{"source":"Dining and food services functions and features most commonly offered by CBORD, Atrium and Transact, 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 meal plans and stored-value balances, card and mobile dining access, point of sale and mobile ordering, recipes, menus, nutrition and allergens, production and dining inventory, catering, the patron app and reporting, and SIS, housing and ERP integration with security and operations, while the SIS remains the record for student identity and enrollment, housing contracts only feed the plan the dining system owns, financial posting stays in the ERP, and university-wide inventory and procurement stay in the ERP or a procurement system.","vendors":["CBORD","Atrium","Transact"],"groups":[{"k":"C","name":"Meal Plans and Accounts","ds":["1","2","3"],"desc":"Defines meal plans and stored-value accounts and manages each patron's balances."},{"k":"I","name":"Access and Point of Sale","ds":["4","5","6"],"desc":"Lets patrons into dining halls and pays for food at registers."},{"k":"W","name":"Menus and Nutrition","ds":["7","8"],"desc":"Plans menus and publishes nutrition and allergen information."},{"k":"H","name":"Food Service Operations","ds":["9","10","11"],"desc":"Runs production, purchasing, inventory and safety for dining operations."},{"k":"A","name":"Catering and Events","ds":["12"],"desc":"Sells and delivers catering and conference dining."},{"k":"K","name":"Patron Experience","ds":["13","14"],"desc":"Gives patrons self-service across web and mobile."},{"k":"E","name":"Platform","ds":["15","16","17"],"desc":"Connects dining to campus systems of record and keeps it secure, configurable and portable."}],"domains":[{"n":"1","name":"Meal Plan Management","desc":"Sets up meal plans and assigns them to students.","caps":[{"id":"1.1","n":"Define meal plans","subs":[{"id":"1.1.1","n":"Meal plan definitions","d":"Defines plans by meal count, block, unlimited access or dining dollars with price and term.","cls":"Core","src":["C","P"],"herm":"BC124"},{"id":"1.1.2","n":"Plan eligibility rules","d":"Restricts plans to eligible populations such as residents, commuters, class year or staff.","cls":"Core","src":["C","G"],"herm":"BC124"},{"id":"1.1.3","n":"Required plan minimums","d":"Enforces minimum plans for residence halls or class years set by campus policy.","cls":"Expected","src":["C"],"herm":"BC124"},{"id":"1.1.4","n":"Meal period and frequency limits","d":"Limits swipes per meal period, day or week according to plan rules.","cls":"Core","src":["C","P"],"herm":"BC124"},{"id":"1.1.5","n":"Guest meal allowances","d":"Grants a set number of guest swipes per term on a plan.","cls":"Expected","src":["C","P","G"],"herm":"BC124"},{"id":"1.1.6","n":"Term and effective dates","d":"Starts and ends plans by term with break periods and carry-forward rules.","cls":"Core","src":["C","P"],"herm":"BC124"}]},{"id":"1.2","n":"Assign and change plans","subs":[{"id":"1.2.1","n":"Meal plan assignment","d":"Assigns a plan to a patron directly or from a housing contract feed.","cls":"Core","src":["C","P","G"],"herm":"BC124"},{"id":"1.2.2","n":"Online plan selection","d":"Lets students choose or upgrade a plan online within the selection window.","cls":"Expected","src":["C","P"],"herm":"BC124"},{"id":"1.2.3","n":"Plan changes and prorations","d":"Changes a plan mid-term and calculates prorated charges or refunds.","cls":"Expected","src":["C","P"],"herm":"BC246"},{"id":"1.2.4","n":"Plan cancellation and withdrawal","d":"Cancels plans on withdrawal or housing move-out with refund calculation.","cls":"Expected","src":["C","P"],"herm":"BC124"},{"id":"1.2.5","n":"Plan change approvals","d":"Routes exception requests such as medical or dietary plan waivers for approval.","cls":"Specialized","src":["C"],"herm":"BC124"},{"id":"1.2.6","n":"Bulk plan assignment","d":"Assigns plans to many patrons at once by file or rule.","cls":"Expected","src":["C"],"herm":"BC124"}]}]},{"n":"2","name":"Stored Value and Balances","desc":"Maintains dining dollars and declining balance accounts.","caps":[{"id":"2.1","n":"Manage accounts and balances","subs":[{"id":"2.1.1","n":"Multiple account types per patron","d":"Holds meal swipes, dining dollars, campus cash and departmental accounts for one patron.","cls":"Core","src":["C","P"],"herm":"BC123"},{"id":"2.1.2","n":"Real-time balance tracking","d":"Updates balances immediately as transactions post.