BRS Gap Analysis — Critical Review
Source: Feoda BI BRS Gap Analysis V1.xlsx (Ravi, April 2026)
Cross-referenced against: 10 design/requirements docs + 60+ Azure DevOps stories
Reviewed by: Sarah + Copilot, 15 April 2026
Status: Draft — pending team discussion
Executive Summary
The BRS Gap Analysis spreadsheet evaluates 120 original BRS requirements across 13 sections, proposes 6 entirely new sections (57 new requirements), identifies ~20 inline GAP items, and raises 10 open questions.
After critically reading every row line-by-line and cross-referencing against our actual design documents and project stories, the findings are:
| Category |
Count |
Detail |
| BRS says PARTIAL/MISSING but we actually cover it |
20 |
Evaluator missed detail in our docs |
| Genuinely uncovered — P1 (must address) |
24 |
Missing from both docs and stories |
| Genuinely uncovered — P2 (important, can follow) |
8 |
Should plan for future sprints |
| Sprint planning / operational (defer) |
~30 |
Feoda internal infrastructure, not school-facing |
| Open questions requiring resolution |
8 of 10 |
2 already partially resolved |
Bottom line: The spreadsheet inflates the gap count by marking items as missing that our docs already specify. However, it also identifies real blind spots — particularly around GL/tax configuration, PDF document specs, PCI DSS compliance, and the role permission matrix — that we need to address before go-live.
Category 1: BRS Says "PARTIAL" or "MISSING" — But We Actually Cover It
These items were marked as gaps in the spreadsheet, but our existing documentation and/or completed stories already address them. The evaluator either didn't read the full doc set or missed the relevant sections.
Debtor & Student Management
| BRS ID |
Requirement |
BRS Rating |
Our Coverage |
| BRS-DEB-004 |
Multiple contact emails per debtor |
PARTIAL |
COVERED — 03-data-model.md Section 3.3: Parent/Guardian entity has email, phone, address per contact. Multiple contacts per debtor supported through multiple Parent/Guardian records. |
| BRS-DEB-010 |
Multi-parent/guardian per debtor |
PARTIAL |
COVERED — Parent/Guardian entity with relationship_type, is_primary_contact, and independent contact details per parent. |
| BRS-DEB-012 |
Custom fields on debtor record |
PARTIAL |
COVERED — Story #42 Dynamic Tables & Custom Fields (21 SP, Closed). Full custom field engine built. |
| GAP-DEB-001 |
External ID / SIS ID on debtor |
MISSING |
COVERED — 03-data-model.md Section 3.2: Debtor entity has external_id VARCHAR(100) for ERP and sis_id VARCHAR(100) for SIS. |
| GAP-DEB-002 |
Portal access flag per debtor |
MISSING |
COVERED — 03-data-model.md Section 3.3: Parent/Guardian portal_access BOOLEAN controls portal access independently of debtor status. |
| GAP-STU-001 |
External ID / SIS ID on student |
MISSING |
COVERED — 03-data-model.md Section 3.4: Student entity has external_id VARCHAR(100) and sis_id VARCHAR(100). |
Billing & Configuration
| BRS ID |
Requirement |
BRS Rating |
Our Coverage |
| BRS-BIL-017 |
Billing instruction templates |
PARTIAL |
COVERED — 06-configurator-specification.md Section 5: Template System — save/load templates, version history. |
| BRS-BIL-018 |
Billing rollover between cycles |
PARTIAL |
COVERED — 07-process-flows.md Section 3.11: Year-End/Cycle Close — clone previous cycle settings. |
| GAP-BIL-001 |
Billing cycle lifecycle states |
MISSING |
COVERED — 07-process-flows.md Section 4.1: setup → configuring → review → approved → generating → active → closed, with permitted transitions. |
Payment & Integration
| BRS ID |
Requirement |
BRS Rating |
Our Coverage |
| GAP-PAY-002 |
Gateway timeout & idempotency |
MISSING |
COVERED — 07-process-flows.md Section 3.5 (eway timeout → mark RPS pending for retry) + Section 5.2 (idempotency check on RPS ID). |
| GAP-PAY-003 |
ABA bank file format |
MISSING |
COVERED — 04-integration-specification.md Section 6.2: Complete ABA spec — Type 0 header, Type 1 detail, Type 7 footer, all field positions, BSB, account, transaction code 13, lodgement reference, APCA ID, self-balancing entry. |
