{"source":"International student and scholar services functions and features most commonly offered by Terra Dotta and Sunapsis, 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 SEVIS I-20 and DS-2019 issuance and updates, practical training and other employment authorization, scholar petitions and visitors, document collection and request workflow, compliance monitoring and alerts, advising, orientation and check-in, outreach, portals, government and campus reporting, and SIS, HR, admissions and SEVIS integration with security and operations, while the SIS remains the record for student identity, enrollment and academic program, HR for employment status, admissions for the application until admission, and study abroad for domestic students stays in its own system.","vendors":["Terra Dotta","Sunapsis"],"groups":[{"k":"C","name":"SEVIS Records","ds":["1","2"],"desc":"Issues and maintains the federal immigration records for students and exchange visitors."},{"k":"I","name":"Employment and Scholars","ds":["3","4","5"],"desc":"Authorizes practical training and handles petitions and visits for scholars and employees."},{"k":"W","name":"Documents and Workflow","ds":["6","7"],"desc":"Collects required documents and routes service requests through approval."},{"k":"H","name":"Compliance Monitoring","ds":["8","9"],"desc":"Spots status problems early and tells the right people."},{"k":"A","name":"Advising and Engagement","ds":["10","11","12"],"desc":"Advises, welcomes and stays in touch with international students and scholars."},{"k":"K","name":"Portals and Reporting","ds":["13","14","15","16","17"],"desc":"Gives each role its own workspace and produces government and campus reports."},{"k":"E","name":"Platform","ds":["18","19","20"],"desc":"Connects to the SIS, HR, admissions and SEVIS and keeps immigration data secure and portable."}],"domains":[{"n":"1","name":"Initial Document Issuance","desc":"Prepares and issues initial I-20 and DS-2019 forms for admitted students and incoming scholars.","caps":[{"id":"1.1","n":"Issue initial I-20s for F-1 and M-1 students","subs":[{"id":"1.1.1","n":"I-20 request e-form","d":"Collects the data an initial I-20 needs from the admitted student through an online form.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.1.2","n":"Admitted-student record handoff","d":"Starts an international record when admissions marks an applicant admitted, carrying over identity and program.","cls":"Expected","src":["C","P"],"herm":"BC014"},{"id":"1.1.3","n":"Financial certification review","d":"Lets an advisor compare documented funding with the estimated cost of attendance before issuing.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.1.4","n":"Dependent F-2 and M-2 data capture","d":"Records spouse and child details needed to issue dependent I-20s.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"1.1.5","n":"Initial I-20 creation in SEVIS","d":"Creates the student record in SEVIS and generates the I-20 from the reviewed request.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"1.1.6","n":"Transfer-in release tracking","d":"Tracks the SEVIS release date from the prior school and issues the transfer-pending I-20 when released.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.1.7","n":"Electronic I-20 signature and delivery","d":"Applies the DSO electronic signature and delivers the I-20 PDF to the student securely.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"1.1.8","n":"Courier and mailing tracking","d":"Records how and when a printed document was shipped and its tracking number.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.1.9","n":"Deferral and program start date update","d":"Updates an initial record when the student defers to a later term.","cls":"Expected","src":["C","P"],"herm":"BC170"}]},{"id":"1.2","n":"Issue initial DS-2019s for J-1 exchange visitors","subs":[{"id":"1.2.1","n":"Scholar request from host department","d":"Lets a host department submit an invitation and request a DS-2019 for an incoming scholar.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"1.2.2","n":"J-1 category and site of activity capture","d":"Records the exchange visitor category, subject field code and sites of activity.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.2.3","n":"Funding and insurance verification","d":"Confirms the scholar meets funding minimums and J-1 insurance requirements before issuance.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.2.4","n":"Initial DS-2019 creation in SEVIS","d":"Creates the exchange visitor record in SEVIS and generates the DS-2019.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"1.2.5","n":"J-2 dependent record creation","d":"Adds spouse and child records linked to the J-1 exchange visitor.