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"2.1.3","n":"Online deposits","d":"Lets students, parents and guests add funds with a card online.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"2.1.4","n":"Auto-reload and low-balance alerts","d":"Reloads funds automatically or alerts the patron when a balance runs low.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"2.1.5","n":"Balance rollover and expiry","d":"Rolls over or expires balances at term or year end by plan rule.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"2.1.6","n":"Refunds and adjustments","d":"Processes balance refunds and manual adjustments with reason codes and approval.","cls":"Core","src":["C","P"],"herm":"BC188"},{"id":"2.1.7","n":"Tax-exempt and taxable tender rules","d":"Applies sales tax differently by tender type and plan as local rules require.","cls":"Expected","src":["C","P"],"herm":"BC191"},{"id":"2.1.8","n":"Departmental and sponsored accounts","d":"Funds accounts paid by departments, athletics or sponsors with spending limits.","cls":"Specialized","src":["C","P"],"herm":"BC188"},{"id":"2.1.9","n":"Off-campus dining merchant administration","d":"Manages participating external merchants, eligible dining tenders and merchant settlement reporting.","cls":"Specialized","src":["P"],"herm":"BC123"}]}]},{"n":"3","name":"Patron Management","desc":"Maintains the people who use dining services.","caps":[{"id":"3.1","n":"Maintain patrons","subs":[{"id":"3.1.1","n":"Patron records","d":"Stores each patron's identifiers, population, status and linked credentials.","cls":"Core","src":["C"],"herm":"BC124"},{"id":"3.1.2","n":"Non-student patrons","d":"Supports faculty, staff, conference guests and visitors without an SIS record.","cls":"Expected","src":["C","P"],"herm":"BC124"},{"id":"3.1.3","n":"Patron status and suspension","d":"Suspends or restricts patrons for withdrawal, misuse or lost cards.","cls":"Core","src":["C"],"herm":"BC124"},{"id":"3.1.4","n":"Dietary profile","d":"Records a patron's allergens and dietary preferences with their consent.","cls":"Specialized","src":["C"],"herm":"BC180"}]}]},{"n":"4","name":"Dining Hall Access","desc":"Controls entry to all-you-care-to-eat dining locations.","caps":[{"id":"4.1","n":"Grant access","subs":[{"id":"4.1.1","n":"Card swipe and tap entry","d":"Admits patrons by magstripe, prox or contactless card with a meal plan check.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"4.1.2","n":"Mobile credential entry","d":"Admits patrons with a phone or watch credential in a mobile wallet.","cls":"Expected","src":["C","P","G"],"herm":"BC123"},{"id":"4.1.3","n":"Real-time access validation","d":"Checks plan, period limits and status at the door and shows accept or deny.","cls":"Core","src":["C","P"],"herm":"BC123"},{"id":"4.1.4","n":"Offline access mode","d":"Keeps readers working during network loss and posts transactions when reconnected.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"4.1.5","n":"Guest and cash door sales","d":"Sells door admission to guests and visitors by cash, card or guest swipe.","cls":"Expected","src":["C"],"herm":"BC123"},{"id":"4.1.6","n":"Photo verification at entry","d":"Shows the cardholder's photo to the checker to confirm identity.","cls":"Expected","src":["C","P"],"herm":"BC139"},{"id":"4.1.7","n":"Biometric entry","d":"Admits patrons by palm or face scan in place of a card.","cls":"Emerging","src":["C"],"herm":"BC139"},{"id":"4.1.8","n":"Headcount and occupancy tracking","d":"Counts entries by location and period for staffing and capacity.","cls":"Expected","src":["C","P"],"herm":"BC227"},{"id":"4.1.9","n":"Unattended dining entry","d":"Authorizes dining entry through integrated self-service readers, gates or turnstiles.","cls":"Specialized","src":["P"],"herm":"BC123"},{"id":"4.1.10","n":"Authorized admission exceptions","d":"Allows approved entry overrides with operator identity, reason and entitlement treatment recorded.","cls":"Expected","src":["P"],"herm":"BC123"}]}]},{"n":"5","name":"Point of Sale","desc":"Rings up retail and dining purchases.","caps":[{"id":"5.1","n":"Ring up sales","subs":[{"id":"5.1.1","n":"Menu-driven POS terminals","d":"Rings items from configured menus with modifiers, combos and prices.