New Sections — Items Already Covered
| BRS ID |
Requirement |
BRS Rating |
Our Coverage |
| BRS-SYS-010 |
Student Type master table |
NEW |
COVERED — 03-data-model.md Section 5.2: Student Type entity with id, tenant_id, code, name, description — configurable per tenant. |
| BRS-PDF-006 |
PDF token substitution |
NEW |
COVERED — 04-integration-specification.md Section 8.2: Email template variables (debtor_name, student_names, amount_due, payment_link, due_date, etc.). PDF tokens will extend this existing pattern. |
| BRS-PDF-008 |
Cloud storage for PDFs |
NEW |
COVERED — 03-data-model.md: File Record entity (storage_path, file_type, entity_type/entity_id linkage). |
| BRS-PRV-002 |
Tenant data isolation |
NEW |
COVERED — tenant_id on all entities (row-level isolation) + 02-system-requirements.md Section 8 (Data Architecture — multi-tenant isolation). |
| BRS-PRV-008 |
Bulk data import tools |
NEW |
COVERED — BRS-DEB-007/STU-006/ITM-015/ITM-016 + Story #23 CSV Imports (5 SP, Closed). |
| BRS-LIC-004 |
Feature flags per licence tier |
NEW |
COVERED — BRS-ADM-005 already specifies feature flags per institution in 01-business-requirements.md Section 11. |
| BRS-API-004 |
Outbound webhooks |
NEW |
COVERED — 04-integration-specification.md Section 9: Outbound events, HMAC-SHA256 signatures, event types, retry with exponential backoff. |
| BRS-API-006 |
Configurable field mapping |
NEW |
COVERED — 04-integration-specification.md Sections 4.2–5.2: Entity field mapping tables for NetSuite and Dynamics. |
| BRS-API-007 |
REST API with OpenAPI docs |
NEW |
COVERED — 02-system-requirements.md Section 3: RESTful, versioned endpoints, rate limiting, auth. |
Category 2: Genuinely Uncovered — P1 (Must Address Before Go-Live)
These items are actually missing from both our requirements docs and project stories. They need requirements documentation and stories created.
2A. Data Model Gaps — Missing Entities & Fields
| # |
Item |
BRS ID |
Impact |
Recommended Action |
| 1 |
ABN / Tax Registration on Tenant |
BRS-SYS-001 |
Blocks ATO-compliant invoices. Legal name vs trading name distinction also missing. |
Add abn, tax_registration_number, legal_name, address to Tenant entity in 03-data-model.md. |
| 2 |
Subsidiary / Entity Records |
BRS-SYS-002 |
Required for multi-entity school groups (junior + senior school as separate legal entities). |
Add Subsidiary entity to data model. |
| 3 |
Campus Banking Details |
BRS-SYS-003 |
Campus entity exists but lacks billing_header, bank_bsb, bank_account_number. Blocks ABA file generation per campus. |
Add fields to existing Campus entity. |
| 4 |
GL Account Entity |
BRS-SYS-006 |
No GL Account list. Required for ERP journal entry posting. Blocks Sprint 5 Story #40 (ERP Integration). |
Add GL Account entity (synced from ERP): ID, Name, Type, Tax Code, Active. |
| 5 |
Tax Code Master Table |
BRS-SYS-007 |
Referenced by BRS-ITM-004/ITM-010 but never defined. AU: GST 10%, UAE: VAT 5%. |
Add Tax Code entity: ID, Name, Rate, Treatment, Jurisdiction. |
| 6 |
Billing Calendar Entity |
BRS-SYS-008 |
No dedicated calendar entity. Term dates, holidays, fiscal periods needed for pro-ration and RPS scheduling. |
Add Billing Calendar entity. |
| 7 |
Year Level Master Table |
BRS-SYS-009 / GAP-STU-002 |
Referenced everywhere (fee rules, student attributes, billing instructions) but never defined as a managed entity. |
Add Year Level entity: ID, Display Name, Display Order, Active. |
| 8 |
Bank Account per Campus |
BRS-SYS-011 |
Per-campus bank accounts needed for ABA file generation. Each campus may collect into a different account. |
Add Bank Account entity linked to Campus. |
| 9 |
GL Account Mapping on Items |
GAP-ITM-001 |
Every item must map to an income account (and optionally deferred revenue). Without this, ERP integration cannot post journal entries. |
Add income_account_id and deferred_revenue_account_id to Item entity. |
| 10 |
Scholarship / Concession Entity |
GAP-BIL-003 |
Scholarships modelled only as discount items. As Feoda's core differentiator, they deserve a first-class entity with type, dates, approval status. |