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"1.2.6","n":"Two-year home residency and prior J status check","d":"Flags 212(e) and 12- and 24-month bars from prior J participation before issuance.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"1.2.7","n":"English proficiency determination record","d":"Records how the sponsor verified the scholar's English proficiency.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"1.2.8","n":"Student intern placement plan (DS-7002)","d":"Prepares and tracks the training placement plan required for J-1 student interns.","cls":"Expected","src":["C"],"herm":"BC170"},{"n":"Immigration status history","d":"Keeps effective-dated visa classifications, identifiers and sponsorship periods.","cls":"Expected","src":["P"],"herm":"BC170","id":"1.2.9"},{"n":"Document revision and reissuance","d":"Reissues corrected or replacement I-20s and DS-2019s and keeps prior versions.","cls":"Expected","src":["P"],"herm":"BC170","id":"1.2.10"}]}]},{"n":"2","name":"SEVIS Record Updates and Events","desc":"Keeps active SEVIS records current as students and scholars progress.","caps":[{"id":"2.1","n":"Maintain active F and M records","subs":[{"id":"2.1.1","n":"Registration and enrollment confirmation","d":"Registers each active student in SEVIS each term using enrollment data from the SIS.","cls":"Expected","src":["C","G"],"herm":"BC021"},{"id":"2.1.2","n":"Address and contact update to SEVIS","d":"Sends US address and contact changes to SEVIS within required timeframes.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"2.1.3","n":"Program extension","d":"Extends the program end date with documented academic or medical reason.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"2.1.4","n":"Change of education level or major","d":"Updates the program, level or CIP code and reissues the I-20.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.1.5","n":"Reduced course load authorization","d":"Records an approved reduced course load with reason, dates and limits.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.1.6","n":"Transfer-out release","d":"Sets the release date and receiving school for a student transferring out.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"2.1.7","n":"Completion, shorten and early end","d":"Records program completion or shortens the program end date.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"2.1.8","n":"Termination with reason code","d":"Terminates a record with the correct SEVIS reason and keeps the supporting rationale.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"2.1.9","n":"Reinstatement support","d":"Prepares the I-20 and recommendation for a student applying to USCIS for reinstatement.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"2.1.10","n":"Travel signature request","d":"Lets a student request a travel signature and records when it was given.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.1.11","n":"Correction of minor or technical errors","d":"Tracks data-fix requests sent to the SEVP help desk and their outcomes.","cls":"Expected","src":["C"],"herm":"BC170"}]},{"id":"2.2","n":"Maintain active J records","subs":[{"id":"2.2.1","n":"J-1 validation","d":"Validates the exchange visitor's program participation in SEVIS after arrival.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.2.2","n":"J program extension and amendment","d":"Extends program dates or amends category, funding or site of activity.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"2.2.3","n":"J transfer out and in","d":"Transfers an exchange visitor between sponsors and tracks the receiving program.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.2.4","n":"Early end and program completion","d":"Ends a J program early or marks completion with the required reason.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"2.2.5","n":"J-1 student academic training authorization","d":"Records academic training dates, employer and recommendation letter for J-1 students.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.2.6","n":"Change of category request","d":"Prepares a category change request for review by the Department of State where permitted.","cls":"Expected","src":["C","P","G"],"herm":"BC170"}]},{"id":"2.3","n":"Process SEVIS in bulk and batch","subs":[{"id":"2.3.1","n":"Real-time SEVIS interface","d":"Submits record changes to SEVIS directly from the system and stores the response.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.3.2","n":"Batch file generation and upload","d":"Generates SEVIS batch XML for many records and processes the returned results.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"2.3.3","n":"SEVIS error and rejection handling","d":"Shows rejected transactions with the SEVIS message so staff can correct and resubmit.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.3.4","n":"SEVIS-to-local data reconciliation","d":"Compares the local record with SEVIS and highlights mismatches.