EPIC-002: Firm Bulk Exam Purchasing
Summary
Workflow for Firm users to select multiple employed auditors, validate their eligibility in batch, and generate a single bulk invoice for multiple exams.
Connected Records
Feature: FEAT-001
| Record | Summary | Release |
|---|---|---|
| STORY-002 Firm Purchases Exams in Bulk | As a firm supervisor, I want to select multiple auditors and purchase their exams in a single transaction, so that I can efficiently manage exam costs for my team without processing individual invoices. | REL-2026-06-01 |
| Record | Statement |
|---|---|
| REQ-008 Bulk Auditor Selection | The system shall allow authorized firm contacts to select multiple associated auditors for batch exam purchasing. |
| REQ-009 Individual Eligibility Validation | The system shall validate each auditor's eligibility individually before including them in a bulk invoice. |
| REQ-010 Consolidated Bulk Invoice | The system shall generate a single consolidated invoice for all eligible auditors in a bulk purchase. |
| REQ-011 Firm Payer Tracking | The system shall record the 'paid by firm' status on each exam line item for use in downstream fee logic. |
| REQ-012 Ineligible Auditor Exclusion | The system shall prevent inclusion of auditors who do not meet eligibility requirements in the bulk purchase. |
| Record | Description | Type |
|---|---|---|
| There are no Business Artifacts to display. | ||