Documentation Index
Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
Use this file to discover all available pages before exploring further.
Security and governance
Core control domains
The platform supports:- role-based access control
- fine-grained entitlements by action and object
- maker-checker approval rules
- segregation of duties validation
- full audit history for configuration and servicing changes
- encryption in transit and at rest
- credential isolation for partner integrations
- document and consent evidence retention
Role domains
Front-office roles
- relationship manager
- branch operator
- contact-center operator
- assisted-onboarding operator
Middle-office roles
- underwriting analyst
- risk officer
- compliance reviewer
- operations controller
Back-office roles
- payments operator
- finance and reconciliation analyst
- product administrator
- data maintenance administrator
- system administrator
AI runtime roles
- policy administrator
- tool publisher
- audit reviewer
- runtime operator
Protected actions
The following actions default to protected status:- arrangement closure
- signatory or mandate changes
- entitlement changes
- limit increases
- payment override approvals
- liquidity sweep policy changes
- credit decisions
- drawdown approval
- covenant breach waivers
- collateral release
- product parameter changes
- experiment publication
- AI tool publication and policy changes
Audit model
Every protected action preserves:- who requested it
- on whose behalf it was requested
- which policy pack was evaluated
- whether approval was required
- who approved it
- what state changed
- which objects were affected
- the final outcome