependent activities.","cls":"Specialized","src":["P"],"herm":"BC236"}]}]},{"n":"4","name":"Service Request Management","desc":"Takes and tracks service work done by core staff.","caps":[{"id":"4.1","n":"Manage service requests","subs":[{"id":"4.1.1","n":"Service request submission","d":"Lets researchers submit service requests with project and payment details.","cls":"Core","src":["C","P","G"],"herm":"BC218"},{"id":"4.1.2","n":"Quotes and cost estimates","d":"Generates quotes before work starts and records the requester's acceptance.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"4.1.3","n":"Request review and acceptance","d":"Lets core staff accept, reject or ask questions on a request.","cls":"Core","src":["C","P"],"herm":"BC218"},{"id":"4.1.4","n":"Work queue and assignment","d":"Shows open requests by status and assigns them to staff.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"4.1.5","n":"Request status tracking","d":"Shows researchers the stage and expected completion of each request.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"4.1.6","n":"Request messaging and history","d":"Keeps comments, files and changes on the request record.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"4.1.7","n":"Project-based requests","d":"Groups multiple requests and samples under one research project.","cls":"Expected","src":["C"],"herm":"BC218"},{"id":"4.1.8","n":"Request change and cancellation control","d":"Records approved changes or cancellations and their effects on work, estimates, and charges.","cls":"Expected","src":["P"],"herm":"BC218"},{"id":"4.1.9","n":"Cross-facility service coordination","d":"Links dependent work across facilities while preserving each facility's responsibility and status.","cls":"Specialized","src":["P"],"herm":"BC218"}]}]},{"n":"5","name":"Access and Training","desc":"Controls who may use instruments and records training.","caps":[{"id":"5.1","n":"Manage user qualification","subs":[{"id":"5.1.1","n":"User registration and approval","d":"Registers users and has core staff approve access to the core.","cls":"Core","src":["C","P","G"],"herm":"BC236"},{"id":"5.1.2","n":"Training requests and sessions","d":"Lets users request training and schedules training sessions.","cls":"Expected","src":["C","P"],"herm":"BC182"},{"id":"5.1.3","n":"Training and certification records","d":"Records which instruments each user is trained on with expiry.","cls":"Expected","src":["C","P","G"],"herm":"BC182"},{"id":"5.1.4","n":"Safety training prerequisite checks","d":"Checks required institutional safety training before granting access.","cls":"Specialized","src":["C","P"],"herm":"BC180"},{"id":"5.1.5","n":"Physical access control integration","d":"Grants door or room access to users with a valid booking.","cls":"Specialized","src":["C"],"herm":"BC129"},{"id":"5.1.6","n":"Qualification expiration","d":"Expires instrument qualifications and notifies users when refresher training or reassessment is due.","cls":"Expected","src":["P"],"herm":"BC182"}]}]},{"n":"6","name":"Instrument Usage Logging","desc":"Captures real instrument time.","caps":[{"id":"6.1","n":"Log usage","subs":[{"id":"6.1.1","n":"Manual usage entry","d":"Lets staff or users record session start, end and usage details.","cls":"Core","src":["C","P","G"],"herm":"BC236"},{"id":"6.1.2","n":"Instrument interlock and login control","d":"Enables the instrument computer only for users with a valid booking.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"6.1.3","n":"Automatic usage capture","d":"Records actual session time from the instrument computer or interlock.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"6.1.4","n":"Usage versus booking reconciliation","d":"Compares actual use with the booking and applies overtime or no-show rules.","cls":"Expected","src":["C","P"],"herm":"BC236"},{"id":"6.1.5","n":"Usage review and correction","d":"Lets staff review, adjust and approve usage before billing.","cls":"Core","src":["C","P"],"herm":"BC236"},{"id":"6.1.6","n":"Instrument telemetry and IoT sensors","d":"Captures power, run state or environmental data from instruments automatically.","cls":"Emerging","src":["C"],"herm":"BC236"},{"id":"6.1.7","n":"Service labor and material capture","d":"Records staff time, consumables, and other billable quantities against service work.","cls":"Expected","src":["P"],"herm":"BC236"},{"id":"6.1.8","n":"Automated usage anomaly detection","d":"Flags unusual usage patterns or likely capture errors using statistical or machine-learning methods.","cls":"Emerging","src":["P"],"herm":"BC144"}]}]},{"n":"7","name":"Equipment Maintenance","desc":"Keeps instruments in service.","caps":[{"id":"7.1","n":"Maintain instruments","subs":[{"id":"7.1.1","n":"Maintenance and downtime scheduling","d":"Blocks instruments for maintenance and notifies affected bookings.","cls":"Expected","src":["C","P"],"herm":"BC197"},{"id":"7.1.2","n":"Problem reporting","d":"Lets users report instrument issues and staff track them to resolution.","cls":"Expected","src":["C","P"],"herm":"BC197"},{"id":"7.1.3","n":"Service contract and warranty tracking","d":"Records service contracts, vendors and renewal dates per instrument.","cls":"Specialized","src":["C"],"herm":"BC156"},{"id":"7.1.4","n":"Instrument utilization metrics","d":"Reports hours used, uptime and downtime per instrument.