2018-40: Implement Text Messaging Functionality in OpenCCC for Account Recovery & Other Uses
Request No. | 2018-40 |
---|---|
Date of Request | September 20, 2018 |
Requester | CCCTC |
Application(s) | OpenCCC, CCCApply, Promise Grant, International |
Section / Page | Account Recovery, Account Creation, Rules & Messages |
Release Date | Feb/Mar 2019 |
Proposed Change to Download File | N/A |
Proposed Change to Residency Logic | N/A |
Problem / Issue
Implementing the capability to message students vis SMS Text messaging for important purposes including Account Recovery, password reset, notification of in-progress applications, and more - has been part of the original OpenCCC federated identity charter and roadmap since OpenCCC was implemented in 2011. The feature has been postponed several times of the years for multiple reasons, most recently being that we were unable to implement this from a technical perspective until OpenCCC moved from Rackspace to Amazon Web Services.
However, since May 2017, we have moved onto AWS and can now move forward with this enhancement with will drastically improve and support our students with SMS text messaging capabilities.
Proposed Solution
Part of the solution for this change would require a revision to the Mainphone and Second Phone fields themselves - allowing applicants to enter multiple phone numbers and providing an option for "mobile phone". We will still need an "opt-in confirmation" mechanism to ensure students have the opportunity to decline from receiving text messaging.
- Enhance Main Phone & Second Phone Fields to identify different types of phone numbers
- Enhance the Text Message Opt-Out confirmation in Account
- Implement Text Messaging Functionality for Account Recovery & Other Purposes
- Implement Functionality for Colleges to Sent Text Messages Configured in the Rules Module in the Administrator (Rules & Messages)
Notes
Supporting Documentation
Sending SMS Messages with Amazon WS
Topics
Data Element Specs
Main Phone Number
Data Name: | mainphone (OpenCCC Account and CCCApply Standard and BOG Fee Waiver applications) main_phone_number (CCCApply International Application) |
Description: | Applicant’s main telephone number. |
Last Revision: | 11/2/10 |
Data Type/Format, Length: | char, 19 (OpenCCC Account) char, 14 (CCCApply Standard and BOG Fee Waiver applications) char, 25 (CCCApply International application) 10 to 14 characters, numeric plus: (nnn) nnn-nnnn |
Error Checking: | Optional user response. Must be properly formatted and meet validation tests; else error message, “The Main Telephone Number you entered is not valid. Please correct it as appropriate.” • 123-456-7890 and any number with all digits the same (e.g., 444-444-4444) are not allowed. • Area codes will be validated (against a list or by format?). Client-side validation: The mainphone field must not be blank if the secondphone field is populated when the user clicks Continue to move to page 3 of 3 in the account set up; else error message, "Please enter your Main Telephone Number before entering a Second Telephone Number." When the user clicks OK to close the error dialog box, focus is placed on the mainphone field. |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Notes/Constraints: | Populates CCCApply Standard and CCCApply International and BOG Fee Waiver applications from OpenCCC Account database at time of submission. |
Prompt Text: | Main Telephone [textbox] ###-###-#### |
Hover Help: | Enter a phone number at which you can be reached. |
Pop-Up Help: | |
Values - Labels: | Null or text string |
Main Phone: Extension
Data Name: | mainphone_ext |
Description: | Extension for applicant’s main telephone number. |
Last Revision: | 11/2/10 |
Data Type/Format, Length: | char, 4 |
Allows Null: | Yes |
Error Checking: | Optional user response |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Notes/Constraints: | None Populates CCCApply Standard, CCCApply International from, and BOG Fee Waiver applications from OpenCCC Account database at time of submission. |
Prompt Text: | Extension (if any) [textbox] up to four digits |
Hover Help: | If your main phone number includes an extension, enter up to four digits here. |
Pop-Up Help: | |
Values - Labels: | Null or numeric string; integer up to 9999 |
MIS Correlation: | None |
Main Phone: Text Permission
