FEAT-006: Membership Management
Purpose
Management of firm and individual membership status, categories, agreements, and annual renewals.
Business Value
Enables APSCA to manage firm and individual membership lifecycle including status, categories, agreements, and renewal processing.
Connected Records
| Record | Summary | Release |
|---|---|---|
| EPIC-036 Firm Membership Status | Active, suspended, terminated states. Status change workflows. | REL-2026-12-01 |
| EPIC-037 Individual Membership Status | Auditor membership tiers and states (Provisional, Full, Lapsed, Expired). | REL-2026-12-01 |
| EPIC-038 Member Categories | Firm categorization (A/B/C). Category assignment and change logic. | REL-2026-12-01 |
| EPIC-039 Agreements & Consent Tracking | Form of Acceptance, Code of Conduct, Confidentiality Framework. Signature tracking, expiration, renewal. | REL-2026-12-01 |
| EPIC-040 Annual Renewal Processing | Yearly renewal workflow. FOA signature requirement. Fee generation. Status updates. | REL-2026-12-01 |
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|---|---|---|
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