Compliance & approvals

Approval routing, policy checks, SLA targets, and audit trail configuration.

Approval routing

CIO Orchestrator → Named approver

Fallback approver

IC Chair

Approval SLA

24 hours defaultDefault

Audit trail retention

7 years (linked to data retention)Default

These checks run automatically before any artifact can be approved or distributed.

PII detection in outbound artifacts

Attribution verification on research memos

Restricted products screening

Named approver required for IC memos

Client suitability check before distribution

Approval routing and policy checks are configurable during onboarding. Contact your admin to adjust routing rules.