Candidate CRM

1. Overview

The candidate-relationship backbone of an ATS, masters candidates (including the prospect lifecycle state), recruitment sources, agencies, and events. Structurally the same shape as standalone candidate-CRM products. Folds the AI-RECRUIT capability (resume parsing, ML matching, screening assistants) since those tools operate on candidates and are tightly bound to candidate workflows.

2. Entity summary

Name	data_object	Description
Agency Submissions	agency_submissions	Records of a staffing or search agency submitting a candidate against a requisition, with the dedup ownership window and fee terms on conversion to a hire.
Candidate Consents	candidate_consents	Per-candidate opt-in records for privacy and data retention, with consent type, jurisdiction, and granted and withdrawal timestamps.
Candidate Documents	candidate_documents	Files attached to a candidate such as resumes, cover letters, portfolios, and signed disclosures, with document type, storage location, and visibility.
Candidate Emails	candidate_emails	Threaded email correspondence with a candidate as a first-class record, capturing sent and received messages, the template used, and delivery status.
Candidate Engagements	candidate_engagements	Single recruiter-to-candidate touchpoints across channels such as email, call, or SMS, with direction, timestamp, status, and content reference.
Candidate Notes	candidate_notes	Internal-only recruiter or hiring-team notes on a candidate, with author, body, visibility scope, and optional mentions, never sent to the candidate.
Candidate Nurture Campaigns	candidate_nurture_campaigns	Multi-touch automated outreach sequences targeting talent-pool segments, with cadence, step templates, audience filter, and lifecycle state.
Candidates	candidates	People known to the recruiting organization, with or without an active application, carrying contact details, resume, tags, consent, and source.
Data Subject Requests	data_subject_requests	Privacy rights requests from candidates exercising access, rectification, erasure, restriction, portability, or objection, with intake, due date, and fulfillment.
Outreach Sequence Steps	outreach_sequence_steps	Ordered steps within an outreach sequence, each defining the channel, day offset, message template, and whether the step is automated or needs a recruiter action.
Outreach Sequences	outreach_sequences	Named multi-step sourcing cadences that automate candidate outreach across channels, holding the sequence name, owner, channel mix, and active status.
Recruiter Interactions	recruiter_interactions	Free-text recruiter notes attached to a candidate, application, or talent pool, time-stamped and authored by a user.
Recruiting Event Attendances	recruiting_event_attendances	Links between candidates and recruiting events, recording registration, check-in, attendance, and conversion outcome.
Recruitment Agencies	recruitment_agencies	Third-party recruiters and staffing firms supplying candidates, with contract terms, contacts, performance, and submitted candidates.
Recruitment Events	recruitment_events	Career fairs, campus events, hackathons, and meetups used as sourcing channels, tracking attendees, captured leads, and event return.
Recruitment Sources	recruitment_sources	Channels a candidate came from, such as job board, referral, agency, campaign, or inbound, used for source-of-hire and channel analytics.
Opportunities	internal_opportunities	Internal opportunity postings covering full-time roles, gigs, projects, stretch assignments, and mentorships.
Talent Pools	talent_pools	Curated pools of candidates kept warm for future roles, such as past finalists, alumni, and hard-to-fill skill clusters.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  candidates["Candidates"]
  recruitment_sources["Recruitment Sources"]
  recruitment_agencies["Recruitment Agencies"]
  recruitment_events["Recruitment Events"]
  candidate_engagements["Candidate Engagements"]
  candidate_nurture_campaigns["Candidate Nurture Campaigns"]
  recruiting_event_attendances["Recruiting Event Attendances"]
  recruiter_interactions["Recruiter Interactions"]
  candidate_consents["Candidate Consents"]
  talent_pools["Talent Pools"]
  internal_opportunities["Opportunities"]
  candidate_documents["Candidate Documents"]
  candidate_notes["Candidate Notes"]
  data_subject_requests["Data Subject Requests"]
  candidate_emails["Candidate Emails"]
  agency_submissions["Agency Submissions"]
  outreach_sequences["Outreach Sequences"]
  outreach_sequence_steps["Outreach Sequence Steps"]
  users["Users"]
  candidates -->|"engaged_via"| candidate_engagements
  candidate_nurture_campaigns -->|"generates"| candidate_engagements
  candidates -->|"attends_via"| recruiting_event_attendances
  recruitment_events -->|"has_attendance"| recruiting_event_attendances
  candidates -->|"noted_via"| recruiter_interactions
  candidates -->|"consents_via"| candidate_consents
  talent_pools -->|"targets"| candidate_nurture_campaigns
  candidates -->|"submits_via"| data_subject_requests
  candidates -->|"documented_via"| candidate_documents
  candidates -->|"annotated_via"| candidate_notes
  recruitment_sources -->|"attributes"| candidates
  recruitment_agencies -->|"sources"| candidates
  recruitment_events -->|"attracts"| candidates
  talent_pools -->|"groups"| candidates
  candidates -->|"corresponds_via"| candidate_emails
  recruitment_agencies -->|"submits_via"| agency_submissions
  candidates -->|"submitted_via"| agency_submissions
  outreach_sequences -->|"contains"| outreach_sequence_steps
  users -->|"posts"| internal_opportunities
  candidates -->|"has owning recruiter"| users
  talent_pools -->|"has owner"| users
  recruitment_agencies -->|"has relationship owner"| users
  recruitment_events -->|"has coordinator"| users