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"5.1.2","n":"Mixed tender transactions","d":"Splits a purchase across meal swipes, dining dollars, campus cash and credit cards.","cls":"Core","src":["C","P"],"herm":"BC123"},{"id":"5.1.3","n":"Meal equivalency","d":"Lets a meal swipe buy a defined combination at retail locations.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"5.1.4","n":"Card payment processing","d":"Takes credit, debit and mobile wallet payments through a certified gateway.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"5.1.5","n":"Self-service kiosks","d":"Lets patrons order and pay at kiosks without a cashier.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"5.1.6","n":"Discounts, promotions and loyalty","d":"Applies discounts, specials and loyalty rewards at the register.","cls":"Expected","src":["C","P"],"herm":"BC109"},{"id":"5.1.7","n":"Cash drawer and shift reconciliation","d":"Tracks drawer counts, voids and shift closes by cashier.","cls":"Core","src":["C","P"],"herm":"BC249"},{"id":"5.1.8","n":"Offline POS mode","d":"Keeps registers selling during outages and syncs afterward.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"5.1.9","n":"Kitchen display and printer routing","d":"Sends order items to kitchen screens or printers by station.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"5.1.10","n":"Cashierless and computer-vision checkout","d":"Charges patrons for items they take using cameras or sensors without a register.","cls":"Emerging","src":["C","P"],"herm":"BC123"},{"id":"5.1.11","n":"Order customization","d":"Captures item modifiers, substitutions, required choices and applicable price adjustments.","cls":"Expected","src":["P"],"herm":"BC123"},{"id":"5.1.12","n":"Sale voids and returns","d":"Voids or refunds purchases to permitted tenders while retaining the original sale relationship.","cls":"Expected","src":["P"],"herm":"BC123"}]}]},{"n":"6","name":"Mobile Ordering","desc":"Lets patrons order ahead for pickup or delivery.","caps":[{"id":"6.1","n":"Order ahead","subs":[{"id":"6.1.1","n":"Mobile order and pay","d":"Lets patrons order from a location's menu and pay with plan funds or a card.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"6.1.2","n":"Pickup time slots and throttling","d":"Limits orders per time slot so kitchens are not overloaded.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"6.1.3","n":"Order status notifications","d":"Tells patrons when an order is being prepared and ready.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"6.1.4","n":"Pickup lockers","d":"Places orders in heated or chilled lockers opened by code or credential.","cls":"Specialized","src":["C"],"herm":"BC123"},{"id":"6.1.5","n":"Campus delivery","d":"Delivers orders to residence halls or buildings, including by robot or courier.","cls":"Emerging","src":["C","P"],"herm":"BC254"},{"id":"6.1.6","n":"Item availability control","d":"Suppresses unavailable items and synchronizes orderable availability across sales channels.","cls":"Expected","src":["P"],"herm":"BC123"}]}]},{"n":"7","name":"Recipe and Menu Management","desc":"Maintains recipes and builds menus.","caps":[{"id":"7.1","n":"Maintain recipes","subs":[{"id":"7.1.1","n":"Recipe database","d":"Stores recipes with ingredients, method, yield and portion size.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"7.1.2","n":"Recipe scaling","d":"Scales recipes to any yield with converted units.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"7.1.3","n":"Recipe costing","d":"Calculates cost per recipe and portion from ingredient prices.","cls":"Expected","src":["C","P"],"herm":"BC189"},{"id":"7.1.4","n":"Standard recipe library","d":"Imports a starter library of tested recipes with nutrition data.","cls":"Specialized","src":["C"],"herm":"BC123"}]},{"id":"7.2","n":"Build menus","subs":[{"id":"7.2.1","n":"Menu planning by location and period","d":"Plans menus for each location, station and meal period.","cls":"Core","src":["C","P"],"herm":"BC123"},{"id":"7.2.2","n":"Menu cycles","d":"Repeats menus on multi-week cycles with substitutions.