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"2.3.5","n":"Bulk registration by term","d":"Registers all eligible students in SEVIS in one action after census.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"2.3.6","n":"RTI fallback workflow","d":"Tracks changes that must be entered manually in SEVIS RTI and confirms they match local data.","cls":"Expected","src":["C"],"herm":"BC170"},{"n":"Pre-submission validation","d":"Checks required fields, formats and dates before a SEVIS transaction is sent.","cls":"Expected","src":["P"],"herm":"BC170","id":"2.3.7"}]}]},{"n":"3","name":"Employment Authorization","desc":"Records and supports on- and off-campus employment authorizations tied to immigration status.","caps":[{"id":"3.1","n":"Authorize practical training","subs":[{"id":"3.1.1","n":"Curricular Practical Training (CPT) request","d":"Collects the employer offer and academic approval and authorizes CPT in SEVIS.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"3.1.2","n":"Academic department CPT approval","d":"Routes CPT requests to the academic advisor for course and credit confirmation.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"3.1.3","n":"Pre-completion and post-completion OPT recommendation","d":"Records the DSO recommendation and dates for OPT and reissues the I-20.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"3.1.4","n":"STEM OPT extension and I-983 tracking","d":"Recommends STEM OPT and tracks the training plan, evaluations and validation reports.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"3.1.5","n":"OPT employment and unemployment-day tracking","d":"Records employer details reported by OPT students and counts unemployment days.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"3.1.6","n":"OPT reporting reminders","d":"Sends required six-month and evaluation reminders to students on OPT and STEM OPT.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"3.1.7","n":"Cap-gap extension handling","d":"Extends status and work authorization for students with pending H-1B change of status.","cls":"Expected","src":["C"],"herm":"BC170"}]},{"id":"3.2","n":"Track other work authorization","subs":[{"id":"3.2.1","n":"On-campus employment eligibility check","d":"Confirms an F-1 student's eligibility and hour limits for on-campus jobs.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"3.2.2","n":"Severe economic hardship and special student relief","d":"Prepares recommendations and records for hardship-based work authorization.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"3.2.3","n":"EAD receipt and card tracking","d":"Records I-765 receipt numbers, approval dates and EAD validity.","cls":"Expected","src":["C"],"herm":"BC170"}]}]},{"n":"4","name":"Scholar Visa Case Management","desc":"Handles case workflows for scholars, faculty and staff in non-J statuses.","caps":[{"id":"4.1","n":"Manage H-1B, O-1 and TN cases","subs":[{"id":"4.1.1","n":"Host department case initiation","d":"Lets a department request sponsorship and submit position, salary and funding details.","cls":"Expected","src":["C","P","G"],"herm":"BC183"},{"id":"4.1.2","n":"Prevailing wage and LCA preparation","d":"Captures wage level and SOC code and tracks Labor Condition Application filing and posting.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"4.1.3","n":"Petition document assembly","d":"Assembles petition forms and supporting documents into a case packet.","cls":"Expected","src":["C"],"herm":"BC183"},{"id":"4.1.4","n":"Petition status and receipt tracking","d":"Records USCIS receipt numbers, notices and approval or denial outcomes.","cls":"Expected","src":["C"],"herm":"BC183"},{"id":"4.1.5","n":"Deemed export control attestation","d":"Captures the export control review required on the I-129 petition.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"4.1.6","n":"Public access file maintenance","d":"Maintains the H-1B public access file for each LCA.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"4.1.7","n":"Concurrent and cap-subject case handling","d":"Supports concurrent employment and cap lottery registrations.","cls":"Expected","src":["C","G"],"herm":"BC183"}]},{"id":"4.2","n":"Support permanent residency","subs":[{"id":"4.2.1","n":"PERM labor certification tracking","d":"Tracks recruitment, prevailing wage and PERM filing steps for a sponsored employee.","cls":"Expected","src":["C"],"herm":"BC183"},{"id":"4.2.2","n":"I-140 petition tracking","d":"Records immigrant petition category, priority date and approval.","cls":"Expected","src":["C"],"herm":"BC183"},{"id":"4.2.3","n":"Green card case timeline","d":"Shows each permanent residency case's steps and dates from request to adjustment.","cls":"Expected","src":["C","G"],"herm":"BC183"}]},{"id":"4.3","n":"Coordinate with outside