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ScholarTrack

Streamline Scholarships, Elevate Futures

ScholarTrack is an innovative scholarship management SaaS platform designed to simplify and enhance the end-to-end process for universities, non-profits, and corporate scholarship programs. With features like a customizable application portal, automated eligibility checks, secure document management, and detailed analytics dashboards, ScholarTrack streamlines administrative tasks, saves time, and ensures equitable access to educational opportunities. Empowering organizations and supporting deserving students, ScholarTrack transforms scholarship management, fostering a brighter future for education globally.

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Product Details

Name

ScholarTrack

Tagline

Streamline Scholarships, Elevate Futures

Category

Scholarship Management Software

Vision

Revolutionizing access to education through seamless scholarship management.

Description

ScholarTrack is an innovative SaaS platform designed to revolutionize the scholarship management process for educational institutions, foundations, and scholarship providers. Targeted at universities, non-profits, and corporate scholarship programs, ScholarTrack exists to simplify the labyrinth of scholarship management, making it more accessible and efficient for both administrators and applicants.

With a customizable application portal, automated eligibility checks, and seamless communication tools, ScholarTrack ensures a smooth and intuitive workflow from application submission to award disbursement. Secure document management and detailed analytics dashboards empower organizations with the insights needed to make informed decisions, track progress, and foster transparency.

ScholarTrack addresses the core issues of cumbersome administrative tasks and inefficiencies in scholarship management. By streamlining the end-to-end process, organizations save time and resources, allowing them to focus on their mission of supporting deserving candidates. As a result, no student misses out on opportunities due to procedural oversights or delays.

Empowering Tomorrow's Leaders Today, ScholarTrack transforms the way scholarships are administered, ensuring a brighter future for education and growth globally.

Target Audience

Universities, non-profits, corporate scholarship programs, and educational foundations seeking efficient scholarship management solutions.

Problem Statement

Educational institutions, foundations, and corporate scholarship programs are burdened with managing cumbersome and time-consuming administrative tasks, which result in inefficiencies and missed opportunities for deserving students.

Solution Overview

ScholarTrack simplifies scholarship management through a customizable application portal, ensuring an intuitive experience for administrators and applicants. Automated eligibility checks reduce manual verification efforts, while secure document management protects sensitive information. Seamless communication tools facilitate prompt and clear interactions between all parties involved. Detailed analytics dashboards provide actionable insights for informed decision-making and progress tracking. By streamlining administrative tasks, ScholarTrack saves time and resources, allowing organizations to focus on supporting deserving candidates and enhancing educational opportunities.

Impact

ScholarTrack streamlines scholarship management by increasing administrative efficiency by 60%, reducing the time and effort required for application review and award disbursement. The platform's automated eligibility checks and customizable portals ensure accurate and prompt processing, eliminating barriers that cause delays. With secure document management and seamless communication tools, administrators and applicants experience a hassle-free interaction. Detailed analytics dashboards provide actionable insights, enabling informed decision-making and transparent progress tracking. Beyond operational improvements, ScholarTrack ensures equitable access to educational opportunities, fostering individual growth and supporting the broader mission of educational institutions and foundations globally.

Inspiration

The inception of ScholarTrack was driven by a firsthand observation of the struggles faced by both scholarship administrators and students. While working on educational projects, our team witnessed the inefficiencies and bottlenecks plaguing the scholarship distribution process. Administrators were bogged down with cumbersome administrative tasks, and deserving students often missed out on opportunities due to procedural oversights or delays. These challenges highlighted a significant gap in the way scholarships were managed, ultimately hindering access to education.

Recognizing the need for a more streamlined, transparent, and efficient system, ScholarTrack was envisioned to bridge this gap. Our core motivation was to create a solution that would not only simplify the administrative burden but also ensure that no student missed out on educational opportunities due to logistical hurdles. The heart of ScholarTrack lies in its commitment to empower tomorrow's leaders by revolutionizing access to scholarships, thereby fostering a brighter future for education on a global scale.

The authenticity of our experience fuels our dedication to transforming scholarship management, making it more intuitive and accessible for all. Through ScholarTrack, we aim to turn our insight into action, ensuring equitable educational opportunities and supporting the broader mission of educational institutions and foundations worldwide.

Long Term Goal

Our long-term goal is to redefine educational equity by becoming the leading global platform for scholarship management, connecting millions of students to opportunities across diverse geographies and disciplines, and ensuring that every deserving student has access to the educational resources they need to succeed.

Personas

Aiden Scholarship Seeker

Name

Aiden Scholarship Seeker

Description

Aiden is a diligent high school student who is passionate about pursuing higher education but faces financial constraints. He actively seeks scholarship opportunities to fund his college education and is dedicated to excelling in his academics and extracurricular activities.

Demographics

Age: 17-19 Gender: Male Education: High school student Occupation: Student Income Level: Low

Background

Aiden comes from a middle-class family and is the oldest of three siblings. He has worked part-time jobs to save money for his education and is actively involved in community service. He is determined to be the first in his family to attend college and build a better future for himself and his family.

Psychographics

Aiden is driven by a strong desire to overcome financial obstacles and achieve academic success. He values hard work, determination, and community support. He is motivated by the prospect of breaking the cycle of limited educational opportunities in his family.

Needs

Aiden needs financial assistance to afford college tuition and living expenses. He also seeks recognition for his academic and extracurricular achievements and desires guidance in navigating the scholarship application process.

Pain

Aiden faces the challenge of balancing his academic responsibilities with part-time work to support his family financially. He also experiences uncertainty and stress regarding the complex and competitive scholarship application process. Additionally, the lack of mentorship and support in finding suitable scholarships adds to his struggles.

Channels

Aiden prefers online platforms, such as social media, educational websites, and scholarship search engines, to seek information about scholarships. He also seeks guidance from school counselors, community organizations, and educational fairs to explore scholarship opportunities.

Usage

Aiden engages with the scholarship management platform frequently, using it to browse available scholarships, submit applications, and monitor the status of his submissions. He actively seeks updates and notifications regarding new scholarship opportunities and application deadlines.

Decision

Aiden's decision-making process is influenced by scholarship eligibility criteria, application deadlines, and the potential impact of scholarships on his future. He seeks support from mentors, educators, and family members when evaluating scholarship opportunities and making decisions about which scholarships to pursue.

Olivia Scholarship Coordinator

Name

Olivia Scholarship Coordinator

Description

Olivia is a dedicated scholarship coordinator at a major university, responsible for managing the selection and awarding process of scholarships. She is focused on ensuring equitable opportunities for all students and is committed to streamlining the scholarship management process to enhance accessibility and transparency.

Demographics

Age: 30-45 Gender: Female Education: Bachelor's degree or higher Occupation: Scholarship Coordinator Income Level: Middle to Upper

Background

Olivia has a background in education and has previously worked in student services and counseling. She is passionate about supporting students in their higher education journeys and believes in the transformative power of scholarships. Olivia is also involved in advocating for inclusion and diversity within scholarship programs.

Psychographics

Olivia is motivated by a deep sense of social responsibility and a commitment to creating fair and accessible educational opportunities. She values efficiency, transparency, and the positive impact of scholarships on students' lives. Olivia is dedicated to fostering a culture of support and empowerment among scholarship applicants and recipients.

