{"case_id":"CASE-DEMO-001","status":"human-actions-required","summary":{"total_actions":30,"blockers":26,"open_approval_gates":5,"readiness_blockers":1},"action_groups":[{"group":"access","count":4},{"group":"approvals","count":5},{"group":"archive","count":8},{"group":"governance","count":4},{"group":"output-qa","count":4},{"group":"output-template","count":4},{"group":"readiness","count":1}],"actions":[{"group":"readiness","action":"Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.","owner":"System administrator","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/readiness","blocks":"Live OpenAI validation and any model-produced output claim."},{"group":"approvals","action":"Record accepted/rejected local decision for Data handling policy.","owner":"PitchAI reviewer / CLMBS decision owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/approvals","blocks":"Real client data, live OpenAI validation, client-facing output, or production archive promises."},{"group":"approvals","action":"Record accepted/rejected local decision for Access and role model.","owner":"PitchAI reviewer / CLMBS decision owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/approvals","blocks":"Real client data, live OpenAI validation, client-facing output, or production archive promises."},{"group":"approvals","action":"Record accepted/rejected local decision for Live OpenAI validation.","owner":"PitchAI reviewer / CLMBS decision owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/approvals","blocks":"Real client data, live OpenAI validation, client-facing output, or production archive promises."},{"group":"approvals","action":"Record accepted/rejected local decision for Output and archive boundary.","owner":"PitchAI reviewer / CLMBS decision owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/approvals","blocks":"Real client data, live OpenAI validation, client-facing output, or production archive promises."},{"group":"approvals","action":"Record accepted/rejected local decision for Anonymized learning.","owner":"PitchAI reviewer / CLMBS decision owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/approvals","blocks":"Real client data, live OpenAI validation, client-facing output, or production archive promises."},{"group":"access","action":"Name the production identity provider and group/role model.","owner":"Access readiness","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/access","blocks":"Production use with real CLMBS data."},{"group":"access","action":"Decide whether CLMBS users, PitchAI users, and client observers share one tenant model or separate trust boundaries.","owner":"Access readiness","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/access","blocks":"Production use with real CLMBS data."},{"group":"access","action":"Approve the data action gates before provisioning OPENAI_API_KEY for real customer material.","owner":"Access readiness","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/access","blocks":"Production use with real CLMBS data."},{"group":"access","action":"Define how access decisions are audited, retained, and exported for review.","owner":"Access readiness","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/access","blocks":"Production use with real CLMBS data."},{"group":"governance","action":"Confirm CLMBS tenant and role model for consultant, reviewer, admin, and client-facing access.","owner":"Governance","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/governance","blocks":"Production use with real CLMBS data."},{"group":"governance","action":"Define retention/deletion rules for uploaded source documents, generated runs, and exports.","owner":"Governance","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/governance","blocks":"Production use with real CLMBS data."},{"group":"governance","action":"Approve or reject any anonymized-learning path before production use.","owner":"Governance","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/governance","blocks":"Production use with real CLMBS data."},{"group":"governance","action":"Provision OPENAI_API_KEY only after data-processing and client-data handling rules are accepted.","owner":"Governance","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/governance","blocks":"Production use with real CLMBS data."},{"group":"archive","action":"Define how long uploaded source text and conversion jobs remain available after a workshop.","owner":"Archive / data policy owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Production archive, retention, deletion, and legal-hold promises."},{"group":"archive","action":"Define retention for prompt overrides, reviewer feedback, validation cases, and generated run payloads.","owner":"Archive / data policy owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Production archive, retention, deletion, and legal-hold promises."},{"group":"archive","action":"Define deletion evidence required when a customer requests removal.","owner":"Archive / data policy owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Production archive, retention, deletion, and legal-hold promises."