counsel","subs":[{"id":"4.3.1","n":"Attorney case sharing","d":"Gives outside immigration counsel controlled access to case documents and status.","cls":"Expected","src":["C","G"],"herm":"BC183"},{"id":"4.3.2","n":"Legal fee and cost tracking","d":"Records which department pays which petition fees and attorney costs.","cls":"Expected","src":["C"],"herm":"BC184"},{"n":"Cross-classification transitions","d":"Links student, exchange visitor and employment cases when a person changes status.","cls":"Specialized","src":["P"],"herm":"BC170","id":"4.3.3"}]}]},{"n":"5","name":"Short-Term and Visitor Scholars","desc":"Tracks visiting scholars and short-term visitors who need no petition.","caps":[{"id":"5.1","n":"Record short-term visitors","subs":[{"id":"5.1.1","n":"B-1 and visa waiver visitor registration","d":"Records visitors in business or waiver status, dates and activities allowed.","cls":"Expected","src":["C","G"],"herm":"BC183"},{"id":"5.1.2","n":"Honorarium eligibility check","d":"Checks whether a visitor may receive an honorarium or reimbursement under their status.","cls":"Expected","src":["C","G"],"herm":"BC183"},{"id":"5.1.3","n":"Visitor invitation letters","d":"Generates invitation letters from approved templates for a visitor's consular appointment.","cls":"Expected","src":["C"],"herm":"BC183"}]}]},{"n":"6","name":"Document Checklists and Requests","desc":"Defines and collects required documents for each request type.","caps":[{"id":"6.1","n":"Collect required documents","subs":[{"id":"6.1.1","n":"Configurable document checklists","d":"Defines required and optional documents per request type, visa category and level.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"6.1.2","n":"Secure document upload","d":"Lets students, scholars and departments upload documents to the right request.","cls":"Expected","src":["C","P","G"],"herm":"BC145"},{"id":"6.1.3","n":"Passport, visa and I-94 capture","d":"Collects travel document images and key fields such as expiration dates and admission class.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"6.1.4","n":"Financial document collection","d":"Collects bank letters, sponsor affidavits and scholarship letters for financial certification.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"6.1.5","n":"Document expiration tracking","d":"Records expiration dates for passports, visas, EADs and similar documents.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"6.1.6","n":"Document review and acceptance","d":"Lets staff accept, reject or request a new version of each document with a reason.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"6.1.7","n":"Automated I-94 retrieval prompt","d":"Guides the person to download their I-94 and checks the uploaded record.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"6.1.8","n":"Document data extraction","d":"Reads key fields from uploaded passports and forms to prefill records.","cls":"Emerging","src":["C","P","G"],"herm":"BC145"},{"n":"Document repository and version history","d":"Organizes collected and issued documents by person and case and keeps prior versions.","cls":"Expected","src":["P"],"herm":"BC145","id":"6.1.9"}]}]},{"n":"7","name":"Request Forms and Workflow","desc":"Runs e-forms and approval routing for international office services.","caps":[{"id":"7.1","n":"Build and route e-forms","subs":[{"id":"7.1.1","n":"E-form builder","d":"Lets staff design request forms with conditional logic and required fields without code.","cls":"Expected","src":["C"],"herm":"BC218"},{"id":"7.1.2","n":"Multi-step approval routing","d":"Routes a request through department, advisor and DSO or RO approvals in order.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"7.1.3","n":"Request status tracking","d":"Shows each request's step, owner and due date to staff and the requester.","cls":"Expected","src":["C","P","G"],"herm":"BC218"},{"id":"7.1.4","n":"Request fee collection","d":"Collects processing fees for selected services through campus payment channels.","cls":"Expected","src":["C"],"herm":"BC188"},{"id":"7.1.5","n":"Returned-for-correction loop","d":"Sends a request back to the submitter with comments and keeps the history of changes.","cls":"Expected","src":["C"],"herm":"BC218"},{"id":"7.1.6","n":"Processing time targets","d":"Tracks turnaround against office service targets by request type.","cls":"Expected","src":["C","P"],"herm":"BC218"},{"id":"7.1.7","n":"Eligibility rules on submission","d":"Checks eligibility rules, such as enrollment or time in status, before a request is submitted.","cls":"Expected","src":["C"],"herm":"BC218"},{"n":"Missing-item reminders","d":"Reminds submitters and reviewers about incomplete forms, documents and actions.","cls":"Expected","src":["P"],"herm":"BC220","id":"7.1.8"}]}]},{"n":"8","name":"Status Monitoring","desc":"Flags compliance issues across active international populations.","caps":[{"id":"8.1","n":"Monitor student status","subs":[{"id":"8.1.1","n":"Enrollment shortfall alert","d":"Flags students below full-time enrollment without an approved reduced course load.","cls":"Expected","src":["C","G"],"herm":"BC021"},{"id":"8.1.2","n":"Program end date approaching alert","d":"Flags students and scholars nearing their program end date.