Purpose and access
Agree permitted fields, users, transfer method and customer PII handling. Public intake needs business context only.
The website shows the approval loop. Production data handling, security assertions and integrations require evidence before they become claims.
Research-stage concept · illustrative product preview
Plain text control ledger; decorative seam only.
Human review required| Demonstrated in preview | Proposed for a real pilot | Not available here |
|---|---|---|
| Fictional sales and certificates | Permissioned historical files for a bounded scope | Real customer/financial uploads |
| Candidate evidence and source inspection | Tax-owner review of actual transaction facts | Automatic legal validity |
| Scripted corrections and approvals | Named reviewer authority and append-only history | Tax return or GL changes |
| Approved-but-unsent request state | Separately approved recipient/script process | Customer emails or external execution |
| Local illustrative packet download | Validated retention and immutable packet requirement | Claimed production immutability or certifications |

A source can be read, a relationship suggested and a correction recorded. External action is a different permission—not an automatic next state.
Follow the reviewed loopAgree permitted fields, users, transfer method and customer PII handling. Public intake needs business context only.
Set a retention period, operational deletion route and evidence required for any completion claim.
View privacy request routeKeep original source versions, named decisions, reasons and dated assumptions. A changed packet receives a new version.
Explore packetsRecord what the tax owner or counsel must review. No nationwide certificate-validity engine is claimed.
Read source registerCSV and document inputs are proposed for the initial pilot. No production integrations, encryption posture, hosting region, SSO or security certification is asserted.
| Input family | Review requirement |
|---|---|
| Sales / customer export | Entity mapping, source row and transaction date. |
| Certificate files | Source/version, named entity, state and received date. |
| Tax-engine / GL exports | Agreed period, population, currency and cutoff definitions. |
| Correspondence | Purpose, approved recipients and separate contact permission. |
One state. 100 historical exempt sales. One selected workflow. A decision grounded in your tax owner’s review.