Screening
Screening tags the legal floor of every Offer and withdraws any Offer the Startup cannot lawfully deliver.
Outcome
| Part | This Process |
|---|---|
| Outcome | Each Offer is tagged for Reserved Acts, regulated data and Credentials, and stays unpublished while any Credential is missing. |
| Reads | Offer |
| Leaves | Offer, Reserved Act |
| Runs in | Each Startup |
Accountable
Workflows
| Workflow | Runs | Team |
|---|---|---|
| Screen an Offer | on Offer.created | Legal Team |
Who does each step
| Workflow | Step | Role | Calls | Approval |
|---|---|---|---|---|
| Screen an Offer | 1. Tag each Reserved Act the Offer performs. | Compliance Officer | ReservedAct.create | None |
| Screen an Offer | 2. Tag each class of regulated data it touches. | Compliance Officer | Offer.update | None |
| Screen an Offer | 3. List the Credentials delivery requires. | Compliance Officer | Credential.list | None |
| Screen an Offer | 4. Keep the Offer unpublished while any Credential is missing. | Compliance Officer | Offer.withdraw | Asks first |
Events
| Direction | When | What happens |
|---|---|---|
| In | On Offer.created | Starts Screen an Offer |
| Out | ReservedAct.created | Raised by step 1 of Screen an Offer |
| Out | Offer.updated | Raised by step 2 of Screen an Offer |
| Out | Offer.withdrawn | Raised by step 4 of Screen an Offer |
Plays
No Play names this Process.
Controls
No Control names this Process or a Workflow of it.
Settings
None.
Failure
A failed step retries; when retries run out, the Action goes to the Legal Lead.
Loop
No loop: the path is never randomized, because it serves Licensing.
Code
Turn on screeningEnable
On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.
Example
A home-appraisal service adds an Offer for signed appraisal reports. Screen an Offer tags appraisal signing as a Reserved Act and holds the Offer until an appraiser's Credential is on file.