{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by student housing and residence life 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 room and bed inventory, rates, housing applications and eligibility, assignments and room changes, contracts and the charge feed, move-in and move-out with condition reports, occupancy reporting, residence-life incidents, work orders, programming and desk services, conference housing, student and staff self-service, and SIS, ERP and access-control integration with security and operations, with the SIS remaining the record for student identity and enrollment status, the ERP the record for financial posting, and the student mobile app treated as a channel rather than the record for housing operations.","vendors":["StarRez","Adirondack The Housing Director","RMS Mercury"],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)"},"groups":[{"k":"P","name":"Space and Inventory Management","ds":["1","2"],"desc":"Keeps an accurate model of every building, room and bed the housing office can assign, with its attributes and rates."},{"k":"A","name":"Applications and Assignments","ds":["3","4"],"desc":"Takes students from application through eligibility, preferences and matching to an assigned bed, and manages changes during the term."},{"k":"R","name":"Contracts and Billing","ds":["5","6"],"desc":"Binds students to housing and dining terms and sends the resulting charges to the ERP for posting."},{"k":"N","name":"Move-In, Move-Out and Occupancy","ds":["7","8","9"],"desc":"Runs arrival and departure, records room condition, and reports who is living where."},{"k":"Y","name":"Residence Life Operations","ds":["10","11","12","13","14"],"desc":"Supports the work of residence life staff in keeping residents safe, engaged and accountable and buildings in repair."},{"k":"F","name":"Student and Staff Experience","ds":["15","16"],"desc":"Gives residents, families and staff easy self-service access to housing information and tasks."},{"k":"E","name":"Platform","ds":["17","18","19"],"desc":"Connects housing to the campus systems of record and keeps the system secure, configurable and portable."}],"domains":[{"n":"1","name":"Room and Bed Inventory","desc":"Holds the master record of housing facilities down to the individual bed space.","area":"Space and Inventory Management","caps":[{"id":"1.1","n":"Maintain facility hierarchy","herm":["BC115","BC197"],"subs":[{"id":"1.1.1","n":"Campus, building, floor, room and bed hierarchy","d":"Models housing space as campus, area, building, floor, suite, room and bed with a unique id at each level.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"1.1.2","n":"Bed space records","d":"Stores each assignable bed with its room, capacity contribution and current status.","cls":"Core","src":["C"],"herm":"BC115"},{"id":"1.1.3","n":"Room types and configurations","d":"Defines single, double, triple, suite, apartment and other configurations with standard capacity.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"1.1.4","n":"Room and bed attributes","d":"Tags space with gender designation, accessibility, smoke-free, air conditioning, living-learning community and similar attributes used in matching.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"1.1.5","n":"Suite and apartment grouping","d":"Groups bedrooms into suites or apartments so they can be assigned and billed together.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"1.1.6","n":"Gender and inclusive housing designations","d":"Sets a room, suite or floor as male, female, all-gender or flexible for a term and enforces it during assignment.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"1.1.7","n":"Accessible and accommodation-ready space","d":"Flags rooms with accessibility features so they can be held for students with approved accommodations.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"1.1.8","n":"Floor plans and room images","d":"Attaches floor plans, photos and virtual tours to buildings and room types.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"1.1.9","n":"Furniture and fixture inventory","d":"Tracks furniture and fixtures assigned to each room for condition reporting and replacement.","cls":"Expected","src":["C","P"],"herm":"BC197"}]},{"id":"1.2","n":"Manage space availability","herm":["BC115","BC227"],"subs":[{"id":"1.2.1","n":"Bed status management","d":"Marks beds as available, held, assigned, offline or out of service with reasons and dates.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"1.2.2","n":"Space holds and reservations","d":"Reserves blocks of beds for groups such as athletics, RAs, learning communities or summer programs.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"1.2.3","n":"Offline and out-of-service space","d":"Takes rooms out of inventory for renovation, damage or quarantine and returns them when ready.