Balanced school list
A working mix of college options considered against a student’s goals and constraints, not an admissions assure.
Source: ConsumerOpportunityGlossary
School-fit reasoning
A reviewable explanation of how student priorities and available college information relate to possible choices.
Source: OutcomePromiseApplication tracker
A workspace view that organizes schools, requirements, dates, owners, and task status.
Source: ProductFeatureSetFAFSA checklist
Planning tasks used to prepare for the official federal student-aid process without replacing it.
Source: ProductFeatureSetScholarship task plan
A sourced set of research, preparation, review, and deadline actions for scholarship opportunities.
Source: CoreAgentOrAutomationReflective coaching
Questions and structure that help a student develop their own ideas and voice.
Source: TrustSafetyComplianceIntegrity log
A trace of source use, review, and approvals intended to support responsible student-owned work.
Source: ProductFeatureSetSource card
A visible reference showing where a planning fact or requirement came from.
Source: MVP_ScopeApproval log
A record of which authorized person reviewed or accepted a proposed action.
Source: ProductFeatureSetStakeholder view
A role-appropriate planning view for an approved student, parent, or counselor.
Source: ProductFeatureSetCompletion evidence
Material reviewed to support that a planning task was actually finished.
Source: AgentWorkflowCaseload triage
Organizing student needs so school staff can prioritize attention and review.
Source: EnterpriseOpportunityDeadline nudge
A permissioned reminder intended to bring attention to an upcoming planning task.
Source: EnterpriseOpportunityTransition planning
Coordinated preparation for steps after admission, including the move into college support.
Source: EnterpriseOpportunityStudent profile
The goals, constraints, academic context, and preferences used to begin the planning workflow.
Source: ProductFeatureSet