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"7.2.3","n":"Menu publishing","d":"Publishes menus to web, app and digital signage from one source.","cls":"Core","src":["C","P","G"],"herm":"BC123"},{"id":"7.2.4","n":"Station and item labels","d":"Prints or displays item cards with name, icons and allergens.","cls":"Expected","src":["C"],"herm":"BC123"},{"id":"7.2.5","n":"Digital menu boards","d":"Drives digital signage with live menus, prices and sold-out items.","cls":"Expected","src":["C","P"],"herm":"BC220"}]}]},{"n":"8","name":"Nutrition and Allergens","desc":"Calculates and shows nutrition and allergen facts.","caps":[{"id":"8.1","n":"Publish nutrition and allergens","subs":[{"id":"8.1.1","n":"Nutrient analysis","d":"Calculates nutrients per portion from ingredient data.","cls":"Core","src":["C","P","G"],"herm":"BC180"},{"id":"8.1.2","n":"Allergen identification","d":"Flags major allergens per recipe from ingredient data, including sesame.","cls":"Core","src":["C","P","G"],"herm":"BC180"},{"id":"8.1.3","n":"Dietary and lifestyle icons","d":"Tags items as vegan, vegetarian, halal, kosher, gluten-friendly and similar.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"8.1.4","n":"Ingredient and nutrition data feeds","d":"Imports product specifications and nutrition from distributors and manufacturers.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"8.1.5","n":"Online nutrition calculator","d":"Lets patrons build a meal and see its combined nutrition.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"8.1.6","n":"Allergen filtering for patrons","d":"Lets patrons hide menu items containing their allergens.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"8.1.7","n":"Allergen change control","d":"Requires review when an ingredient substitution changes an item's allergens.","cls":"Specialized","src":["C","P"],"herm":"BC180"},{"id":"8.1.8","n":"Personalized meal recommendations","d":"Suggests items that fit a patron's dietary goals and restrictions.","cls":"Emerging","src":["C"],"herm":"BC180"}]}]},{"n":"9","name":"Forecasting and Production","desc":"Plans how much food to make.","caps":[{"id":"9.1","n":"Plan production","subs":[{"id":"9.1.1","n":"Demand forecasting","d":"Forecasts portions needed from history, headcount and events.","cls":"Expected","src":["C","P","G"],"herm":"BC123"},{"id":"9.1.2","n":"Production sheets","d":"Produces prep and cook sheets by station with quantities.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"9.1.3","n":"Production actuals and leftovers","d":"Records what was made, served and left over.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"9.1.4","n":"Waste tracking","d":"Records pre- and post-consumer waste by item and reason.","cls":"Specialized","src":["C","P","G"],"herm":"BC221"},{"id":"9.1.5","n":"AI-assisted waste measurement","d":"Weighs and identifies waste by scale or camera to reduce overproduction.","cls":"Emerging","src":["C","P"],"herm":"BC221"},{"id":"9.1.6","n":"Central kitchen distribution","d":"Coordinates production requests, preparation and dispatch between central kitchens and serving locations.","cls":"Specialized","src":["P"],"herm":"BC123"},{"id":"9.1.7","n":"Predictive production optimization","d":"Uses machine learning to propose production quantities with reviewable forecasts and staff overrides.","cls":"Emerging","src":["P"],"herm":"BC144"}]}]},{"n":"10","name":"Purchasing and Dining Inventory","desc":"Buys and tracks food and supplies for dining locations.","caps":[{"id":"10.1","n":"Purchase and receive","subs":[{"id":"10.1.1","n":"Vendor and product catalog","d":"Maintains dining vendors, products, pack sizes and contract prices.","cls":"Expected","src":["C","P"],"herm":"BC193"},{"id":"10.1.2","n":"Purchase orders to distributors","d":"Creates and sends food orders to distributors electronically.","cls":"Expected","src":["C","G"],"herm":"BC193"},{"id":"10.1.3","n":"Receiving and invoice matching","d":"Records deliveries and matches them to orders and invoices.","cls":"Expected","src":["C","P"],"herm":"BC187"},{"id":"10.1.4","n":"Purchase export to ERP","d":"Sends approved dining invoices to the ERP for payment.","cls":"Platform","src":["C","P"],"herm":"BC187"}]},{"id":"10.2","n":"Track inventory","subs":[{"id":"10.2.1","n":"Storeroom inventory","d":"Tracks dining stock by location with on-hand counts and value.","cls":"Expected","src":["C","P","G"],"herm":"BC123"},{"id":"10.2.2","n":"Physical counts","d":"Supports periodic counts on mobile devices with variance reporting.