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"7.1.5","n":"Preventive maintenance schedules","d":"Schedules maintenance or calibration by elapsed time or accumulated usage.","cls":"Expected","src":["P"],"herm":"BC197"}]}]},{"n":"8","name":"Rates and Pricing","desc":"Maintains approved recharge rates.","caps":[{"id":"8.1","n":"Set rates","subs":[{"id":"8.1.1","n":"Rate tables by user type","d":"Sets different rates for internal, external academic and commercial users.","cls":"Core","src":["C","P","G"],"herm":"BC189"},{"id":"8.1.2","n":"Unit-based pricing","d":"Charges per hour, sample, run or unit with minimums and rounding.","cls":"Core","src":["C","P"],"herm":"BC189"},{"id":"8.1.3","n":"Effective-dated rates","d":"Schedules rate changes by fiscal year without altering past charges.","cls":"Core","src":["C","P"],"herm":"BC189"},{"id":"8.1.4","n":"Tiered and volume pricing","d":"Applies discounts after usage thresholds or for bulk orders.","cls":"Expected","src":["C","P"],"herm":"BC189"},{"id":"8.1.5","n":"Subsidies and discounts","d":"Applies departmental subsidies, pilot awards or promotional discounts.","cls":"Expected","src":["C","P","G"],"herm":"BC189"},{"id":"8.1.6","n":"Rate calculation support","d":"Models cost-based recharge rates from expenses and projected usage.","cls":"Specialized","src":["C"],"herm":"BC189"},{"id":"8.1.7","n":"Reservation charging rules","d":"Applies minimums, rounding, booked-versus-actual policies, cancellation charges, and no-show charges.","cls":"Expected","src":["P"],"herm":"BC189"}]}]},{"n":"9","name":"Charges and Invoicing","desc":"Turns usage into charges and bills.","caps":[{"id":"9.1","n":"Charge for use","subs":[{"id":"9.1.1","n":"Payment source validation","d":"Checks that the chart string, grant or PO is valid and active before use.","cls":"Core","src":["C","P"],"herm":"BC073"},{"id":"9.1.2","n":"PI approval of payment sources","d":"Lets principal investigators authorize lab members to charge specific accounts.","cls":"Core","src":["C","P"],"herm":"BC073"},{"id":"9.1.3","n":"Charge generation from usage and requests","d":"Creates charges automatically from approved usage, services and products.","cls":"Core","src":["C","P","G"],"herm":"BC188"},{"id":"9.1.4","n":"Split funding","d":"Splits a charge across several accounts by percentage.","cls":"Expected","src":["C","P"],"herm":"BC073"},{"id":"9.1.5","n":"Billing review and approval","d":"Lets core managers review, adjust and approve charges before posting.","cls":"Core","src":["C","P"],"herm":"BC188"},{"id":"9.1.6","n":"Billing cycles","d":"Runs monthly or ad hoc billing cycles per core.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"9.1.7","n":"Internal recharge journal export","d":"Produces internal journal entries for the ERP to post.","cls":"Expected","src":["C","P","G"],"herm":"BC188"},{"id":"9.1.8","n":"External customer invoicing","d":"Issues invoices to external users and tracks payments received.","cls":"Expected","src":["C"],"herm":"BC188"},{"id":"9.1.9","n":"Credit card payments","d":"Accepts card payments from external customers through a gateway.","cls":"Specialized","src":["C"],"herm":"BC188"},{"id":"9.1.10","n":"Disputes and credits","d":"Records charge disputes and issues credits or reversals with an audit trail.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"9.1.11","n":"Multi-core billing consolidation","d":"Combines charges from several cores into one statement or journal.","cls":"Specialized","src":["C","P"],"herm":"BC188"},{"id":"9.1.12","n":"Funding expiration and budget alerts","d":"Warns when an account is near its end date or spending limit.","cls":"Expected","src":["C","P"],"herm":"BC073"},{"id":"9.1.13","n":"Recurring service charges","d":"Calculates periodic charges for ongoing services or resource use until an authorized end date or release.","cls":"Specialized","src":["P"],"herm":"BC188"},{"id":"9.1.14","n":"Itemized billing statements","d":"Produces statements or invoices showing services, usage, rates, account assignments, and totals.","cls":"Expected","src":["P"],"herm":"BC188"}]}]},{"n":"10","name":"Sample Submission and Tracking","desc":"Receives and follows samples through the core.","caps":[{"id":"10.1","n":"Manage samples","subs":[{"id":"10.1.1","n":"Sample submission forms","d":"Collects sample details, counts and metadata with the service request.","cls":"Core","src":["C","P","G"],"herm":"BC077"},{"id":"10.1.2","n":"Bulk sample manifest upload","d":"Imports sample lists from a spreadsheet template.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"10.1.3","n":"Sample labels and barcodes","d":"Prints barcode labels and scans samples at receipt and each step.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"10.1.4","n":"Sample receipt and QC","d":"Records sample arrival, condition and quality checks with pass or fail.