  users -->|"uploaded documents"| candidate_documents
  users -->|"authored notes"| candidate_notes
  candidate_engagements -->|"has recruiter"| users
  candidate_nurture_campaigns -->|"has owner"| users
  data_subject_requests -->|"has owner"| users
  recruiting_event_attendances -->|"has owner"| users
  recruiter_interactions -->|"has author"| users
  candidate_emails -->|"has sender"| users
  agency_submissions -->|"has owner"| users
  outreach_sequences -->|"has owner"| users
  class candidates master;
  class recruitment_sources master;
  class recruitment_agencies master;
  class recruitment_events master;
  class candidate_engagements master;
  class candidate_nurture_campaigns master;
  class recruiting_event_attendances master;
  class recruiter_interactions master;
  class candidate_consents master;
  class talent_pools embedded_master;
  class internal_opportunities embedded_master;
  class candidate_documents master;
  class candidate_notes master;
  class data_subject_requests master;
  class candidate_emails master;
  class agency_submissions master;
  class outreach_sequences master;
  class outreach_sequence_steps master;
  class users platform_builtin;
  style candidate_consents stroke-dasharray:5 5;
  style talent_pools stroke-dasharray:5 5;
  style internal_opportunities stroke-dasharray:5 5;
  style data_subject_requests stroke-dasharray:5 5;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	agency_submissions	agency_submissions	Agency Submission	Agency Submissions	master	-	-	required	-	operational_record	:manage	-
2	candidate_consents	candidate_consents	Candidate Consent	Candidate Consents	master	-	-	optional	yes	operational_workflow	:manage	-
3	candidate_documents	candidate_documents	Candidate Document	Candidate Documents	master	-	-	required	yes	operational_record	:manage	-
4	candidate_emails	candidate_emails	Candidate Email	Candidate Emails	master	-	-	required	yes	operational_record	:manage	-
5	candidate_engagements	candidate_engagements	Candidate Engagement	Candidate Engagements	master	-	-	required	yes	operational_record	:manage	-
6	candidate_notes	candidate_notes	Candidate Note	Candidate Notes	master	-	-	required	yes	operational_record	:manage	-
7	candidate_nurture_campaigns	candidate_nurture_campaigns	Candidate Nurture Campaign	Candidate Nurture Campaigns	master	-	-	required	-	operational_workflow	:manage	-
8	candidates	candidates	Candidate	Candidates	master	-	-	required	yes	operational_workflow	:manage	-
9	data_subject_requests	data_subject_requests	Data Subject Request	Data Subject Requests	master	-	-	optional	yes	operational_workflow	:manage	-
10	outreach_sequence_steps	outreach_sequence_steps	Outreach Sequence Step	Outreach Sequence Steps	master	-	-	required	-	catalog	:admin	-
11	outreach_sequences	outreach_sequences	Outreach Sequence	Outreach Sequences	master	-	-	required	-	operational_workflow	:manage	-
12	recruiter_interactions	recruiter_interactions	Recruiter Interaction	Recruiter Interactions	master	-	-	required	yes	operational_record	:manage	-
13	recruiting_event_attendances	recruiting_event_attendances	Recruiting Event Attendance	Recruiting Event Attendances	master	-	-	required	-	junction	:manage	-
14	recruitment_agencies	recruitment_agencies	Recruitment Agency	Recruitment Agencies	master	-	-	required	-	operational_workflow	:manage	-
15	recruitment_events	recruitment_events	Recruitment Event	Recruitment Events	master	-	-	required	-	operational_workflow	:manage	-
16	recruitment_sources	recruitment_sources	Recruitment Source	Recruitment Sources	master	-	-	required	-	catalog	:admin	-
17	internal_opportunities	internal_opportunities	Opportunity	Opportunities	embedded_master	tlnt-intel-marketplace	Talent Marketplace	optional	-	operational_workflow	:manage	-
18	talent_pools	talent_pools	Talent Pool	Talent Pools	embedded_master	ats-talent-pools	Candidate Talent Pools	optional	-	operational_workflow	:manage	-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
candidates	engaged_via	candidate_engagements	one_to_many	reference	optional	target	clear	reference	-
candidate_nurture_campaigns	generates	candidate_engagements	one_to_many	composition	optional	source	cascade	parent	-
candidates	attends_via	recruiting_event_attendances	one_to_many	reference	required	target	restrict	reference	-
recruitment_events	has_attendance	recruiting_event_attendances	one_to_many	composition	required	source	cascade	parent	-
candidates	noted_via	recruiter_interactions	one_to_many	reference	optional	target	clear	reference	-
candidates	consents_via	candidate_consents	one_to_many	composition	required	source	cascade	parent	-
talent_pools	targets	candidate_nurture_campaigns	many_to_many	reference	optional	source	clear	reference	-
candidates	submits_via	data_subject_requests	one_to_many	composition	optional	source	cascade	parent	-
candidates	documented_via	candidate_documents	one_to_many	composition	optional	source	cascade	parent	-
candidates	annotated_via	candidate_notes	one_to_many	composition	optional	source	cascade	parent	-
recruitment_sources	attributes	candidates	one_to_many	reference	required	target	restrict	reference	-
recruitment_agencies	sources	candidates	one_to_many	reference	required	target	restrict	reference	-
recruitment_events	attracts	candidates	one_to_many	reference	required	target	restrict	reference	-
talent_pools	groups	candidates	many_to_many	reference	required	target	restrict	reference	-
candidates	corresponds_via	candidate_emails	one_to_many	reference	optional	source	clear	reference	-
recruitment_agencies	submits_via	agency_submissions	one_to_many	reference	optional	source	clear	reference	-
candidates	submitted_via	agency_submissions	one_to_many	reference	optional	source	clear	reference	-
outreach_sequences	contains	outreach_sequence_steps	one_to_many	composition	required	source	cascade	parent	-