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"1.2.4","n":"Capacity flexing","d":"Converts rooms between capacities, such as a double used as a single or a lounge converted to a bedroom, for a term.","cls":"Expected","src":["C","P"],"herm":"BC227"},{"id":"1.2.5","n":"Term and session availability","d":"Keeps separate availability for academic year, semester, summer and break periods.","cls":"Core","src":["C","P","G"],"herm":"BC115"}]}]},{"n":"2","name":"Rates and Pricing","desc":"Defines what each space and service costs for each term.","area":"Space and Inventory Management","caps":[{"id":"2.1","n":"Maintain housing rates","herm":["BC115","BC189","BC246"],"subs":[{"id":"2.1.1","n":"Room rates by type and term","d":"Sets the charge for each room type, building or bed per term or per night.","cls":"Core","src":["C","P"],"herm":"BC189"},{"id":"2.1.2","n":"Meal plan rates and requirements","d":"Stores meal plan options and prices and the plans required for each building or class level.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"2.1.3","n":"Rate effective dating","d":"Keeps rate history and future rates by academic year so charges calculate correctly in any term.","cls":"Core","src":["C"],"herm":"BC189"},{"id":"2.1.4","n":"Fees and deposits","d":"Defines application fees, prepayments, damage deposits and other one-time charges.","cls":"Core","src":["C"],"herm":"BC246"},{"id":"2.1.5","n":"Discounts and rate overrides","d":"Applies approved rate reductions, staff remission or individual overrides with a reason.","cls":"Expected","src":["C"],"herm":"BC189"}]}]},{"n":"3","name":"Housing Application","desc":"Collects and manages each student's request for housing in a term.","area":"Applications and Assignments","caps":[{"id":"3.1","n":"Configure and take applications","herm":["BC115","BC246"],"subs":[{"id":"3.1.1","n":"Configurable application forms","d":"Builds term-specific housing applications with custom questions, conditional sections and required fields.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"3.1.2","n":"Application periods and windows","d":"Opens and closes applications by term, student population and date window.","cls":"Core","src":["C","G"],"herm":"BC115"},{"id":"3.1.3","n":"Application fee and prepayment collection","d":"Collects an application fee or prepayment online as part of submitting the application.","cls":"Expected","src":["C"],"herm":"BC246"},{"id":"3.1.4","n":"Save and resume applications","d":"Lets students save a partial application and finish it later.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"3.1.5","n":"Application status tracking","d":"Tracks each application through submitted, complete, cancelled and other configurable statuses.","cls":"Core","src":["C"],"herm":"BC115"},{"id":"3.1.6","n":"Application cancellation and withdrawal","d":"Records a student's withdrawal of an application and applies any cancellation fee or forfeiture.","cls":"Core","src":["C"],"herm":"BC115"},{"id":"3.1.7","n":"Waitlist management","d":"Places eligible applicants on a ranked waitlist when space is unavailable and offers beds as they open.","cls":"Expected","src":["C","P","G"],"herm":"BC115"},{"id":"3.1.8","n":"Proxy and parent access","d":"Lets an authorized parent or guardian view or complete parts of the application.","cls":"Specialized","src":["C"],"herm":"BC115"},{"id":"3.1.9","n":"Application review","d":"Track completeness, request corrections, and record application decisions and reasons.","cls":"Core","src":["P"],"herm":"BC115"},{"id":"3.1.10","n":"Waitlist offers","d":"Issue time-limited housing offers and track acceptance, decline, expiration, and return to the waiting list.","cls":"Expected","src":["P"],"herm":"BC115"}]},{"id":"3.2","n":"Determine eligibility","herm":["BC115","BC049"],"subs":[{"id":"3.2.1","n":"Eligibility rules from SIS data","d":"Decides who may apply using enrollment status, admit type, class level, credit load and other SIS data.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"3.2.2","n":"Residency requirement tracking","d":"Identifies students subject to a live-on requirement and tracks exemptions.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"3.2.3","n":"Exemption and release requests","d":"Accepts and routes requests to be released from the residency requirement or a contract.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"3.2.4","n":"Holds and conduct-based restrictions","d":"Blocks application or assignment for students with financial, conduct or administrative holds.","cls":"Expected","src":["C"],"herm":"BC049"},{"id":"3.2.5","n":"Priority and time-ticket assignment","d":"Gives applicants a selection priority or time slot based on class level, points, lottery or application date.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"3.2.6","n":"Eligibility exception review","d":"Route eligibility exceptions for approval and record the reason, approver, and expiration.","cls":"Expected","src":["P"],"herm":"BC115"},{"id":"3.2.7","n":"Application prerequisites","d":"Gate application or selection steps using required acknowledgments, documents, and externally confirmed fee or deposit status.","cls":"Expected","src":["P"],"herm":"BC115"},{"id":"3.2.8","n":"Nonstudent resident eligibility","d":"Manage approved faculty, staff, visiting scholar, or affiliate housing using authoritative institutional identity sources.","cls":"Specialized","src":["P"],"herm":"BC115"}]},{"id":"3.3","n":"Capture preferences","herm":["BC115","BC052"],"subs":[{"id":"3.3.1","n":"Room and building preferences","d":"Records ranked preferences for buildings, room types and communities.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"3.3.2","n":"Lifestyle questionnaire","d":"Captures sleep, study, cleanliness and social habits used for roommate matching.