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"8.1.3","n":"Check-in deadline alert","d":"Flags new arrivals who have not checked in by the reporting deadline.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"id":"8.1.4","n":"Online course limit check","d":"Flags students exceeding allowed online or distance credits toward full-time enrollment.","cls":"Expected","src":["C","G"],"herm":"BC021"},{"id":"8.1.5","n":"Grade, withdrawal and leave triggers","d":"Flags withdrawals, leaves and academic dismissals posted in the SIS.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"8.1.6","n":"Address not reported alert","d":"Flags records missing a current US address.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"8.1.7","n":"Document expiration alert","d":"Flags passports, visas and EADs nearing expiration.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"8.1.8","n":"SEVIS registration window tracker","d":"Lists students still awaiting SEVIS registration as the term deadline approaches.","cls":"Expected","src":["C","P","G"],"herm":"BC170"}]},{"id":"8.2","n":"Monitor scholar and employee status","subs":[{"id":"8.2.1","n":"Scholar appointment and status mismatch","d":"Flags scholars whose HR appointment dates or role differ from their immigration record.","cls":"Expected","src":["C","G"],"herm":"BC183"},{"id":"8.2.2","n":"Authorized stay and petition expiry alert","d":"Flags H-1B, O-1 and TN stays and petitions nearing expiration.","cls":"Expected","src":["C"],"herm":"BC183"},{"id":"8.2.3","n":"Insurance compliance tracking for J","d":"Flags J-1 and J-2 participants without valid insurance on file.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"8.2.4","n":"Maximum duration and repeat participation alerts","d":"Flags J categories nearing maximum duration and H-1B six-year limits.","cls":"Expected","src":["C"],"herm":"BC170"},{"n":"Compliance exception resolution","d":"Assigns flagged issues to staff and tracks investigation and corrective action to closure.","cls":"Expected","src":["P"],"herm":"BC170","id":"8.2.5"}]}]},{"n":"9","name":"Alert Rules and Notifications","desc":"Lets the office configure alerts and who receives them.","caps":[{"id":"9.1","n":"Configure alerts","subs":[{"id":"9.1.1","n":"Alert rule builder","d":"Lets staff define alert conditions over local, SIS and SEVIS data without code.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"9.1.2","n":"Alert queue and assignment","d":"Collects alerts in a worklist that staff can assign, resolve or dismiss with notes.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"9.1.3","n":"Automated student and scholar notices","d":"Sends templated emails or messages when an alert condition is met.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"9.1.4","n":"Department notification","d":"Notifies host departments of scholar status issues that affect employment.","cls":"Expected","src":["C","P","G"],"herm":"BC220"},{"id":"9.1.5","n":"Predictive status risk flags","d":"Estimates which students are likely to fall out of status from enrollment and engagement patterns.","cls":"Emerging","src":["C"],"herm":"BC144"}]}]},{"n":"10","name":"Advising and Case Notes","desc":"Records advising contacts and appointments.","caps":[{"id":"10.1","n":"Advise students and scholars","subs":[{"id":"10.1.1","n":"Advising appointment scheduling","d":"Lets students and scholars book advising appointments and drop-ins.","cls":"Expected","src":["C","G"],"herm":"BC052"},{"id":"10.1.2","n":"Confidential advising notes","d":"Records advising notes with access limited by role.","cls":"Expected","src":["C","G"],"herm":"BC052"},{"id":"10.1.3","n":"Case history timeline","d":"Shows a person's documents, requests, SEVIS events and notes in one timeline.","cls":"Expected","src":["C","P","G"],"herm":"BC052"},{"id":"10.1.4","n":"Walk-in queue","d":"Manages walk-in advising with check-in and wait-time display.","cls":"Expected","src":["C","P"],"herm":"BC052"},{"id":"10.1.5","n":"Virtual advising sessions","d":"Links scheduled appointments to video meetings.","cls":"Expected","src":["C","G"],"herm":"BC052"},{"id":"10.1.6","n":"Referral tracking","d":"Records referrals to counseling, financial aid, career and other campus offices.","cls":"Expected","src":["C","P","G"],"herm":"BC052"},{"id":"10.1.7","n":"AI-assisted advising answers","d":"Suggests answers to common immigration questions from office-approved content for staff