Add Scholarship entity separate from generic discounts. |
| 11 |
Invoice Numbering Format |
GAP-TXN-002 |
No configurable invoice numbering. Schools need formats like STE-2026-{NNNNN}. ATO requires sequential numbering. |
Add per-institution invoice numbering configuration. |
2B. PDF & Document Gaps
| # |
Item |
BRS ID |
Impact |
Recommended Action |
| 12 |
PDF Template Engine & Document Types |
BRS-PDF-001 |
No PDF specification exists. Story #38 (Monther, Active) is being built without a spec. Need: Tax Invoice, Statement, Receipt, Overdue Notice, DGR Receipt. |
Create 10-pdf-specification.md with document type catalogue and field requirements. |
| 13 |
ATO Tax Invoice Compliance |
BRS-PDF-003 |
ATO requires: ABN, GST amounts separated, "Tax Invoice" heading, supplier/recipient details, item descriptions, date. Non-compliance = audit exposure. |
Include ATO mandatory fields in PDF spec. |
| 14 |
DGR Building Fund Receipt |
BRS-PDF-004 |
Pymble Building Levy is a DGR donation. Receipt must include ATO statutory wording, DGR fund name, fund ABN. |
Include DGR receipt template in PDF spec. |
| 15 |
Bulk PDF Generation |
BRS-PDF-007 |
Some schools print and post invoices. Need ZIP archive (individual PDFs) + merged PDF for print runs. |
Include bulk generation in PDF spec. |
| 16 |
Portal PDF Download |
BRS-PDF-010 |
BRS-PRT-012 shows payment history but parents can't download PDFs. Reduces support calls. |
Add PDF download to parent portal scope (Story #55). |
2C. Security & Compliance Gaps
| # |
Item |
BRS ID |
Impact |
Recommended Action |
| 17 |
PCI DSS Compliance |
GAP-PAY-001 |
No payment card security requirements documented. Must define: tokenisation-only storage, gateway as token authority, SAQ-A target. Legal requirement before any card payment goes live. |
Add to 08-security-specification.md (currently doesn't exist — create it). |
| 18 |
Portal Re-Authentication Before Payment |
GAP-PRT-002 |
Session check alone is insufficient. Active OTP/password re-entry required before final payment submission (PCI DSS + user safety). |
Add to portal spec and Story #55 acceptance criteria. |
| 19 |
Terms & Conditions Acceptance |
GAP-PRT-003 |
No T&C flow. Schools require versioned T&C acceptance before payment, stored as legal evidence for disputes. |
Add T&C entity and portal flow. |
| 20 |
Payment Failure Error Messages |
GAP-PRT-004 |
No spec for what parents see when payment fails. Card declined, gateway error, session expired scenarios all need user-facing messages. |
Add to portal UX spec. |
| 21 |
Role Permission Matrix |
BRS-USR-001/003 |
BRS-ADM-002 lists role names but no CRUD matrix per entity. Without this, devs make ad-hoc access decisions. |
Create RBAC permission matrix document. Story #73 (Closed) built roles — verify matrix exists in code. |
| 22 |
MFA for Admin/Billing Roles |
BRS-USR-005 |
Institution Admin and Billing Manager have payment data access. MFA (TOTP) should be mandatory for these roles. |
Add MFA requirement to security spec. |
2D. Reporting Gaps
| # |
Item |
BRS ID |
Impact |
Recommended Action |
| 23 |
Invoice Void Workflow |
GAP-TXN-001 |
BRS-TXN-011 lists "Voided" as a status but specifies no void workflow. Need: reason codes, GL reversal journal, auto credit note, audit trail. |
Add void workflow to 07-process-flows.md. |
| 24 |
Scholarship/Discount Impact Report |
GAP-RPT-001 |
No report showing total discount value by type per period. Critical for school boards to understand scholarship programme cost. |
Add to reporting requirements. |
| 25 |
Debtor Ageing Report |
GAP-RPT-002 |
BRS-RPT-001 mentions aging but without standard buckets. Need: 0–30, 31–60, 61–90, 90+ days with export for debt collection. |
Add ageing bucket specification to reporting doc. |
| 26 |
ERP GL Reconciliation Report |
GAP-RPT-004 |
No requirement for ARM-to-ERP balance comparison. School auditors need this to confirm AR matches the ledger. |
Add reconciliation report to reporting requirements. |
Category 3: Genuinely Uncovered — P2 (Important, Can Follow)
These are real gaps but can be addressed after P1 items and initial go-live.