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"10.2.3","n":"Transfers and requisitions","d":"Moves stock between storerooms, kitchens and retail units.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"10.2.4","n":"Par levels and reorder suggestions","d":"Suggests orders based on par levels and planned production.","cls":"Expected","src":["C","P"],"herm":"BC123"},{"id":"10.2.5","n":"Retail item inventory","d":"Tracks packaged retail goods sold through POS.","cls":"Expected","src":["C"],"herm":"BC123"},{"id":"10.2.6","n":"Theoretical and actual usage comparison","d":"Compares expected ingredient consumption from sales and recipes with actual stock usage.","cls":"Specialized","src":["P"],"herm":"BC123"}]}]},{"n":"11","name":"Food Safety and Labor","desc":"Supports safe food handling and staffing.","caps":[{"id":"11.1","n":"Manage safety and staffing","subs":[{"id":"11.1.1","n":"HACCP temperature logging","d":"Logs cooler, freezer and food temperatures with alerts for out-of-range readings.","cls":"Specialized","src":["C","P"],"herm":"BC180"},{"id":"11.1.2","n":"Wireless temperature sensors","d":"Monitors equipment temperatures continuously with automatic alerts.","cls":"Emerging","src":["C"],"herm":"BC180"},{"id":"11.1.3","n":"Food recall tracking","d":"Identifies recalled products in stock and on menus by lot.","cls":"Specialized","src":["C","P"],"herm":"BC180"},{"id":"11.1.4","n":"Student staff scheduling","d":"Schedules student and hourly staff by station and shift.","cls":"Specialized","src":["C"],"herm":"BC178"},{"id":"11.1.5","n":"Labor reporting","d":"Reports labor hours and cost against sales and meals served.","cls":"Expected","src":["C"],"herm":"BC211"}]}]},{"n":"12","name":"Catering Management","desc":"Handles catering from inquiry to billing.","caps":[{"id":"12.1","n":"Sell and deliver catering","subs":[{"id":"12.1.1","n":"Online catering ordering","d":"Lets campus customers browse menus and place catering orders online.","cls":"Expected","src":["C","P","G"],"herm":"BC110"},{"id":"12.1.2","n":"Event and booking management","d":"Records events with date, location, headcount and contact.","cls":"Expected","src":["C","P"],"herm":"BC110"},{"id":"12.1.3","n":"Catering menus and packages","d":"Defines catering items, packages and per-person pricing.","cls":"Expected","src":["C","P"],"herm":"BC110"},{"id":"12.1.4","n":"Proposals and contracts","d":"Produces quotes, proposals and contracts with approval.","cls":"Specialized","src":["C","P","G"],"herm":"BC156"},{"id":"12.1.5","n":"Banquet event orders","d":"Produces event orders and production pull sheets for kitchen and staff.","cls":"Specialized","src":["C","P"],"herm":"BC110"},{"id":"12.1.6","n":"Event staffing and equipment","d":"Assigns staff, linens and equipment to events.","cls":"Specialized","src":["C","P"],"herm":"BC110"},{"id":"12.1.7","n":"Departmental chartstring billing","d":"Bills internal customers to a department account code for posting.","cls":"Expected","src":["C","P","G"],"herm":"BC188"},{"id":"12.1.8","n":"Deposits and invoices","d":"Takes deposits and issues invoices to external customers.","cls":"Specialized","src":["C","P"],"herm":"BC188"},{"id":"12.1.9","n":"Conference group meal plans","d":"Issues temporary meal access to summer conference groups.","cls":"Expected","src":["C","P"],"herm":"BC110"},{"id":"12.1.10","n":"Event space system integration","d":"Imports events from the campus event scheduling system.","cls":"Platform","src":["C"],"herm":"BC122"},{"id":"12.1.11","n":"Catering changes and guarantees","d":"Tracks attendance guarantees, late changes, cancellations and their financial effects.","cls":"Specialized","src":["P"],"herm":"BC110"},{"id":"12.1.12","n":"Catering production handoff","d":"Converts confirmed event orders into kitchen production quantities and preparation requirements.","cls":"Expected","src":["P"],"herm":"BC110"}]}]},{"n":"13","name":"Student Dining App and Portal","desc":"Gives students and families dining self-service.","caps":[{"id":"13.1","n":"Self-service","subs":[{"id":"13.1.1","n":"Balance and transaction history","d":"Shows meal and dollar balances and recent transactions.","cls":"Core","src":["C","P","G"],"herm":"BC217"},{"id":"13.1.2","n":"Menu and hours lookup","d":"Shows locations, hours and today's menus.","cls":"Core","src":["C","P","G"],"herm":"BC217"},{"id":"13.1.3","n":"Lost card reporting","d":"Lets patrons suspend a lost card or credential themselves.","cls":"Expected","src":["C"],"herm":"BC139"},{"id":"13.1.4","n":"Parent and guest deposits","d":"Lets family members add funds without the student's login.