Verification Settings
Module configuration, role management, and system overview.
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Investor Applications
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Professional Applications
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Conflict Disclosures
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Audit Records
Verification Module Roles
Full admin — settings, templates, audit, overrides
Identity, qualifications, conflicts, sanctions/exclusion, agreements, evidence
Confidentiality/IP agreements, investor documents, data-room permissions, legal risk flags
Investor info and authorized financial records; no restricted technical IP unless separately authorized
Professional qualifications and project assignments; no investor/financial approvals
Own profile, agreements, requests, approved data-room materials only
Own profile, credentials, agreements, conflicts, assignments
Read-only authorized verification and audit records
Agreement Templates
Agreement templates must be attorney-approved. The system never invents legal language or represents attorney review. Upload finalized templates through the document management interface.
Audit Record Retention
Audit records are permanent and append-only. Ordinary users cannot edit or delete audit records. Only verification_admin can modify retention settings.