The console
Where approvals wait, where systems connect, and where the record lives.
Updated August 2026
For firm leaders and whoever they name: one surface for what is running, what needs you, what is connected, who may do what, and the record. Routine compliant work never asks for attention, so the console is built for exceptions and consequential approvals.
Where do I go?
| Go to | It answers |
|---|---|
| Work | What is running, what completed, who owns it |
| Exceptions | What is blocked, partial, or awaiting repair, and who owns it |
| Approved work | The kinds of work the firm has switched on |
| Connected systems | Each system, its health, and its off switch |
| People | Employees and agents, what each may run, and revocation |
| The record | What was released, what was refused, and the export a reviewer receives |
No console page exposes a credential or a clear mapping table.
Approved work, in practice
A definition states who may ask, which systems it may draw on, what may leave the firm, and which actions may follow.
It moves through draft, simulate, review, activate, supersede, roll back, and disable. Simulation runs a definition against representative data without touching a source system.
A change states its impact before you commit it, and it never rewrites work that already completed. A superseded definition still explains the work that ran under it.
What the record contains, and what it never contains
The record is produced by doing the work, not assembled afterwards. It carries counts, categories, states and sources, never client content and never client names.
Each piece of work links to its own record. A reviewer receives an export of the same material: what was consulted, what was released, under which policy, and what each source system confirmed afterwards.
No scores on people. A number on a person invites ranking, and ranking is not supervision.
Your first day
Open Exceptions, then the health column under Connected systems. Both clear means every piece of work completed without needing you, which is the ordinary week.
Where to go next
| To understand | Read |
|---|---|
| What the firm's own agents may run | Agents for leaders |
| Moving an evaluation into production | Going live |
| Turning access off | Ending access |