Configuration
Versioned, compliance-approved tables. Nothing is answered from a value that is not in one of these.
Authority matrix
v1enabled: A, B, CA = read/prepare, no approval. B = routine write, post-hoc sampling. C = material action, human approval BEFORE execution. D = restricted, named approver required. Demo environment enables A through C so the approval flow can be exercised end to end; D remains restricted.
| Action | Authority | Approval timing | Approver role |
|---|---|---|---|
| read.query | A | none | — |
| read.proc | A | none | — |
| read.recording | A | none | — |
| write.note | B | post_hoc_sample | — |
| write.phone | C | before_execution | collections_supervisor |
| write.status | C | before_execution | collections_supervisor |
| write.promise | C | before_execution | collections_supervisor |
| send.email | C | before_execution | collections_supervisor |
| write.close-account | D | named_approver | compliance_officer |
Procedure catalogue
v1UNVERIFIED — generic collections vocabulary, not sourced from a real CUBS instance. Field and proc names are plausible but invented. Do not present these as CUBS-authoritative. See the System of Action work item in Coda for the sourcing plan.
| Procedure | Access | Authority | Parameters | Returns |
|---|---|---|---|---|
| usp_PortfolioPerformance | read | A | client_id, from_month, to_month | portfolio |
| usp_SegmentLiquidation | read | A | client_id, segment_by | portfolio |
| usp_AccountLookup | read | A | account_number, consumer_name, phone | account |
| usp_RecordingsForAccount | read | A | account_number | recording |
| usp_UpdatePrimaryPhone | write | C | account_number, phone | account |