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Digital Engagement and Workflow Automation Platform

Overview


Business Systems (ERP, CRM & POS)
Texas, United StatesPosted: September 17, 2026Deadline: October 15, 2026

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SUMMARY


The Authority seeks a secure digital engagement and workflow automation platform for managing waiting lists, recertification, compliance, and communications with applicants, participants, and landlords. Required capabilities include self-service portals, tenant data isolation, role-based access, multifactor authentication, sensitive-data masking, and comprehensive audit logging.

DESCRIPTION


The vendor will provide a digital engagement and workflow automation platform that delivers a single, intuitive system for managing waiting lists and maintaining communication with applicants, participants, and landlords. The platform should support accessible self-service portals designed to reduce inbound call and office-visit volume.

The solution should reduce manual staff effort and processing friction throughout the recertification and compliance lifecycle while preserving complete auditability. Authority data must be logically isolated through controls such as row-level tenant scoping at the data and application tiers, with sensitive information—including Social Security numbers, dates of birth, and income details—masked in non-production environments.

Access controls must include role-based permissions aligned with the Authority's approved role matrix and enforced from go-live. Multi-factor authentication is required for all administrative and elevated-privilege roles, and least-privilege access must be maintained with all access logged. Questions must be submitted by October 2, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due October 15, 2026.
Who is a good fit for this opportunity?
  • Software provider specializing in digital engagement and workflow automation platforms
  • Experience serving housing authorities or organizations managing applicants, participants, and landlords
  • Demonstrated expertise in recertification, compliance, waiting-list, and case-management workflows
  • Strong data security capabilities, including tenant isolation, role-based access, multifactor authentication, and audit logging
  • Experience delivering secure self-service portals and integrations for public-sector environments

Analysis generated by Settle AI from the source RFP.

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