Case 05: decide supplier self-service and review features
HVE-DECISIONS-1.0. Fictional interview/design feedback. RULE-05 and suppliers.csv remain authoritative.
Client interview evidence
- C05-F1 / Arun: "Suppliers submit legal name, country and tax reference. Missing information creates repeated email chasing."
- C05-F2 / Supplier: "I want to know whether you received it, need a correction or accepted it."
- C05-F3 / Reviewer: "I need internal notes and the reason for requesting changes. Suppliers must not see internal discussion."
- C05-F4 / Arun: "Submission is not approval. I want to retain the original details when a supplier resubmits."
- C05-F5 / Supplier: "A colleague may help us submit, but you need to decide who is allowed to see which applications."
- C05-F6: Bank details, ERP vendor creation and purchasing authority are outside the first pilot.
Technology-specific decision context
Power Pages can provide external submission/status. A model-driven app can support relational internal casework, and Power Automate can notify or route review events.
Decide whether a portal is justified over an emailed form, which self-service/review features are needed and whether supplier organization, contact, application, submission revision and internal/public review information need distinct records.
Proposal to inspect
- C05-P1: The supplier edits the same row that holds the final approval and internal notes.
- C05-P2: All contacts from a company automatically share every application.
- C05-P3: Resubmission overwrites the only copy; current status is enough review history.
Change for discussion
- C05-C1: Supplier A may submit for two legal entities. Compare direct contact ownership with an organization/access-association model.
- C05-C2: Arun asks for bank details later. State the new feature/data/access decisions needed rather than quietly collecting them.
Supplied fictional design-review feedback
| ID | Walkthrough finding |
|---|---|
| C05-T1 | The model cannot separate public supplier response from internal reviewer notes. |
| C05-T2 | A contact's allowed legal entity/application is not represented. |
| C05-T3 | A correction loses the original tax-reference submission and reviewer reason. |
| C05-T4 | SUP-03's incomplete data is indistinguishable from an accepted supplier. |
No configured portal permissions or deployed validation flow is supplied.