Recipient Portal
Receive the right record for a defined decision.
What it is
The recipient workspace for controlled access to a presentation and its permitted uses.
How it works
Receive
Open the exact presentation through the approved recipient relationship.
Apply the purpose
Use only the supported viewing, review or download powers granted for that presentation.
Record the outcome
Associate acceptance, a follow-up request or another supported decision with its basis.
How it connects
- OnePass
- Checks the current recipient representative.
- Verifier Portal
- Provides the verification context.
- Snapshot Engine
- Helps recipients understand past record sharing.
Why it matters
A presentation gives a recipient a defined release, not standing access to the holder’s entire vault.
Illustrative application
An institution reviews a service packet.
It can inspect the selected records and request additional evidence through a new authorized scope.
This is a OneVault module. Its operations remain subject to the record’s authority, current permissions and configured service capabilities.