Dossier 07 / intake
A useful first brief does not need polished specifications. It does need enough truth to separate engineering work from language, legal, financial, vendor, and screening decisions.
Identify the contracting legal party, relevant owners, operating locations, intended users, current system, pain point, desired outcome, deadline, budget range, and person who can accept the work.
List required languages/scripts, human reviewers, forms and records, sensitive data, vendors, hosting, payment route, currency, tax adviser, retention, and deletion expectations.
Provide enough counterparty and transaction context for current US screening. After fit is confirmed, agree on secure access, backup, staging, validation, rollback, and acceptance evidence.
US-based engineering