Operations

Suitability — Thompson Life

Suitability

Documents·Library·Suitability — Thompson Life

Review RequiredSuitabilityRestricted

Suitability record for proposed Term Life policy.

File name

suitability-thompson-life.pdf

File size

311 KB

Current version

Uploaded by

Marcus Ramos · April 26, 2026 at 9:00 AM

Reviewed by

—

Source

platform_form · Suitability template v2

Storage

s3 · eapinder-documents-dev

Checksum

sha256-mock-doc-suit-thomp-life

Every preview / download / signed-URL action will write a document_access_logs row in Phase 5b.

Linked records

party · primary_subject
Patrice Thompson
Marcus Ramos

Versions

Only the current version is on file. Additional revisions will appear here as they are uploaded.

Access log

When	Action	User	Result	Reason
Apr 27, 2026, 9:30 AM	Metadata Update	Earnest A. Pinder III	success	Marked review_required

Reviews

Reviewer

Earnest A. Pinder III

pending

Awaiting Mr. Pinder approval before client review.

Phase 5 scope

Real S3 signed download, signed upload, DocuSign envelope attach, and AI extraction each ship in their own follow-up phase. This page covers the metadata, linkage, versioning, access-log, and review workflow only.