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Board Member Portal (VCPBoard)

Read-only portal for determination-board members to review dockets, drill into configurable claim sections, and keep author-only private notes — with tenant-configurable field redaction.

Key benefits

  • · Docket dashboard scoped to non-Draft states (WaitingForDecision, RecordingDecision, Completed, Voided)
  • · Agenda drill-down lists claims and appeals per docket with one-click navigation to the claim view
  • · Tenant-configurable claim panes (Summary, Crime Info, Offenders, Requested Amounts, Supporting Documents, Staff Recommendation, Decision History)
  • · Dot-path field redaction enforced server-side — never rely on client-only hiding
  • · Author-only private notes at docket, claim, or appeal level using the shared PrivateNote entity
  • · Completed dockets serve an immutable Award.VcClaimSnapshotJson for audit-grade history

What board members do here

Hybrid-decision states (like Oklahoma under 25 O.S. §312) send high-dollar or policy-sensitive claims to a determination board. Before VCPBoard, staff printed agendas, hand-delivered docket packets, and manually transcribed votes. VCPBoard gives each board member a secure, read-only window into the same VCPMS data the staff uses — scoped to what the board needs and nothing more.

What the portal shows

  • Docket list — upcoming and historical dockets in WaitingForDecision, RecordingDecision, Completed, or Voided. Draft dockets are explicitly hidden.
  • Docket detail — meeting date, decision date, vote tally, public content, and the full agenda (claims + appeals) with one-click drill-down.
  • Claim view — only the panes the tenant has turned on in BoardViewConfig. For decided dockets, VCPBoard serves the immutable Award.VcClaimSnapshotJson so the record a board reviewed never changes after the fact.
  • Private notes — each board member can attach author-only notes to a docket, a claim, or an appeal. Notes are invisible to every other board member, staff, and administrators.

Configuration surface

Tenants configure the portal from Setup → WorkItem Manager Configs → Determination Docket → Extended Configuration → Board Member View:

  • Preset — Minimal / Standard / Full, seeding the initial pane set.
  • Visible Claim Panes — toggle Summary, Crime Info, Offenders, Requested Amounts, Supporting Documents, Staff Recommendation, Decision History.
  • Hidden Claim Fields — dot-path blocklist (e.g. victim.ssn, offender.dob) applied server-side in addition to pane visibility.

Authorization surface

UserCategory.BrdUser and the BrdUserRole static role gate every endpoint on BrdAppService. The App.Brd.Enabled tenant feature flag hides the portal entirely from tenants that don’t use a board model. Private-note edit and delete are author-scoped: even admins can’t alter another user’s notes.

Data model reuse

VCPBoard adds zero new entity tables — it reads DeterminationDocket, VcClaim, VcClaimAppeal, Award, and InDocument through purpose-built DTOs with explicit whitelists, and persists notes through the existing PrivateNote entity with its IMustBeOwnedByEzEntity polymorphic owner link. Tenant export/import carries BoardViewConfig automatically via WorkItemManagerConfig.ExtendedConfigDataJson.

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