Operations
Secure intake, classification, linkage, versioning, access logs, and compliance readiness.
Phase 5 — Document Center. Schema is live in Supabase: categories, documents, versions, polymorphic links, per-file access logs, reviews, AI extraction placeholders, and compliance bundle manifests. Real S3 signed uploads, AI extraction, DocuSign, and bundle PDF generation each land in their own follow-up phase. The data shown here is mocked for UI preview.
Total Documents
8
Review Required
2
Awaiting human approval.
Compliance Relevant
6
Tied to a regulated category.
Restricted Documents
4
Restricted + regulated sensitivity.
Recent Uploads
4
Last 14 days.
Missing Compliance Artifacts
6
Across active bundle manifests.
Signed delivery receipt confirming policy delivery.
Linked To
Reina Velasquez
Uploaded
Donna Reynolds · Apr 28, 2026
Category
Delivery Receipt
Version · Size
v1 · 180 KB
Suitability record for proposed Term Life policy.
Linked To
Patrice Thompson
Uploaded
Marcus Ramos · Apr 26, 2026
Category
Suitability
Version · Size
v1 · 311 KB
Multi-page carrier comparison from Exclusive Brokerage.
Linked To
Patrice Thompson+1
Uploaded
Earnest A. Pinder III · Apr 22, 2026
Category
Brokerage Response
Version · Size
v2 · 1.42 MB
Sponsor recap. Attendance, leads, follow-up summary.
Linked To
FL Blue · West Palm · Apr 2026
Uploaded
Donna Reynolds · Apr 20, 2026
Category
Event Recap
Version · Size
v1 · 305 KB
Captured during initial Fact Finder appointment.
Linked To
Patrice Thompson+1
Uploaded
Marcus Ramos · Apr 18, 2026
Category
Fact Finder
Version · Size
v1 · 471 KB
Carrier application for Term Life 20-year.
Linked To
Reina Velasquez
Uploaded
Marcus Ramos · Apr 14, 2026
Category
Application
Version · Size
v1 · 609 KB