{"case_id":"CASE-DEMO-001","status":"blocked-for-client-handoff","scope":"Client-facing handoff readiness for the internal DigiBeat demo. This is a review checklist only; it does not create a public share link or authorize external delivery.","allowed_now":[{"label":"Internal screen-share demo","status":"allowed-internally","owner":"PitchAI operator","route":"/cases/CASE-DEMO-001/decision-center","detail":"Use synthetic/internal material only and keep no-go language visible."},{"label":"Internal Markdown review pack","status":"allowed-internally","owner":"PitchAI reviewer","route":"/cases/CASE-DEMO-001/review-pack.md","detail":"Downloadable for internal review; not a client deliverable until approval/archive gates clear."},{"label":"Structured JSON handoff","status":"allowed-internally","owner":"Implementation owner","route":"/cases/CASE-DEMO-001/export-manifest.json","detail":"Usable for implementation planning and QA review; not public output."}],"share_modes":[{"label":"Consultant-led screenshare","status":"review-required","owner":"Engagement lead","route":"/cases/CASE-DEMO-001/decision-center","detail":"Safest near-term meeting mode; presenter keeps source, governance, and approval boundaries visible."},{"label":"Internal reviewer pack","status":"review-required","owner":"PitchAI reviewer","route":"/cases/CASE-DEMO-001/review-pack.md","detail":"Can circulate within PitchAI review after confirming synthetic/internal scope."},{"label":"Client downloadable pack","status":"blocked","owner":"CLMBS decision owner","route":"/cases/CASE-DEMO-001/approvals","detail":"Blocked until output/archive boundary, retention, deletion, legal-hold, and QA sign-off are accepted."},{"label":"Client login or public link","status":"not-implemented","owner":"Access owner","route":"/cases/CASE-DEMO-001/access","detail":"Blocked because authentication, tenant isolation, client role, and share-link controls are not implemented."}],"sanitization_checks":[{"label":"Source scope","status":"required","owner":"Data owner","route":"/cases/CASE-DEMO-001/sources","detail":"Confirm material is synthetic/internal or approved for the handoff audience."},{"label":"Evidence labels","status":"required","owner":"PitchAI reviewer","route":"/cases/CASE-DEMO-001/canvas","detail":"Every claim keeps source ids, confidence, warnings, or assumption labels visible."},{"label":"Live-output label","status":"required","owner":"Demo operator","route":"/cases/CASE-DEMO-001/readiness","detail":"Do not label output as model-produced until a live smoke run is stored and inspected."},{"label":"Boundary slide/section","status":"required","owner":"Engagement lead","route":"/cases/CASE-DEMO-001/output-template","detail":"Include approval, retention, archive, and client-facing boundary language in any handoff."},{"label":"Archive decision","status":"required","owner":"Archive owner","route":"/cases/CASE-DEMO-001/archive","detail":"Decide whether the package is internal-only, client-deliverable, or both."}],"client_handoff_blockers":[{"group":"readiness","owner":"System administrator","action":"Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.","blocks":"Live/model-produced output labeling.","severity":"blocker"},{"group":"approvals","owner":"PitchAI reviewer / CLMBS decision owner","action":"Record client-handoff decision for Data handling policy.","blocks":"External delivery or client-facing output.","severity":"blocker"},{"group":"approvals","owner":"PitchAI reviewer / CLMBS decision owner","action":"Record client-handoff decision for Access and role model.","blocks":"External delivery or client-facing output.","severity":"blocker"},{"group":"approvals","owner":"PitchAI reviewer / CLMBS decision owner","action":"Record client-handoff decision for Live OpenAI validation.","blocks":"External delivery or client-facing output.","severity":"blocker"},{"group":"approvals","owner":"PitchAI reviewer / CLMBS decision owner","action":"Record client-handoff decision for Output and archive boundary.","blocks":"External delivery or client-facing output.","severity":"blocker"},{"group":"approvals","owner":"PitchAI reviewer / CLMBS decision owner","action":"Record client-handoff decision for Anonymized learning.","blocks":"External delivery or client-facing output.","severity":"blocker"},{"group":"access","owner":"Access owner","action":"Name the production identity provider and group/role model.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"access","owner":"Access owner","action":"Decide whether CLMBS users, PitchAI users, and client observers share one tenant model or separate trust boundaries.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"access","owner":"Access owner","action":"Approve the data action gates before provisioning OPENAI_API_KEY for real customer material.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"access","owner":"Access owner","action":"Define how access decisions are audited, retained, and exported for review.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"archive","owner":"Archive owner","action":"No authenticated archive owner or role model is implemented.