5.2 Built-in edges (users and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
users	posts	internal_opportunities	one_to_many	required	source	restrict	reference	-
candidates	has owning recruiter	users	many_to_many	optional	source	clear	reference	-
talent_pools	has owner	users	many_to_many	required	source	restrict	reference	-
recruitment_agencies	has relationship owner	users	many_to_many	required	source	restrict	reference	-
recruitment_events	has coordinator	users	many_to_many	required	source	restrict	reference	-
users	uploaded documents	candidate_documents	one_to_many	optional	source	clear	reference	-
users	authored notes	candidate_notes	one_to_many	optional	source	clear	reference	-
candidate_engagements	has recruiter	users	many_to_many	required	source	restrict	reference	-
candidate_nurture_campaigns	has owner	users	many_to_many	optional	source	clear	reference	-
data_subject_requests	has owner	users	many_to_many	optional	source	clear	reference	-
recruiting_event_attendances	has owner	users	many_to_many	optional	source	clear	reference	-
recruiter_interactions	has author	users	many_to_many	required	source	restrict	reference	-
candidate_emails	has sender	users	many_to_many	optional	source	clear	reference	-
agency_submissions	has owner	users	many_to_many	optional	source	clear	reference	-
outreach_sequences	has owner	users	many_to_many	optional	source	clear	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
candidates	verified_via	right_to_work_verifications	one_to_many	optional	none	n/a	-
candidates	member_of_via	talent_pool_memberships	one_to_many	required	none (required-if-present)	n/a	-
candidates	discloses_via	fcra_disclosures	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
candidates	self_identifies_via	eeo_responses	one_to_many	optional	none	n/a	-
candidates	self_ids_via	voluntary_self_identifications	one_to_many	optional	none	n/a	-
candidates	acknowledges_via	fcra_summary_of_rights_acknowledgements	one_to_many	optional	none	n/a	-
candidates	tagged_via	candidate_tag_assignments	one_to_many	optional	none	n/a	-
dlp_incidents	triggers_privacy_review	data_subject_requests	one_to_many	optional	none	n/a	-
skill_profiles	feeds	candidates	one_to_many	optional	none	n/a	-
candidates	submits	job_applications	one_to_many	required	none (required-if-present)	n/a	-
candidate_referrals	introduces	candidates	one_to_many	required	none (required-if-present)	n/a	-
candidates	becomes	employees	one_to_one	required	none (required-if-present)	n/a	-
candidates	becomes pre-employee	pre_employees	one_to_one	required	none (required-if-present)	n/a	-
employees	applies_as	candidates	one_to_many	optional	none	n/a	-
candidates	screened_via	drug_health_screenings	one_to_many	optional	none	n/a	-