| # |
Item |
BRS ID |
Impact |
Notes |
| 1 |
Item Versioning |
BRS-ITM-009 |
Historical pricing when rates change annually. |
Define: version trigger, identifier, effective dates. |
| 2 |
Late Payment Fees |
GAP-BIL-002 / OQ-010 |
Configurable: flat fee or % of overdue, grace period, cap. Common in UAE schools. |
Feature flag per institution. |
| 3 |
Card Surcharge Display |
GAP-PAY-004 |
AU schools pass card fees (1.1% Visa). ACCC requires disclosure. Separate line item on portal. |
Regulatory in Australia. |
| 4 |
Email Delivery Tracking |
BRS-COM-006 |
Bounce/open tracking. Undelivered invoices = compliance risk. |
Elevate from P3 to P2. |
| 5 |
Enrollment Deposit Workflow |
BRS-ENR-002 |
How parents pay deposits (same portal? separate URL?). |
Sprint planning — design workflow. |
| 6 |
WCAG 2.1 AA Accessibility |
GAP-PRT-001 |
Australian DDA obligation. Screen reader, keyboard nav, colour contrast. |
Portal team should target AA from start. |
| 7 |
GST/VAT Tax Report |
GAP-RPT-003 |
Tax collected per period by code. ATO BAS + UAE FTA compliance. |
Required for regulatory reporting. |
| 8 |
Data Subject Rights |
GAP-RET-001 |
Privacy Act (AU) + PDPL (UAE): access, correction, deletion requests. |
Legal requirement in both markets. |
Category 4: Sprint Planning / Operational Infrastructure (Defer)
These items from the 6 new BRS sections are Feoda internal operational infrastructure, not school-facing billing requirements. They are valid long-term but should not be mixed into the product BRS.
BRS-PRV: Tenant Provisioning (9 items)
Tenant provisioning console, environment management (prod/UAT/sandbox), config migration, onboarding checklists, deprovisioning, provisioning audit log. All are Feoda operational tooling — build as needed during implementation, not as product features.
BRS-LIC: Licence Management (11 items)
Licence console, tiers, student limits, trial licences, renewal workflows, suspension, upgrade/downgrade, usage metrics, partner licences. This is Feoda commercial operations — important for scaling to 50+ schools but not required for the first 3 clients.
BRS-API: Integration Management Console (7 items)
Integration health dashboard, API key management, error log, sandbox mode, field mapping UI, developer API docs. Most integration plumbing is already covered in our integration spec. The management console UI is sprint planning.
BRS-USR: Partial Deferrals
- BRS-USR-002 (Feoda internal staff roles) — Operational, not product BRS
- BRS-USR-004 (User invitation flow) — Standard SaaS, sprint planning
- BRS-USR-008 (User deactivation) — Sprint planning
Selected Items from Other Sections
- BRS-SYS-004/005 (Department/Class GL dimensions) — Optional GL reporting, not core ARM
- BRS-SYS-012 (Language preference) — Already P4 per BRS-COM-008/PRT-013
- BRS-PDF-005 (WYSIWYG template editor) — UX decision, not BRS-level
- BRS-PDF-009 (Print queue) — Operational workflow feature
- BRS-PDF-011 (Digital signature/PDF/A) — P3 legal escalation
- BRS-DEB-009 (Debtor merge/dedup) — Match rules are sprint planning
- BRS-DEB-011 (Primary payer designation) — Portal/payment flow logic
- BRS-WKF-003 (Approval workflows) — Chain structure is sprint planning
- BRS-RPT-009 (Revenue dashboard KPIs) — Covered partially by Story #57
Open Questions Requiring Resolution
From Appendix B of the spreadsheet. Two are partially resolved; eight need decisions.
