2Ix Volunteer Matching And Project Memory System Design - Source Excerpt 05 - Trust, privacy, moderation, metrics, and deployment
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Summary
This source excerpt begins near Trust, privacy, moderation, metrics, and deployment and preserves the surrounding evidence from 2IA.org/agent-file-handoff/Archive/2026-05-19-2ix-volunteer-platform-research/2ix Volunteer Matching and Project Memory System Design.md.
**Source path:** 2IA.org/agent-file-handoff/Archive/2026-05-19-2ix-volunteer-platform-research/2ix Volunteer Matching and Project Memory System Design.md
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| Title: Improve onboarding docs for new contributors [84%] |
| civic-tech | docs | remote | beginner-friendly | 1-2 weeks |
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| Summary |
| Single-sentence value statement about why this work matters |
| |
| Deliverables |
| - Updated getting-started page |
| - Linked screenshots or GIFs |
| - Final PR or doc link |
| |
| Prerequisites | Maintainer |
| - Familiar with Markdown | Name, org, response SLA, timezone |
| - Can attend 30 min kickoff | Reviewer |
| | Name(s), review mode |
| Acceptance criteria | Project context |
| - All steps verified | README | CONTRIBUTING | Code of Conduct |
| - Reviewer approves | Repo | Issues | Docs | Discussion |
| | |
| Questions / discussion | Actions |
| Threaded Q&A before applying | Apply | Save | Request invite | Report |
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The right rail matters. It should show **maintainer identity, reviewer identity, trust badges, and required context links**. GitHub makes contributing guidelines and code-of-conduct links prominently discoverable for a reason, and 2ix should do the same by pulling those signals into the opportunity surface. citeturn18view1turn17view6turn18view2
**Maintainer workspace**
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| Project: Civic Tech Docs |
| Tabs: Overview | Opportunities | Applicants | Work Board | Memory | Reviews |
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| Left: Opportunity pipeline | Center: Board |
| - Draft | Backlog | Ready | Matched | Active | Review |
| - Ready for review | card: title, assignee, due, risk, last note |
| - Published | |
| - Paused | |
|---------------------------------+----------------------------------------------|
| Applicants panel | Memory panel |
| ranked list + reasons | latest handoff, artifacts, external links |
| [accept] [interview] [pass] | blockers, stale items, missing handoffs |
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This workspace should always combine **queue management and memory visibility**. A maintainer should not have to switch to a different subsystem to understand what a volunteer has done, what is stuck, or whether a handoff is missing.
**Reviewer workbench**
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| Review queue |
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| Work item | Volunteer | Deliverables | Criteria status | Due | Action |
|-----------+-----------+--------------+-----------------+-----+-----------------|
| Onboarding guide PR | Alice | 3/3 attached | 4/5 passed | Today |
| Accessibility audit | Ben | 2/2 attached | pending | Review |
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| Structured review form |
| - Acceptance criteria checklist |
| - Comments / requested changes |
| - Approve / reject / approve with follow-up |
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This is the screen that operationalizes the distinct reviewer role. It should allow structured scoring against the opportunity’s acceptance criteria, not just free-form comments.
**Handoff composer**
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| Handoff packet for: Improve onboarding docs |
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| Current state summary |
| What changed during this assignment |
| Open blockers and risks |
| Recommended next three actions |
| Artifacts checklist |
| Linked repo / issue / doc / design references |
| Confidence level: Low / Medium / High |
| Urgency: Normal / High / Critical |
| [Save draft] [Submit handoff] |
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This screen must refuse submission until all required handoff fields are complete. If the product is serious about being “project memory,” this is one of the few places where extra friction is absolutely justified.
## Trust, privacy, moderation, metrics, and deployment
Privacy and security should be designed in from the beginning because 2ix will handle user identities, potentially sensitive volunteer history, private project conversations, and links into external work systems. OWASP is explicit that systems handling identities and private information need strong cryptography in transit and at rest, and that authentication and authorization must be treated as distinct problems. NIST SP 800-63B provides practical password guidance, and W3C recommends WCAG 2.2 as the current accessibility target for web applications. If 2ix will serve EU users, GDPR obligations are live; if it knowingly collects data about children under 13, COPPA may be implicated, so the simplest product policy is to set a clear minimum age or require special consent flows. citeturn21view2turn21view3turn21view4turn21view0turn21view1turn7search1
The exact control set should be this:
| Control area | Exact requirement for 2ix |
|---|---|
| Authentication | OAuth with GitHub/GitLab/Google; passkeys supported; MFA required for organization owners, maintainers, reviewers, moderators |
| Password policy | If passwords are supported, minimum 8 characters, long passwords allowed, breached-password blocklist, no arbitrary composition rules |
| Authorization | RBAC plus project-scoped permissions and row-level access rules; public browse separated from private workspaces |
| Encryption | TLS everywhere; object storage and PII columns encrypted at rest; signed URLs for artifacts |
| Data minimization | Do not require home address, legal name, or phone unless the specific opportunity requires it; default to coarse location and hidden email |
| Auditability | Append-only audit log for role changes, match decisions, review decisions, moderation actions, and external sync changes |
| File safety | Virus scanning, content-type validation, size limits, and secret scanning on uploads where possible |
| Accessibility | WCAG 2.2 AA target, keyboard-first navigation, visible focus states, clear error handling, accessible authentication flows |
| Retention and deletion | User export, account deletion, selective artifact retention policies, organization-level retention defaults |
| Regional compliance | GDPR support for export/delete/consent logging; SCC-capable vendor posture if EU data crosses borders |
| Sensitive work | Higher controls for security-sensitive or legal-sensitive opportunities; dual approval and private visibility available |