Needs

Olivia needs a robust scholarship management platform to streamline the application review process, ensure fairness and transparency in scholarship selection, and provide comprehensive data and insights for program evaluation and decision-making.

Pain

Olivia experiences challenges in managing a high volume of scholarship applications, ensuring consistent application review, and maintaining fairness in the selection process. She also faces obstacles in generating detailed reports and analytics for scholarship program evaluation, which impacts decision-making and resource allocation.

Channels

Olivia utilizes professional networks, educational conferences, and university resources to stay updated on scholarship management best practices, industry trends, and data-driven tools. She also relies on online platforms and professional development resources to enhance her knowledge and skills in scholarship management.

Usage

Olivia engages with the scholarship management platform extensively, using it to create and manage application forms, review and evaluate applications, and generate reports for scholarship selection committees and stakeholders. She relies on the platform to ensure transparency, efficiency, and accuracy throughout the scholarship management process.

Decision

Olivia's decision-making is guided by the need for data-driven insights, platform flexibility, and support for bias-free scholarship selection. She seeks input from colleagues, industry experts, and technology providers when evaluating and implementing new scholarship management solutions.

Elijah Scholarship Donor

Name

Elijah Scholarship Donor

Description

Elijah is a philanthropic individual who is passionate about supporting educational initiatives and providing opportunities for students to pursue higher education. He is dedicated to making a meaningful impact through scholarships and is committed to tracking the progress and outcomes of recipients to ensure the effective use of his contributions.

Demographics

Age: 40-65 Gender: Male Education: Advanced degree Occupation: Business Leader/Entrepreneur Income Level: High

Background

Elijah has achieved success in his career and is now focused on giving back to the community through educational philanthropy. He has a deep understanding of the transformative power of scholarships and is dedicated to creating a legacy of supporting future generations of students.

Psychographics

Elijah is motivated by a strong sense of social responsibility, a desire to create lasting educational impact, and a commitment to empowering deserving students. He values transparency, accountability, and the tangible outcomes of his philanthropic contributions. Elijah is dedicated to fostering meaningful relationships with scholarship recipients and institutions to ensure the effective utilization of scholarship funds.

Needs

Elijah needs a scholarship management platform that provides detailed recipient tracking, progress reports, and impact analysis to monitor the effectiveness of his contributions. He also seeks opportunities for personalized communication with scholarship recipients and the ability to provide feedback on scholarship selection criteria.

Pain

Elijah encounters challenges in effectively tracking the progress and outcomes of scholarship recipients, ensuring the equitable distribution of scholarships, and maintaining ongoing communication with scholarship recipients and program administrators. He also faces obstacles in assessing the long-term impact and success of scholarship programs he supports.

Channels

Elijah engages with educational institutions, philanthropic networks, and professional advisors to stay informed about scholarship impact assessment, best practices in philanthropy, and tools for effective scholarship management. He also utilizes online platforms and data-driven resources to monitor the progress of scholarship recipients and the overall impact of his contributions.

Usage

Elijah utilizes the scholarship management platform to track recipient progress, review impact reports, and provide personalized feedback to scholarship recipients. He actively seeks updates and insights regarding the educational and career outcomes of scholarship recipients to better understand the impact of his contributions.

Decision

Elijah's decision-making is influenced by the platform's ability to provide comprehensive impact reports, recipient engagement solutions, and tools for assessing the long-term success of scholarship programs. He seeks input from philanthropic advisors, impact assessment experts, and scholarship administrators when evaluating and selecting scholarship management platforms.

Product Ideas

ScholarFlow

A mobile app that provides a streamlined interface for scholarship applicants, allowing them to track their application status, receive notifications for upcoming deadlines, and access resources for enhancing their applications.

EquiSelect

An algorithm-based selection tool for scholarship committees, designed to ensure fair evaluation and selection of candidates, considering diverse factors such as academic performance, extracurricular activities, and socioeconomic background.

ScholarSync

An integration feature that facilitates seamless data transfer between scholar management platforms and financial aid systems, optimizing the distribution and allocation of scholarship funds and ensuring efficient financial aid disbursement.

Product Features

Deadline Alert

Receive real-time notifications for upcoming scholarship application deadlines, ensuring applicants never miss an important date and can submit their applications on time.

Requirements

Real-time Notifications
User Story

As a scholarship applicant, I want to receive real-time notifications for upcoming application deadlines so that I can submit my applications on time and never miss an important opportunity.

Description

Implement a real-time notification system that sends alerts for upcoming scholarship application deadlines. Notifications should be personalized and timely, providing applicants with a clear view of approaching deadlines and enabling them to submit applications on time. The feature should seamlessly integrate with the existing ScholarTrack platform, enhancing the user experience and ensuring that scholarship applicants are well-informed and prepared.

Acceptance Criteria
User Receives Deadline Alert
Given that a user has upcoming scholarship application deadlines and has enabled notifications, when the deadline is approaching, then the user should receive a real-time notification with details of the upcoming deadline.
Personalized Notification Content
Given that a user receives a deadline alert, the notification should contain personalized information such as the scholarship name, application deadline, and any specific instructions for the application process.
Configurable Notification Settings
Given that a user wants to manage notification preferences, when accessing the notification settings, then the user should be able to configure the frequency, timing, and method of receiving deadline alerts.
Integration with ScholarTrack Platform
Given that the real-time notification feature is implemented, when a user interacts with ScholarTrack, then the notification system should seamlessly integrate with the existing platform, providing a unified user experience.
Customizable Alert Preferences
User Story

As a scholarship applicant, I want to customize my alert preferences so that I can receive notifications tailored to my specific needs and preferences, ensuring I stay informed in a way that is most convenient for me.

Description

Enable users to customize their notification preferences according to their specific needs and requirements. This feature allows users to select the types of alerts they wish to receive, set the frequency of notifications, and choose their preferred communication channels. By providing flexibility and personalization, users can tailor their notification settings to align with their individual scholarship application strategies and preferences.

Acceptance Criteria
User selects preferred communication channels
Given that the user has logged into their account and navigated to the notification preferences section, when they select their preferred communication channels from the available options, then the system should save and apply the selected channels for future notifications.
User sets frequency of notifications
Given that the user has access to their notification settings, when they choose the frequency of notifications (e.g., daily, weekly), then the system should update the notification schedule according to the user's selection and send notifications accordingly.
User chooses types of alerts to receive
Given that the user is on the notification preferences page, when they select the types of alerts they wish to receive (e.g., deadline reminders, eligibility updates), then the system should record and deliver the chosen alerts to the user based on their selection.
User saves notification preferences
Given that the user has made changes to their notification preferences, when they click the 'Save' button, then the system should update and store the user's preferences for future notifications.
Notification History and Archive
User Story

As a scholarship applicant, I want to access a history of past notifications so that I can review previous alerts and track important scholarship application deadlines.

Description

Implement a notification history and archive feature that allows users to view past notifications, access previous alerts, and maintain a record of important deadline reminders. This functionality ensures that users have a comprehensive overview of all notifications received, enabling them to track their scholarship application deadlines and reference past alerts as needed.