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"3.3.3","n":"Special interest and living-learning community applications","d":"Takes supplemental applications for themed or academic communities and records acceptance.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"3.3.4","n":"Accommodation and medical housing requests","d":"Records housing accommodation needs approved by disability services and flags them for assignment.","cls":"Expected","src":["C","P"],"herm":"BC052"},{"id":"3.3.5","n":"Gender identity and inclusive housing preferences","d":"Lets students state gender identity and inclusive housing preferences used in assignment, with restricted visibility.","cls":"Expected","src":["C"],"herm":"BC115"}]}]},{"n":"4","name":"Assignment","desc":"Places students into beds by staff, rules or student self-selection.","area":"Applications and Assignments","caps":[{"id":"4.1","n":"Assign beds","herm":["BC115","BC220"],"subs":[{"id":"4.1.1","n":"Manual bed assignment","d":"Lets staff assign a student to a specific bed with attribute and eligibility checks.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"4.1.2","n":"Assignment conflict validation","d":"Prevents assignments that break gender, capacity, eligibility, date or double-booking rules.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"4.1.3","n":"Auto-assignment by rules","d":"Assigns batches of applicants to beds using configured priorities, preferences and attributes.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"4.1.4","n":"Online room self-selection","d":"Lets eligible students choose an available bed online during their selection window.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"4.1.5","n":"Room and suite group selection","d":"Lets a group of students select a suite, apartment or block of rooms together.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"4.1.6","n":"Returning-student room retention","d":"Lets current residents keep or pull into their current room or building for the next term.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"4.1.7","n":"Assignment notifications","d":"Notifies students and roommates of new or changed assignments by email, portal and mobile channel.","cls":"Core","src":["C"],"herm":"BC220"},{"id":"4.1.8","n":"Assignment publishing and embargo","d":"Holds assignments from student view until a configured release date.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"4.1.9","n":"Placement constraint validation","d":"Validate proposed assignments against eligibility, capacity, accommodation, and space restrictions.","cls":"Core","src":["P"],"herm":"BC115"},{"id":"4.1.10","n":"Assignment simulation","d":"Preview batch assignment results and exceptions before committing placements.","cls":"Expected","src":["P"],"herm":"BC115"},{"id":"4.1.11","n":"Concurrent selection reservation","d":"Temporarily reserve selected beds during checkout and release abandoned or expired reservations.","cls":"Expected","src":["P"],"herm":"BC115"}]},{"id":"4.2","n":"Match roommates","herm":["BC115"],"subs":[{"id":"4.2.1","n":"Mutual roommate requests","d":"Pairs students who request each other and confirms the request is mutual.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"4.2.2","n":"Roommate search and profiles","d":"Lets students browse opted-in profiles and search for compatible roommates.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"4.2.3","n":"Questionnaire-based matching","d":"Scores and pairs students on lifestyle questionnaire answers.","cls":"Expected","src":["C","P","G"],"herm":"BC115"},{"id":"4.2.4","n":"Roommate group invitations","d":"Lets students invite others to form a roommate group that is assigned together.","cls":"Expected","src":["C"],"herm":"BC115"}]},{"id":"4.3","n":"Change assignments","herm":["BC115","BC246"],"subs":[{"id":"4.3.1","n":"Room change requests","d":"Takes student requests to move rooms and routes them for staff approval.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"4.3.2","n":"Room swaps","d":"Lets two residents swap beds by mutual agreement with staff approval.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"4.3.3","n":"Consolidation","d":"Combines residents in partially filled rooms to free whole rooms.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"4.3.4","n":"Mid-term assignment changes with prorating","d":"Moves a resident mid-term and splits charges between the old and new space by date.","cls":"Core","src":["C"],"herm":"BC246"},{"id":"4.3.5","n":"Emergency and interim housing","d":"Places a student in temporary space immediately, such as for safety or facility failure, and tracks the stay.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"4.3.6","n":"Assignment cancellation","d":"End a bed assignment with an effective date and reason while preserving assignment history.","cls":"Core","src":["P"],"herm":"BC115"},{"id":"4.3.7","n":"Assignment history","d":"Retain prior placements, change reasons, effective dates, and responsible staff.","cls":"Expected","src":["P"],"herm":"BC115"}]}]},{"n":"5","name":"Housing Contracts","desc":"Issues, executes and administers the housing and dining agreement.","area":"Contracts and Billing","caps":[{"id":"5.1","n":"Issue and sign contracts","herm":["BC115","BC156"],"subs":[{"id":"5.1.1","n":"Contract templates by term and population","d":"Maintains contract text and terms by academic year, term and student population.