policydb-review

Automate policy review workflows by applying gate conditions, anomaly engine scans, and override logging across policies, opportunities, and clients. The system uses review tables and a slideover UI to keep reviews consistent while reducing manual work and errors.

A cascade review propagates reviews from programs down to all child policies to maintain governance consistency. You need it when updating a program-level policy requires synchronized reviews across multiple related child records.

Yes, you can focus work by identifying due records using v_review_queue and v_review_clients. These views surface pending items across policies, opportunities, and clients so teams can process timely reviews efficiently.

Evaluate gate conditions by checking data health, activity levels, anomalies, and overdue follow-ups within the review workflow. When conditions fail, the system allows applying overrides with logged notes to maintain an auditable review history.

Yes, the slideover architecture supports policy and client reviews by managing workflow state, notes, and logging. It provides reusable templates and endpoints to manage reviews, activity, and log history directly from the UI.

Automated gate checks rely on defined data health and anomaly engine scans, meaning unconfigured anomaly rules or missing activity data may bypass detection. Overrides require manual entry and logging to ensure governance consistency when gates fail.