Consultant-led screenshare
review-requiredSafest near-term meeting mode; presenter keeps source, governance, and approval boundaries visible.
Owner
Engagement lead
/cases/CASE-DEMO-001/decision-center
blocked-for-client-handoff
Client handoff
Read-only client-facing boundary and share-mode checklist. It does not create public links, authorize external delivery, or mark approvals complete.
Share modes
blocked-for-client-handoffInternal reviewer pack
review-requiredCan circulate within PitchAI review after confirming synthetic/internal scope.
Owner
PitchAI reviewer
/cases/CASE-DEMO-001/review-pack.md
Client downloadable pack
blockedBlocked until output/archive boundary, retention, deletion, legal-hold, and QA sign-off are accepted.
Owner
CLMBS decision owner
/cases/CASE-DEMO-001/approvals
Client login or public link
not-implementedBlocked because authentication, tenant isolation, client role, and share-link controls are not implemented.
Owner
Access owner
/cases/CASE-DEMO-001/access
Sanitization checks
Source scope
requiredConfirm material is synthetic/internal or approved for the handoff audience.
/cases/CASE-DEMO-001/sourcesEvidence labels
requiredEvery claim keeps source ids, confidence, warnings, or assumption labels visible.
/cases/CASE-DEMO-001/canvasLive-output label
requiredDo not label output as model-produced until a live smoke run is stored and inspected.
/cases/CASE-DEMO-001/readinessBoundary slide/section
requiredInclude approval, retention, archive, and client-facing boundary language in any handoff.
/cases/CASE-DEMO-001/output-templateArchive decision
requiredDecide whether the package is internal-only, client-deliverable, or both.
/cases/CASE-DEMO-001/archiveClient handoff blockers
Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.
blocker- Group
- readiness
- Owner
- System administrator
- Blocks
- Live/model-produced output labeling.
Record client-handoff decision for Data handling policy.
blocker- Group
- approvals
- Owner
- PitchAI reviewer / CLMBS decision owner
- Blocks
- External delivery or client-facing output.
Record client-handoff decision for Access and role model.
blocker- Group
- approvals
- Owner
- PitchAI reviewer / CLMBS decision owner
- Blocks
- External delivery or client-facing output.
Record client-handoff decision for Live OpenAI validation.
blocker- Group
- approvals
- Owner
- PitchAI reviewer / CLMBS decision owner
- Blocks
- External delivery or client-facing output.
Record client-handoff decision for Output and archive boundary.
blocker- Group
- approvals
- Owner
- PitchAI reviewer / CLMBS decision owner
- Blocks
- External delivery or client-facing output.
Record client-handoff decision for Anonymized learning.
blocker- Group
- approvals
- Owner
- PitchAI reviewer / CLMBS decision owner
- Blocks
- External delivery or client-facing output.
Name the production identity provider and group/role model.
blocker- Group
- access
- Owner
- Access owner
- Blocks
- Client-facing handoff.
Decide whether CLMBS users, PitchAI users, and client observers share one tenant model or separate trust boundaries.
blocker- Group
- access
- Owner
- Access owner
- Blocks
- Client-facing handoff.
Approve the data action gates before provisioning OPENAI_API_KEY for real customer material.
blocker- Group
- access
- Owner
- Access owner
- Blocks
- Client-facing handoff.
Define how access decisions are audited, retained, and exported for review.
blocker- Group
- access
- Owner
- Access owner
- Blocks
- Client-facing handoff.
No authenticated archive owner or role model is implemented.
blocker- Group
- archive
- Owner
- Archive owner
- Blocks
- Client-facing handoff.
No immutable object storage, checksum, or signed archive bundle is implemented.
blocker- Group
- archive
- Owner
- Archive owner
- Blocks
- Client-facing handoff.
No retention schedule, deletion workflow, or legal hold mechanism is implemented.
blocker- Group
- archive
- Owner
- Archive owner
- Blocks
- Client-facing handoff.
No binary PowerPoint/PDF/Word package generation is implemented.
blocker- Group
- archive
- Owner
- Archive owner
- Blocks
- Client-facing handoff.
Agreed CLMBS PowerPoint/PDF/Word templates and brand rules are not yet supplied.
blocker- Group
- output-template
- Owner
- Template owner
- Blocks
- Client-facing handoff.
Binary renderer implementation, file storage, immutable archive records, and checksums are not implemented.
blocker- Group
- output-template
- Owner
- Template owner
- Blocks
- Client-facing handoff.
Tenant, retention, deletion, and legal-hold policy are not approved for production exports.
blocker- Group
- output-template
- Owner
- Template owner
- Blocks
- Client-facing handoff.
QA rules across PowerPoint, PDF, and Word need approval before generated files can be trusted.
blocker- Group
- output-template
- Owner
- Template owner
- Blocks
- Client-facing handoff.
Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.
blocker- Group
- output-qa
- Owner
- QA owner
- Blocks
- Client-facing handoff.
Decide who owns manual QA sign-off before a handoff becomes client-facing.
blocker- Group
- output-qa
- Owner
- QA owner
- Blocks
- Client-facing handoff.
Provision `OPENAI_API_KEY` only after data/access/tenant decisions are accepted, then run one live smoke test.
blocker- Group
- output-qa
- Owner
- QA owner
- Blocks
- Client-facing handoff.
Define archive, checksum, retention, deletion, and legal-hold rules before production export.
blocker- Group
- output-qa
- Owner
- QA owner
- Blocks
- Client-facing handoff.
Do not send
Do not send binary PowerPoint/PDF/Word output; no renderer or QA sign-off exists.
Do not send real CLMBS client data through the live pipeline until access, tenant, and retention gates are accepted.
Do not present deterministic demo output as model-produced.
Do not expose a public link or client login; authentication and tenant isolation are not implemented.
Do not promise archive, deletion, legal-hold, checksum, or immutable-storage behavior before those rules are approved.