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"5.1.2","n":"Electronic contract signature","d":"Captures the student's electronic acceptance of the contract with timestamp and version.","cls":"Core","src":["C","P","G"],"herm":"BC156"},{"id":"5.1.3","n":"Minor and guarantor signature","d":"Collects a parent or guardian signature for students under the age of majority.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"5.1.4","n":"Contract status and history","d":"Tracks each contract through pending, signed, active, cancelled and released with history.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"5.1.5","n":"Contract addenda","d":"Adds addenda for special conditions such as summer, break housing or community agreements.","cls":"Expected","src":["C","P"],"herm":"BC115"}]},{"id":"5.2","n":"Administer contracts","herm":["BC115"],"subs":[{"id":"5.2.1","n":"Contract cancellation and release","d":"Processes cancellations and releases and applies the configured cancellation schedule.","cls":"Core","src":["C"],"herm":"BC115"},{"id":"5.2.2","n":"Cancellation fee schedules","d":"Calculates cancellation charges by date and reason.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"5.2.3","n":"Break and intersession housing","d":"Contracts students to stay during breaks and charges the break rate.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"5.2.4","n":"Summer and short-term contracts","d":"Issues contracts for summer sessions, interns and short stays with nightly or weekly rates.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"5.2.5","n":"Household and dependent occupancy","d":"Associate authorized household members and dependents with a primary resident and housing unit.","cls":"Specialized","src":["P"],"herm":"BC115"}]}]},{"n":"6","name":"Charges and Financial Feed","desc":"Calculates housing charges and passes them to the ERP or student account for posting.","area":"Contracts and Billing","caps":[{"id":"6.1","n":"Calculate charges","herm":["BC246"],"subs":[{"id":"6.1.1","n":"Room and board charge calculation","d":"Calculates room and meal plan charges from the assignment, rate and contract dates.","cls":"Core","src":["C","P"],"herm":"BC246"},{"id":"6.1.2","n":"Proration by occupancy dates","d":"Prorates charges for late arrival, early departure or mid-term moves by day or week.","cls":"Core","src":["C","P"],"herm":"BC246"},{"id":"6.1.3","n":"Damage and fine charges","d":"Creates charges for damage, lockouts, improper checkout and conduct fines with an allocation across roommates.","cls":"Expected","src":["C","P"],"herm":"BC246"},{"id":"6.1.4","n":"Credits and refunds calculation","d":"Calculates credits and refund amounts for cancellations and releases for posting in the ERP.","cls":"Expected","src":["C"],"herm":"BC246"},{"id":"6.1.5","n":"Charge approval and release","d":"Review calculated housing transactions and approve them for transfer to the ERP.","cls":"Expected","src":["P"],"herm":"BC246"}]},{"id":"6.2","n":"Feed charges to the ERP","herm":["BC246","BC188"],"subs":[{"id":"6.2.1","n":"Charge feed to student account","d":"Sends housing charges and credits to the ERP or student billing system in batch or real time with detail codes.","cls":"Core","src":["C","G"],"herm":"BC246"},{"id":"6.2.2","n":"Charge reconciliation","d":"Reports charges sent, accepted and rejected by the ERP so the housing office can reconcile.","cls":"Expected","src":["C","P"],"herm":"BC246"},{"id":"6.2.3","n":"Deposit and payment status from ERP","d":"Reads deposit and payment status back from the ERP to drive eligibility and holds.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"6.2.4","n":"Online payment integration","d":"Hands payments taken in the housing portal to the campus payment gateway, with posting done in the ERP.","cls":"Expected","src":["C"],"herm":"BC188"}]}]},{"n":"7","name":"Check-In and Check-Out","desc":"Moves residents into and out of their assigned space.","area":"Move-In, Move-Out and Occupancy","caps":[{"id":"7.1","n":"Run move-in and move-out","herm":["BC115"],"subs":[{"id":"7.1.1","n":"Check-in and check-out processing","d":"Records each resident's actual arrival and departure date and time against the assignment.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"7.1.2","n":"Move-in appointment scheduling","d":"Lets residents book move-in time slots to spread arrival traffic.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"7.1.3","n":"Early arrival and late stay requests","d":"Takes and approves requests to arrive before or stay after the standard dates, with charges.","cls":"Expected","src":["C","P","G"],"herm":"BC115"},{"id":"7.1.4","n":"Express and self check-out","d":"Lets residents check out without staff by returning keys and confirming a checklist.