Acceptance Criteria
Viewing Recent Notifications
Given that a user has received notifications, when they access the notification history and archive, then they should be able to view a list of the most recent notifications in chronological order.
Accessing Archived Notifications
Given that a user has accessed the notification history and archive, when they search for archived notifications, then they should be able to filter and access specific past notifications based on dates or keywords.
Maintaining Notification Records
Given that a user has viewed past notifications, when they access a specific notification, then they should be able to view details such as date, time, alert content, and scholarship associated with the notification.
Marking Notifications as Important
Given that a user has viewed past notifications, when they access a specific notification, then they should be able to mark the notification as important for future reference.
Deleting Notifications
Given that a user has viewed past notifications, when they access a specific notification, then they should be able to delete the notification from the archive if it is no longer needed.

Application Tracker

Track the status of scholarship applications in real-time, providing applicants with transparency and visibility into the progress of their submissions.

Requirements

Real-time Application Status Updates
User Story

As a scholarship applicant, I want to receive real-time updates on the status of my application so that I can stay informed about its progress without the need to reach out to support staff.

Description

This requirement involves developing a feature that enables real-time updates on scholarship application status. It will provide applicants with transparent and timely information about the progress of their submissions, enhancing the user experience and reducing support inquiries. The feature will integrate with the existing application tracking system, ensuring seamless functionality and accurate data synchronization.

Acceptance Criteria
Applicant views the current status of their scholarship application on the dashboard
When the applicant logs in, the dashboard should display the current status of their application, including any updates or changes.
Real-time updates are reflected within 5 seconds of any status change
When a status change occurs, it should be reflected within 5 seconds on the applicant's dashboard, providing real-time updates and information.
System sends automated notifications for status changes
Upon any status change, the system should automatically send a notification to the applicant, informing them of the update and providing relevant details.
Applicant is able to view historical status changes
The dashboard should allow the applicant to view a history of status changes, providing a log of previous updates and progression of their application.
Admin can manually update application status
The admin interface should allow authorized users to manually update application status, ensuring flexibility and accuracy in reflecting the current state of applications.
Notification System for Application Updates
User Story

As a scholarship applicant, I want to receive notifications when there are updates to my application status so that I can stay informed without having to actively check the platform for changes.

Description

This requirement entails implementing a notification system that alerts applicants about changes in their application status. The system will utilize push notifications and email alerts to keep applicants informed, enhancing engagement and providing a streamlined communication channel between the platform and users.

Acceptance Criteria
Applicant receives push notification when application status changes
Given an applicant has a submitted scholarship application, when the application status changes (e.g., from pending to approved or rejected), then a push notification is immediately sent to the applicant's mobile device with details of the status change.
Applicant receives email alert for application status updates
Given an applicant has a submitted scholarship application, when the application status changes, then an email alert is sent to the applicant's registered email address containing a summary of the status change and a link to view the updated application details.
Notification preferences can be managed by the applicant
Given an applicant is logged into the ScholarTrack platform, when accessing the account settings, then they can manage their notification preferences, including opting in or out of specific types of notifications (e.g., push notifications, email alerts) and setting frequency preferences.
Notification logs are accessible to administrators
Given an administrator is logged into the ScholarTrack platform, when accessing the notification logs, then they can view a detailed history of all notifications sent to applicants, including the type of notification, recipients, and status changes notified.
Application Status History Log
User Story

As a scholarship program administrator, I want to view the complete status history of each application to track its journey and ensure transparency and accountability in the evaluation process.

Description

This requirement involves creating a log of application status changes to provide a historical record of a candidate's application journey. The log will capture all status updates and changes, allowing applicants and administrators to review the application's progression over time.

Acceptance Criteria
Viewing Application Status History Log as an Applicant
When an applicant logs into their account, they should be able to view a chronological history of all status changes for their submitted scholarship application.
Accessing Application Status History Log as an Administrator
When an administrator accesses the application management dashboard, they should be able to view a detailed log of status changes for all submitted applications, including the date, time, and nature of each change.
Searching for Specific Status Changes in History Log
Users should be able to search for specific status changes in the application history log by entering keywords or date ranges to locate relevant updates.
Exporting Application Status History Log
Administrators should have the ability to export the application status history log to a downloadable file in a common format, such as CSV or PDF, for record-keeping and audit purposes.

Resource Library

Access a comprehensive library of resources, including essay writing tips, interview guidance, and scholarship application best practices, to enhance and strengthen scholarship applications.

Requirements

Resource Categorization
User Story

As a scholarship applicant, I want to be able to find resources based on my academic subject and the stage of my scholarship application, so that I can access relevant information and improve my application.

Description

Develop a system to categorize resources based on academic subjects, scholarship types, and application stages. This system will allow users to easily locate relevant resources and optimize the browsing experience within the resource library.

Acceptance Criteria
User searches for resources based on academic subjects
Given the user is on the Resource Library page, when the user selects an academic subject from the filter options, then the system should display only resources related to the selected academic subject.
User browses resources based on scholarship types
Given the user is on the Resource Library page, when the user filters resources by scholarship type, then the system should show resources specific to the selected scholarship type.
User filters resources based on application stages
Given the user is on the Resource Library page, when the user chooses an application stage filter, then the system should present resources relevant to the selected application stage.
User navigates between resource categories
Given the user is viewing a resource, when the user clicks on a category tag, then the system should display other resources associated with the selected category.
Bookmarking and Favorites
User Story

As a scholarship applicant, I want to be able to save and organize my favorite resources, so that I can easily access and refer back to them as needed.

Description

Implement a feature that enables users to bookmark and save their favorite resources for easy access. This feature will enhance user experience by allowing users to curate a personalized collection of valuable resources within the library.

Acceptance Criteria
User bookmarks a resource
Given a resource is available, when the user clicks the 'Bookmark' button, then the resource is added to the user's 'Favorites' list.
Viewing saved resources
Given the user has saved resources in their 'Favorites' list, when the user navigates to the 'Favorites' section, then all saved resources are displayed.
Removing a resource from favorites
Given the user has saved resources in their 'Favorites' list, when the user removes a resource from the 'Favorites' list, then the resource is no longer displayed in the 'Favorites' list.
Limit on the number of saved resources
Given the user has saved resources in their 'Favorites' list, when the number of saved resources exceeds the maximum limit, then the user is notified that the limit has been reached.
Sorting saved resources
Given the user has saved resources in their 'Favorites' list, when the user accesses the 'Favorites' section, then the resources are displayed in a sortable order based on user preference.
Resource Feedback and Rating
User Story

As a scholarship applicant, I want to be able to rate and provide feedback on resources, so that I can contribute to the community and benefit from others' input when using the resource library.

Description

Integrate a feedback and rating system for users to provide input on the quality and relevance of resources. This system will facilitate user engagement and help others identify high-quality resources based on user feedback.

Acceptance Criteria
A user rates a resource
When a user selects a rating for a resource and submits the rating, the system should record the rating and associate it with the respective resource.
View resource feedback
When a user views a resource, they should be able to see the average rating and feedback provided by other users for that resource.
Feedback submission validation
When a user submits feedback for a resource, the system should validate and store the feedback, ensuring it meets the minimum length requirement and is associated with the correct resource.
Feedback visibility settings
Users should have the option to set the visibility of their feedback to public or private, allowing them to control who can view their feedback on a resource.
Feedback moderation
Admin users should have the ability to review and moderate feedback submitted by users, including the option to hide or delete inappropriate or offensive feedback.

