# Clarifications Required – Project Discovery

During Milestone 4 (M5) planning, we identified several items that require clarification before development can proceed.

Please review the questions below and share any relevant documents, examples, or preferences.

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## Issue: Research: Validate worker SSN number in the US

### Description
We need to identify a viable approach/service to validate a worker’s SSN for the US market, compare 2–3 options, and recommend one with cost and risk considerations.

### Existing Tools / Platforms
- Are you currently using any service or process to validate SSNs (in the legacy app or elsewhere)? If yes, which tool(s) and what’s working/not working today?

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## Issue: Research: Validate worker bank account details in the US

### Description
We need to identify a reliable, server-side way to validate worker bank account details for the US market (beyond basic UI checks), compare 2–3 options, and recommend one.

### Existing Tools / Platforms
- Do you currently use any tool/process for bank account validation or payouts? If yes, which platform(s) ?

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## Issue: Research: Select payment platform for worker payouts

### Description
We need to select a payout/payment platform to pay workers, comparing options by cost, reliability, and integration effort, and then recommend a platform?

### Existing Tools / Platforms
- Are you already using a payments/payout platform today (or do you have a preferred vendor relationship)?

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## Issue: Business: Create template model for PDF reports

### Description
We need to align PDF report formats across the client mobile and web platforms by defining a shared template model that’s ready to implement in both.

### Existing Tools / Platforms
- Do you already have existing PDF templates (or examples) you use today? If yes, can you share them and how they’re currently produced?

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## Issue: Business: Finalize terms of service and privacy policy for mobile apps

### Description
We need approved Terms of Service and Privacy Policy documents for mobile apps.

### Clarifications Needed
1. Do you already have Terms of Service and a Privacy Policy draft we should implement?

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## Issue: Business: Handle worker data requests

### Description
We need a documented workflow to handle worker requests for their personal data, covering intake, identity verification, fulfillment, and timelines.

### Clarifications Needed
1. How should requests be submitted (in-app, email, support form, other)?
2. What verification steps are required before fulfilling a request?

### Existing Tools / Platforms
- Do you currently use a support/ticketing system or internal workflow for these requests?

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## Issue: Business: Finalize key terminology used in the app

### Description
We need consistent, accurate product language across the app.

### Clarifications Needed
1. The "staff app" shall we call it “Worker App” or “Worker Mobile App” (or another term)?
2. For worker registration, should we use “signup” or “onboarding” (or another term)?

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## Issue: RESEARCH: How to calculate the reliability score of a worker

### Description
We need to define the formula and logic for a worker’s reliability score, including which signals feed the score, its scale, display expectations, and its relationship to star rating.

### Clarifications Needed
1. Is the reliability score given by clients, system-derived, or a combination?
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## Additional Context

If there are documents, workflows, screenshots, examples, policy notes, or tools related to these topics, please share them. Even rough notes are helpful — they will help us confirm requirements, choose the right integrations, and design the best user experience before implementation begins.