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"7.1.5","n":"No-show processing","d":"Identifies assigned students who did not arrive and releases or charges per policy.","cls":"Expected","src":["C","P","G"],"herm":"BC115"},{"id":"7.1.6","n":"Mobile check-in for staff","d":"Lets staff check residents in and out from a tablet or phone.","cls":"Expected","src":["C","G"],"herm":"BC115"}]},{"id":"7.2","n":"Manage keys and access","herm":["BC129"],"subs":[{"id":"7.2.1","n":"Key inventory and issue","d":"Tracks physical keys and fobs by room and records issue and return to residents.","cls":"Expected","src":["C","P"],"herm":"BC129"},{"id":"7.2.2","n":"Lockout tracking and charges","d":"Logs lockouts and charges per policy.","cls":"Expected","src":["C"],"herm":"BC129"},{"id":"7.2.3","n":"Lost key and recore requests","d":"Records lost keys and triggers lock recore work orders and charges.","cls":"Expected","src":["C"],"herm":"BC129"}]}]},{"n":"8","name":"Room Condition","desc":"Records the state of each room at arrival and departure.","area":"Move-In, Move-Out and Occupancy","caps":[{"id":"8.1","n":"Report room condition","herm":["BC115","BC246"],"subs":[{"id":"8.1.1","n":"Room condition reports","d":"Captures a room inventory and condition report at check-in and check-out.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"8.1.2","n":"Electronic condition reports with photos","d":"Lets residents and staff complete condition reports online with photos.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"8.1.3","n":"Damage assessment","d":"Compares check-in and check-out condition and records damages with cost.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"id":"8.1.4","n":"Common area damage billing","d":"Splits charges for damage in shared spaces across the residents of a floor, suite or building.","cls":"Specialized","src":["C"],"herm":"BC246"},{"id":"8.1.5","n":"Condition comparison and disputes","d":"Compare inspection results and track resident challenges to documented damage findings.","cls":"Expected","src":["P"],"herm":"BC115"}]}]},{"n":"9","name":"Occupancy Management and Reporting","desc":"Shows current and projected occupancy and produces housing statistics.","area":"Move-In, Move-Out and Occupancy","caps":[{"id":"9.1","n":"Report occupancy","herm":["BC211","BC115","BC144"],"subs":[{"id":"9.1.1","n":"Real-time occupancy dashboard","d":"Shows current occupied, vacant, held and offline beds by building, room type and term.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"9.1.2","n":"Vacancy listing","d":"Lists open beds by attribute so staff can fill them.","cls":"Core","src":["C","P"],"herm":"BC115"},{"id":"9.1.3","n":"Rosters by building, floor and community","d":"Produces resident rosters for staff by building, floor, suite and living-learning community.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"9.1.4","n":"Occupancy forecasting","d":"Projects fall occupancy from applications, deposits, cancellations and history.","cls":"Expected","src":["C","P"],"herm":"BC144"},{"id":"9.1.5","n":"Census and occupancy snapshots","d":"Freezes occupancy counts on census dates for institutional and external reporting.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"9.1.6","n":"Revenue and occupancy reporting","d":"Reports occupancy rate and projected housing revenue by building and term.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"9.1.7","n":"Ad hoc reporting and exports","d":"Lets staff build and save queries and export data without vendor help.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"9.1.8","n":"Predictive vacancy and retention indicators","d":"Flags residents likely to cancel or leave using housing and engagement data.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"9.1.9","n":"Application and assignment funnel","d":"Report counts and elapsed time across application, eligibility, offer, agreement, and assignment stages.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"9.1.10","n":"Conversational housing analytics","d":"Translate authorized natural-language questions into housing queries with inspectable definitions and results.","cls":"Emerging","src":["P"],"herm":"BC144"}]}]},{"n":"10","name":"Incidents and Conduct","desc":"Records and follows up on incidents that happen in the residence halls.","area":"Residence Life Operations","caps":[{"id":"10.1","n":"Report incidents","herm":["BC180","BC129","BC049","BC052"],"subs":[{"id":"10.1.1","n":"Incident report entry","d":"Lets staff file incident reports with date, location, involved parties and narrative.","cls":"Core","src":["C","P","G"],"herm":"BC180"},{"id":"10.1.2","n":"Involved party linking","d":"Links residents, guests and staff to an incident with their role.","cls":"Expected","src":["C"],"herm":"BC180"},{"id":"10.1.3","n":"Incident routing and assignment","d":"Routes incident reports to the right professional staff by type and building.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"10.1.4","n":"Duty logs and rounds","d":"Records on-call duty rounds and shift logs by staff member and building.","cls":"Expected","src":["C","P","G"],"herm":"BC129"},{"id":"10.1.5","n":"Health and safety inspections","d":"Schedules and records room health and safety inspections and violations.","cls":"Expected","src":["C"],"herm":"BC180"},{"id":"10.1.6","n":"Conduct system handoff","d":"Sends incident reports to the campus student conduct system for case processing.","cls":"Expected","src":["C","P"],"herm":"BC049"},{"id":"10.1.7","n":"Restricted and confidential reports","d":"Limits access to sensitive incident types such as Title IX or welfare reports.","cls":"Expected","src":["C"],"herm":"BC180"},{"id":"10.1.8","n":"Housing follow-up tracking","d":"Assign incident follow-up actions and record deadlines, outcomes, and closure.","cls":"Expected","src":["P"],"herm":"BC180"},{"id":"10.1.9","n":"Resident concern reporting","d":"Receive