Operations
Human-in-the-loop approval queue. Required before regulated artifacts are released to clients.
Phase 5 preview. Approve / Needs Changes / Reject buttons are visual only. Real review submission writes the review status, the document status, an audit_logs row, and a document_access_logs row in Phase 5b.
| Document | Type | Sensitivity | Status | Reviewer | Linked To | Age (days) |
|---|---|---|---|---|---|---|
| Suitability — Thompson Life Awaiting Mr. Pinder approval before client review. | Suitability | Restricted | Review Required | Earnest A. Pinder III | Patrice Thompson | 5 |
| Brokerage Response — Thompson · 5 Carriers Confirm carrier comparison is complete prior to recommendation meeting. | Brokerage Response | Restricted | Review Required | Earnest A. Pinder III | Patrice Thompson | 8 |