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
internal_opportunities	receives	opportunity_applications	one_to_many	optional	none	n/a	-
internal_opportunities	ranked by	fit_scores	one_to_many	optional	none	n/a	-
talent_pools	has_member	talent_pool_memberships	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
talent_segments	materializes_into	talent_pools	one_to_many	optional	none	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

data_object	other module / domain	role	necessity	notes
candidates	ATS-BACKGROUND-CHECKS (Background Checks) - ATS	embedded_master	required	-
candidates	ATS-INTERVIEWS (Candidate Interviews) - ATS	embedded_master	required	-
candidates	ATS-OFFERS (Job Offers) - ATS	embedded_master	required	-
candidates	ATS-PRE-EMPLOYEE-RECORD (Pre-Employee Record) - ATS	embedded_master	required	-
candidates	ATS-RECRUITMENT-PIPELINE (Recruitment Pipeline) - ATS	embedded_master	required	-
candidates	ATS-REFERRALS (Employee Referrals) - ATS	embedded_master	required	-
candidates	ATS-TALENT-POOLS (Candidate Talent Pools) - ATS	embedded_master	required	-
candidates	HCM-LIFECYCLE-WORKFLOWS (Employee Lifecycle Workflows) - HCM	consumer	optional	-
candidates	HIRING-STARTER (Hiring Starter) - ATS	embedded_master	required	-
candidates	ONB-JOURNEY-MGMT (Onboarding Journey Management) - ONBOARDING	consumer	required	-
data_subject_requests	ABM-INTENT (Intent and Identity) - ABM-PLATFORM	embedded_master	optional	-
recruitment_sources	HIRING-STARTER (Hiring Starter) - ATS	embedded_master	optional	-
recruitment_sources	PA-WORKFORCE-METRICS (Workforce Metrics) - PA	consumer	required	-

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
ATS-CANDIDATE-CRM	HCM	HCM-LIFECYCLE-WORKFLOWS	candidate.hired	hired (lifecycle)	candidates	event_stream	high	Hired-candidate event publishes the hiring outcome to HCM, which must create the employee record. Identifier mapping (candidate_id -> employee_id) is the canonical reconciliation gap.
ATS-CANDIDATE-CRM	ATS	ATS-TALENT-POOLS	recruitment_event.held	(lifecycle)	recruitment_events	lifecycle_progression	low	-
ATS-CANDIDATE-CRM	BEN-ADMIN	BEN-ENROLLMENT	candidate.hired	hired (lifecycle)	candidates	event_stream	low	Hired candidate triggers eligibility window in BEN-ADMIN.
ATS-CANDIDATE-CRM	PA	PA-WORKFORCE-METRICS	recruitment_source.attributed	(lifecycle)	recruitment_sources	batch_sync	low	Source attribution feeds people-analytics quality-of-hire and cost-per-hire models.
ATS-CANDIDATE-CRM	ONBOARDING	ONB-JOURNEY-MGMT	candidate.hired	hired (lifecycle)	candidates	event_stream	medium	Hired candidate drives onboarding-plan kickoff with role/location/manager context from ATS payload.
TLNT-INTEL-MARKETPLACE	TLNT-INTEL	TLNT-INTEL-MOBILITY	opportunity.opened	open (state_change)	internal_opportunities	lifecycle_progression	low	A newly opened opportunity triggers MOBILITY to recompute match inferences and fit scores for eligible employees.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
ATS-CANDIDATE-CRM	HCM	HCM-CORE-WORKER	employee.applied_internally	active → active (signal)	candidates	api_call	medium	When an employee applies internally, HCM hands the worker context to the applicant tracker, which materializes an internal candidate record from the worker profile. Friction: reconciling the worker identity against the candidate identity space.
ATS-CANDIDATE-CRM	ATS	ATS-TALENT-POOLS	talent_pool.candidate_added	(lifecycle)	talent_pools	lifecycle_progression	low	-
ATS-CANDIDATE-CRM	ATS	ATS-REFERRALS	candidate_referral.submitted	(lifecycle)	candidates	lifecycle_progression	low	-

