RoleFerry Documentation

Functional Requirements

Functional Requirements Specification

RoleFerry Platform

Document Type: Requirements Audience: Product Managers, Engineers, QA Purpose: Detailed functional specifications for all features

---

1. Document Overview

1.1 Scope

This document specifies the functional behavior of RoleFerry platform features across Job Seeker and Recruiter modes, covering:

1.2 Requirements Format

Each requirement follows the format:

---

2. Security & Compliance Requirements

REQ-SEC-001: Multi-Factor Authentication (MFA) (P1)

Description: System shall support MFA for all user accounts. Acceptance Criteria:

REQ-SEC-002: Breach Logging (P0)

Description: System shall log all security-related events. Acceptance Criteria:

REQ-SEC-003: IP Rate Limiting (P0)

Description: System shall implement rate limiting on all public-facing endpoints. Acceptance Criteria:

REQ-SEC-004: Audit Events (P1)

Description: System shall generate audit events for all key actions. Acceptance Criteria:

REQ-SEC-005: PII Field-Level Encryption (P0)

Description: System shall encrypt all PII at the field level. Acceptance Criteria:

---

3. Deliverability & Outreach Constraints

REQ-DEL-001: Daily Send Caps (P0)

Description: System shall enforce daily send caps for all users. Acceptance Criteria:

REQ-DEL-002: Warm-up Curves (P0)

Description: System shall implement a warm-up curve for new sending domains. Acceptance Criteria:

REQ-DEL-003: Domain Alignment Checks (P0)

Description: System shall perform domain alignment checks before sending emails. Acceptance Criteria:

---

4. 10-Tab Workflow System (REQ-WORKFLOW)

REQ-WORKFLOW-001: Job Preferences/ICP Tab (P0)

Description: System shall provide dynamic labeling and data collection for job preferences (Job Seeker) or Ideal Client Profile (Recruiter). Acceptance Criteria:

REQ-WORKFLOW-002: Resume/Candidate Profile Tab (P0)

Description: System shall handle file upload and AI parsing of resumes with data extraction. Acceptance Criteria:

REQ-WORKFLOW-003: Job Descriptions Tab (P0)

Description: System shall import job descriptions via URL or text and perform AI analysis. Acceptance Criteria:

REQ-WORKFLOW-004: Pain Point Match Tab (P0)

Description: System shall compare resume solutions to job description pain points with alignment scoring. Acceptance Criteria:

REQ-WORKFLOW-005: Find Contact Tab (P0)

Description: System shall discover contacts with email verification and confidence scoring. Acceptance Criteria:

REQ-WORKFLOW-006: Context Research Tab (P0)

Description: System shall auto-pull company and contact summaries with variable exposure. Acceptance Criteria:

REQ-WORKFLOW-007: Offer Creation Tab (P0)

Description: System shall build personalized pitch assets with audience-adaptive tone. Acceptance Criteria:

REQ-WORKFLOW-008: Compose Tab (P0)

Description: System shall generate emails with variable substitution and jargon clarity. Acceptance Criteria:

REQ-WORKFLOW-009: Campaign Tab (P0)

Description: System shall auto-generate 3-email sequences with deliverability checks. Acceptance Criteria:

REQ-WORKFLOW-010: Deliverability/Launch Tab (P0)

Description: System shall perform pre-flight checks and execute campaign launch. Acceptance Criteria:

---

3. Authentication & User Management (REQ-AUTH)

REQ-AUTH-001: User Registration (P0)

Description: System shall allow new users to create accounts via email/password or OAuth (Google, Microsoft). Acceptance Criteria:

---

REQ-AUTH-002: Login (P0)

Description: System shall authenticate users via email/password or OAuth. Acceptance Criteria:

---

REQ-AUTH-003: Password Reset (P1)

Description: System shall allow users to reset forgotten passwords. Acceptance Criteria:

---

REQ-AUTH-004: Mode Selection (P0)

Description: System shall allow users to choose Job Seeker or Recruiter mode during onboarding. Acceptance Criteria:

---

3. Onboarding & Profile Setup (REQ-ONBOARD)

REQ-ONBOARD-001: Resume Upload (P0 - Job Seeker)

Description: System shall allow job seekers to upload resume for AI parsing. Acceptance Criteria:

---

REQ-ONBOARD-002: IJP Wizard (P0 - Job Seeker)

Description: System shall guide job seekers through Intent & Job Preferences setup. Acceptance Criteria: Field Validations:

---

REQ-ONBOARD-003: LinkedIn Import (P1 - Recruiter)

Description: System shall allow recruiters to import candidate leads from LinkedIn. Acceptance Criteria:

---

4. Job Discovery & Matching (REQ-JOBS)

REQ-JOBS-001: Job List Display (P0)

Description: System shall display jobs matched to user's IJP preferences. Acceptance Criteria:

---

REQ-JOBS-002: Job Filters (P0)

Description: System shall allow users to filter jobs by criteria. Acceptance Criteria:

---

REQ-JOBS-003: Job Detail View (P0)

Description: System shall display full job details on click. Acceptance Criteria:

---

REQ-JOBS-004: Match Score Breakdown (P0)

Description: System shall explain match score calculation. Acceptance Criteria:

---

5. Application Tracking (REQ-TRACKER)

REQ-TRACKER-001: Create Application (P0)