nonclinical concerns and route them to authorized residence-life or campus support staff.","cls":"Expected","src":["P"],"herm":"BC052"},{"id":"10.1.10","n":"Roommate mediation follow-up","d":"Document roommate agreements, mediation actions, and scheduled follow-up.","cls":"Expected","src":["P"],"herm":"BC052"}]}]},{"n":"11","name":"Work Orders and Facilities","desc":"Captures repair needs in residence halls and tracks them to completion.","area":"Residence Life Operations","caps":[{"id":"11.1","n":"Manage work orders","herm":["BC126","BC131"],"subs":[{"id":"11.1.1","n":"Resident maintenance requests","d":"Lets residents submit maintenance requests for their room or building online.","cls":"Expected","src":["C","P","G"],"herm":"BC126"},{"id":"11.1.2","n":"Work order routing and status","d":"Routes requests to the right trade or staff and tracks status to completion.","cls":"Expected","src":["C","P"],"herm":"BC126"},{"id":"11.1.3","n":"Facilities system integration","d":"Sends work orders to the campus facilities management system and receives status back.","cls":"Expected","src":["C","P"],"herm":"BC126"},{"id":"11.1.4","n":"Room turn and cleaning tracking","d":"Tracks rooms that need cleaning or repair between occupants before they return to inventory.","cls":"Expected","src":["C","P"],"herm":"BC131"}]}]},{"n":"12","name":"Residence Life Programming and Staff","desc":"Plans community programming and manages residence life staff assignments.","area":"Residence Life Operations","caps":[{"id":"12.1","n":"Run programming","herm":["BC052"],"subs":[{"id":"12.1.1","n":"Program planning and approval","d":"Lets RAs propose programs and routes them for approval with budget.","cls":"Specialized","src":["C","P","G"],"herm":"BC052"},{"id":"12.1.2","n":"Program attendance tracking","d":"Records which residents attended programs, including card or QR check-in.","cls":"Specialized","src":["C","P"],"herm":"BC052"},{"id":"12.1.3","n":"Programming model and learning outcomes tracking","d":"Maps programs to a residential curriculum and its learning outcomes and reports coverage.","cls":"Specialized","src":["C"],"herm":"BC052"},{"id":"12.1.4","n":"Resident one-on-one and intentional conversation logs","d":"Records RA conversations with residents against a structured guide.","cls":"Specialized","src":["C","P"],"herm":"BC052"}]},{"id":"12.2","n":"Manage residence life staff","herm":["BC115","BC175","BC178"],"subs":[{"id":"12.2.1","n":"Student staff recruitment and selection","d":"Takes RA and desk staff applications and tracks selection.","cls":"Specialized","src":["C"],"herm":"BC175"},{"id":"12.2.2","n":"Staff placement and rosters","d":"Assigns RAs and hall staff to buildings and floors and publishes staff rosters.","cls":"Expected","src":["C","P"],"herm":"BC178"},{"id":"12.2.3","n":"Desk and on-call scheduling","d":"Schedules front desk and on-call duty shifts.","cls":"Expected","src":["C","P"],"herm":"BC178"}]}]},{"n":"13","name":"Front Desk and Resident Services","desc":"Runs the daily services a hall desk provides.","area":"Residence Life Operations","caps":[{"id":"13.1","n":"Provide desk services","herm":["BC115","BC254","BC129"],"subs":[{"id":"13.1.1","n":"Package and mail tracking","d":"Logs incoming packages, notifies residents and records pickup.","cls":"Expected","src":["C","P"],"herm":"BC254"},{"id":"13.1.2","n":"Guest registration","d":"Registers overnight guests and enforces guest policy limits.","cls":"Expected","src":["C","P"],"herm":"BC129"},{"id":"13.1.3","n":"Equipment checkout","d":"Lends desk equipment such as vacuums and games and tracks returns.","cls":"Specialized","src":["C","P"],"herm":"BC115"},{"id":"13.1.4","n":"Smart package lockers","d":"Integrates with automated lockers that notify residents and release packages without staff.","cls":"Emerging","src":["C"],"herm":"BC254"},{"id":"13.1.5","n":"Guest policy validation","d":"Evaluate guest requests against housing-specific sponsorship and stay-limit rules.","cls":"Specialized","src":["P"],"herm":"BC129"}]}]},{"n":"14","name":"Conference and Guest Housing","desc":"Houses non-student groups and individual guests outside the academic contract.","area":"Residence Life Operations","caps":[{"id":"14.1","n":"Manage conference housing","herm":["BC115","BC188","BC122","BC156"],"subs":[{"id":"14.1.1","n":"Group and conference bookings","d":"Books blocks of rooms for camps, conferences and visiting groups with contacts and dates.","cls":"Specialized","src":["C","P"],"herm":"BC115"},{"id":"14.1.2","n":"Individual guest reservations","d":"Takes nightly reservations for interns, visitors and guests.","cls":"Specialized","src":["C"],"herm":"BC115"},{"id":"14.1.3","n":"Group rooming lists","d":"Imports and manages rooming lists for each group.","cls":"Specialized","src":["C","P"],"herm":"BC115"},{"id":"14.1.4","n":"Conference billing and invoicing","d":"Calculates group charges and produces invoices for posting in the ERP.","cls":"Specialized","src":["C"],"herm":"BC188"},{"id":"14.1.5","n":"Event and meeting space booking","d":"Books lounges and meeting rooms in residence halls for events.","cls":"Specialized","src":["C"],"herm":"BC122"},{"id":"14.1.6","n":"Group lodging agreements","d":"Prepare group lodging quotes and agreements with rates, guarantees, and cancellation terms.","cls":"Specialized","src":["P"],"herm":"BC156"}]}]},{"n":"15","name":"Resident Self-Service","desc":"Lets students do housing business on their own.","area":"Student and Staff Experience","caps":[{"id":"15.1","n":"Provide resident portal","herm":["BC217","BC139","BC203","BC220","BC146"],"subs":[{"id":"15.1.1","n":"Student housing portal","d":"Gives students one place to apply, sign contracts, select rooms and see assignments and charges.","cls":"Core","src":["C","P","G"],"herm":"BC217"},{"id":"15.1.2","n":"Single sign-on portal access","d":"Lets students reach the housing portal with campus credentials.","cls":"Core","src":["C"],"herm":"BC139"},{"id":"15.1.3","n":"Mobile-responsive self-service","d":"Makes every student task usable on a phone browser.