readiness
Human action: provision OPENAI_API_KEY for this app process, restart the server, then run live validation.
- Owner
- System administrator
- Blocks
- Live OpenAI validation and any model-produced output claim.
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-requiredapprovals
Record accepted/rejected local decision for Data handling policy.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Owner
- Access readiness
- Blocks
- Production use with real CLMBS data.
access
Define how access decisions are audited, retained, and exported for review.
- 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.
- Owner
- Governance
- Blocks
- Production use with real CLMBS data.
governance
Define retention/deletion rules for uploaded source documents, generated runs, and exports.
- Owner
- Governance
- Blocks
- Production use with real CLMBS data.
governance
Approve or reject any anonymized-learning path before production use.
- 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.
- Owner
- Governance
- Blocks
- Production use with real CLMBS data.
archive
Define how long uploaded source text and conversion jobs remain available after a workshop.
- 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.
- Owner
- Archive / data policy owner
- Blocks
- Production archive, retention, deletion, and legal-hold promises.
archive
Define deletion evidence required when a customer requests removal.
- 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.
- 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.
- Owner
- PitchAI reviewer / archive owner
- Blocks
- Client-facing archive handoff.
archive
Decide whether the archive is internal-only, client-deliverable, or both.
- Owner
- PitchAI reviewer / archive owner
- Blocks
- Client-facing archive handoff.
archive
Approve retention/deletion policy before storing real customer uploads.
- Owner
- PitchAI reviewer / archive owner
- Blocks
- Client-facing archive handoff.
archive
Provision OPENAI_API_KEY only after data-handling rules are accepted.
- Owner
- PitchAI reviewer / archive owner
- Blocks
- Client-facing archive handoff.
output-qa
Approve CLMBS output templates and brand rules for PowerPoint, PDF, and Word.
- 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.
- 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.
- Owner
- Output QA
- Blocks
- Production use with real CLMBS data.
output-qa
Define archive, checksum, retention, deletion, and legal-hold rules before production export.
- 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.
- 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.
- 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.
- 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.
- Owner
- Output template / renderer owner
- Blocks
- PowerPoint/PDF/Word binary handoff.
Acceptance path
- 1. Approve data handling, access/role model, output/archive boundary, and anonymized-learning decisions.
- 2. Agree CLMBS output templates, brand rules, manual QA owner, and source appendix policy.
- 3. Define retention, deletion, legal-hold, archive, checksum, and immutable-storage rules.
- 4. Provision `OPENAI_API_KEY` only after data/access/tenant policy is accepted.
- 5. Run one live smoke test, inspect the stored run detail, and only then label output as model-produced.