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"10.1.5","n":"Sample storage locations","d":"Tracks freezer, rack and box positions for stored samples.","cls":"Specialized","src":["C","P"],"herm":"BC077"},{"id":"10.1.6","n":"Sample chain of custody","d":"Records every handoff, location change and user for each sample.","cls":"Specialized","src":["C","P","G"],"herm":"BC077"},{"id":"10.1.7","n":"Sample return and disposal","d":"Records whether samples were returned, stored or destroyed.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"10.1.8","n":"Aliquot and derivative lineage","d":"Tracks relationships between original samples, aliquots, pooled samples, and derived materials.","cls":"Specialized","src":["P"],"herm":"BC077"}]}]},{"n":"11","name":"Workflow and Results","desc":"Runs lab workflows and delivers data.","caps":[{"id":"11.1","n":"Run and deliver","subs":[{"id":"11.1.1","n":"Configurable lab workflows","d":"Defines steps for a service such as prep, run and analysis with status at each step.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"11.1.2","n":"Plate and batch layouts","d":"Assigns samples to plates, lanes or batches for instrument runs.","cls":"Specialized","src":["C","P"],"herm":"BC077"},{"id":"11.1.3","n":"Reagent and lot tracking","d":"Records reagent lots used for each sample or run.","cls":"Specialized","src":["C","P"],"herm":"BC077"},{"id":"11.1.4","n":"Results and file delivery","d":"Delivers result files and reports to the requester through the portal.","cls":"Core","src":["C","P","G"],"herm":"BC077"},{"id":"11.1.5","n":"Large data delivery handoff","d":"Delivers large datasets by link to research storage instead of the portal.","cls":"Expected","src":["C","P"],"herm":"BC077"},{"id":"11.1.6","n":"Instrument data capture","d":"Imports run outputs and metadata directly from instruments.","cls":"Specialized","src":["C","P"],"herm":"BC077"},{"id":"11.1.7","n":"Electronic lab notebook integration","d":"Links samples and results with an electronic lab notebook.","cls":"Emerging","src":["C"],"herm":"BC077"},{"id":"11.1.8","n":"AI-assisted QC and data review","d":"Flags unusual run results or failed samples for staff review.","cls":"Emerging","src":["C","P"],"herm":"BC144"},{"id":"11.1.9","n":"Deliverable review and release","d":"Requires designated staff review before releasing reports or results to authorized recipients.","cls":"Expected","src":["P"],"herm":"BC077"},{"id":"11.1.10","n":"Versioned result corrections","d":"Preserves released result versions and records corrections, reasons, and recipient notifications.","cls":"Expected","src":["P"],"herm":"BC077"}]}]},{"n":"12","name":"Researcher Portal","desc":"Gives researchers and labs one place to work with cores.","caps":[{"id":"12.1","n":"Self-service","subs":[{"id":"12.1.1","n":"Single sign-on researcher access","d":"Signs internal users in with campus credentials.","cls":"Core","src":["C","P"],"herm":"BC217"},{"id":"12.1.2","n":"External user accounts","d":"Lets external users register and sign in with local accounts.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"12.1.3","n":"Lab and group management","d":"Lets PIs manage lab members, their access and their payment sources.","cls":"Expected","src":["C","P","G"],"herm":"BC217"},{"id":"12.1.4","n":"My 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leadership.","caps":[{"id":"13.1","n":"Operate and report","subs":[{"id":"13.1.1","n":"Staff dashboard","d":"Shows today's bookings, open requests and items needing approval.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.2","n":"Standard usage and revenue reports","d":"Reports usage, revenue and users by core, instrument, lab and department.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"13.1.3","n":"Ad hoc report builder","d":"Lets staff build and save custom reports.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.1.4","n":"Grant and annual reporting support","d":"Reports usage by funded project for NIH and center grant reports.","cls":"Specialized","src":["C","P"],"herm":"BC090"},{"id":"13.1.5","n":"Customer satisfaction surveys","d":"Sends surveys after service and reports results.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"13.1.6","n":"Institution-wide core analytics","d":"Compares utilization and cost recovery across all cores.","cls":"Specialized","src":["C","P"],"herm":"BC211"},{"id":"13.1.7","n":"Facility announcements","d":"Publishes targeted notices about outages, operating changes, deadlines, and service availability.","cls":"Expected","src":["P"],"herm":"BC220"},{"id":"13.1.8","n":"Demand and workload forecasting","d":"Forecasts demand or workload from historical reservations, usage, and request patterns.","cls":"Emerging","src":["P"],"herm":"BC144"}]}]},{"n":"14","name":"Campus System Integration","desc":"Exchanges data with identity, ERP and research administration systems.","caps":[{"id":"14.1","n":"Integrate","subs":[{"id":"14.1.1","n":"Identity and directory feed","d":"Imports people, departments and affiliations from campus identity and HR.