EVT 2026-02-20 - Stage A2 Scope Boundary and Yearly Cycle Refinement

Session scope

Refine outside-in access and checkout baseline to remove KID-specific logic from DOL English active docs and confirm cycle model adjustments.

Confirmed outcomes

1. Product boundary:

• Parent/child household flows belong to Product KID, not DOL English.
• DOL English Web V2 active docs must not treat KID flow as active baseline.

2. Cycle baseline refinement:

• Keep DOL English active cycle model simple:
  • Monthly (auto-renew),
  • One-time 3/6/12 months (non-renew; yearly = 12 months).

3. Existing-contact signup handoff:

• If contact already exists, route directly to login step with clear notice.
• Keep contact prefilled.
• Do not auto-send OTP by default at handoff.

4. Post-signup contact requirement:

• Do not force two recoverable channels after signup.
• Keep as non-blocking nudge.
• Hard gate applies only in checkout: need at least one verified recoverable contact (email or phone).

5. Goal reminder model:

• Keep contextual goal nudge only.
• Cap at maximum 1 nudge/day/account.
• No fixed weekly popup.

Open items carried forward

• None in this refinement cluster.