action-board

Synthetic Enterprise Canvas Demo

Evidence-to-canvas review runs stored source-traceable

human-actions-required

Action board

Consolidated human actions and external provisioning gates before live OpenAI validation, real CLMBS data, client-facing output, or production archive commitments.

Open actions

human-actions-required

readiness

Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.

blocker
Owner
System administrator
Blocks
Live OpenAI validation and any model-produced output claim.

approvals

Record accepted/rejected local decision for Data handling policy.

blocker
Owner
PitchAI reviewer / CLMBS decision owner
Blocks
Real client data, live OpenAI validation, client-facing output, or production archive promises.

approvals

Record accepted/rejected local decision for Access and role model.

blocker
Owner
PitchAI reviewer / CLMBS decision owner
Blocks
Real client data, live OpenAI validation, client-facing output, or production archive promises.

approvals

Record accepted/rejected local decision for Live OpenAI validation.

blocker
Owner
PitchAI reviewer / CLMBS decision owner
Blocks
Real client data, live OpenAI validation, client-facing output, or production archive promises.

approvals

Record accepted/rejected local decision for Output and archive boundary.

blocker
Owner
PitchAI reviewer / CLMBS decision owner
Blocks
Real client data, live OpenAI validation, client-facing output, or production archive promises.

approvals

Record accepted/rejected local decision for Anonymized learning.

blocker
Owner
PitchAI reviewer / CLMBS decision owner
Blocks
Real client data, live OpenAI validation, client-facing output, or production archive promises.

access

Name the production identity provider and group/role model.

blocker
Owner
Access readiness
Blocks
Production use with real CLMBS data.

access

Decide whether CLMBS users, PitchAI users, and client observers share one tenant model or separate trust boundaries.

blocker
Owner
Access readiness
Blocks
Production use with real CLMBS data.

access

Approve the data action gates before provisioning OPENAI_API_KEY for real customer material.

blocker
Owner
Access readiness
Blocks
Production use with real CLMBS data.

access

Define how access decisions are audited, retained, and exported for review.

blocker
Owner
Access readiness
Blocks
Production use with real CLMBS data.

governance

Confirm CLMBS tenant and role model for consultant, reviewer, admin, and client-facing access.

blocker
Owner
Governance
Blocks
Production use with real CLMBS data.

governance

Define retention/deletion rules for uploaded source documents, generated runs, and exports.

blocker
Owner
Governance
Blocks
Production use with real CLMBS data.

governance

Approve or reject any anonymized-learning path before production use.

blocker
Owner
Governance
Blocks
Production use with real CLMBS data.

governance

Provision OPENAI_API_KEY only after data-processing and client-data handling rules are accepted.

blocker
Owner
Governance
Blocks
Production use with real CLMBS data.

archive

Define how long uploaded source text and conversion jobs remain available after a workshop.

blocker
Owner
Archive / data policy owner
Blocks
Production archive, retention, deletion, and legal-hold promises.

archive

Define retention for prompt overrides, reviewer feedback, validation cases, and generated run payloads.

blocker
Owner
Archive / data policy owner
Blocks
Production archive, retention, deletion, and legal-hold promises.

archive

Define deletion evidence required when a customer requests removal.

blocker
Owner
Archive / data policy owner
Blocks
Production archive, retention, deletion, and legal-hold promises.

archive

Define whether anonymized learning data is allowed and what approval record proves it.

blocker
Owner
Archive / data policy owner
Blocks
Production archive, retention, deletion, and legal-hold promises.

archive

Review the proposed package contents before client-facing archive promises.

manual-review
Owner
PitchAI reviewer / archive owner
Blocks
Client-facing archive handoff.

archive

Decide whether the archive is internal-only, client-deliverable, or both.

manual-review
Owner
PitchAI reviewer / archive owner
Blocks
Client-facing archive handoff.

archive

Approve retention/deletion policy before storing real customer uploads.

manual-review
Owner
PitchAI reviewer / archive owner
Blocks
Client-facing archive handoff.

archive

Provision OPENAI_API_KEY only after data-handling rules are accepted.

manual-review
Owner
PitchAI reviewer / archive owner
Blocks
Client-facing archive handoff.

output-qa

Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.

blocker
Owner
Output QA
Blocks
Production use with real CLMBS data.

output-qa

Decide who owns manual QA sign-off before a handoff becomes client-facing.

blocker
Owner
Output QA
Blocks
Production use with real CLMBS data.

output-qa

Provision `OPENAI_API_KEY` only after data/access/tenant decisions are accepted, then run one live smoke test.

blocker
Owner
Output QA
Blocks
Production use with real CLMBS data.

output-qa

Define archive, checksum, retention, deletion, and legal-hold rules before production export.

blocker
Owner
Output QA
Blocks
Production use with real CLMBS data.

output-template

Agreed CLMBS PowerPoint/PDF/Word templates and brand rules are not yet supplied.

blocker
Owner
Output template / renderer owner
Blocks
PowerPoint/PDF/Word binary handoff.

output-template

Binary renderer implementation, file storage, immutable archive records, and checksums are not implemented.

blocker
Owner
Output template / renderer owner
Blocks
PowerPoint/PDF/Word binary handoff.

output-template

Tenant, retention, deletion, and legal-hold policy are not approved for production exports.

blocker
Owner
Output template / renderer owner
Blocks
PowerPoint/PDF/Word binary handoff.

output-template

QA rules across PowerPoint, PDF, and Word need approval before generated files can be trusted.

blocker
Owner
Output template / renderer owner
Blocks
PowerPoint/PDF/Word binary handoff.

Acceptance path

  1. 1. Approve data handling, access/role model, output/archive boundary, and anonymized-learning decisions.
  2. 2. Agree CLMBS output templates, brand rules, manual QA owner, and source appendix policy.
  3. 3. Define retention, deletion, legal-hold, archive, checksum, and immutable-storage rules.
  4. 4. Provision `OPENAI_API_KEY` only after data/access/tenant policy is accepted.
  5. 5. Run one live smoke test, inspect the stored run detail, and only then label output as model-produced.