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How do we address this from an SPM verification perspective ? The concern is not related to Document Management system , it is an enhancement request to SPM Document Upload feature to have the ability to merge multiple documents
as a single verification item ?
As noted in the description, for certain verification the client may upload multiple pages of the same document.
For example , to verify Project Annual Income (PAI) , the client is expected to upload Tax returns. Multiple pages of Tax returns needs to be uploaded. From a case worker perspective, they need to look at these multiple pages before PAI is verified.
One more example is to verify Self Employment, the client could upload multiple pay checks to verify Self Employment income. The case worker needs to have the ability to look at all these multiple pay checks as a single document.
Hi Santosh,
We have reviewed your enhancement suggestion.
Based on the information provided, our understanding of your request is:
You are looking for the ability to merge multiple related documents that are uploaded through the citizen portal into one file for the caseworker.
We acknowledge the benefit of the proposed enhancement. However, this capability is best addressed internally by each client, for example through a document management system, to meet their specific needs.
We are closing this request and do not plan to take any further action. If you believe we have misunderstood your request, please respond within 7 days with clarifications.
Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.
Thank you,
Drake Broussard, SPM Product Management Team
Hi Santosh,
Thank you for providing the additional information requested. Within the next 30 days we will review the details you have provided and inform you of our analysis and decision.
Regards,
SPM Product Management Team
As noted in the description, for certain verification the client may upload multiple pages of the same document.
For example , to verify Project Annual Income (PAI) , the client is expected to upload Tax returns. Multiple pages of Tax returns needs to be uploaded. From a case worker perspective, they need to look at these multiple pages before PAI is verified.
One more example is to verify Self Employment, the client could upload multiple pay checks to verify Self Employment income. The case worker needs to have the ability to look at all these multiple pay checks as a single document.
Santosh
Hi Santosh,
We have reviewed your enhancement suggestion and require more information to properly understand the issue and the business scenario you are trying to support.
Based on the information provided, our understanding of your request is:
You are looking for the ability to merge multiple related documents that are uploaded through the citizen portal into one file for the caseworker to review.
We have the following additional questions:
Can you please clearly articulate the pain point and/or business problem the customer is trying to address with this capability? From a caseworker and/or citizen perspective.
Can you please provide some further use cases for this functionality, e.g. scenarios for specific types of benefit programs where this would be needed?
Please provide the requested information within 30 days so we may proceed with our evaluation. If we do not hear from you within that timeframe, we will have to close the request due to insufficient information.
Thank you,
Drake Broussard, SPM Product Management team
Hi Santosh,
Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.
We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.
Thank you,
Barbara Ridgway, SPM Product Management Team