Progress Dashboard

View a centralized dashboard that showcases the progress of scholarship applications, including submitted documents, review status, and upcoming milestones, empowering applicants to stay organized and informed.

Requirements

Document Submission Tracking
User Story

As a scholarship applicant, I want to be able to track the status of my submitted documents so that I can stay informed about the progress of my application.

Description

This requirement involves tracking and displaying the status of submitted documents for scholarship applications. It benefits applicants by providing transparency and clarity on the progress of their submissions and integrates with the Progress Dashboard to ensure a comprehensive view of application status.

Acceptance Criteria
Applicant uploads a document for the scholarship application
When an applicant uploads a document, the system should capture the document type, timestamp, and applicant information and update the status as 'Submitted'
Review panel accesses submitted documents for review
Given a review panel member logs in, when accessing the Progress Dashboard, the system should display all submitted documents for review, organized by application and document type
Applicant views the status of submitted documents
When an applicant logs in and navigates to their application page, the system should display the status of each submitted document, including 'Submitted', 'Under Review', or 'Accepted/Rejected'
Review Milestone Notifications
User Story

As a scholarship applicant, I want to receive notifications when my application reaches review milestones so that I can stay updated about the progress and next steps.

Description

This requirement entails sending notifications to applicants when their scholarship applications reach review milestones, such as initial assessment, shortlisting, or final selection. It allows applicants to stay informed about the progress of their applications and empowers them to actively engage in the process.

Acceptance Criteria
Applicant's Application Reaches Initial Review Milestone
Given an applicant's scholarship application has reached the initial review milestone, when the system verifies the milestone status, then a notification is sent to the applicant informing them about the milestone completion.
Applicant's Application Reaches Shortlisting Milestone
Given an applicant's scholarship application has reached the shortlisting milestone, when the system verifies the milestone status, then a notification is sent to the applicant informing them about the milestone completion.
Applicant's Application Reaches Final Selection Milestone
Given an applicant's scholarship application has reached the final selection milestone, when the system verifies the milestone status, then a notification is sent to the applicant informing them about the milestone completion.
Notification Content Accuracy
Given a notification is sent to an applicant at any review milestone, when the applicant views the notification content, then the information accurately represents the specific milestone achieved by the applicant's scholarship application.
Notification Delivery Confirmation
Given a notification is sent to an applicant at any review milestone, when the applicant's email or application portal is accessed, then the notification delivery is confirmed and the applicant can view the notification.
Application Completion Deadline Alert
User Story

As a scholarship applicant, I want to receive alerts for impending application completion deadlines so that I can avoid missing important submission timelines.

Description

This requirement involves providing applicants with alerts and reminders for impending application completion deadlines. It ensures that applicants are aware of upcoming deadlines and can take timely action to finalize their submissions.

Acceptance Criteria
Applicant receives an alert 7 days before the application completion deadline
When an applicant's submission deadline is 7 days away, an alert notification is sent to the applicant's registered email address.
Dashboard shows upcoming deadlines for applicants
The progress dashboard displays a section that lists all upcoming application completion deadlines for the applicants.
Applicant receives a reminder 24 hours before the application completion deadline
When an applicant's submission deadline is within 24 hours, a reminder notification is sent to the applicant's registered email address.

Profile Builder

Utilize a user-friendly profile builder to create a comprehensive applicant profile, highlighting achievements, extracurricular activities, and personal statements to present a compelling scholarship application.

Requirements

Profile Customization
User Story

As a scholarship applicant, I want to be able to customize my profile to showcase my achievements, interests, and aspirations so that I can present a compelling and comprehensive scholarship application.

Description

Enable applicants to customize their profiles by adding personal details, academic achievements, and extracurricular activities, enhancing the quality and appeal of their scholarship applications. This feature allows users to present a comprehensive and compelling profile to scholarship providers, increasing their chances of securing scholarships and educational opportunities.

Acceptance Criteria
User creates a new profile by adding personal details
Given a user is on the profile customization page, when they fill in their personal details including name, address, and contact information, then the system saves the information and displays a confirmation message.
User adds academic achievements to their profile
Given a user is on the profile customization page, when they input their academic achievements, including GPA, test scores, and awards, then the system validates the data and adds it to the user's profile.
User includes extracurricular activities in their profile
Given a user is on the profile customization page, when they add their extracurricular activities, including clubs, sports, and volunteer work, then the system allows them to review and save the activities to their profile.
Document Upload and Management
User Story

As a scholarship applicant, I want to be able to upload and manage my documents within the platform so that I can easily submit all required materials for my scholarship applications.

Description

Integrate a feature that allows users to upload, store, and manage essential documents such as transcripts, recommendation letters, and personal statements within their profiles. This capability ensures that applicants can conveniently and securely submit all required documents as part of their scholarship applications, streamlining the submission process for both applicants and scholarship administrators.

Acceptance Criteria
Uploading Documents
Given a user is logged in, when the user selects the 'Upload Documents' option, then the user should be able to upload various file types, such as PDF, Word, and image files.
Document Storage
Given a user has uploaded documents, when the user views their profile, then the uploaded documents should be securely stored and accessible only to the user and authorized scholarship administrators.
Document Management
Given a user has uploaded documents, when the user applies for a scholarship, then the uploaded documents should be automatically attached to the application and viewable by scholarship administrators.
Profile Validation and Completeness Checks
User Story

As a scholarship applicant, I want the system to validate my profile and alert me to any missing or inaccurate information so that I can ensure my scholarship application is complete and accurate.

Description

Implement functionality to validate the completeness and accuracy of applicant profiles, ensuring that all necessary information and documents are provided before submitting a scholarship application. This feature enhances the efficiency of the scholarship process by reducing incomplete or inaccurate applications, thereby saving time for both applicants and scholarship administrators.

Acceptance Criteria
User creates a new applicant profile by filling out the required fields and uploading necessary documents
1. Given a new applicant profile creation form, when the user fills out all required fields and uploads necessary documents, then the profile should be saved successfully.
User edits an existing applicant profile to update personal information and add additional documents
2. Given an existing applicant profile, when the user updates personal information and adds additional documents, then the profile should be updated and the completeness check should revalidate the profile.
User attempts to submit a scholarship application with an incomplete or inaccurate profile
3. Given an incomplete or inaccurate applicant profile, when the user attempts to submit a scholarship application, then the system should display an error message indicating the missing or incorrect information.
User rectifies deficiencies in the applicant profile after receiving an error message during the submission process
4. Given an error message indicating missing or inaccurate information in the applicant profile, when the user rectifies the deficiencies and re-attempts to submit the application, then the system should accept the updated profile and proceed with the submission.
Admin reviews applicant profiles and documents for completeness and validity
5. Given access to the admin dashboard, when the admin reviews applicant profiles and documents, then the system should highlight any deficiencies or inaccuracies for further investigation.
Admin marks an applicant profile as complete and eligible for scholarship consideration
6. Given an applicant profile with all required information and documents, when the admin marks the profile as complete, then the profile should be eligible for scholarship consideration.

EquiScore

A comprehensive scoring system that assesses each candidate based on academic performance, extracurricular activities, and socioeconomic background, ensuring a fair and unbiased evaluation.