| ID |
Question |
Status |
Recommendation |
| OQ-001 |
What are the 10–15 generic Layer 1 features? |
RESOLVED |
Layer 1 = BRS-SYS, BRS-USR, Audit Log Engine, Notification Engine, Feature Flags, Multi-tenancy. Already defined in our system requirements. |
| OQ-002 |
Subscription-based or licence-based pricing? |
RESOLVED |
Annual/monthly SaaS subscription with student-count tiers. Commercial decision, not product BRS. |
| OQ-003 |
Migration path for existing clients? |
OPEN |
Our 05-migration-plan.md covers this comprehensively (Strangler Fig, parallel running, 4 phases). The BRS evaluator missed it. No action needed. |
| OQ-004 |
Dynamics 365 integration requirements? |
OPEN |
04-integration-specification.md Section 5 covers Dynamics (Dataverse API, OAuth 2.0, OData v4). Needs a dedicated Dynamics field mapping table. Add to Sprint 5 scope. |
| OQ-005 |
Regulatory requirements per jurisdiction? |
OPEN |
AU: Privacy Act, ATO GST, ABA format. UAE: PDPL, VAT 5%, IBAN. Needs a dedicated compliance section in security spec. |
| OQ-006 |
Student-level billing (split families)? |
OPEN |
Recommend: student-level line items within family-level invoice. Boarding fees are student-specific. Needs data model update. |
| OQ-007 |
BPOS features to carry over? |
OPEN |
Needs a BPOS feature audit workshop with Ravi. Schedule session. |
| OQ-008 |
Sibling discount on student withdrawal? |
OPEN |
Recommend: recalculate family order from NEXT cycle only (not retroactive). Credit note for withdrawn student's remaining fees. Add to business rules doc. |
| OQ-009 |
Pro-ration formula? |
OPEN |
Recommend: school-days-based formula, configurable per institution. Formula: (Annual Fee / Total School Days) × Remaining Days. Add to configurator spec. |
| OQ-010 |
Late payment penalties? |
OPEN |
Recommend: optional feature flag. Config: flat fee or %, grace period, cap. See GAP-BIL-002 above. Add as P2 requirement. |
Impact on Current Stories
Stories Being Built Right Now — Check These
| Story |
Status |
Gap Impact |
| #38 PDF Invoice Generation (Monther, Active, 5 SP) |
No PDF specification exists. ATO mandatory fields, branding, DGR receipt not defined. |
Follow-up story in Sprint 4: PDF — ATO Compliance & Branding Spec (3 SP) |
| #55 Parent Portal History (Samawal, Active, 8 SP) |
Portal PDF download, re-auth before payment, T&C acceptance, error messages all missing. |
Follow-up stories in Sprint 4: Portal — Re-Auth, T&C & Error Messages (3 SP); PDF — Bulk Gen & Portal Download (3 SP) |
| #73 Roles & Permissions (Ola, Closed, 8 SP) |
Permission matrix may not have been implemented — just role names. |
Follow-up story in Sprint 3: RBAC — Permission Matrix Audit & Enforcement (2 SP) |
Stories in Future Sprints — Blocked Without Data Model Updates
| Story |
Sprint |
Blocker |
| #40 ERP Integration (Sprint 5, 8 SP) |
Needs GL Account entity (#4), Tax Code master (#5), GL mapping on items (#9). |
Data model updates must happen before Sprint 5. |
| #62 ABA File Generation (Sprint 5, 3 SP) |
Needs Bank Account entity (#8), Campus banking details (#3). |
Add bank fields before Sprint 5. |
| #36 Mid-Year Pro-Ration (Sprint 5, 3 SP) |
Needs Billing Calendar entity (#6), pro-ration formula decision (OQ-009). |
Resolve OQ-009 and add calendar entity. |
Duplicate Stories — Cleanup Needed
| Stories |
Title |
Issue |
| #74 and #75 |
Email Delivery — Password Reset Token via SMTP/SendGrid |
Identical stories (5 SP each) in Sprint 3. Delete one. |
| #76, #77, #78 |
CI Pipeline Maintenance — Fix ESLint & Azure Task Warnings |
Three identical stories (2 SP each) in Sprint 2. Keep one, delete two. |
Recommended Action Plan
Sprint 2 — No Changes
Sprint 2 is locked. All gap items become follow-up stories in future sprints. Duplicate stories (#75, #77, #78) already cleaned.
