Phase 182FAEDA-EVIDENCE-REVIEW-REPORTING-DASHBOARD-DESIGN-001export policy design only

Evidence Reporting Export Policy Design

A policy design gate for export permissions, redaction rules, allowed and blocked formats, signed report access, retention, and audit trail before any report export API or file generation exists.

Review reports Closure packet Control Auditor access

No export runtime

Policy design only, no file or link generation

Phase 182 defines export rules. It still creates no export API, no PDF, no CSV, no signed URL, no storage object, no email delivery, no public link, and no raw evidence path.

Policy gates

9

request to expiry

Allowed formats

4

redacted or aggregate

Blocked formats

8

raw evidence locked

Runtime exports

0

no API or file writer

Permission roles

Who may request which export policy

Founder/Admin

Maker-checker required for every non-demo export intent.

May request

founder-safe summaryaggregate trend packetdemo-safe route readiness

Still blocked

raw screenshotsprovider URLscustomer transcriptspayment references

QA Lead

QA maker plus independent checker for release packets.

May request

QA review summaryclosure status packetroute smoke evidence summary

Still blocked

security incident payloadprivate reviewer notesidentity or payment data

Security

Security checker and data protection review for incident exports.

May request

incident aggregaterestricted hold summaryredaction backlog

Still blocked

unrelated commercial recordscustomer order detailunapproved raw proof

Data Protection

Data protection approval required before any external or legal packet.

May request

privacy class driftretention riskredaction status

Still blocked

raw personal datafull screenshotscredentials or secrets

Developer Lead

Developer exports stay internal and aggregate unless founder approves.

May request

build proof summaryroute failure summaryhub wiring gap summary

Still blocked

private evidencepayment rail datasecurity-only notes

Demo Lead

Founder approval for any demo handout or investor-facing packet.

May request

demo-safe talking pointsdemo route readinessblocked claim summary

Still blocked

restricted holdsincident itemsprivate finance or identity data

External Auditor

Future-only role. Requires scoped access approval, expiry, and revocation policy.

May request

approved redacted audit packetapproved aggregate CSV summary

Still blocked

internal notesprovider secretsraw evidence filespublic share links

Allowed formats

Policy names only, not file generation

Founder/Admin and internal QA

redacted_html_snapshot

Allowed only as a redacted static report view with no raw evidence, no provider details, and no private notes.

Approved founder, legal, or auditor packet later

redacted_pdf_packet

Future-only format. Must pass redaction, maker-checker, retention, and expiry policy before any generator exists.

Internal reporting and approved external audit later

aggregate_csv_summary

Aggregate counts only. No row-level evidence, no customer payload, no provider references, and no private comments.

Internal machine-readable audit review

json_audit_envelope

Contains policy refs, approvals, retention, expiry, and hashes later, not raw file bytes or signed URLs.

Blocked formats

Never export from reporting

raw screenshots

Can leak private data, routes, tokens, or identities.

original evidence files

Provider storage objects must never be exported from a reporting screen.

provider URLs or signed URLs

A URL is access, not harmless metadata.

payment references

Partner rail references are sensitive finance evidence.

private notes

Reviewer reasoning may contain sensitive operational or personal information.

raw customer transcripts

Customer text, voice, or support content must be scoped and redacted.

credentials and secrets

No token, key, PIN, OTP, bank detail, or credential may enter export payloads.

public share links

External visibility requires a separate access design and revocation model.

Redaction rules

What must be removed before any future export

identity data

Remove CNIC, phone, address, OTP, PIN, bank detail, and account identifiers unless a later legal gate explicitly permits a masked form.

payment data

Remove partner payment references, callback payloads, account numbers, reconciliation references, and payout identifiers from report exports.

customer content

Remove or summarize raw customer transcripts, support messages, audio text, and private complaint content.

provider details

Remove storage provider names, bucket paths, signed URLs, object keys, credentials, headers, and internal route probes.

reviewer identity

Replace reviewer full profiles with approved role labels or reviewer aliases only.

route details

Collapse technical route details to approved route labels and public-safe route paths.

raw visuals

Do not embed screenshots or original files. Export only redacted status, caption, timestamp, and decision summary.

private decisions

Strip private notes and keep only safe decision state, reason category, reviewer alias, and approval references.

Signed report access policy

Future access must be scoped, expirable, and logged

1

export_intent_draft

Create a draft request with purpose, audience, scope, format policy, and source dashboard view. No file is generated.

2

role_scope_check

Confirm the requester role can request this export type. UI visibility is not permission truth.