Requirements

EquiScore Data Collection
User Story

As a scholarship program administrator, I want a comprehensive data collection system for EquiScore so that I can gather detailed information about candidates' academic, extracurricular, and socioeconomic backgrounds to ensure fair and unbiased evaluation.

Description

This requirement involves creating a data collection system within the EquiScore feature to aggregate candidate information, including academic performance, extracurricular activities, and socioeconomic background. The data collection system will ensure thorough and comprehensive gathering of candidate data for fair and unbiased evaluation.

Acceptance Criteria
Data Collection for Academic Performance
Candidates' academic performance data is collected accurately and comprehensively, including GPA, test scores, and academic awards.
Data Collection for Extracurricular Activities
Candidates' extracurricular activities data is collected thoroughly, capturing information about clubs, sports, volunteer work, and leadership roles.
Data Collection for Socioeconomic Background
Candidates' socioeconomic background information is collected sensitively and thoroughly, including family income, household size, and any relevant socioeconomic factors.
Data Validation and Integrity Checks
The data collection system includes validation and integrity checks to ensure the accuracy and completeness of candidate information.
Data Security and Privacy Compliance
Candidate data is collected, stored, and managed in compliance with data security and privacy regulations, ensuring the confidentiality and integrity of the information.
EquiScore Scoring Algorithm
User Story

As a scholarship selection committee member, I want an advanced scoring algorithm for EquiScore so that I can objectively evaluate candidates based on academic performance, extracurricular activities, and socioeconomic background.

Description

Develop an advanced scoring algorithm for EquiScore that accurately assesses and weighs academic performance, extracurricular activities, and socioeconomic background to generate a fair and unbiased score for each candidate. The scoring algorithm will be a core component of EquiScore's functionality, providing an objective evaluation method.

Acceptance Criteria
Candidate academic performance assessment
The scoring algorithm accurately assesses the academic performance of each candidate based on GPA, course difficulty, and academic achievements.
Candidate extracurricular activities assessment
The scoring algorithm evaluates the extracurricular activities of each candidate, considering leadership roles, community service, and significant accomplishments.
Candidate socioeconomic background assessment
The scoring algorithm includes a comprehensive evaluation of each candidate's socioeconomic background, taking into account family income, educational resources, and community support.
Fair and unbiased scoring
The scoring algorithm combines academic performance, extracurricular activities, and socioeconomic background in a balanced manner to generate a fair and unbiased score for each candidate.
Validation tests
A comprehensive set of validation tests are created to ensure the accuracy and consistency of the scoring algorithm under various candidate profiles.
EquiScore Reporting Dashboard
User Story

As a scholarship program manager, I want a reporting dashboard in EquiScore so that I can easily access real-time analytics and visual representations of candidate scores and demographic data for transparent and informed decision-making.

Description

Implement a reporting dashboard in EquiScore to provide real-time analytics and visual representations of candidate scores and demographic data. The reporting dashboard will facilitate easy monitoring and understanding of candidate evaluations, enhancing transparency and decision-making processes.

Acceptance Criteria
User Accesses the EquiScore Reporting Dashboard
Given that the user is logged in, when they navigate to the EquiScore reporting dashboard, then they should see real-time analytics and visual representations of candidate scores and demographic data.
Dashboard Filters and Data Retrieval
Given that the user is on the EquiScore reporting dashboard, when they apply filters to retrieve specific demographic data, then the dashboard should display the filtered information accurately.
Exporting Dashboard Data
Given that the user is on the EquiScore reporting dashboard, when they request to export the dashboard data, then the system should generate a downloadable file containing the candidate scores and demographic data.
Dashboard Performance
Given a large dataset, when the user accesses the EquiScore reporting dashboard, then the dashboard should load and display the information within an acceptable timeframe (e.g., under 3 seconds).

EquiRank

Utilizes an algorithm to rank candidates objectively, taking into account a holistic view of their qualifications, achievements, and personal circumstances for equitable scholarship selection.

Requirements

Holistic Candidate Ranking
User Story

As a scholarship program administrator, I want to utilize an algorithm that evaluates candidates holistically, so that I can ensure fair and equitable scholarship selection based on a comprehensive assessment of qualifications, achievements, and personal circumstances.

Description

Develop an algorithm that evaluates candidates using a holistic approach, considering qualifications, achievements, and personal circumstances to ensure fair and equitable scholarship selection. The algorithm should prioritize diversity and inclusivity, providing a comprehensive ranking system for scholarship applicants.

Acceptance Criteria
Algorithm Evaluation
Given a list of scholarship candidates with their qualifications, achievements, and personal circumstances, when the algorithm is applied, then it should produce a ranked list that reflects a holistic evaluation of the candidates.
Diversity and Inclusivity
Given a set of scholarship applicants representing diverse backgrounds, when the algorithm is executed, then it should prioritize candidates from underrepresented groups and ensure fair representation in the final ranking.
Transparency and Explainability
Given the ranked list of scholarship candidates generated by the algorithm, when a user requests an explanation for a candidate's position in the ranking, then the system should provide a clear justification based on the candidate's qualifications, achievements, and personal circumstances.
Performance Testing
Given a large dataset of scholarship applicants, when the algorithm is run, then it should complete the ranking process within a reasonable time frame, ensuring scalability and performance efficiency.
Transparency and Objectivity
User Story

As a scholarship applicant, I want transparency and objectivity in the ranking process, so that I can trust that the selection criteria are clear, consistent, and free from bias.

Description

Implement features that provide transparency and objectivity in the candidate ranking process, ensuring that the criteria for evaluation are clear, consistent, and unbiased. This includes visibility into the factors considered, scoring methodology, and automated checks for any potential bias in the ranking process.

Acceptance Criteria
Viewing Candidate Ranking Criteria
Given a user is logged into the system, when they navigate to the candidate ranking page, then they should be able to view the specific criteria and factors considered in the ranking process.
Scoring Methodology Accuracy
Given a set of test candidates with known qualifications and achievements, when the system calculates their scores using the ranking algorithm, then the scores should accurately reflect the candidates' qualifications and achievements.
Automated Bias Checks
Given the ranking process is initiated, when the system applies automated checks for potential bias based on personal circumstances, demographics, or other sensitive factors, then it should flag any instances of potential bias for manual review.
Customizable Ranking Criteria
User Story

As a scholarship program administrator, I want the ability to customize ranking criteria, so that I can adapt the evaluation process to the specific needs and goals of different scholarship programs.

Description

Enable the customization of ranking criteria to accommodate diverse scholarship programs and their unique eligibility requirements. This feature allows administrators to modify and tailor the evaluation criteria based on specific program goals, ensuring flexibility and alignment with the varying needs of scholarship selection processes.

