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Flow Examples

Candidate Consent

All candidates with PII are assumed to have been consented before transmitted to Trialbee. Candidates containing PII, without consent set to true, will be stored but anonymized upon ingestion.

Candidate Eligibility

Candidates sent to the API, but deemed ineligible based on API client or by matching questionnaires, will be anonymized and can therefore not be contacted.

Components of Interaction​

  • Candidate: Interacts with webpage, or have their information pre-recorded with CRM-system.
  • Webpage: Displays form for performing self-assessment and collects contact information.
  • CRM-system: Store data collected by form. Transfers data to Candidate API. May use collected data for other use-cases as agreed in privacy consent between candidate and vendor.
  • Trialbee Candidate API: Verify authentication and process candidate record. May perform eligibility check depending on study specific configuration. Real-time feedback is not guaranteed.
  • Trialbee Honey: Triaging area for candidate. Used by screening nurses and site users in order to process candidate.

Contactable vs Non-contactable candidate​

A candidate's personally identifiable information (PII) is handled based on their eligibility status and consent:

Key Points:

  • Contactable candidates:
    • Consent is given
    • Is eligible
      • Option 1: Qualified by API-client
      • Option 2: Deferrered to Honey by API-client by providing self-assessment answers
  • Non-contactable candidates:
    • Consent not given
    • Candidate is ineligible

Non-contactable candidates gets anonymized and cannot be contacted. Non-personal data may still stored for analytics purposes

Flows​

Candidates Without Self-Assessment Data​

Candidate with minimum referral information. No source information.

Given​

// POST /candidates
{
  "candidate": {
    "name": "Petro Prokopovych",
    "email": "[email protected]",
    "country": "SE"
  },
  "consent": {
    "dataConsent": true
  },
  "selfAssessment": {
    "eligibility": {
      "status": "eligible"
    }
  }
}

Outcome​

  • Contactable candidate
Candidate with minimum referral information with source information

Given​

// POST /candidates
{
  "candidate": {
    "name": "Petro Prokopovych",
    "email": "[email protected]",
    "phoneNumber": "+46701234567",
    "country": "SE"
  },
  "consent": {
    "dataConsent": true
  },
  "selfAssessment": {
    "eligibility": {
      "status": "eligible"
    }
  },
  "clientInformation": {
    "userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/115.0.0.0 Safari/537.36",
    "browserLocales": "en,en-us=0.9,en-gb=0.8,sv-se,sv",
    "referringUrl": "https://www.mystudy.com/studyPage?utm_source=facebook&utm_medium=cpc&utm_campaign=my-first-campaign&fid=123213"
  }
}

Outcome​

  • Contactable candidate
Candidate with a complete contact information, but consent not given

Given​

// POST /candidates
{
  "candidate": {
    "name": "Petro Prokopovych",
    "email": "[email protected]",
    "phoneNumber": "+46701234567",
    "country": "SE"
  },
  "consent": {
    "dataConsent": false
  },
  "selfAssessment": {
    "eligibility": {
      "status": "eligible"
    }
  },
  "clientInformation": {
    "userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/115.0.0.0 Safari/537.36",
    "browserLocales": "en,en-us=0.9,en-gb=0.8,sv-se,sv",
    "referringUrl": "https://www.mystudy.com/studyPage?utm_source=facebook&utm_medium=cpc&utm_campaign=my-first-campaign&fid=123213"
  }
}

Outcome​

  • Non-contactable candidate
  • Data can be used for analytics purposes only

Candidate With Self-Assessment Data​

Candidate eligibility not yet assessed. Matching questionnaire exists in Honey

Given​

// POST /candidates
{
  "candidate": {
    "name": "Petro Prokopovych",
    "email": "[email protected]",
    "phoneNumber": "+46701234567",
    "country": "SE"
  },
  "consent": {
    "dataConsent": true
  },
  "selfAssessment": {
    "answers": {
      "30_years": true,
      "diagnosis": true,
      "wheelchair_bedridden": true,
      "stiffness_shaking": 2,
      "levodopa_meds": {
        "Sinemet": true,
        "Rytary": true
      }
    }
  },
  "clientInformation": {
    "userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/115.0.0.0 Safari/537.36",
    "browserLocales": "en,en-us=0.9,en-gb=0.8,sv-se,sv",
    "referringUrl": "https://www.mystudy.com/studyPage?utm_source=facebook&utm_medium=cpc&utm_campaign=my-first-campaign&fid=123213"
  }
}

Outcome​

  • A contactable candidate will be created.
  • Self-assessment data will be stored, but outcome of assessment will not be re-tested. (API trusts the caller)
Candidate considered eligible by API-client and has matching questionnaire keys for locale

Given​

{
  "candidate": {
    "name": "Petro Prokopovych",
    "email": "[email protected]",
    "phoneNumber": "+46701234567",
    "country": "SE",
    "language": "sv"
  },
  "consent": {
    "dataConsent": true
  },
  "selfAssessment": {
    "eligibility": {
      "status": "eligible"
    },
    "answers": {
      "30_years": true,
      "diagnosis": true,
      "wheelchair_bedridden": true,
      "stiffness_shaking": 2,
      "levodopa_meds": {
        "Sinemet": true,
        "Rytary": true
      }
    }
  },
  "clientInformation": {
    "userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/115.0.0.0 Safari/537.36",
    "browserLocales": "en,en-us=0.9,en-gb=0.8,sv-se,sv",
    "referringUrl": "https://www.mystudy.com/studyPage?utm_source=facebook&utm_medium=cpc&utm_campaign=my-first-campaign&fid=123213"
  }
}

Outcome​

  • A contactable candidate will be created.
  • Self-assessment data will be stored, but outcome of assessment will not be re-tested. (API trusts the caller)