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"13.1.5","n":"Live occupancy and wait times","d":"Shows how busy each location is right now.","cls":"Emerging","src":["C"],"herm":"BC217"},{"id":"13.1.6","n":"Feedback and surveys","d":"Collects ratings and comments on items and locations.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"13.1.7","n":"Single sign-on access","d":"Signs patrons in with campus credentials.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"13.1.8","n":"Accessible design","d":"Meets WCAG 2.1 AA for web and mobile.","cls":"Platform","src":["C","P"],"herm":"BC217"}]}]},{"n":"14","name":"Reporting and Analytics","desc":"Reports on sales, participation and operations.","caps":[{"id":"14.1","n":"Report and analyze","subs":[{"id":"14.1.1","n":"Sales and transaction reports","d":"Reports sales by location, period, item and tender.","cls":"Core","src":["C","P","G"],"herm":"BC211"},{"id":"14.1.2","n":"Meal plan participation reports","d":"Reports swipe use and missed meals by plan and patron group.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"14.1.3","n":"Breakage and liability reports","d":"Reports unused meals and outstanding balances for financial close.","cls":"Expected","src":["C","P"],"herm":"BC249"},{"id":"14.1.4","n":"Ad hoc report builder","d":"Lets staff build and save custom reports.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"14.1.5","n":"Operational dashboards","d":"Shows live sales, headcounts and food cost against targets.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"14.1.6","n":"Transaction exception reporting","d":"Identifies denied admissions, failed authorizations, unusual reversals and unresolved transaction exceptions.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"14.1.7","n":"Production and waste performance","d":"Compares planned production, actual service and recorded waste across dining locations.","cls":"Specialized","src":["P"],"herm":"BC211"},{"id":"14.1.8","n":"Service fulfillment reporting","d":"Measures digital order preparation times, cancellations and pickup or delivery completion.","cls":"Expected","src":["P"],"herm":"BC211"}]}]},{"n":"15","name":"Campus System Integration","desc":"Exchanges data with the SIS, housing, ERP and credential systems.","caps":[{"id":"15.1","n":"Integrate","subs":[{"id":"15.1.1","n":"SIS identity and enrollment feed","d":"Imports student identity, enrollment and population from the SIS as the system of record.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"15.1.2","n":"Housing meal plan feed","d":"Receives meal plan selections from housing contracts and returns assignment status.","cls":"Platform","src":["C","P","G"],"herm":"BC115"},{"id":"15.1.3","n":"ERP financial posting","d":"Sends summarized revenue, plan charges and refunds to the ERP general ledger and student account.","cls":"Platform","src":["C","P","G"],"herm":"BC249"},{"id":"15.1.4","n":"HR feed for employee patrons","d":"Imports faculty and staff for employee plans and payroll deduction.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"15.1.5","n":"Campus card and credential system","d":"Shares card numbers, mobile credentials and photos with the campus ID system.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"15.1.6","n":"Payment gateway integration","d":"Processes card payments through a PCI-validated gateway with tokenization.","cls":"Platform","src":["C","P"],"herm":"BC188"},{"id":"15.1.7","n":"Open API and data exports","d":"Provides documented APIs and scheduled exports for other campus systems.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"15.1.8","n":"Dining status return feed","d":"Returns assigned plan identifiers, activation status and exceptions to authorized campus systems.