alumni_lookup

Alumni Network — AI Context: Decisions and Rationale

Canonical sources: Portal philosophy, posture, and language live in /docs/planning/champion-portal/source/README.md.
Use these sources (including CHRIST_CENTERED__IDENTITY_STATEMENT.md) when writing specs or user-facing copy. Prefer quoting/paraphrasing over inventing new language.

AI Context Bundle File 2 of 8
Purpose: Consolidate all documented architectural and product decisions to prevent re-litigating settled matters
Authority: Reference this file before proposing approaches that conflict with documented decisions
Last Updated: April 2026


Decision Categories

  1. Foundational Decisions — Architecture, data model, core UX
  2. Authentication & Verification — Sign-in, account tiers
  3. Data Architecture — Tables, ownership, sync
  4. Feature Decisions — Specific feature approaches
  5. Engagement Model Decisions — Three-tier model
  6. Design Philosophy — UX and visual principles

Foundational Decisions

F1: Mobile-First Design (Not “Also Mobile”)

Decision: Design for mobile FIRST, enhance for desktop
Date: November 2025


F2: Progressive Account Creation

Decision: Collect minimal info upfront, gather details progressively
Date: November 2025

Email signup flow:

  1. Enter first name, last name, email
  2. Receive verification email → click link → set password
  3. Enter ZIP code → auto-assign location
  4. Complete profile wizard (while awaiting verification)

SSO signup flow:

  1. Click “Continue with Google” → authorize → account created as email_verified
  2. Enter ZIP code
  3. Complete profile wizard

Rationale: Lower friction = higher completion rates.


F3: Single Table with Status Enum

Decision: One cp_champions table with verification_status enum
Date: November 2025

enum verification_status: { 
  unverified: 0,        # Email not confirmed
  email_verified: 1,    # Email confirmed, limited access
  champion_verified: 2  # BUID linked, full access
}

Rationale: Clean data model. No bottleneck waiting for approval. Status controls access.


F4: Two-Portal Architecture

Decision: Separate external portal (Alumni Network) and internal portal (Lookup Portal) sharing one database
Date: November 2025

Portal Domain Auth Model Users
Alumni Network belmontalum.com Cp::Champion (Devise) Alumni
Lookup Portal alumnilookup.com User (Devise) Staff

Champion Portal tables prefixed with cp_. Alumni master records shared via BUID linking.


Authentication & Verification

A1: Two-Tier Verification System

Decision: Email verification + Champion verification (separate steps)
Date: November 2025

Status Can Do Cannot Do
Unverified Nothing (can’t log in) Everything
Email Verified Log in, edit profile, browse communities Directory, message, full participation
Champion Verified Full access

Trust-first access (Phase 9): pre-verification users can browse communities and read content. Contributing requires verification.


A2: SSO Providers

Decision: Google SSO implemented; Apple and Facebook considered for future
Date: November 2025

Provider Status Rationale
Google ✅ Implemented Most users, ubiquitous
Apple Deferred Required for iOS App Store (future native app)
Facebook Deferred Alumni demographic overlap
LinkedIn ❌ Rejected API limitations + complexity

A3: BUID Not Required at Signup

Decision: BUID matching done by Engagement Team post-signup
Date: November 2025

Rationale: Alumni rarely remember their BUID. Would create friction. Staff already does BUID matching.


Data Architecture

D1: cp_ Prefix for Alumni Network Tables

Decision: All Alumni Network tables use cp_ prefix
Date: November 2025

Prefix Owner Examples
(none) Lookup Portal alumni, degrees, users
cp_ Alumni Network cp_champions, cp_connections, cp_board_posts

D2: Data Ownership Model

Decision: Split ownership by data type
Date: November 2025

Data Owner Editable By
Alumni master records Lookup Portal Staff only
Degree records Lookup Portal Staff only (imports)
Champion profiles Alumni Network Alumni
Messages, discussions Alumni Network Alumni
Connection data Alumni Network Alumni

Key principle: Alumni Network activity does NOT create engagement_activities records. Those remain Staff-managed. Alumni Network tracks its own activity via cp_activity_events.


D3: Profile Data Split

Decision: Different profile data lives in different places
Date: November 2025

Data Table Who Edits
Preferred name, maiden name alumni Staff OR Champion (if verified)
Staff-uploaded photo alumni.photo Staff only
Champion profile photo cp_champions.photo Champion only
Bio, employer, title cp_champions.* Champion only
Degrees degrees Staff only (imports)

Critical rule: Staff-uploaded photos NEVER appear in Alumni Network.


D4: ZIP-First Location Strategy

Decision: ZIP code is primary location input → auto-populates City, District, Region
Date: November 2025

Rationale: Maximum value with minimum friction.