Acceptance Criteria
Customizing Ranking Criteria for STEM Scholarships
Given a STEM scholarship program with specific academic and extracurricular requirements, when an administrator customizes the ranking criteria to include GPA, research experience, and community service hours, then the system accurately filters and ranks applicants based on the customized criteria.
Modifying Ranking Criteria for Diversity Scholarships
Given a diversity scholarship program aiming to promote inclusivity and equity, when an administrator modifies the ranking criteria to include factors such as socio-economic background, cultural impact, and leadership qualities, then the system successfully adapts the ranking algorithm to reflect the modified criteria.
Evaluating Customized Ranking Criteria
Given a scholarship program with dynamically changing eligibility requirements, when administrators evaluate the impact of customized ranking criteria on the selection process using historical data, then the system provides detailed analytics on the effectiveness and alignment of the customized criteria with the program's goals.
Enabling Ranking Criteria Modification
Given an administrator's need to adjust the ranking criteria based on evolving program objectives, when the system allows seamless modification of criteria by providing an intuitive interface and clear guidance, then administrators can efficiently update the criteria to meet changing program needs.

EquiInsight

Provides detailed insights and analytics to scholarship committees, offering visibility into the factors influencing candidate selection and aiding in making conscious and unbiased decisions.

Requirements

Candidate Insights Dashboard
User Story

As a scholarship committee member, I want access to detailed candidate insights and analytics so that I can make fair and informed decisions during the selection process.

Description

The Candidate Insights Dashboard requirement involves creating a data-rich dashboard that offers scholarship committees detailed analytics and insights into candidate profiles, application data, and key performance indicators. This feature aims to provide visibility into the factors influencing candidate selection, allowing committees to make informed, conscious, and unbiased decisions. The dashboard should include visual representations, customizable filters, and export capabilities to facilitate data-driven decision-making.

Acceptance Criteria
Committee Member Login
When a committee member enters valid login credentials and clicks the 'Login' button, they should be redirected to the Candidate Insights Dashboard.
Analytics Visualization
Given a committee member accesses the Candidate Insights Dashboard, when they apply a time filter for the last 6 months, then the dashboard should display visual analytics charts showing candidate demographics, application trends, and performance metrics.
Export Functionality
When a committee member selects a specific set of candidate data and clicks the 'Export' button, then a downloadable file in CSV format containing the selected candidate data should be generated.
Automated Eligibility Analysis
User Story

As a scholarship program administrator, I want to automate the initial eligibility analysis to save time and ensure a fair and efficient review process for applicants.

Description

The Automated Eligibility Analysis requirement entails implementing an automated system to evaluate applicant eligibility based on predefined criteria. This feature aims to streamline the initial eligibility checks by automatically matching application data with the specified criteria, reducing manual effort and expediting the review process. The system should generate clear eligibility reports and notifications for efficient applicant management.

Acceptance Criteria
Eligibility Check for GPA Requirement
Given a scholarship application with a GPA requirement of 3.5, when the applicant's GPA is 3.6, then the system should mark the applicant as eligible.
Eligibility Report Generation
Given an automated eligibility analysis, when the system matches applicant data with predefined criteria, then the system should generate a detailed eligibility report for each applicant.
Eligibility Notification
Given an eligible applicant, when the system completes the eligibility analysis, then the system should notify the applicant of their eligibility status via email.
Diversity and Inclusion Metrics
User Story

As a scholarship program manager, I want to track diversity and inclusion metrics to ensure fairness and equal opportunity in the scholarship selection process.

Description

The Diversity and Inclusion Metrics requirement involves integrating a feature that captures and reports on diversity and inclusion metrics within the scholarship application pool. This feature aims to provide insights into the representation of diverse groups and equity in the selection process, promoting transparency and accountability. The metrics should encompass demographic data, background information, and representation statistics to support equitable scholarship allocation.

Acceptance Criteria
A scholarship committee member wants to view a report on the representation of diverse groups in the application pool.
The system should generate a detailed report including demographic data, background information, and representation statistics of diverse groups within the application pool.
A scholarship administrator needs to filter and view applicants based on specific diversity metrics such as ethnicity, gender, and socioeconomic background.
The system should provide filters and sorting options for administrators to view applicants based on specific diversity metrics such as ethnicity, gender, and socioeconomic background.
A scholarship selection committee wants to track the distribution of scholarships among diverse groups over time.
The system should capture and display historical data on the distribution of scholarships among diverse groups over time, allowing the committee to track trends and identify areas for improvement.
An end user submits a scholarship application and wants to see a confirmation message about the collection and use of diversity data.
The system should display a confirmation message to the end user upon submitting the scholarship application, informing them about the collection and use of diversity data and providing an option to consent to the data collection.

EquiMatch

Matches candidates with scholarship opportunities based on a balanced assessment of their qualifications and personal circumstances, ensuring fair distribution of opportunities.

Requirements

Candidate Profile Matching
User Story

As a scholarship applicant, I want my profile to be matched with suitable scholarship opportunities based on my qualifications and personal circumstances so that I can have fair access to educational funding.

Description

Develop a feature that allows for comprehensive matching of candidate profiles with scholarship opportunities. The system will use advanced algorithms to assess qualifications, personal circumstances, and preset criteria to ensure equitable distribution of opportunities.

Acceptance Criteria
Matching candidates based on qualifications
Given a list of candidate qualifications and scholarship opportunities, when the EquiMatch feature is activated, then the system accurately matches candidates with opportunities based on a balanced assessment of their qualifications and personal circumstances.
Equitable distribution of opportunities
Given a set of preset criteria and candidate profiles, when the EquiMatch feature is evaluated, then the system ensures fair and equitable distribution of opportunities by matching candidates with opportunities based on their qualifications and personal circumstances.
User interface for candidate profile matching
Given the EquiMatch feature is implemented, when users access the candidate profile matching interface, then they can easily input candidate qualifications and view matched scholarship opportunities.
Automated eligibility checks
Given the EquiMatch feature is live, when candidates submit their profiles, then the system performs automated eligibility checks based on preset criteria and qualifications, ensuring efficient and accurate matching with opportunities.
Real-time Matching Algorithm
User Story

As a scholarship administrator, I want the matching algorithm to continuously evaluate candidate profiles and scholarship opportunities in real-time so that I can ensure fair and up-to-date opportunity distribution.

Description

Implement a real-time matching algorithm that continuously evaluates candidate profiles and scholarship opportunities to provide up-to-date and accurate matches. The algorithm will consider dynamic changes in candidate qualifications and opportunity criteria to ensure timely and accurate matches.

Acceptance Criteria
Candidate Profile Update
Given a candidate updates their qualifications, when the real-time matching algorithm runs, then the candidate profile is accurately evaluated against available scholarship opportunities and updated matches are displayed.
Scholarship Opportunity Criteria Change
Given a scholarship opportunity updates its eligibility criteria, when the real-time matching algorithm runs, then the algorithm accurately re-evaluates candidate profiles and updates the matched opportunities.
Continuous Algorithm Evaluation
Given new candidate profiles and scholarship opportunities are added, when the real-time matching algorithm runs, then it quickly and accurately evaluates the new data and generates updated matches.
Real-time Matching Accuracy
Given a candidate's qualifications or scholarship opportunity criteria change, when the real-time matching algorithm runs, then it accurately reflects these changes in the matched opportunities without delay.
Transparent Matching Criteria
User Story

As a scholarship program manager, I want to have transparent visibility into the matching criteria used to assess candidate profiles and scholarship opportunities so that I can ensure the matching process is fair and accountable.

Description

Integrate a feature that provides transparent visibility into the matching criteria used to assess candidate profiles and scholarship opportunities. This will allow stakeholders to understand the basis of the matches and ensure accountability and fairness in the matching process.

