Newland Group · EB-3 Administration · Design Development

Relationship, Access & Request Control

A unified architecture for applicant, sponsor, recruiting partner and counsel collaboration—with clear authority boundaries and low-friction email document requests.
7
Personas / relationship scopes
3
Authority layers: view · submit · approve
1
Canonical case record in CRM

Role-based privileges with relationship scoping

Every permission must be checked on the server against both the role and the exact case assignment. A sponsor's HR manager can see only permitted candidates assigned to that employer. A recruiter's view is not a legal-file view.

● Allowed within scope● Limited / pending approval● Denied

Inspect a persona

Effective access summary

Low-friction email → secure request → staff review

The sponsor should not need to manage a second dashboard for occasional document exchanges. An email contains a single-purpose, short-lived request link. The link must be individually issued by a real backend, never a shared permanent URL.

Request preview and workflow

Complete the request fields and select “Generate request preview”. No message will be sent.
1
Staff creates request
Choose approved employer/case, document type and expiry
2
Single-purpose email link
Short-lived signed token + identity verification; no cross-case browsing
3
Upload / answer / e-sign
Quarantine, malware scan, allowed file types, size limits, consent
4
Pending staff review
No automatic write into verified case documents
5
Approval and record update
Versioned evidence, audit log, request closure and notification

What applicants and sponsors should actually see

Applicant Portal

VIEW Current published stage, upcoming actions, requested documents, approved interview dates, personal payment schedule.

SUBMIT Form answers, own/family documents, corrections and questions.

NOT AVAILABLE Internal legal assessments, sponsor financials, other applicants, changing final immigration statuses.

Sponsor HR

VIEW Assigned applicants' employer-approved CVs, interview outcomes, document request statuses, workforce plan.

SUBMIT Employer evidence, salary/job change proposal, interview decision, requested signatures.

NOT AVAILABLE Passport files by default, applicant private payments, other sponsors' cases or direct legal approval.

Recruiter / Agent

VIEW Attributed applicants, approved referral stage, commission eligibility and verified settlement records.

SUBMIT Referrals, permitted corrections, supporting evidence, payment details under verification.

NOT AVAILABLE Employer tax returns, unrelated applicants, internal attorney notes, unilateral commissions.

One person can have multiple relationships, but not unlimited access

Employer → Applicants

Employer ID and approved case-assignment ID determine which people appear in an HR view. Application stage alone grants no access.

Recruiter → Referrals

Attribution table stores recruiter and applicant link, originating source, assignment approval, start/end times and commission contract version.

Applicant → Household

Main applicant and accompanying family have separate identity and documents, with controlled family-member permissions.

Attorney → Case Assignment

Assigned attorney has explicit case access, with separate financial, identity, evidence and privileged-legal note scopes.

Recommended canonical IDs

user_id · organization_id · employer_id · applicant_id · household_member_id · case_id · recruiter_id · relationship_id · document_id · document_version_id · access_grant_id · request_id · approval_id · communication_id · audit_event_id

Blocking requirements before real client data

These are implementation requirements—not completed capabilities. Real role enforcement, request tokens, sensitive-file storage and audit recording must be implemented and penetration-tested before sponsor onboarding.