D5: Unified CRM Export

Decision: Single crm_data_changes table tracks all changes for CRM export
Date: November 2025

Export includes both BUID and BQID (Contact ID) for data team compatibility.


Feature Decisions

M1: Connection-Gated Messaging

Decision: Alumni must be connected before they can message each other
Date: Phase 10 (January 2026)

Original approach (Phase 1): Open messaging — any verified alumni could message any other.
Revised approach (Phase 10): Connection-gated — send a connection request first, messaging unlocks after acceptance.

Connection request types: Say Hi, Career Advice, Networking

Rate limiting: 10 requests/day for sender; configurable weekly cap for receiver. Pause mode available.

Rationale: Reduces unwanted contact. Creates intentional relationships. Aligns with the portal’s belonging-first philosophy: relationships before transactions.

Exception: Support threads (CL ↔ Engagement Team) bypass connection requirement.


M2: Discussion Boards Structure

Decision: Per-community boards with threaded comments
Date: Phase 3 (December 2025)

Structure:


M3: Content Submission Model (Staff-Reviewed)

Decision: Alumni submit news and event ideas; staff review before publishing
Date: Phase 14 (February 2026)

Flow:

  1. Alumni submits news story or event idea via form
  2. Submission enters staff review queue
  3. Staff can: promote to draft, publish directly, or decline with reason
  4. Conversation thread enables back-and-forth between submitter and staff
  5. Published content shows “Submitted by [Name]” attribution

Rationale: Enables alumni contribution while maintaining content quality. Staff gatekeeping ensures brand consistency without blocking alumni voice.


M4: Career Center as Public Resource

Decision: Career Center is publicly accessible (no login required to browse)
Date: Phase 7 (January 2026)

Rationale: Career resources serve as an on-ramp to the portal. Alumni who discover the Career Center may sign up for full access.


M5: Champion Role as Opt-In Recognition (Not Gatekeeping)

Decision: Champion role is unlocked via a self-service quiz, not staff approval
Date: Phase 1C (November 2025), reinforced in Phase 12 (February 2026)

Rationale: If opting in feels like applying, alumni won’t do it. Recognition of existing posture, not a new expectation.


M6: Connections Replaced Contacts

Decision: Phase 10 Connections system replaced Phase 5 Contacts system
Date: Phase 10 (January 2026)

Rationale: Contacts was a bridge feature. Connections + connection-gated messaging creates more intentional relationships.


Engagement Model Decisions

E1: Three-Tier Engagement Model

Decision: Portal serves three concentric engagement tiers
Date: Phase 13 Planning (February 2026)

Tier Who Detection % of Users
Member Everyone who signs up Default 100%
Champion Completed role quiz has_champion_role? ~10%
Community Leader Staff-assigned community_leader? ~1%

Key design principle: Tiers are derived from existing data fields, NOT a new database column. No schema change needed.

Rationale: Creates a visible progression funnel. Members see discovery prompts; Champions see contribution coaching; CLs see community health. Progressive disclosure based on tier.


E2: Alumni-First Terminology

Decision: Lead with “alumni” and “Bruins” in all external-facing copy; reserve “Champion” for post-opt-in moments
Date: Phase 12 (February 2026)

Previous: Champion-first language (“Join Alumni Champions”, “Welcome, Champion!”)
Current: Alumni-first language (“Your alumni community”, “Connect with fellow Bruins”)

Context Language
Pre-opt-in, public, marketing “Alumni”, “Bruins”, “your community”
Post-opt-in, dashboard, celebrations “Champion” used in recognition moments
Never “Champion” as a generic synonym for “alum”

Rationale: Phase 12 source-alignment review revealed that Champion-first framing felt exclusionary. Alumni-first language makes every alum feel welcome regardless of engagement level.


Design Philosophy

V1: Warmth Over Sterility

Decision: Portal should feel like a community, not a corporate tool
Date: December 2025

  1. Belmont Blue anchors, Belmont Red emphasizes
  2. Expanded palette ≤30%
  3. Warm neutrals over cold grays
  4. Every empty state invites action
  5. Friendly language (“Say Hello” not “Contact”)

V2: Scannable, Not Dense

Decision: Clear visual hierarchy with breathing room
Date: December 2025

V3: Language Consistency

Decision: Specific terminology for the Alumni Network
Date: January 2026, updated Phase 12 (February 2026)

Term Definition Usage
Alumni Singular AND plural; any Belmont grad Default term for members
Champion An alum who opted in via role quiz Post-opt-in only
Bruin Any Belmont alum (informal, friendly) “Connect with fellow Bruins”
District Metro area (user-facing) NOT “region” in user-facing contexts

How to Use This Document

When proposing a feature:

  1. Check if a related decision exists here
  2. If it does, explain how your proposal aligns with or builds on that decision
  3. If you want to override a decision, make the case explicitly

Red flags (avoid):


Source Documentation