Bind the cycle
Confirm the school, programs, period, authorized users, minimum records, decision owner, current rule sources and stop conditions.
Preserve the source
Receive only approved exports through a separately verified secure workspace. Public pages and ordinary email are never record-intake channels.
Keep states distinct
Match roster, award, invoice, approval, payment and deposit states without overwriting disagreements or inventing missing facts.
Make exceptions actionable
Give each blocked item a source, owner, deadline, next action and escalation path. The school retains every reserved decision.
Require authority
A qualified human reviews the exact period, source register, calculations, exceptions and limitations before release.
Keep the record
Retain released versions, corrections, reviewer decisions and source history under the agreed retention boundary.
| Cadence | ChoiceCollect prepares | School owns | Release evidence |
|---|---|---|---|
| Weekly | Delta comparison, exception queue, deadline view | Missing records, approvals and business decisions | Dated action list and reviewer state |
| Monthly | Leadership pulse and unresolved-aging view | Escalations and source corrections | Versioned executive summary |
| Period close | Award-to-deposit reconciliation and discrepancy register | Final explanations and authorized dispositions | Released close package |
| Annual | Source register, communications history and audit-binder index | Retention and professional-review decisions | Human-released binder manifest |
Service boundary: ChoiceCollect is not a law firm. It supports scholarship revenue-cycle documentation and processing. It does not decide eligibility or entitlement and does not provide legal, tax, financial, audit, or other licensed advice. Licensed or specialist-dependent questions must be routed to a verified qualified specialist retained by the school. A qualified human must review and release every client deliverable. Do not send student records, credentials or other sensitive material through this public website.