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
internal_opportunities	embedded_master	optional	TLNT-INTEL-MARKETPLACE (TLNT-INTEL)	-
talent_pools	embedded_master	optional	ATS-TALENT-POOLS (ATS)	-

7. Lifecycle states

candidate_consents (Candidate Consent)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	granted	✓	-	-	-	Candidate has granted consent.
2	withdrawn	-	✓	✓	ats-candidate-crm:withdraw_consent	Candidate revoked consent; data must be anonymized per policy.
3	expired	-	✓	-	-	Retention window elapsed without renewal.

candidate_engagements (Candidate Engagement)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	planned	✓	-	-	-	Engagement queued, not yet sent.
2	sent	-	-	-	-	Outbound dispatched to candidate.
3	delivered	-	-	-	-	Channel confirmed delivery.
4	responded	-	✓	-	-	Candidate replied or engaged with content.
5	bounced	-	✓	-	-	Delivery failed (bad address, blocked, unsubscribed).

candidate_nurture_campaigns (Candidate Nurture Campaign)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	Campaign being authored.
2	active	-	-	-	-	Campaign live and sending to audience.
3	paused	-	-	-	-	Campaign halted; can resume.
4	completed	-	✓	-	-	Campaign reached scheduled end.

candidates (Candidate)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	prospect	✓	-	-	-	Person known to the recruiting org with no active application.
2	active	-	-	-	-	Candidate has at least one open application or is actively engaged.
3	hired	-	✓	✓	ats-candidate-crm:hire_candidate	Candidate accepted an offer and converted to employee.
4	do_not_hire	-	✓	✓	ats-candidate-crm:flag_do_not_hire	Candidate flagged as ineligible for future consideration; gated decision.
5	archived	-	✓	-	-	Candidate kept in the database but not active in any pipeline.

data_subject_requests (Data Subject Request)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	received	✓	-	-	-	Data subject request received. The GDPR 30-day response clock starts; extension to 60 days requires a separate notification to the subject.
2	verified	-	-	✓	ats-candidate-crm:verify_dsr_identity	Identity of the data subject confirmed by the DPO or designated handler. Required before any data is disclosed or modified.
3	in_progress	-	-	-	-	Auto-progressed once identity is verified. Collection and review of subject data underway.
4	fulfilled	-	✓	✓	ats-candidate-crm:fulfill_dsr	Full response delivered to the data subject within the regulatory window. All requested data provided or the requested action completed.
5	partially_fulfilled	-	✓	✓	ats-candidate-crm:fulfill_dsr_partially	Partial response delivered. Some data categories were unavailable or out of scope; the rationale is documented on the request record.
6	rejected	-	✓	✓	ats-candidate-crm:reject_dsr	Request rejected (unverifiable identity, manifestly unfounded, repetitive, or out of scope). Rejection rationale documented on the request record.

internal_opportunities (Opportunity)

This scope holds internal_opportunities as embedded_master; the canonical state machine is owned by TLNT-INTEL-MARKETPLACE.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	-
2	open	-	-	✓	ats-candidate-crm:publish_opportunity	-
3	closed	-	-	✓	ats-candidate-crm:close_opportunity	-
4	filled	-	✓	-	-	-
5	canceled	-	✓	✓	ats-candidate-crm:cancel_opportunity	-

outreach_sequences (Outreach Sequence)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	-
2	active	-	-	✓	ats-candidate-crm:activate_outreach_sequence	-
3	paused	-	-	-	-	-
4	archived	-	✓	-	-	-

recruiting_event_attendances (Recruiting Event Attendance)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	registered	✓	-	-	-	Candidate RSVP’d or was pre-registered.
2	checked_in	-	-	-	-	Candidate arrived at the event.
3	attended	-	✓	-	-	Engaged at the event; eligible for follow-up.
4	no_show	-	✓	-	-	Registered but did not attend.