Description: System shall create application record when user clicks "Apply". Acceptance Criteria:

---

REQ-TRACKER-002: Board View (P0)

Description: System shall display applications in Kanban board. Acceptance Criteria:

---

REQ-TRACKER-003: Table View (P1)

Description: System shall provide table view of applications. Acceptance Criteria:

---

REQ-TRACKER-004: Application Detail (P1)

Description: System shall display detailed application information. Acceptance Criteria:

---

REQ-TRACKER-005: CSV Import (P1)

Description: System shall allow bulk import of applications via CSV. Acceptance Criteria:

---

REQ-TRACKER-006: CSV Export (P1)

Description: System shall allow export of applications to CSV. Acceptance Criteria:

---

6. Enrichment & Contact Discovery (REQ-ENRICH)

REQ-ENRICH-001: Auto-Enrichment on Apply (P0)

Description: System shall automatically find contacts when user applies to job. Acceptance Criteria:

---

REQ-ENRICH-002: Manual Contact Addition (P1)

Description: System shall allow users to manually add contacts (e.g., from LinkedIn stalking). Acceptance Criteria:

---

REQ-ENRICH-003: Persona Filters (P1)

Description: System shall apply persona filters to contact discovery. Acceptance Criteria:

---

REQ-ENRICH-004: Email Verification (P0)

Description: System shall verify email deliverability before sending. Acceptance Criteria:

---

7. Outreach Sequences (REQ-SEQ)

REQ-SEQ-001: Start Sequence (P0)

Description: System shall launch email sequence after enrichment. Acceptance Criteria:

---

REQ-SEQ-002: Multi-Step Sequences (P0)

Description: System shall support sequences with delays between steps. Acceptance Criteria:

---

REQ-SEQ-003: Variable Substitution (P0)

Description: System shall substitute variables in email templates. Acceptance Criteria:

---

REQ-SEQ-004: Sequence Templates (P1)

Description: System shall provide and allow creation of sequence templates. Acceptance Criteria:

---

REQ-SEQ-005: A/B Testing (P2)

Description: System shall allow A/B testing of subject lines. Acceptance Criteria:

---

8. Deliverability (REQ-DELIVER)

REQ-DELIVER-001: Managed Sending Domains (P0)

Description: System shall send emails from RoleFerry-owned domains, not user's personal email. Acceptance Criteria:

---

REQ-DELIVER-002: Health Monitoring (P0)

Description: System shall monitor deliverability health per mailbox. Acceptance Criteria:

---

REQ-DELIVER-003: Throttling (P0)

Description: System shall enforce daily send caps per mailbox. Acceptance Criteria:

---

REQ-DELIVER-004: Warmup Protocol (P0)

Description: System shall gradually warm up new sending domains. Acceptance Criteria:

---

REQ-DELIVER-005: Custom Tracking Domain (P1)

Description: System shall allow users to set up custom tracking domains for link safety. Acceptance Criteria:

---

9. AI Features (REQ-AI)

REQ-AI-001: Match Scoring (P0)

Description: System shall calculate job-to-user match score using ML. Acceptance Criteria:

---

REQ-AI-002: Draft Generation (P0)

Description: System shall generate personalized email drafts using LLM. Acceptance Criteria:

---

REQ-AI-003: Copilot Q&A (P1)

Description: System shall provide context-aware AI assistant (Copilot). Acceptance Criteria:

---

REQ-AI-004: Resume Parsing (P0)

Description: System shall extract structured data from resume PDFs. Acceptance Criteria:

---

10. Analytics & Reporting (REQ-ANALYTICS)

REQ-ANALYTICS-001: Dashboard KPIs (P1)

Description: System shall display key metrics on dashboard. Acceptance Criteria:

---

REQ-ANALYTICS-002: Sequence Performance (P1)

Description: System shall report on sequence effectiveness. Acceptance Criteria:

---

REQ-ANALYTICS-003: Time-to-Interview (P2)

Description: System shall calculate average days from Apply to first interview. Acceptance Criteria:

---

11. Settings & Preferences (REQ-SETTINGS)

REQ-SETTINGS-001: Edit Profile (P1)

Description: System shall allow users to update profile information. Acceptance Criteria:

---

REQ-SETTINGS-002: Notification Preferences (P1)

Description: System shall allow users to control notifications. Acceptance Criteria:

---

REQ-SETTINGS-003: Switch Mode (P1)

Description: System shall allow users to switch between Job Seeker and Recruiter modes. Acceptance Criteria:

---

REQ-SETTINGS-004: Delete Account (P1)

Description: System shall allow users to permanently delete accounts (GDPR). Acceptance Criteria:

---

12. Team Features (REQ-TEAM) - Recruiter Mode

REQ-TEAM-001: Team Workspaces (P1)

Description: System shall support multiple users in shared workspace (Teams plan). Acceptance Criteria:

---

REQ-TEAM-002: Lead Assignment (P1)

Description: System shall allow assigning leads to team members. Acceptance Criteria:

---

13. Acceptance Testing

13.1 Test Coverage

13.2 User Acceptance Testing (UAT)

---

14. Non-Functional Requirements

14.1 Performance

14.2 Accessibility

14.3 Scalability

14.4 Security

14.5 Availability

---

Document Owner: Product Management Reviewed By: Engineering, QA, Design Version: 1.1 Date: Q1 2026 Status: Approved for Development