review.","cls":"Emerging","src":["C","G"],"herm":"BC052"},{"n":"Inquiry triage and follow-up","d":"Categorizes incoming questions, assigns staff and tracks unresolved inquiries.","cls":"Expected","src":["P"],"herm":"BC052","id":"10.1.8"},{"n":"Approved immigration guidance","d":"Publishes office-approved guidance and links it to the matching request types.","cls":"Expected","src":["P"],"herm":"BC052","id":"10.1.9"}]}]},{"n":"11","name":"Arrival, Orientation and Check-In","desc":"Manages the arrival process and immigration check-in.","caps":[{"id":"11.1","n":"Run orientation and check-in","subs":[{"id":"11.1.1","n":"Pre-arrival information and tasks","d":"Gives newly admitted students and incoming scholars a pre-arrival task list.","cls":"Expected","src":["C","P","G"],"herm":"BC052"},{"id":"11.1.2","n":"Immigration check-in submission","d":"Collects arrival date, US address and entry documents to complete check-in.","cls":"Expected","src":["C","P","G"],"herm":"BC052"},{"id":"11.1.3","n":"Orientation event registration","d":"Registers students and dependents for orientation sessions and records attendance.","cls":"Expected","src":["C","G"],"herm":"BC110"},{"id":"11.1.4","n":"Online orientation modules","d":"Delivers required orientation content online with completion tracking.","cls":"Expected","src":["C","G"],"herm":"BC052"},{"id":"11.1.5","n":"Arrival and airport pickup coordination","d":"Collects flight details for arrival pickup and temporary housing coordination.","cls":"Expected","src":["C","G"],"herm":"BC115"},{"n":"Arrival exception follow-up","d":"Finds missing check-ins, late arrivals and no-shows and routes them for review.","cls":"Expected","src":["P"],"herm":"BC170","id":"11.1.6"}]}]},{"n":"12","name":"Outreach and Programming","desc":"Communicates with and engages international populations.","caps":[{"id":"12.1","n":"Communicate and engage","subs":[{"id":"12.1.1","n":"Targeted email campaigns","d":"Sends messages to populations filtered by status, program, level or country.","cls":"Expected","src":["C","P","G"],"herm":"BC220"},{"id":"12.1.2","n":"Communication history","d":"Logs every message sent to a person.","cls":"Expected","src":["C","P"],"herm":"BC220"},{"id":"12.1.3","n":"Event and workshop management","d":"Manages workshops such as OPT and tax sessions with registration and attendance.","cls":"Expected","src":["C"],"herm":"BC110"},{"id":"12.1.4","n":"SMS and push notifications","d":"Sends text or app notifications for urgent reminders.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"12.1.5","n":"Multilingual content","d":"Presents portal content and notices in more than one language.","cls":"Expected","src":["C","P"],"herm":"BC220"}]}]},{"n":"13","name":"Student and Scholar Portal","desc":"Self-service for international students, scholars and dependents.","caps":[{"id":"13.1","n":"Serve students and scholars","subs":[{"id":"13.1.1","n":"Single sign-on portal access","d":"Lets students and scholars sign in with campus credentials.","cls":"Expected","src":["C","G"],"herm":"BC139"},{"id":"13.1.2","n":"Personal immigration dashboard","d":"Shows current status, document dates, open requests and to-dos.","cls":"Expected","src":["C","P","G"],"herm":"BC217"},{"id":"13.1.3","n":"E-form submission and tracking","d":"Lets the person submit requests and see where each one stands.","cls":"Expected","src":["C","P","G"],"herm":"BC217"},{"id":"13.1.4","n":"Document download","d":"Lets the person download issued I-20s, DS-2019s and letters.","cls":"Expected","src":["C","P","G"],"herm":"BC217"},{"id":"13.1.5","n":"Mobile-responsive portal","d":"Works on phones for uploads, check-in and notices.","cls":"Expected","src":["C","G"],"herm":"BC217"},{"id":"13.1.6","n":"Pre-admit and alumni access","d":"Allows access before enrollment and during OPT after completion.","cls":"Expected","src":["C"],"herm":"BC217"}]}]},{"n":"14","name":"Department Portal","desc":"Workspace for host departments and academic advisors.","caps":[{"id":"14.1","n":"Serve departments","subs":[{"id":"14.1.1","n":"Department request submission","d":"Lets departments request scholar sponsorship and extensions.","cls":"Expected","src":["C","P","G"],"herm":"BC183"},{"id":"14.1.2","n":"Department scholar roster","d":"Shows departments their current and incoming international scholars and key dates.","cls":"Expected","src":["C","P","G"],"herm":"BC183"},{"id":"14.1.3","n":"Academic advisor approvals","d":"Lets academic advisors approve CPT, extensions and reduced course loads.