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"archive","owner":"Archive owner","action":"No immutable object storage, checksum, or signed archive bundle is implemented.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"archive","owner":"Archive owner","action":"No retention schedule, deletion workflow, or legal hold mechanism is implemented.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"archive","owner":"Archive owner","action":"No binary PowerPoint/PDF/Word package generation is implemented.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-template","owner":"Template owner","action":"Agreed CLMBS PowerPoint/PDF/Word templates and brand rules are not yet supplied.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-template","owner":"Template owner","action":"Binary renderer implementation, file storage, immutable archive records, and checksums are not implemented.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-template","owner":"Template owner","action":"Tenant, retention, deletion, and legal-hold policy are not approved for production exports.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-template","owner":"Template owner","action":"QA rules across PowerPoint, PDF, and Word need approval before generated files can be trusted.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-qa","owner":"QA owner","action":"Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-qa","owner":"QA owner","action":"Decide who owns manual QA sign-off before a handoff becomes client-facing.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-qa","owner":"QA owner","action":"Provision `OPENAI_API_KEY` only after data/access/tenant decisions are accepted, then run one live smoke test.","blocks":"Client-facing handoff.","severity":"blocker"},{"group":"output-qa","owner":"QA owner","action":"Define archive, checksum, retention, deletion, and legal-hold rules before production export.","blocks":"Client-facing handoff.","severity":"blocker"}],"handoff_packet":[{"label":"Client handoff manifest","status":"include","owner":"Engagement lead","route":"/cases/CASE-DEMO-001/client-handoff.json","detail":"Current client-facing boundary and share-mode status."},{"label":"Decision center","status":"include","owner":"PitchAI reviewer","route":"/cases/CASE-DEMO-001/decision-center.json","detail":"Current go/no-go state."},{"label":"Action board","status":"include","owner":"PitchAI reviewer","route":"/cases/CASE-DEMO-001/action-board.json","detail":"Human blockers and acceptance path."},{"label":"Output QA","status":"include","owner":"QA owner","route":"/cases/CASE-DEMO-001/output-qa.json","detail":"Manual QA lanes and failure actions."},{"label":"Archive manifest","status":"include","owner":"Archive owner","route":"/cases/CASE-DEMO-001/archive-manifest.json","detail":"Retention and archive blockers."}],"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."],"summary":{"sources":20,"stored_runs":6,"pending_approval_gates":5,"blocking_readiness_checks":1,"client_handoff_blockers":22},"source_status":{"export_boundaries":["This manifest is generated from internal demo data and runtime SQLite state.","Binary PowerPoint/PDF/Word rendering is not implemented in this internal demo.","Markdown export remains the only implemented downloadable review artifact."],"archive_status":"review-ready-not-production-archive","output_template_status":"template-review-needed","output_qa_status":"qa-plan-ready-renderer-blocked"},"remaining_human_action":["Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.","Record client-handoff decision for Data handling policy.","Record client-handoff decision for Access and role model.","Record client-handoff decision for Live OpenAI validation.","Record client-handoff decision for Output and archive boundary.","Record client-handoff decision for Anonymized learning.","Name the production identity provider and group/role model.","Decide whether CLMBS users, PitchAI users, and client observers share one tenant model or separate trust boundaries.","Approve the data action gates before provisioning OPENAI_API_KEY for real customer material.","Define how access decisions are audited, retained, and exported for review.","No authenticated archive owner or role model is implemented.","No immutable object storage, checksum, or signed archive bundle is implemented.","No retention schedule, deletion workflow, or legal hold mechanism is implemented.","No binary PowerPoint/PDF/Word package generation is implemented.","Agreed CLMBS PowerPoint/PDF/Word templates and brand rules are not yet supplied.","Binary renderer implementation, file storage, immutable archive records, and checksums are not implemented.","Tenant, retention, deletion, and legal-hold policy are not approved for production exports.","QA rules across PowerPoint, PDF, and Word need approval before generated files can be trusted.","Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.","Decide who owns manual QA sign-off before a handoff becomes client-facing.","Provision `OPENAI_API_KEY` only after data/access/tenant decisions are accepted, then run one live smoke test.","Define archive, checksum, retention, deletion, and legal-hold rules before production export."]}