recruitment_agencies (Recruitment Agency)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	prospective	✓	-	-	-	Agency under evaluation; contract not yet executed.
2	active	-	-	-	-	Agency has executed agreement and is engaged on one or more requisitions.
3	on_hold	-	-	-	-	Engagement paused (performance review, contractual dispute, hiring freeze).
4	terminated	-	✓	-	-	Relationship ended; no further requisitions are routed to this agency.

recruitment_events (Recruitment Event)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	planned	✓	-	-	-	Event scoped and budgeted; date, venue, target audience set; registration not yet open.
2	open_for_registration	-	-	-	-	Registration is accepting attendees; promotion campaigns active.
3	held	-	-	-	-	Event has been executed; attendee lists captured, leads ingested into talent pool.
4	closed	-	✓	-	-	Post-event activities complete; cost accounting and source-attribution finalized.
5	canceled	-	✓	-	-	Event called off before it happens; sunk costs recognized, attendees notified.

talent_pools (Talent Pool)

This scope holds talent_pools as embedded_master; the canonical state machine is owned by ATS-TALENT-POOLS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	active	✓	-	-	-	Pool is open for additions and nurture campaigns.
2	paused	-	-	-	-	Pool nurture is temporarily halted (off-season, budget freeze) but membership is retained.
3	archived	-	✓	-	-	Pool is closed; membership is retained for historical attribution but no further outreach occurs.

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in :admin?
ats-candidate-crm:read	baseline-read	Read access to every entity in the module	✓
ats-candidate-crm:manage	baseline-manage	Edit operational records	✓
ats-candidate-crm:admin	baseline-admin	Edit reference data and inherit every workflow gate below	-
ats-candidate-crm:hire_candidate	workflow-gate (lifecycle)	Transition candidates into state hired	✓
ats-candidate-crm:flag_do_not_hire	workflow-gate (lifecycle)	Transition candidates into state do_not_hire	✓
ats-candidate-crm:publish_opportunity	workflow-gate (lifecycle)	Transition internal_opportunities into state open	✓
ats-candidate-crm:close_opportunity	workflow-gate (lifecycle)	Transition internal_opportunities into state closed	✓
ats-candidate-crm:cancel_opportunity	workflow-gate (lifecycle)	Transition internal_opportunities into state canceled	✓
ats-candidate-crm:withdraw_consent	workflow-gate (lifecycle)	Transition candidate_consents into state withdrawn	✓
ats-candidate-crm:verify_dsr_identity	workflow-gate (lifecycle)	Transition data_subject_requests into state verified	✓
ats-candidate-crm:fulfill_dsr	workflow-gate (lifecycle)	Transition data_subject_requests into state fulfilled	✓
ats-candidate-crm:fulfill_dsr_partially	workflow-gate (lifecycle)	Transition data_subject_requests into state partially_fulfilled	✓
ats-candidate-crm:reject_dsr	workflow-gate (lifecycle)	Transition data_subject_requests into state rejected	✓
ats-candidate-crm:activate_outreach_sequence	workflow-gate (lifecycle)	Transition outreach_sequences into state active	✓
ats-candidate-crm:view_all_candidates	override (personal_content)	View all candidates rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidates	override (personal_content)	Manage all candidates rows beyond row-scope	✓
ats-candidate-crm:view_all_candidate_engagements	override (personal_content)	View all candidate_engagements rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidate_engagements	override (personal_content)	Manage all candidate_engagements rows beyond row-scope	✓
ats-candidate-crm:view_all_recruiter_interactions	override (personal_content)	View all recruiter_interactions rows beyond row-scope	✓
ats-candidate-crm:manage_all_recruiter_interactions	override (personal_content)	Manage all recruiter_interactions rows beyond row-scope	✓
ats-candidate-crm:view_all_candidate_consents	override (personal_content)	View all candidate_consents rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidate_consents	override (personal_content)	Manage all candidate_consents rows beyond row-scope	✓
ats-candidate-crm:view_all_candidate_documents	override (personal_content)	View all candidate_documents rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidate_documents	override (personal_content)	Manage all candidate_documents rows beyond row-scope	✓
ats-candidate-crm:view_all_candidate_notes	override (personal_content)	View all candidate_notes rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidate_notes	override (personal_content)	Manage all candidate_notes rows beyond row-scope	✓
ats-candidate-crm:view_all_data_subject_requests	override (personal_content)	View all data_subject_requests rows beyond row-scope	✓
ats-candidate-crm:manage_all_data_subject_requests	override (personal_content)	Manage all data_subject_requests rows beyond row-scope	✓
ats-candidate-crm:view_all_candidate_emails	override (personal_content)	View all candidate_emails rows beyond row-scope	✓
ats-candidate-crm:manage_all_candidate_emails	override (personal_content)	Manage all candidate_emails rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
candidate_edit_scope	candidates	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidates / ats-candidate-crm:manage_all_candidates
candidate_engagement_edit_scope	candidate_engagements	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidate_engagements / ats-candidate-crm:manage_all_candidate_engagements
recruiter_interaction_edit_scope	recruiter_interactions	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_recruiter_interactions / ats-candidate-crm:manage_all_recruiter_interactions
candidate_consent_edit_scope	candidate_consents	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidate_consents / ats-candidate-crm:manage_all_candidate_consents
candidate_document_edit_scope	candidate_documents	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidate_documents / ats-candidate-crm:manage_all_candidate_documents
candidate_note_edit_scope	candidate_notes	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidate_notes / ats-candidate-crm:manage_all_candidate_notes
data_subject_request_edit_scope	data_subject_requests	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_data_subject_requests / ats-candidate-crm:manage_all_data_subject_requests
candidate_email_edit_scope	candidate_emails	has_personal_content	Row-scope by default; override via ats-candidate-crm:view_all_candidate_emails / ats-candidate-crm:manage_all_candidate_emails

