Governance
Admin & Security
Access control, security posture, and a full trail of every action taken on a report.
User Management
| Name | Title | Role | Security | Status |
|---|---|---|---|---|
| Tonya Jackson | Financial Coach | Admin | MFA Enabled | Active |
| Saundra Curry | Co-Founder | Admin | MFA Enabled | Active |
| Analyst User | Reviewer | Employee | MFA Enabled | Active |
| Read Only User | Viewer | Read-Only | Pending Invite | Draft |
Security Settings
- Require MFA
- Role-based access
- File encryption
- Audit logging
- Mask data before AI
- Human approval before sending
Audit Log
Most recent activity on Sample Client’s report.
- Tonya uploaded Sample_Experian_Report.pdf
- System completed OCR extraction
- System masked sensitive data
- AI generated draft recommendations
- Saundra edited final wording
- Output report downloaded as PDF