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"14.1.2","n":"Campus SSO","d":"Authenticates users through SAML or OIDC campus identity.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"14.1.3","n":"ERP account validation feed","d":"Imports chart strings and validates them against the ERP in real time.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"14.1.4","n":"ERP recharge journal interface","d":"Sends approved recharges to the ERP for financial posting and receives status back.","cls":"Platform","src":["C","P","G"],"herm":"BC188"},{"id":"14.1.5","n":"Research admin award feed","d":"Imports award, PI and project dates from the research administration system.","cls":"Platform","src":["C","P","G"],"herm":"BC215"},{"id":"14.1.6","n":"Institutional safety training feed","d":"Imports training completions from the environmental health and safety system.","cls":"Platform","src":["C","P"],"herm":"BC180"},{"id":"14.1.7","n":"Research storage and HPC handoff","d":"Links data delivery to institutional storage without running HPC jobs.","cls":"Platform","src":["C","P"],"herm":"BC097"},{"id":"14.1.8","n":"Open API and webhooks","d":"Provides documented APIs and events for other campus systems.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"14.1.9","n":"ERP acknowledgment and reconciliation","d":"Receives acceptance, rejection, and posting references and reconciles them to exported recharge records.","cls":"Platform","src":["P"],"herm":"BC188"},{"id":"14.1.10","n":"Duplicate-safe transfer and retry","d":"Uses stable transaction identifiers, validation, and controlled retries to prevent duplicate submissions.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"14.1.11","n":"Analytics data extraction","d":"Exports authorized operational and financial data with stable identifiers for campus analytics.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"14.1.12","n":"Integration monitoring","d":"Displays exchange status, validation errors, processing logs, and failed-integration alerts.","cls":"Platform","src":["P"],"herm":"BC143"}]}]},{"n":"15","name":"Security and Access Administration","desc":"Protects research and financial data.","caps":[{"id":"15.1","n":"Secure the system","subs":[{"id":"15.1.1","n":"Role-based permissions","d":"Assigns permissions by role, core and function.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"15.1.2","n":"Multi-factor authentication","d":"Requires MFA for staff and administrator sign-in.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"15.1.3","n":"Audit trail","d":"Logs changes to rates, charges, bookings and samples by user and time.","cls":"Platform","src":["C","P","G"],"herm":"BC145"},{"id":"15.1.4","n":"Encryption in transit and at rest","d":"Encrypts data in transit and in storage.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"15.1.5","n":"Data classification controls","d":"Restricts sensitive or export-controlled project data to authorized users.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"15.1.6","n":"Security attestations","d":"Provides SOC 2 Type II and a completed HECVAT.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"15.1.7","n":"Privileged access protection","d":"Requires supported multifactor authentication and controlled privileged access for administrative functions.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"15.1.8","n":"Security log export","d":"Exports authentication, administrative, and security-relevant events to institutional monitoring tools.","cls":"Platform","src":["P"],"herm":"BC138"}]}]},{"n":"16","name":"Configuration, Operations and Data Exit","desc":"Lets the campus configure, run and leave the system.","caps":[{"id":"16.1","n":"Configure and operate","subs":[{"id":"16.1.1","n":"Core self-configuration","d":"Lets each core configure its forms, rules and notifications without vendor work.","cls":"Platform","src":["C","P","G"],"herm":"BC204"},{"id":"16.1.2","n":"Institution-wide settings","d":"Sets shared fiscal calendars, user types and policies across cores.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.1.3","n":"Hosting options","d":"Offers vendor-hosted cloud or campus-hosted deployment.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.1.4","n":"Availability and disaster recovery","d":"Commits to uptime, backups and tested recovery objectives.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.1.5","n":"Implementation and data migration","d":"Imports existing users, instruments, rates and history at go-live.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.1.6","n":"Full data export on exit","d":"Exports users, bookings, usage, charges, samples and files in open formats at contract end.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"16.1.7","n":"Configuration testing and promotion","d":"Tests configuration or integration changes outside production and supports controlled deployment.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.1.8","n":"Retention and disposition 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