Sprint 3 — Follow-Ups from #73 (Apr 20 – May 1)
- RBAC — Permission Matrix Audit & Enforcement — Verify what #73 built, document CRUD matrix per role per entity, fill gaps
Sprint 4 — Follow-Ups from #38 and #55 + Data Model Prep (May 4–15)
- PDF — ATO Compliance & Branding Spec — ATO mandatory fields, GST separation, DGR receipt template, branding. Enhances #38 output
- PDF — Bulk Generation & Portal Download — ZIP archive for print runs, merged PDF, parent download from payment history. Extends #38 + #55
- Portal — Re-Auth, T&C Acceptance & Error Messages — Re-auth before payment, versioned T&C with audit trail, payment failure messages. Extends #55
- Data Model — GL Config Entities (GL Account, Tax Code, Bank Account, Billing Calendar) — Blocks Sprint 5 ERP work
- Data Model — Tenant & Campus Field Updates (ABN, legal_name, address on Tenant; bank_bsb, bank_account on Campus)
- Invoice Numbering Configuration — Per-institution format, auto-increment, fiscal year reset
Sprint 5–6 — MVP Completion (May 18 – Jun 12)
- Data Model — Year Level & Subsidiary Entities
- Scholarship / Concession Entity — First-class entity, separate from discount items
- GL Account Mapping on Items —
income_account_id, deferred_revenue_account_id
- Invoice Void Workflow — Reason codes, GL reversal journal, auto credit note, audit trail
- Security Specification — PCI DSS & MFA — Tokenisation-only, SAQ-A target, TOTP for admin roles
- Reporting — Ageing, Scholarship Impact, GL Recon — Three reports for go-live
- Resolve open questions OQ-005 (regulatory), OQ-006 (student-level billing), OQ-008 (sibling discount), OQ-009 (pro-ration formula)
New Stories to Create
Sprint 3 — Follow-Up from #73 (2 SP)
| Title |
SP |
Assigned |
Source |
| RBAC — Permission Matrix Audit & Enforcement |
2 |
Ola |
Follow-up from #73. Verify CRUD matrix exists, document & enforce |
Sprint 4 — Follow-Ups from #38/#55 + Data Model Prep (19 SP)
| Title |
SP |
Assigned |
Source |
| PDF — ATO Compliance & Branding Spec |
3 |
Monther |
Follow-up from #38. ATO fields, GST separation, DGR receipt, branding |
| PDF — Bulk Generation & Portal Download |
3 |
Monther |
Follow-up from #38 + #55. ZIP, merged PDF, portal download |
| Portal — Re-Auth, T&C Acceptance & Error Messages |
3 |
Samawal |
Follow-up from #55. Re-auth, T&C, payment failure messages |
| Data Model — GL Config Entities (GL Account, Tax Code, Bank Account, Billing Calendar) |
5 |
Ola |
Blocks Sprint 5: #40, #62, #36 |
| Data Model — Tenant & Campus Field Updates (ABN, banking) |
2 |
Ola |
Blocks ATO invoices and ABA per-campus |
| Invoice Numbering Configuration |
2 |
Unassigned |
ATO sequential numbering requirement |
Sprint 5–6 — MVP Completion (20 SP)
| Title |
SP |
Sprint |
Source |
| Data Model — Year Level & Subsidiary Entities |
3 |
5 |
BRS-SYS-009, BRS-SYS-002 |
| Scholarship / Concession Entity |
3 |
5 |
GAP-BIL-003. First-class entity |
| GL Account Mapping on Items |
2 |
5 |
GAP-ITM-001. income + deferred revenue accounts |
| Invoice Void Workflow |
3 |
5 |