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"15.1.4","n":"Mobile app channel APIs","d":"Exposes assignments, roommates, packages and requests to the campus mobile app, which displays them without holding the record.","cls":"Expected","src":["C","P"],"herm":"BC203"},{"id":"15.1.5","n":"Communications and notifications","d":"Sends templated email, text and in-portal messages triggered by housing events.","cls":"Expected","src":["C","P"],"herm":"BC220"},{"id":"15.1.6","n":"Document and form uploads","d":"Lets students upload documents such as accommodation letters or immunization proof.","cls":"Expected","src":["C","P"],"herm":"BC146"},{"id":"15.1.7","n":"Multilingual student interface","d":"Presents the student portal in languages other than English.","cls":"Specialized","src":["C"],"herm":"BC217"},{"id":"15.1.8","n":"Conversational assistant for housing questions","d":"Answers resident questions about housing policies and status through a chat assistant.","cls":"Emerging","src":["C"],"herm":"BC217"},{"id":"15.1.9","n":"AI-assisted communication drafting","d":"Generate housing message drafts for staff review without automatically sending or deciding resident matters.","cls":"Emerging","src":["P"],"herm":"BC220"}]}]},{"n":"16","name":"Staff Workspace","desc":"Gives housing staff efficient tools for daily work.","area":"Student and Staff Experience","caps":[{"id":"16.1","n":"Support staff work","herm":["BC115","BC216","BC144"],"subs":[{"id":"16.1.1","n":"Student housing profile","d":"Shows staff one view of a student's applications, assignments, contracts, charges, incidents and notes.","cls":"Core","src":["C","P","G"],"herm":"BC115"},{"id":"16.1.2","n":"Staff notes and communications history","d":"Records staff notes and a log of messages sent to each student.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"16.1.3","n":"Configurable workflows and approvals","d":"Lets staff define approval steps for requests such as room changes and releases.","cls":"Expected","src":["C","P"],"herm":"BC216"},{"id":"16.1.4","n":"Bulk actions","d":"Applies updates such as status changes, messages or charges to many students at once.","cls":"Expected","src":["C","P"],"herm":"BC115"},{"id":"16.1.5","n":"Staff mobile access","d":"Lets staff look up residents and complete tasks from a phone or tablet.","cls":"Expected","src":["C"],"herm":"BC115"},{"id":"16.1.6","n":"AI-assisted assignment optimization","d":"Suggests assignments that best satisfy preferences and constraints for staff review.","cls":"Emerging","src":["C"],"herm":"BC144"}]}]},{"n":"17","name":"Integration","desc":"Exchanges data with the systems that own student identity, finance and building access.","area":"Platform","caps":[{"id":"17.1","n":"Integrate with the SIS","herm":["BC203"],"subs":[{"id":"17.1.1","n":"Student identity and demographics from the SIS","d":"Imports student identity, demographics and contact data from the SIS, which remains the system of record.","cls":"Platform","src":["C","P","G"],"herm":"BC203"},{"id":"17.1.2","n":"Enrollment and admission status feed","d":"Reads enrollment, admit and withdrawal status from the SIS to drive eligibility and cancellations.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"17.1.3","n":"Housing data return to the SIS","d":"Writes housing assignment and address back to the SIS where the campus needs it.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"17.1.4","n":"Holds exchange","d":"Reads and sets holds between housing and the SIS.","cls":"Platform","src":["C"],"herm":"BC203"}]},{"id":"17.2","n":"Integrate with the ERP and other campus systems","herm":["BC203","BC246","BC129","BC139","BC211","BC204"],"subs":[{"id":"17.2.1","n":"ERP charge posting interface","d":"Provides the interface by which the ERP receives housing charges and posts them to student accounts and the ledger.","cls":"Platform","src":["C","P","G"],"herm":"BC246"},{"id":"17.2.2","n":"Access control system integration","d":"Sends assignments and check-in and check-out events to the door access system to grant and revoke building and room access.","cls":"Platform","src":["C","P","G"],"herm":"BC129"},{"id":"17.2.3","n":"Campus card and meal plan integration","d":"Sends meal plan selections and resident status to the campus card and dining systems.","cls":"Platform","src":["C","G"],"herm":"BC203"},{"id":"17.2.4","n":"Identity provider and directory integration","d":"Provisions accounts and roles from the campus identity provider.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"17.2.5","n":"Open APIs and webhooks","d":"Offers documented APIs and event notifications for other campus systems to read and write housing data.