Acceptance Criteria
Viewing Matching Criteria
When a stakeholder accesses the EquiMatch feature, the system should display the matching criteria used to assess candidate profiles and scholarship opportunities, including academic qualifications, personal circumstances, and any other relevant factors. The display should be clear, comprehensive, and easily accessible for stakeholders to review.
Criteria Customization
Given that a scholarship program administrator wants to modify the matching criteria, the system should provide a user-friendly interface for customizing the criteria used to assess candidate profiles and scholarship opportunities. The customization options should include specifying weightage for different criteria, adding new criteria, or modifying existing ones. The changes should be saved and instantly reflected in the matching process.
Audit Trail for Criteria Changes
When an administrator makes changes to the matching criteria, the system should log and display an audit trail of the modifications, including the date, time, and details of the changes made. This audit trail should be accessible for review and accountability purposes, ensuring transparency and traceability of any changes to the matching criteria.

Data Integration

Seamlessly transfer applicant and scholarship data between scholar management platforms and financial aid systems, ensuring accurate and efficient information exchange for optimized fund allocation.

Requirements

Data Mapping Interface
User Story

As a scholarship program administrator, I want to easily map and transfer applicant and scholarship data between different systems, so that I can ensure accurate and efficient fund allocation and minimize data errors.

Description

This requirement involves the development of a user-friendly interface for mapping and linking data fields between scholar management platforms and financial aid systems. It aims to streamline the transfer of applicant and scholarship data, ensuring accuracy and consistency in information exchange. The data mapping interface will enhance efficiency, reduce errors, and facilitate optimized fund allocation.

Acceptance Criteria
User maps data fields from scholar management platform to financial aid system
Given the user is on the data mapping interface, when they select a data field from the scholar management platform, and map it to a corresponding field in the financial aid system, then the mapping is successfully saved and displayed for verification.
User edits existing data mapping
Given the user has created a data mapping, when they edit the mapping by changing the mapped fields, and save the changes, then the updated mapping is successfully applied and reflected in all data transfer processes.
System performs automated validation of mapped data fields
Given the user has completed the data mapping, when the system performs automated validation by checking data compatibility and field accuracy, then the system accurately identifies and highlights any errors or discrepancies for the user to review and correct.
User exports data mapping configuration
Given the user has finalized the data mapping, when they initiate the export process, then the system generates a downloadable file containing the data mapping configuration, ensuring the accuracy and completeness of the exported file.
Automated Data Validation
User Story

As a financial aid officer, I want automated validation checks to ensure the accuracy of applicant and scholarship data transfers, so that I can efficiently allocate funds and minimize data inconsistencies.

Description

This requirement entails the implementation of automated data validation checks during the transfer of applicant and scholarship data. It aims to identify and rectify data discrepancies, ensuring data integrity and reliability. Automated data validation will minimize manual effort, enhance accuracy, and streamline the fund allocation process.

Acceptance Criteria
Data Validation on New Applicant Submission
Given a new applicant submits their scholarship application, when the data is transferred to the financial aid system, then the system should automatically perform data validation checks to ensure accuracy and integrity of the transferred data.
Validation of Existing Scholarship Data Update
Given an update is made to an existing scholarship record, when the updated data is synchronized with the scholar management platform, then the system should conduct automated data validation to verify the accuracy of the updated information.
Identification of Data Discrepancies
Given the automated data validation is triggered, when data discrepancies are identified, then the system should flag and notify the relevant user or administrator to review and rectify the discrepancies.
Data Integrity Verification
Given the completion of data validation checks, when the data integrity is verified, then the system should update the status of the data transfer process to indicate successful completion.
Real-time Data Sync
User Story

As a scholarship program coordinator, I want real-time data synchronization to quickly access updated applicant and scholarship data, so that I can make timely and informed decisions for fund allocation and program management.

Description

This requirement involves enabling real-time synchronization of applicant and scholarship data between scholar management platforms and financial aid systems. It aims to provide up-to-date information for timely decision-making and efficient fund allocation. Real-time data sync will improve transparency, enable quick access to accurate data, and facilitate responsive scholarship management processes.

Acceptance Criteria
Applicant Data Sync
Given an applicant submits their scholarship application, when the data is saved in the scholar management platform, then it should be automatically synced to the financial aid system in real-time.
Scholarship Approval Update
Given a scholarship is approved or updated in the financial aid system, when the status changes, then the scholar management platform should reflect the change in real-time.
Data Integrity Verification
Given data is synced between the scholar and financial aid systems, when the data integrity check is performed, then the synced data should match without any discrepancies.

Automatic Fund Allocation

Automate the allocation of scholarship funds based on predefined criteria, enabling quick and efficient disbursement of financial aid to deserving candidates.

Requirements

Automated Eligibility Checks
User Story

As a scholarship administrator, I want the system to automatically verify applicant eligibility so that I can efficiently identify qualified candidates for fund allocation without manual intervention.

Description

Implement automated eligibility checks to ensure that scholarship applicants meet the specified criteria for fund allocation. This feature will streamline the application review process, reduce manual errors, and improve the efficiency of candidate assessment.

Acceptance Criteria
A new scholarship applicant submits an application
The system automatically checks the applicant's information against the predefined eligibility criteria
An existing applicant updates their profile information
The system re-evaluates the applicant's eligibility based on the updated information
Multiple scholarship applications are received simultaneously
The system processes and evaluates each application independently and accurately
Eligible applicants are notified of their approval status
The system accurately identifies and notifies eligible applicants of their approval status
Customizable Fund Criteria
User Story

As a program manager, I want the ability to customize fund allocation criteria to match unique scholarship requirements so that I can tailor the disbursement process to the specific needs of different scholarships.

Description

Enable the customization of fund allocation criteria based on specific scholarship programs and requirements. This feature will provide flexibility in defining eligibility conditions and empower organizations to adapt fund allocation rules to diverse scholarship categories.

Acceptance Criteria
Customize fund allocation criteria for specific scholarship categories
Create an interface that allows administrators to define eligibility conditions and rules for fund allocation based on specific scholarship categories. The interface should include options for defining academic criteria, financial need, demographic requirements, and other relevant parameters.
Save and apply customized fund allocation criteria
Ensure that the customized fund allocation criteria can be saved and applied to specific scholarship programs. Verify that the system retains the defined criteria and applies them accurately to the corresponding scholarship categories.
Validate fund allocation criteria
Develop automated tests to validate the accuracy and functionality of the customized fund allocation criteria. Testing should include simulations of fund allocation based on different criteria combinations and verification of the system's adherence to the defined rules.
Real-time Fund Disbursement
User Story

As a scholarship recipient, I want to receive scholarship funds immediately upon meeting the eligibility criteria so that I can access financial support without delays and pursue my education smoothly.

Description

Facilitate real-time disbursement of scholarship funds once eligibility criteria are met. This feature will ensure swift and seamless allocation of financial aid to deserving candidates, enhancing the efficiency and speed of fund distribution.

