Review Commercial Partner applications
commercial · Proposed launch phase 4
Start from HomeReview as Commercial manager · Full workflow planned
User story
As a HOL commercial manager, I want to review organization applications so approved commercial relationships have a clear recorded decision.
Draft requirements for review · Updated 2026-10-19
What the app should do
- FOLLOW-UP ONLY: assigned HOL Commercial manager reviews applications, requests information and approves or declines with a reason.
- Check current owner submission and accepted terms/version; managers cannot submit or accept for the organization. Keep application data and contacts private.
- Record reviewer, organization, exact application revision, evidence references, time and reason; expose the appropriate result to the owner and permitted managers.
- Organization partner status is separate from person membership, ownership claims, organization manager rights and internal HOL staff roles.
- Individual sponsorships, placements and content retain their separate approval processes. Vetting criteria, commercials and activation/expiry rules must be defined before implementation.
What to check in the demo
Follow these steps from the role’s landing page through navigation and feature checks.
Commercial manager
Start here: HomeChoose the Avery Chen dummy account and open its assigned Commercial manager Home without a password or authenticator prompt. This dev-only Home review does not verify MFA or unlock protected staff actions. Use your own provisioned staff account and authenticator when reviewing those actions.
Navigation from sign-in
- 01Open the fictional Commercial manager account through the connected sign-in service. Seeded Home review opens directly. Real HOL staff access and protected actions require an authenticator check.
- 02Follow-up review begins from HOL Commercial Home, then Partner applications. The application queue is not part of the first build.
Feature checks start here
Review Commercial Partner applications · Full workflow planned
Follow-up Planned; implementation is on hold. No application, live payment or partner activation is built.
- 03Current UI review: follow the navigation as far as the explicitly available screen; the complete feature below is not built. Stop when the named control is absent.
- 04Planned acceptance — When authorized later, request more information and approve/decline a fictional application with an exact revision and visible owner outcome.
- 05Planned acceptance — Attempt self-review, unassigned review, stale/repeated decisions and unauthorized status grants; confirm no automatic content publication.
Backend work for this feature
Requirements only · Backend implementation on hold
What needs to be supported
- When later authorized, bind assigned Commercial review/request-information/approve/decline to an exact submitted organization application and terms version, retaining decision actor/reason/history without publishing a sponsorship.
- Use one trusted account ID; keep email verification, professional labels, reader entitlement, organization-scoped access and internal HOL staff assignments independent.
- Validate actor, organization/person IDs, current access and expected revision at the trusted boundary. Remembered workspace, URL, fixture choice and client flags never grant permissions.
- Persist only the records needed for this outcome, including owner-scoped drafts and decision/assignment/consent audit where applicable. Keep private evidence and contacts out of public projections.
- Enforce the selected requirements above in database/API policies, with idempotent transitions, concurrent-update handling and denied cross-account writes.
- Keep this workflow unimplemented until the follow-up receives authorization and its vetting/activation rules are defined.
How to verify when implementation is approved
- Follow-up checks must deny unassigned/stale/self-issued partner grants and verify distinct organization-application approval versus content/placement decisions.
- Test owner, manager, unrelated account, unverified account and permitted HOL staff where relevant; deny self-grants and cross-organization access.
- Exercise success, interrupted/repeated requests, expiry/revocation and stale/concurrent updates; verify stable identity, correct public visibility and preserved unrelated account data.
Before this can work
- Choose the Avery Chen dummy account and open its assigned Commercial manager Home without a password or authenticator prompt. This dev-only Home review does not verify MFA or unlock protected staff actions. Use your own provisioned staff account and authenticator when reviewing those actions.
- Use a fictional HOL commercial manager account and begin at its Home with its actual permitted context.
- Keep simulated outcomes separate from real account/backend evidence.
- HOL-D099 · Apply to become a Commercial Partner
Follow-up only: owner submission/terms with manager draft preparation.
- HOL-D088 · Protect my account with two-step verification
Enforces required MFA for internal HOL reviewer and administrator work.
Connected stories
- HOL-D036 · Review and approve sponsored placements
Keeps individual sponsorship and placement approval separate from organization status.
- HOL-D097 · Review and resolve organization ownership claims
Handles normal Commercial claim decisions and administrator escalations.