Solution pattern
Customer or Partner Portal
A secure external portal for customers, vendors, or partners to submit information, check status, and exchange documents.
The problem
External customers, vendors, or partners rely on email to submit information, check status, exchange documents, or coordinate work.
Approach
- Design a secure, role-aware portal around real external needs
- Structure the requests and documents the portal handles
- Integrate the portal with the internal systems of record
Illustrative scenario
a client signs in to view the status and documents for its own request, while staff manage the same process internally. The design must define record access, permitted client actions, and the handoff to staff. Acceptance checks should include attempts to view another client’s records. This pattern illustrates an approach; the published Client Operations Portal package has its own scope limits.
For a published, bounded version of this pattern, review the Client Operations Portal package.
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