},{"group":"archive","action":"Define whether anonymized learning data is allowed and what approval record proves it.","owner":"Archive / data policy owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Production archive, retention, deletion, and legal-hold promises."},{"group":"archive","action":"Review the proposed package contents before client-facing archive promises.","owner":"PitchAI reviewer / archive owner","severity":"manual-review","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Client-facing archive handoff."},{"group":"archive","action":"Decide whether the archive is internal-only, client-deliverable, or both.","owner":"PitchAI reviewer / archive owner","severity":"manual-review","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Client-facing archive handoff."},{"group":"archive","action":"Approve retention/deletion policy before storing real customer uploads.","owner":"PitchAI reviewer / archive owner","severity":"manual-review","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Client-facing archive handoff."},{"group":"archive","action":"Provision OPENAI_API_KEY only after data-handling rules are accepted.","owner":"PitchAI reviewer / archive owner","severity":"manual-review","evidence_route":"/cases/CASE-DEMO-001/archive","blocks":"Client-facing archive handoff."},{"group":"output-qa","action":"Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.","owner":"Output QA","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-qa","blocks":"Production use with real CLMBS data."},{"group":"output-qa","action":"Decide who owns manual QA sign-off before a handoff becomes client-facing.","owner":"Output QA","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-qa","blocks":"Production use with real CLMBS data."},{"group":"output-qa","action":"Provision `OPENAI_API_KEY` only after data/access/tenant decisions are accepted, then run one live smoke test.","owner":"Output QA","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-qa","blocks":"Production use with real CLMBS data."},{"group":"output-qa","action":"Define archive, checksum, retention, deletion, and legal-hold rules before production export.","owner":"Output QA","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-qa","blocks":"Production use with real CLMBS data."},{"group":"output-template","action":"Agreed CLMBS PowerPoint/PDF/Word templates and brand rules are not yet supplied.","owner":"Output template / renderer owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-template","blocks":"PowerPoint/PDF/Word binary handoff."},{"group":"output-template","action":"Binary renderer implementation, file storage, immutable archive records, and checksums are not implemented.","owner":"Output template / renderer owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-template","blocks":"PowerPoint/PDF/Word binary handoff."},{"group":"output-template","action":"Tenant, retention, deletion, and legal-hold policy are not approved for production exports.","owner":"Output template / renderer owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-template","blocks":"PowerPoint/PDF/Word binary handoff."},{"group":"output-template","action":"QA rules across PowerPoint, PDF, and Word need approval before generated files can be trusted.","owner":"Output template / renderer owner","severity":"blocker","evidence_route":"/cases/CASE-DEMO-001/output-template","blocks":"PowerPoint/PDF/Word binary handoff."}],"acceptance_path":["Approve data handling, access/role model, output/archive boundary, and anonymized-learning decisions.","Agree CLMBS output templates, brand rules, manual QA owner, and source appendix policy.","Define retention, deletion, legal-hold, archive, checksum, and immutable-storage rules.","Provision `OPENAI_API_KEY` only after data/access/tenant policy is accepted.","Run one live smoke test, inspect the stored run detail, and only then label output as model-produced."],"review_routes":[{"label":"Decision center","href":"/cases/CASE-DEMO-001/decision-center","purpose":"Current go/no-go summary."},{"label":"Approvals","href":"/cases/CASE-DEMO-001/approvals","purpose":"Record local review decisions."},{"label":"Readiness","href":"/cases/CASE-DEMO-001/readiness","purpose":"Credential and live-run preflight."},{"label":"Provisioning","href":"/cases/CASE-DEMO-001/provisioning","purpose":"Secret provisioning checklist and post-restart evidence."},{"label":"Live evidence","href":"/cases/CASE-DEMO-001/live-evidence","purpose":"Local smoke-test evidence bundle."},{"label":"Access","href":"/cases/CASE-DEMO-001/access","purpose":"Role, tenant, and data-action gates."},{"label":"Output QA","href":"/cases/CASE-DEMO-001/output-qa","purpose":"Manual QA and failure handling."},{"label":"Client handoff","href":"/cases/CASE-DEMO-001/client-handoff","purpose":"Client-facing share modes and do-not-send boundary."}]}