Automated Case Processing System Creation

PROJECT TITLE: Build Automated Case Processing System (Jotform → [login to view URL] → Airtable → Twilio) BINDING AGREEMENT — READ BEFORE ACCEPTING This is a strict PASS / FAIL project. Payment is released ONLY for a fully working system that meets EVERY requirement below. Payment is NOT for: - time - effort - partial work - interpretation - “I thought this is what you meant” - “I followed your instructions but it still doesn’t work” If ANY requirement is missing, incorrect, or not proven → NO PAYMENT. ZERO‑INTERPRETATION CLAUSE The specification must be followed EXACTLY as written. The developer may NOT: - reinterpret requirements - assume missing logic - substitute “equivalent” solutions - rename, remove, or alter required fields - change the order of operations ANY deviation or assumption = automatic project failure. SYSTEM STACK (MANDATORY) Jotform → [login to view URL] → Airtable → Twilio No substitutions. CORE SYSTEM REQUIREMENT EVERY case must ALWAYS have: - Tax Stage (NO “Not Sure,” NO unknowns) - Recovery Path (REQUIRED — cannot be empty) - Next Action (REQUIRED — cannot be empty) NO DEAD ENDS — EVER. LOCKED DECISION ORDER (CANNOT CHANGE) The system must execute in this exact order: 1. Ownership Check If No → Status = Ineligible → STOP 2. Mortgage Check If Yes → Status = Ineligible → STOP 3. Tax Stage Assignment “Not Sure” MUST be converted to Year 1, Year 2, or Year 3 4. Timeline Check 5. HOPE Status 6. Document Status If No → BLOCK ALL PROGRESSION + trigger Missing Docs SMS 7. Payment Plan Status 8. Repair Status 9. Denial Handling 10. Recovery Path Assignment 11. Next Action Assignment ANY change in order = FAILURE. JOTFORM REQUIREMENTS (ALL FIELDS REQUIRED) Basic Fields: - Ownership (Yes/No) - Mortgage (Yes/No) - Address - Property Type - Help Needed Tax Stage Options: - Current - Delinquent (Year 1) - Forfeited (Year 2) - Foreclosure (Year 3) - Not Sure If “Not Sure,” system MUST use: - Tax Bill Received - Forfeiture Notice - Court Notice - Behind on Taxes System MUST convert to final tax stage. NO UNKNOWN TAX STAGE STORED. HOPE Status: - Not Started - In Progress - Submitted - Approved - Denied Payment Plan: - Yes / No Documents: - Yes / No Repairs: - Yes / No - Type - Urgency - Description Contact: - Name - Phone (REQUIRED) AIRTABLE REQUIREMENTS (EXACT FIELD LIST — NO CHANGES) The Airtable base MUST include ALL of the following fields: - Name - Phone - Address - Ownership - Mortgage - Property Type - Entry Type - Tax Stage - HOPE Status - HOPE Deadline - Payment Plan Status - Documents Complete - Repair Issues - Repair Types - Repair Urgency - Repair Description - Denial Reason - Recovery Path - Next Action - Status - Date Submitted - Follow-Up Date - Last SMS Date - Last Response Date - Missing Docs SMS Sent - 14-Day Alert Sent - 7-Day Alert Sent ANY missing or renamed field = FAILURE. HARD ENFORCEMENT LOGIC Eligibility: - Ownership = No → STOP - Mortgage = Yes → STOP Document Block: - Documents = No → MUST block progression + MUST trigger Missing Docs SMS HOPE Flow: - Not Started / In Progress → Apply - Submitted → Monitor - Approved → STOP ALL Denial Handling: - HOPE Denied → Denial Reason REQUIRED If Payment Plan = No: → Recovery Path = Payment Plan → Next Action = Enroll If Payment Plan = Yes: → Recovery Path = PAYS → Next Action = Apply FAIL IF ANY CASE HAS: - NO Recovery Path - NO Next Action SMS SYSTEM (TWILIO) System MUST: - Log Message SID - Show Delivered status - Prevent duplicate messages FAIL IF: - duplicate SMS sent - SID missing - delivery not confirmed STOP RULE If Status = Protected OR Case Closed: → ALL automation MUST stop → NO SMS may be sent PASS / FAIL REQUIREMENTS System passes ONLY if: - NO unknown tax stage - EVERY case has Recovery Path - EVERY case has Next Action - NO duplicate SMS - ALL logic executes in correct order - ALL enforcement rules hold ANY failure = NO PAYMENT. PROOF REQUIREMENTS (MANDATORY) A. AIRTABLE - Full table screenshot - ALL fields visible - 5 test cases showing: - Tax Stage - Recovery Path - Next Action B. [login to view URL] - Scenario logs - Filters working - No errors C. TWILIO - Phone number - Message body - Message SID - Delivered status D. FULL SYSTEM FLOW TEST Developer MUST demonstrate: 1. Form submission 2. Airtable record creation 3. Recovery Path assignment 4. Next Action assignment 5. SMS triggered 6. Follow-up executed E. NO DEAD END TEST HOPE Denied case MUST: - reroute - assign Recovery Path - assign Next Action AUTOMATIC FAILURE (NO PAYMENT) - ANY missing proof - ANY missing field - Missing Recovery Path - Missing Next Action - Unknown Tax Stage - Duplicate SMS - System stops without reroute FINAL AGREEMENT By accepting this project, the developer agrees: - To build EXACTLY as written - To make NO changes - To make NO assumptions - To accept PASS/FAIL payment terms BUDGET: $350 FIXED Payment released ONLY after full verification. PROJECT OWNER: Divine Authorities Community Land Trust [login to view URL]

Project ID: 40383398