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"15.1.9","n":"ERP posting acknowledgment and reconciliation","d":"Matches ERP acceptance or rejection responses to dining charge records and identifies unresolved differences.","cls":"Platform","src":["P"],"herm":"BC249"},{"id":"15.1.10","n":"Catering billing interface","d":"Transfers final catering billing records and receives posting status from ERP financial services.","cls":"Platform","src":["P"],"herm":"BC188"},{"id":"15.1.11","n":"Partner POS and ordering integration","d":"Connects external sales and ordering channels to dining entitlement authorization and transaction recording.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"15.1.12","n":"Integration validation and replay","d":"Validates exchanged records, detects duplicates and supports controlled correction and replay of failed messages.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"15.1.13","n":"Institutional analytics feed","d":"Exports governed dining data to approved institutional reporting or data platforms.","cls":"Platform","src":["P"],"herm":"BC136"}]}]},{"n":"16","name":"Security and Compliance","desc":"Protects patron and payment data.","caps":[{"id":"16.1","n":"Secure the system","subs":[{"id":"16.1.1","n":"Role-based permissions","d":"Assigns staff permissions by role, location and function.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"16.1.2","n":"Multi-factor authentication","d":"Requires MFA for administrative sign-in.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"16.1.3","n":"PCI DSS compliance","d":"Keeps card data out of scope with validated point-to-point encryption.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"16.1.4","n":"Audit trail","d":"Logs balance changes, refunds, overrides and configuration changes by user.","cls":"Platform","src":["C","P","G"],"herm":"BC138"},{"id":"16.1.5","n":"Encryption in transit and at rest","d":"Encrypts patron and transaction data in transit and in storage.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"16.1.6","n":"Security attestations","d":"Provides SOC 2 Type II and a completed HECVAT.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"16.1.7","n":"Sensitive action approval","d":"Requires designated approval for configured balance adjustments, refunds and administrative overrides.","cls":"Platform","src":["P"],"herm":"BC139"}]}]},{"n":"17","name":"Configuration, Operations and Data Exit","desc":"Lets the campus configure, run and leave the system.","caps":[{"id":"17.1","n":"Configure and operate","subs":[{"id":"17.1.1","n":"Location and device configuration","d":"Sets up locations, terminals, readers and printers centrally.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"17.1.2","n":"Rules and pricing configuration","d":"Changes plan rules, prices and tenders without vendor work.","cls":"Platform","src":["C","G"],"herm":"BC203"},{"id":"17.1.3","n":"Hosting options","d":"Offers vendor-hosted cloud or campus-hosted deployment.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"17.1.4","n":"Availability and disaster recovery","d":"Commits to uptime, backups and tested recovery objectives.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"17.1.5","n":"Hardware support and lifecycle","d":"Supports and replaces readers, terminals and kiosks on a defined lifecycle.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"17.1.6","n":"Full data export on exit","d":"Exports patrons, plans, balances, transactions and recipes in open formats at contract end.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"17.1.7","n":"Test and release management","d":"Provides nonproduction testing and controlled promotion of configuration and application changes.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"17.1.8","n":"Monitoring and incident alerting","d":"Monitors service availability, interface failures and transaction processing health and alerts responsible staff.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"17.1.9","n":"Migration and cutover reconciliation","d":"Validates imported records and reconciles opening balances, active entitlements and transaction totals during transition.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"17.1.10","n":"Exit and deletion verification","d":"Supports transition assistance and verifies removal of retained institutional data after approved exit obligations are met.","cls":"Platform","src":["P"],"herm":"BC145"}]}]}]}