Compliance
Compliance & audit
Everything an auditor or board oversight committee needs to see, in one place.
Security notes
SOC 2-aligned controls
Access, encryption, change management, and incident response are SOC 2 Type II-aligned.
Full audit trail
Every draft, edit, approval, and publish event is recorded with actor, timestamp, and diff.
Content archive
All published and unpublished assets are retained for 7 years with hash-verified integrity.
Role-based approval
Approver assignments are enforced at the agent level. No publish action bypasses the configured path.
Export-ready reports
Auditor packages export in JSON, CSV, and PDF with chain-of-custody metadata.
Audit archive
| When | Actor | Action | Target | Note |
|---|---|---|---|---|
| Mar 14 14:22 | Marcus Lim | Approved | Why we're underweight late-stage growth | Legal review cleared. |
| Mar 14 11:04 | Priya Shah | Requested revision | AI governance for emerging managers | Soften regulatory claim. |
| Mar 13 17:48 | System | Flagged | Three CFO lessons | Truth Filter requested citation. |
| Mar 13 09:11 | David Chen | Published | Allocation discipline post | Scheduled through Crafted Virtue. |
Approval history
March
February
January
Content export
Generate auditor-ready packages of approved content, edits, and approver chain.
Policy exceptions
Approved exceptions are part of the audit record.
ESG methodology disclosure waived
Feb 21 · approved by Marcus Lim
Pre-existing public disclosure
Performance figure published without primary citation
Jan 09 · approved by Marcus Lim
Source under NDA, internal record kept