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"17.2.6","n":"File-based import and export","d":"Imports and exports data by scheduled files where APIs are not available.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"17.2.7","n":"Duplicate-safe financial delivery","d":"Use stable transaction identifiers and controlled reversals to prevent duplicate financial posting during retries.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"17.2.8","n":"Institutional analytics delivery","d":"Deliver documented housing datasets to approved data platforms with stable identifiers and effective dates.","cls":"Platform","src":["P"],"herm":"BC211"},{"id":"17.2.9","n":"Integration exception handling","d":"Monitor failed exchanges and support alerts, reconciliation, and controlled replay.","cls":"Platform","src":["P"],"herm":"BC204"}]}]},{"n":"18","name":"Security and Privacy","desc":"Protects resident data and controls who can see and change it.","area":"Platform","caps":[{"id":"18.1","n":"Secure data","herm":["BC138","BC139","BC170","BC217","BC136"],"subs":[{"id":"18.1.1","n":"Role-based access control","d":"Grants staff access by role, building and data type.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"18.1.2","n":"Field-level data restrictions","d":"Hides sensitive fields such as medical, accommodation, gender identity and conduct data from unauthorized roles.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"18.1.3","n":"Audit trail","d":"Logs who viewed and changed key records and when.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"18.1.4","n":"FERPA and privacy controls","d":"Honors directory-information restrictions and privacy flags from the SIS.","cls":"Platform","src":["C","P","G"],"herm":"BC170"},{"id":"18.1.5","n":"Encryption and hosting security","d":"Encrypts data in transit and at rest and meets campus security review standards such as SOC 2 and HECVAT.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"18.1.6","n":"Accessible interfaces","d":"Meets WCAG accessibility standards for student and staff interfaces.","cls":"Platform","src":["C","P"],"herm":"BC217"},{"id":"18.1.7","n":"Account lifecycle controls","d":"Provision, review, and revoke staff and service-account access using institutional lifecycle rules.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"18.1.8","n":"Privileged support access","d":"Require explicit authorization and logging for vendor or administrator access to institutional housing data.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"18.1.9","n":"AI data-use controls","d":"Control AI feature enablement, submitted data, provider retention, and use of institutional data for model training.","cls":"Platform","src":["P"],"herm":"BC136"}]}]},{"n":"19","name":"Configuration and Operations","desc":"Lets the institution set up, run and leave the system.","area":"Platform","caps":[{"id":"19.1","n":"Configure and operate","herm":["BC203","BC204","BC145","BC143","BC161"],"subs":[{"id":"19.1.1","n":"Term and academic calendar setup","d":"Defines terms, sessions, key dates and rollover to the next academic year.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"19.1.2","n":"Rules and process configuration without code","d":"Lets housing staff change eligibility, assignment and charge rules without vendor development.","cls":"Platform","src":["C","P","G"],"herm":"BC203"},{"id":"19.1.3","n":"Sandbox and test environments","d":"Provides non-production environments to test configuration and upgrades.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"19.1.4","n":"Scheduled jobs and monitoring","d":"Runs and monitors batch jobs and integrations with failure alerts.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"19.1.5","n":"Data retention and purge","d":"Applies retention schedules and purges old records.","cls":"Platform","src":["C","P"],"herm":"BC145"},{"id":"19.1.6","n":"Data export and exit","d":"Exports all institutional data in usable formats when the contract ends.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"19.1.7","n":"Data validation and correction","d":"Detect invalid housing records and perform authorized corrections without overwriting authoritative source attributes.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"19.1.8","n":"Backup and disaster recovery","d":"Back up housing records and attachments and verify restoration against agreed recovery objectives.","cls":"Platform","src":["P"],"herm":"BC161"},{"id":"19.1.9","n":"Release and vulnerability management","d":"Provide release notices, security remediation, compatibility information, and regression testing support.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"19.1.10","n":"Operational support and escalation","d":"Track support cases and provide defined response, escalation, and service incident communication processes.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"19.1.11","n":"Migration reconciliation","d":"Validate migrated record counts, relationships, financial transaction references, and document completeness.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"19.1.12","n":"Exit transition and deletion verification","d":"Support an agreed transition period and verify deletion of institutional data after retention obligations are satisfied.","cls":"Platform","src":["P"],"herm":"BC145"}]}]}]}