PlatformTrust & Authority
Clear authority over every decision.
Policies set what can become authoritative. People with the authority decide what does.
Approval required
Northwind renewal · €12m
HCHead of CreditApproved
CCCredit committeePending
Decision AgentCannot approve
Approval policy
Credit renewals
Up to €1mPMPortfolio manager
€1m to €10mHCHead of Credit
Above €10mCCCredit committee
Who can approve what, set in advance.
Authority is assigned to roles before the work starts, so it is always clear who can approve a decision.
Permissions
Communication Agent
Read documentsAllowed
Draft messagesAllowed
Send outside the workspaceNeeds approval
Change the recordNot permitted
Agents act within their permissions.
Each agent can do only what it is allowed to. Anything that leaves the workspace waits for a person.
Approval held
Required evidence is incomplete
Valuation report
Covenant check
Board minutesMissing
Approval opens when the evidence is complete.
Policy holds what is not ready.
A decision cannot be approved while required evidence or checks are missing. People stay in control.