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 ATS-CANDIDATE-CRM

Baseline roles:

role	baseline grant
ats-candidate-crm_viewer	ats-candidate-crm:read
ats-candidate-crm_manager	ats-candidate-crm:manage
ats-candidate-crm_admin	ats-candidate-crm:admin

Permission hierarchy:

permission	includes
ats-candidate-crm:admin	ats-candidate-crm:manage
ats-candidate-crm:manage	ats-candidate-crm:read
ats-candidate-crm:admin	ats-candidate-crm:hire_candidate
ats-candidate-crm:admin	ats-candidate-crm:flag_do_not_hire
ats-candidate-crm:admin	ats-candidate-crm:publish_opportunity
ats-candidate-crm:admin	ats-candidate-crm:close_opportunity
ats-candidate-crm:admin	ats-candidate-crm:cancel_opportunity
ats-candidate-crm:admin	ats-candidate-crm:withdraw_consent
ats-candidate-crm:admin	ats-candidate-crm:verify_dsr_identity
ats-candidate-crm:admin	ats-candidate-crm:fulfill_dsr
ats-candidate-crm:admin	ats-candidate-crm:fulfill_dsr_partially
ats-candidate-crm:admin	ats-candidate-crm:reject_dsr
ats-candidate-crm:admin	ats-candidate-crm:activate_outreach_sequence
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidates
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidates
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidate_engagements
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidate_engagements
ats-candidate-crm:admin	ats-candidate-crm:view_all_recruiter_interactions
ats-candidate-crm:admin	ats-candidate-crm:manage_all_recruiter_interactions
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidate_consents
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidate_consents
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidate_documents
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidate_documents
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidate_notes
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidate_notes
ats-candidate-crm:admin	ats-candidate-crm:view_all_data_subject_requests
ats-candidate-crm:admin	ats-candidate-crm:manage_all_data_subject_requests
ats-candidate-crm:admin	ats-candidate-crm:view_all_candidate_emails
ats-candidate-crm:admin	ats-candidate-crm:manage_all_candidate_emails

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
hire_candidate	Hire candidate	7.2.4.3	10465	4	Wrapping up the process for hiring candidates. Agree to all hiring terms and conditions. Have the candidate accept and sign the job offer.

RACI realization:

actor	kind	raci	process_key	realization
RECRUITING-RECRUITER	persona	responsible	hire_candidate	grant gates [ats-candidate-crm:hire_candidate] + the gated entities’ write tier
HIRING-MANAGER	persona	accountable	hire_candidate	approval gate
LEGAL-COMPLIANCE-SPECIALIST	persona	informed	hire_candidate	notification side effect (trigger_event / webhook_receiver)

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	Recruiting	admin	:admin
contributor	Human Resources	manage	:manage
contributor	Legal	manage	:manage
consumer	Finance	read	:read