GAP-TXN-001. Reason codes, GL reversal, credit note |
| Security Specification — PCI DSS & MFA |
3 |
6 |
GAP-PAY-001, BRS-USR-005. Legal before card payments |
| Reporting — Ageing, Scholarship Impact, GL Recon |
5 |
6 |
GAP-RPT-001/002/004. Three reports for go-live |
Summary
| Phase |
Stories |
SP |
| Sprint 3 |
1 |
2 |
| Sprint 4 |
6 |
19 |
| Sprint 5 |
4 |
11 |
| Sprint 6 |
2 |
8 |
| Total |
13 |
40 |
Appendix: Full Requirement Status Summary
Original BRS Sections (120 requirements)
| Section |
Total |
Covered |
Partial |
Notes |
| 2.1 Debtor Management |
13 |
11 |
2 |
DEB-009 merge/dedup, DEB-011 primary payer — sprint planning |
| 2.2 Student Management |
12 |
12 |
0 |
All covered |
| 3.1 Item Management |
17 |
15 |
2 |
ITM-009 versioning (P2), ITM-010 tax code detail |
| 4.1 Billing Instructions |
18 |
18 |
0 |
BIL-017/018 marked partial but actually covered |
| 4.2 Reconciliation |
7 |
7 |
0 |
All covered |
| 5.1 Transactions |
15 |
13 |
2 |
TXN-005/007 PDF template gaps |
| 5.2 Communication |
8 |
7 |
1 |
COM-006 delivery tracking (P2) |
| 6.1 Payment Methods |
9 |
9 |
0 |
All covered |
| 6.2 RPS |
16 |
16 |
0 |
All covered |
| 6.3 Paid from Portal |
3 |
3 |
0 |
All covered |
| 6.4 Payment Changes |
4 |
4 |
0 |
All covered |
| 7.1 Portal Experience |
13 |
13 |
0 |
All covered |
| 7.2 Authentication |
5 |
5 |
0 |
All covered |
| 8.1 Operational Reports |
8 |
8 |
0 |
All covered |
| 8.2 Management Reports |
4 |
3 |
1 |
RPT-009 dashboard KPIs (P2) |
| 9 Multi-Entity |
6 |
6 |
0 |
All covered |
| 10 Notifications |
5 |
4 |
1 |
WKF-003 approval workflow detail — sprint planning |
| 11 Administration |
7 |
6 |
1 |
ADM-002 role names only — matrix needed |
| 12 Enrollment |
4 |
3 |
1 |
ENR-002 deposit workflow (P2) |
| 13 Data Retention |
4 |
4 |
0 |
All covered |
| TOTALS |
178 |
167 |
11 |
94% covered |
Note: The original spreadsheet counted 120 requirements. Our line-by-line count shows 178 distinct requirement IDs across the 13 original sections (some sub-sections weren't counted in the original tally).
New Sections (57 requirements)
| Section |
Total |
Already Covered |
Genuinely New |
Defer |
| BRS-SYS: System Setup |
12 |
1 (SYS-010) |
8 |
3 (SYS-004/005/012) |
| BRS-PDF: PDF Documents |
11 |
2 (PDF-006/008) |
5 |
4 (PDF-005/009/011, partial PDF-006) |
| BRS-PRV: Provisioning |
9 |
2 (PRV-002/008) |
0 |
7 (all operational) |
| BRS-LIC: Licence Mgmt |
11 |
1 (LIC-004) |
0 |
10 (all commercial ops) |
| BRS-USR: User Access |
8 |
1 (USR-007 partial) |
3 (USR-001/003/005) |
4 (USR-002/004/006/008) |
| BRS-API: API Console |
7 |
3 (API-004/006/007) |
0 |
4 (all operational) |
| TOTALS |
58 |
10 |
16 |
32 |
GAP Items (20 items)
| Status |
Count |
Items |
| Already covered (BRS missed it) |
6 |
GAP-DEB-001/002, GAP-STU-001, GAP-BIL-001, GAP-PAY-002/003 |
| Genuinely missing — P1 |
10 |
GAP-ITM-001, GAP-BIL-003, GAP-TXN-001/002, GAP-PAY-001, GAP-PRT-002/003/004, GAP-RPT-001/002/004 |
| Genuinely missing — P2 |
3 |
GAP-PAY-004, GAP-PRT-001, GAP-RPT-003 |
| Defer (sprint planning) |
2 |
GAP-ITM-002, GAP-RET-001 (P2) |