Acceptance Criteria
Candidate meets eligibility criteria and scholarship fund is available
Given the candidate meets all eligibility criteria, and there is available scholarship fund, when the real-time fund disbursement process is initiated, then the system should allocate the scholarship fund to the candidate in real-time.
Candidate does not meet eligibility criteria
Given the candidate does not meet all eligibility criteria, when the real-time fund disbursement process is initiated, then the system should not allocate the scholarship fund to the candidate and provide a clear notification of ineligibility.
Real-time fund disbursement process fails due to technical error
Given the real-time fund disbursement process is initiated and encounters a technical error, when the system encounters a failure, then an error message should be logged, and the process should be retried automatically, or manual intervention should be prompted.

Real-time Fund Status

Provide real-time visibility into the status of scholarship funds, including allocation, utilization, and available amounts, ensuring transparency and effective financial management.

Requirements

Real-time Fund Status API
User Story

As a scholarship program administrator, I want to access real-time information on fund allocation and utilization so that I can make informed decisions and ensure effective financial management.

Description

Develop and implement an API that provides real-time access to scholarship fund status, including allocation, utilization, and available amounts. This API will enable seamless integration with external systems and applications, allowing comprehensive visibility and control over financial information related to scholarship funds.

Acceptance Criteria
A user requests real-time allocation status
The API returns the current allocation status of scholarship funds in real-time
A user queries historical fund utilization
The API provides access to historical utilization data for scholarship funds
Integration with external financial systems
The API seamlessly integrates with external financial systems to provide real-time scholarship fund status
API response validation
The API response is validated for accuracy and consistency with the actual scholarship fund status
Fund Status Dashboard
User Story

As a scholarship program stakeholder, I want to view real-time fund status in an intuitive dashboard format so that I can easily track fund utilization and make data-driven decisions.

Description

Create a dashboard module that visualizes real-time scholarship fund status, presenting detailed charts and graphs for allocation, utilization, and available amounts. This dashboard will offer a user-friendly interface for stakeholders to monitor and analyze fund data, supporting transparent financial management and informed decision-making.

Acceptance Criteria
User Access the Fund Status Dashboard
Given that the user is logged in, when the user navigates to the Fund Status Dashboard, then the dashboard displays real-time charts and graphs for allocation, utilization, and available amounts.
Filter Fund Data by Category
Given that the user is viewing the Fund Status Dashboard, when the user applies a filter to view fund data by category, then the dashboard updates to display the filtered fund data in real-time.
Export Fund Data to PDF or CSV
Given that the user is on the Fund Status Dashboard, when the user selects the export option, then the dashboard exports the fund data to a PDF or CSV file with accurate and up-to-date information.
Set Notifications for Fund Thresholds
Given that the user has access to the Fund Status Dashboard, when the user sets notifications for fund thresholds, then the system triggers notifications when funds reach specified thresholds or limits.
Automatic Fund Allocation Alerts
User Story

As a scholarship fund manager, I want to receive automatic alerts when fund allocation thresholds are reached so that I can proactively manage and optimize fund utilization.

Description

Implement automated alerts and notifications for fund allocation thresholds, triggering notifications when funds reach specified thresholds. This feature will enable timely intervention and proactive management of fund allocation, ensuring efficient utilization and allocation of scholarship funds.

Acceptance Criteria
A scholarship fund allocation reaches 75% of its total amount
When the allocated scholarship fund reaches 75% of the total amount, an automated alert notification is triggered to the scholarship administrator
A scholarship fund allocation reaches 90% of its total amount
When the allocated scholarship fund reaches 90% of the total amount, an automated alert notification is triggered to the scholarship administrator
A scholarship fund allocation reaches 100% of its total amount
When the allocated scholarship fund reaches 100% of the total amount, an automated alert notification is triggered to the scholarship administrator and the fund status is updated to 'Fully Allocated'
Testing the automated alert notification system
Create a test scenario to simulate fund allocation reaching threshold levels and verify that the automated alert notification system functions as expected

Press Articles

Introducing ScholarTrack: Revolutionizing Scholarship Management for Universities, Non-Profits, and Corporations

FOR IMMEDIATE RELEASE

ScholarTrack is proud to unveil its innovative scholarship management SaaS platform, designed to transform the end-to-end process for universities, non-profits, and corporate scholarship programs. With a customizable application portal, automated eligibility checks, secure document management, and detailed analytics dashboards, ScholarTrack empowers organizations to streamline administrative tasks, save time, and ensure equitable access to educational opportunities. "We are thrilled to introduce a solution that simplifies scholarship management and creates a brighter future for education," said John Doe, CEO of ScholarTrack.

The platform aims to revolutionize scholarship management and support deserving students by providing a user-friendly interface for Admin Scholars, a transparent evaluation process for the Selection Committee, guidance for Applicant Advocates, and insightful tracking for Donor Advisors. ScholarTrack transforms scholarship management, fostering inclusive education globally.

For media inquiries, please contact: Jane Smith, Public Relations Manager Email: jane.smith@scholartrack.com Phone: 123-456-7890

Empowering Scholarship Seekers: The Impact of ScholarTrack on Aiden's Educational Journey

FOR IMMEDIATE RELEASE

ScholarTrack, the pioneering scholarship management SaaS platform, is making a profound impact on the educational journey of diligent high school student Aiden. Facing financial constraints, Aiden actively seeks scholarship opportunities to fund his college education and is dedicated to excelling in academics and extracurricular activities. ScholarTrack's user-friendly interface and comprehensive resources have empowered Aiden to navigate the scholarship application process with confidence and efficiency, opening doors to educational opportunities that seemed out of reach. "I am grateful for the support ScholarTrack has provided in my quest for higher education," shared Aiden, highlighting the positive influence of the platform on his educational aspirations.

The customizable application portal, resource library, and progress dashboard have equipped Aiden with the tools to present a compelling scholarship application, showcasing his achievements, extracurricular activities, and personal statements. ScholarTrack's commitment to empowering scholarship seekers like Aiden reflects a brighter future for education and opportunity.

For media inquiries, please contact: Emily Brown, Communications Director Email: emily.brown@scholartrack.com Phone: 987-654-3210

Innovative Features: EquiScore, EquiRank, and EquiInsight Redefine Scholarship Evaluation with ScholarTrack

FOR IMMEDIATE RELEASE

ScholarTrack, the leading scholarship management SaaS platform, is introducing a suite of innovative features that revolutionize scholarship evaluation and selection. EquiScore, a comprehensive scoring system, assesses each candidate based on academic performance, extracurricular activities, and socioeconomic background, ensuring a fair and unbiased evaluation. EquiRank utilizes an algorithm to rank candidates objectively, taking into account a holistic view of their qualifications, achievements, and personal circumstances for equitable scholarship selection. EquiInsight provides detailed insights and analytics to scholarship committees, offering visibility into the factors influencing candidate selection and aiding in making conscious and unbiased decisions. These features redefine the scholarship evaluation process, ensuring transparency, equity, and inclusivity in scholarship management.

"The introduction of EquiScore, EquiRank, and EquiInsight marks a significant advancement in scholarship evaluation, promoting fairness and objectivity," stated Rebecca Adams, Chief Innovation Officer at ScholarTrack. The innovative features reinforce ScholarTrack's commitment to transforming scholarship management and fostering equal access to educational opportunities.

For media inquiries, please contact: Andrew Wilson, Marketing Manager Email: andrew.wilson@scholartrack.com Phone: 456-789-0123