Data Name: | mainphone_auth_txt (OpenCCC Account) mainphone_auth_text (CCCApply Standard and BOG Fee Waiver applications) main_phone_auth_txt (CCCApply International application) |
Description: | User’s permission to send text messages to the main telephone number |
Last Revision: | 11/2/10 |
Data Type/Format, Length: | char, 1 (OpenCCC Account) boolean, 1 (CCCApply Standard and International and BOG Fee Waiver applications) |
Error Checking: | Optional user response; no error checking. |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Notes/Constraints: | |
Prompt Text: | [Checkbox] I authorize text messages to my main telephone number, and accept responsibility for any charges that result. |
Hover Help: | |
Pop-Up Help: | |
Application Display: | In CCCApply Standard and International applications: If the applicant did not authorize SMS text messages to their number, then the following text displays below their Main Phone number (and Second Phone number, if provided): "Not authorized for text messages". If the applicant did authorize SMS text messages, then the following message displays below their Main Phone number (and Second Phone number, if provided/ opted-in): "Authorized for text messages". |
Values - Labels: | 1 = Yes (checked) 0 = No (not checked) |
Second Phone Number
Data Name: | secondphone (OpenCCC Account and CCCApply Standard Application) second_phone_number (CCCApply International application) Note: The secondphone field does not populate the BOG Fee Waiver application table. |
Description: | Applicant’s second telephone number. |
Last Revision: | 11/2/10 |
Data Type/Format, Length: | char, 19 char, 14 (CCCApply Standard application) char, 25 (CCCApply Standard application) 10 to 14 characters, numeric plus: (nnn) nnn-nnnn |
Error Checking: | Optional user response. Must be properly formatted and meet validation tests; else error message, “The Second Telephone Number you entered is not valid. Please correct it as appropriate.” • 123-456-7890 and any number with all digits the same (e.g., 444-444-4444) are not allowed. • Area codes will be validated (against a list or by format?). Client-side validation: The mainphone field must not be blank if the secondphone field is populated when the user clicks Continue to move to page 3 of 3 in the account set up; else error message, "Please enter your Main Telephone Number before entering a Second Telephone Number." When the user clicks OK to close the error dialog box, focus is placed on the mainphone field. |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Notes/Constraints: | Populates CCCApply and International applications from OpenCCC Account database at time of submission. |
Prompt Text: | Second Telephone Number [textbox] (###)###-#### |
Hover Help: | Enter a second phone number at which you can be reached. |
Pop-Up Help: | |
Values - Labels: | Null or text string |
XAP Field: | Secondary phone number |
Second Phone: Extension
Data Element: | secondphone_ext |
Description: | Second telephone extension |
Format, Length: | varchar, 4 |
Values: | Integer up to 9999 |
Allows Null: | Yes |
Error Checking: | Optional user response |
Default: | None |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Prompt Text: | Extension (if any) [textbox] up to four digits |
Hover Help: | If your second phone number includes an extension, enter up to four digits here. |
Notes: | Populates from OpenCCC Account database at time of submission. |
Xap Field: | Secondary phone - extension |
Revision Log: | ~~ |
MIS Correlation | None |
Input Rules | Optional user response |
Second Phone: Text Permission
Data Name: | secondphone_auth_txt (OpenCCC Account) secondphone_auth_text (CCCApply Standard Application) second_phone_auth_txt (CCCApply International Application) Note: The BOG Fee Waiver application does not store secondphone_auth_txt data. |
Description: | User’s permission to send text messages to the second telephone number |
Last Revision: | 11/2/10 |
Data Type/Format, Length: | char, 1 (OpenCCC Account) boolean, 1 (CCCApply Standard and International Applications) |
Error Checking: | Optional user response; no error checking. |
Storage/Usage: | Stored in database for use in auto-population. Included in Account Profile. |
Notes/Constraints: | |
Prompt Text: | [Checkbox] I authorize text messages to my second telephone number, and accept responsibility for any charges that result. |
Hover Help: | |
Pop-Up Help: | |
Values - Labels: | 1 = Yes (checked) 0 = No (not checked) |