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"14.1.4","n":"Delegated department access","d":"Lets each department assign who may submit and view its requests.","cls":"Expected","src":["C"],"herm":"BC217"},{"n":"Campus verifier access","d":"Lets academic or administrative reviewers complete assigned verifications without seeing whole records.","cls":"Expected","src":["P"],"herm":"BC217","id":"14.1.5"}]}]},{"n":"15","name":"Staff Workspace","desc":"The international office's working view.","caps":[{"id":"15.1","n":"Work cases","subs":[{"id":"15.1.1","n":"Staff caseload dashboard","d":"Shows assigned requests, alerts and appointments for each staff member.","cls":"Expected","src":["C","G"],"herm":"BC217"},{"id":"15.1.2","n":"Population search and lists","d":"Finds and saves lists of people by status, program, country or date criteria.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"15.1.3","n":"Letter and template generation","d":"Generates letters from templates merged with record data.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"15.1.4","n":"DSO, PDSO, RO and ARO role tracking","d":"Records which staff hold SEVIS official designations and their permissions.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"15.1.5","n":"Bulk record actions","d":"Applies the same update or message to many selected records.","cls":"Expected","src":["C","G"],"herm":"BC217"}]}]},{"n":"16","name":"Regulatory and External Reporting","desc":"Produces reports owed to government and external surveys.","caps":[{"id":"16.1","n":"Report externally","subs":[{"id":"16.1.1","n":"J-1 annual sponsor report","d":"Prepares data for the Department of State annual report on exchange visitor programs.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"16.1.2","n":"Open Doors census data","d":"Prepares the international student and scholar data for the IIE Open Doors survey.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"16.1.3","n":"SEVP recertification support","d":"Assembles records and evidence for school recertification and site visits.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"16.1.4","n":"Form I-17 and program update tracking","d":"Tracks changes that require updating the school's I-17 or J program designation.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"16.1.5","n":"Audit trail of SEVIS transactions","d":"Lists every SEVIS transaction with user, time and outcome for audit.","cls":"Expected","src":["C","P","G"],"herm":"BC170"},{"n":"Audit evidence packages","d":"Assembles documents, approvals, messages and transaction history for an inspection.","cls":"Expected","src":["P"],"herm":"BC170","id":"16.1.6"},{"n":"Historical compliance snapshots","d":"Shows a record's status and open obligations as of a chosen past date.","cls":"Specialized","src":["P"],"herm":"BC170","id":"16.1.7"}]}]},{"n":"17","name":"Operational Reporting and Analytics","desc":"Gives the office and campus insight into populations and workload.","caps":[{"id":"17.1","n":"Analyze and report","subs":[{"id":"17.1.1","n":"Standard population reports","d":"Provides ready reports by status, country, program, level and department.","cls":"Expected","src":["C","G"],"herm":"BC211"},{"id":"17.1.2","n":"Ad hoc report builder","d":"Lets staff build and save custom reports without code.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"17.1.3","n":"Workload and turnaround reporting","d":"Reports request volumes and processing times by type and staff member.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"17.1.4","n":"Dashboards and trend charts","d":"Shows enrollment, OPT and scholar trends over time.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"17.1.5","n":"Scheduled report delivery","d":"Emails selected reports on a schedule.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"17.1.6","n":"Data export to campus warehouse","d":"Exports international data for institutional analytics.","cls":"Expected","src":["C"],"herm":"BC211"}]}]},{"n":"18","name":"Integrations","desc":"Connects to campus systems of record and government systems.","caps":[{"id":"18.1","n":"Integrate with systems of record","subs":[{"id":"18.1.1","n":"SIS student data feed","d":"Imports identity, enrollment, program and holds from the SIS, which remains the system of record.","cls":"Expected","src":["C","P","G"],"herm":"BC143"},{"id":"18.1.2","n":"SIS write-back of immigration attributes","d":"Sends status, visa type and SEVIS ID back to the SIS for display and holds.","cls":"Expected","src":["C","P","G"],"herm":"BC143"},{"id":"18.1.3","n":"HR employee and appointment feed","d":"Imports appointment, position and employment dates from HR, which remains the system of record.","cls":"Expected","src":["C","P","G"],"herm":"BC143"},{"id":"18.1.4","n":"Admissions admit feed","d":"Receives admitted applicants and their data from the admissions system after admission.","cls":"Expected","src":["C","P","G"],"herm":"BC143"},{"id":"18.1.5","n":"SEVIS batch and real-time connection","d":"Maintains the secure connection and certificates for SEVIS submissions.","cls":"Expected","src":["C","P","G"],"herm":"BC143"},{"id":"18.1.6","n":"Campus SSO and identity provider integration","d":"Uses SAML or OIDC sign-on and campus identity attributes.","cls":"Expected","src":["C","G"],"herm":"BC139"},{"id":"18.1.7","n":"Open API and webhooks","d":"Lets other systems read and update records and subscribe to events.","cls":"Expected","src":["C"],"herm":"BC203"},{"id":"18.1.8","n":"File-based import and export","d":"Imports and exports data in scheduled flat files when no API is available.