alumni_lookup

Champion Portal - Technical Overview

⚠️ PLANNING DOCUMENT - This describes features that are NOT YET IMPLEMENTED.

Prerequisite Complete: Authentication & Roles System β€” all 6 phases implemented. Champion Portal can now leverage the SSO foundation, role patterns, and Pundit policies established in that project.

πŸ“‹ For stakeholders: See STAKEHOLDER-OVERVIEW.md for executive-level summary, value propositions, and release schedule.


Executive Summary

The Champion Portal is the digital home for Alumni Champions, hosted at champions.bualum.co. It transforms the current one-way champion signup process into a full-featured community platform.

Core Purpose

  1. Foster belonging by helping Champions feel supported and connected
  2. Enable action by giving Champions simple tools to take meaningful steps
  3. Strengthen collaboration across geography, affinity, and role
  4. Extend Belmont’s mission through hospitality, connection, and generosity

(Aligned with messaging pillars in the Verbal Style Guide and the four commitments of Champion roles.)


Two-Portal Architecture

The Champion Portal is the external counterpart to the existing Lookup Portal:

Portal Domain Users Roles
Lookup Portal lookup.bualum.co Internal Staff Admin, Staff
Champion Portal champions.bualum.co External Alumni CLC, Champion

Key Design Principle: CLC is to Champion as Admin is to Staff.

See ARCHITECTURE.md for technical architecture details.


Role Hierarchy (Champion Portal)

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚  CHAMPION PORTAL (champions.bualum.co) - External Alumni                β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚  CLC (City Leadership Council)                                          β”‚
β”‚  └─ City-level champion coordination                                    β”‚
β”‚  └─ Elevated permissions within their city                              β”‚
β”‚  └─ Content moderation for city boards                                  β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚  Champion                                                               β”‚
β”‚  └─ Standard external portal access                                     β”‚
β”‚  └─ Profile management, directory, contributions                        β”‚
β”‚  └─ Discussion board participation                                      β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Geographic Structure

Primary City

Secondary Cities (β€œVisit Mode”)

Champions can temporarily β€œvisit” another city to:

Use cases: Digital Ambassadors, frequent travelers, bi-city alumni, industry-based champions supporting multiple cities.

Hierarchy

National (Engagement Team + National Boards)
    └── City (CLC leadership)
        └── ZIP codes (geographic assignment)

Feature Areas

1. Authentication & Onboarding

2. Profile Management

4. Contributions

5. Discussion Boards

6. Messaging (Phase 4)

7. Admin Tools

8. Reporting (Phase 6)


Development Phasing

Phase Focus Estimated Effort
Phase 1 Foundations: Auth, Profile, Directory, City structure, Dashboard 8-12 weeks
Phase 2 Contribution Tools: Events, Stories, Mentorship, Giving, Moderation 6-8 weeks
Phase 3 Discussion Boards: National + City 4-6 weeks
Phase 4 Messaging: Direct messages, notifications 4-6 weeks
Phase 5 Advanced Features: Visit mode, Map view, Advanced search 4-6 weeks
Phase 6 Reporting & Insights: Activity dashboards, city health metrics 4-6 weeks

Total Estimated Timeline: 6-12 months


Prerequisites

Before starting Champion Portal development:

  1. βœ… Two-domain architecture - Already implemented (champions.bualum.co subdomain routing)
  2. βœ… PublicController base class - Created in Stage 4 for external features
  3. βœ… Champions:: namespace - Exists with ChampionSignupsController
  4. βœ… Role implementation on Lookup Portal - Complete! See AUTH_AND_ROLES_SYSTEM.md
  5. πŸ“‹ Champion authentication model - Needs implementation (separate from internal User model)

Key Decisions Made

Decision Answer Rationale
Design approach Mobile-first Phone browser is primary use case; future native app possible
Table naming cp_ prefix Clear ownership, e.g. cp_champions, cp_profiles
Avoiding duplication Unification patterns Same concepts β†’ unify; different concepts β†’ document why separate
Location input ZIP-first ZIP β†’ city/state with minimal friction
Profile changelog Full tracking for CRM export Enable β€œchanges since X” export for Bruinquest
SSO integration Google + Apple + Facebook Reduces signup friction; Google covers most users, Apple for iOS, Facebook for alumni demographic
Account provisioning Progressive Account Creation Name + email first, password after email verification - feels like β€œgetting started”
BUID requirement Optional + Two-tier verification Email Verified = basic access; Champion Verified (BUID linked) = full access
Account timing Single cp_champions table with status verification_status enum: unverified β†’ email_verified β†’ champion_verified
Champion verification Manual by Engagement Team Team looks up BUID by name, links to account
Non-degree alumni Supported Can be Champion Verified without degree data showing
Regional default Auto-assign by ZIP, allow override Flexibility for edge cases
Visit mode Yes, can β€œvisit” other cities Essential for Digital Ambassadors, travelers
Messaging approach Email relay initially, in-app later Validates demand before building complex feature
Multiple champion roles Yes, can select multiple and change seasonally No architectural downside
Photo ownership Separate per portal Staff photo for ID (Lookup); Champion photo for profile (Portal)
Name fields Shared on alumni Champion can edit pref_name/maiden_name when verified
Contact fields Separate on cp_champions Champion owns their contact info; no sync to CRM

See development/DATA-ARCHITECTURE.md for data architecture and development/AVOIDING-DUPLICATION.md for development principles.


Verification Tiers

Status How Achieved Access Level
Unverified Account created, email not confirmed Cannot log in
Email Verified Clicked verification link, set password Can log in, edit own profile only
Champion Verified BUID linked by Engagement Team Full portal access

Turnaround: Email Verified users see messaging that verification typically happens within 1 business day.


Outstanding Questions

See individual feature documents for detailed β€œRequired Decisions” sections.

βœ… Resolved (Tier 1 - Foundational)

Tier 2 - Phase-Specific (Decide at Phase Kickoff)

| Phase | Decisions | |β€”β€”-|———–| | Phase 2 | Can Champions edit events after CLC approval? Should stories auto-publish? Budget request detail level? Self-service vs facilitated mentor matching? | | Phase 3 | Anonymous posting? Post edit time limit? Housing/roommate board? | | Phase 4 | Message retention policy? Group messaging? Read receipts? | | Phase 5 | Map view opt-in details? Search history/privacy? |

Tier 3 - Build & Learn (Defer)


For Stakeholders

Existing (Implemented)

Planning (This Folder)

Development

Phases

Features

Implementation Guide