Role Matrix
Approval capabilities are explicit. L4 Executive is read-only, and L5 Admin does not bypass high-risk approval.
Approval Levels
Level 1
L1 Officer
Uploads documents, creates intake cases, and monitors correction requests.
Level 2
L2 Legal Reviewer
Reviews OCR output, edits extracted fields, requests correction, and approves low-risk packages.
Level 3
L3 Manager Approver
Approves high-risk packages after human review and can escalate operational issues.
Level 4
L4 Executive
Read-only executive visibility into cases, summaries, risk posture, and audit evidence.
Level 5
L5 Admin
POC direct-access operator with full system permissions.
Permission Matrix
| Permission | L1 Officer | L2 Legal Reviewer | L3 Manager Approver | L4 Executive | L5 Admin |
|---|---|---|---|---|---|
| Upload | yes | yes | no | no | yes |
| Edit extraction | no | yes | no | no | yes |
| Review | no | yes | yes | no | yes |
| Approve low risk | no | yes | yes | no | yes |
| Approve high risk | no | no | L3 only | no | yes |
| Reject | no | yes | yes | no | yes |
| Request correction | no | yes | yes | no | yes |
| Executive summary | no | yes | yes | yes | yes |
| Manage users | no | no | no | no | yes |
| Manage AI | no | no | no | no | yes |
| View audit | no | no | yes | yes | yes |
| Edit settings | no | no | no | no | yes |