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"18.1.9","n":"Payment gateway integration","d":"Connects request fees to the campus payment processor.","cls":"Expected","src":["C"],"herm":"BC188"},{"n":"Institutional identity matching","d":"Matches incoming records to campus identifiers and routes possible duplicates for review.","cls":"Platform","src":["P"],"herm":"BC139","id":"18.1.10"},{"n":"Field ownership and change review","d":"Sets which source wins for each field and reviews source changes before they reach SEVIS.","cls":"Platform","src":["P"],"herm":"BC143","id":"18.1.11"},{"n":"Feed validation and recovery","d":"Validates incoming data, holds rejected records and replays failed loads safely.","cls":"Platform","src":["P"],"herm":"BC204","id":"18.1.12"},{"n":"Data lineage and refresh visibility","d":"Shows where each field came from and when it was last refreshed.","cls":"Platform","src":["P"],"herm":"BC143","id":"18.1.13"}]}]},{"n":"19","name":"Security and Privacy","desc":"Protects immigration records and controls access.","caps":[{"id":"19.1","n":"Secure the record","subs":[{"id":"19.1.1","n":"Role-based access control","d":"Limits what each user sees and changes by role, department and population.","cls":"Expected","src":["C","G"],"herm":"BC139"},{"id":"19.1.2","n":"Field and document-level security","d":"Restricts sensitive fields and documents to authorized roles.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"19.1.3","n":"Full audit logging","d":"Records who viewed or changed each record and when.","cls":"Expected","src":["C"],"herm":"BC138"},{"id":"19.1.4","n":"Encryption in transit and at rest","d":"Encrypts data and documents in storage and across networks.","cls":"Expected","src":["C"],"herm":"BC138"},{"id":"19.1.5","n":"Multi-factor authentication","d":"Requires a second factor for staff and SEVIS official accounts.","cls":"Expected","src":["C","P"],"herm":"BC139"},{"id":"19.1.6","n":"FERPA and privacy controls","d":"Applies directory holds and consent rules to disclosures.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"19.1.7","n":"Security certifications","d":"Provides SOC 2 and HECVAT evidence for vendor review.","cls":"Expected","src":["C","P"],"herm":"BC138"}]}]},{"n":"20","name":"Configuration, Operations and Data Exit","desc":"Configures the system and keeps it running and portable.","caps":[{"id":"20.1","n":"Configure and operate","subs":[{"id":"20.1.1","n":"Code tables and SEVIS code maintenance","d":"Keeps SEVIS, CIP and reason code lists current with government changes.","cls":"Expected","src":["C","P"],"herm":"BC204"},{"id":"20.1.2","n":"Configuration without a local fork","d":"Keeps checklists, forms and workflows as configuration so they survive vendor releases.","cls":"Platform","src":["G"],"herm":"BC204"},{"id":"20.1.3","n":"Regulatory update releases","d":"Delivers product updates when SEVIS or regulations change.","cls":"Expected","src":["C","P"],"herm":"BC204"},{"id":"20.1.4","n":"Sandbox and test environment","d":"Provides a non-production environment, including a SEVIS alpha connection, for testing.","cls":"Expected","src":["C"],"herm":"BC203"},{"id":"20.1.5","n":"Records retention and purge","d":"Applies retention rules and purges records after required periods.","cls":"Expected","src":["C","P"],"herm":"BC145"},{"id":"20.1.6","n":"Uptime, backup and recovery","d":"Commits to availability, backups and recovery targets.","cls":"Expected","src":["C","P"],"herm":"BC161"},{"id":"20.1.7","n":"Full data and document export","d":"Exports all records, history and documents in open formats at contract end.","cls":"Expected","src":["C","G"],"herm":"BC143"},{"n":"Multiple campus and program configuration","d":"Configures several SEVIS school codes and exchange visitor program numbers.","cls":"Platform","src":["P"],"herm":"BC204","id":"20.1.8"},{"n":"Accessible and responsive interfaces","d":"Meets WCAG 2.1 AA for staff and constituent screens on supported devices.","cls":"Platform","src":["P"],"herm":"BC217","id":"20.1.9"},{"n":"Availability monitoring and incident handling","d":"Monitors application and scheduled-job health and notifies the campus of incidents.","cls":"Platform","src":["P"],"herm":"BC204","id":"20.1.10"},{"n":"Service termination and data disposal","d":"Supports a transition period, revokes integrations and documents data disposal.","cls":"Platform","src":["P"],"herm":"BC143","id":"20.1.11"}]}]}]}