3

privacy_filter_check

Apply aggregate-only, route-label-only, reviewer-alias-only, privacy-bucket-only, no-screenshot, and no-provider filters.

4

maker_approval

Maker confirms purpose, scope, redaction plan, and retention class.

5

checker_approval

Independent checker confirms maker did not approve their own export and that policy requirements are met.

6

time_limited_access

Future signed access must be time-limited, scoped, revocable, and never public by default.

7

download_logging

Every future view or download must log actor, purpose, report id, policy ref, access time, and result.

8

expiry_tombstone

Expired access should leave a tombstone audit record, not a working file link.

Approval lifecycle

No automatic export path

1

Export intent draft

2

Consumer scope check

3

Metric and privacy filter selection

4

Redaction plan

5

Maker approval

6

Checker approval

7

Signed access policy

8

Audit envelope

9

Expiry and retention

Retention rules

Every report expires by design

founder_demo_snapshot

30 days

Demo-safe only. Must not contain raw evidence or private data.

internal_qa_report

90 days

Internal QA summary with route labels, aliases, and aggregate proof status.

security_incident_report

legal hold or manual release

Security and data protection controlled. No external export without explicit approval.

aggregate_csv_summary

180 days

Aggregate metric export only, no row-level evidence or identity fields.

external_audit_packet

contract-specific

Future-only. Requires auditor scope, NDA or legal basis, expiry, and revocation path.

Audit fields

Future export request evidence contract

exportRequestId

string

Stable future export policy request id.

reportViewId

string

References the Phase 181 report view.

sourceQueueWorkflowId

string

References Phase 179 evidence review queue workflow.

sourceClosurePacketId

string

References Phase 180 correction closure packet.

requestedByRef

string

Requester identity reference, never a raw personal profile in exported packets.

consumerRole

enum

Founder/Admin, QA Lead, Security, Data Protection, Developer Lead, Demo Lead, External Auditor.

exportPurpose

string

Mandatory purpose statement for policy review.

formatPolicy

enum

Allowed format policy key or blocked reason.

privacyFilter

string[]

Privacy filters applied before export approval.

redactionPolicyRef

string

Reference to the approved redaction policy.

makerApprovalRef

string|null

Maker approval reference.

checkerApprovalRef

string|null

Independent checker approval reference.

signedAccessPolicyRef

string|null

Future signed access policy reference, not a signed URL.

retentionPolicyRef

string

Retention class reference.

expiryAt

datetime|null

Access expiry time when signed access exists later.

downloadCount

number

Future count of approved downloads or views.

lastAccessedAt

datetime|null

Future last access timestamp.

auditReason

string

Safe human-readable audit reason.

status

enum

draft, blocked, maker_approved, checker_approved, expired, revoked, rejected.

createdAt

datetime

Future request creation timestamp.

updatedAt

datetime

Future request update timestamp.

Hard rules

Export policy is not export implementation

1

Phase 182 is export policy design only.

2

Do not create export APIs, download APIs, PDF writers, CSV writers, JSON export endpoints, signed URLs, storage objects, email delivery, notifications, queues, workers, or scheduled jobs here.

3

Do not expose raw screenshots, original evidence files, provider URLs, signed URLs, storage keys, credentials, CNIC, OTP, PIN, bank details, customer transcripts, private notes, or payment references.

4

A report dashboard must not auto-export anything. Export intent must be a separate reviewed request.

5

Allowed formats are policy names only until a later approved implementation gate builds file generation.

6

Every future export must be role-scoped, redacted, maker-checker approved, retained, expirable, revocable, and auditable.

7

Public share links remain blocked.

8

External auditor access remains future-only until a separate auditor access design gate exists.

Export policy packet

JSON preview

{
  "exportPolicyId": "evidence_reporting_export_policy_design_182",
  "phase": "Phase 182",
  "route": "/business-pro/evidence-reporting-export-policy-design",
  "sourceReportingDashboard": "evidence_review_reporting_dashboard_design_181",
  "sourceGate": "FAEDA-EVIDENCE-REVIEW-REPORTING-DASHBOARD-DESIGN-001",
  "designOnly": true,
  "createsExportApi": false,
  "createsFile": false,
  "createsSignedUrl": false,
  "createsDatabase": false,
  "createsStorage": false,
  "createsPdf": false,
  "createsCsv": false,
  "createsJsonEndpoint": false,
  "createsPublicShare": false,
  "createsEmailDelivery": false,
  "createsNotification": false,
  "reportingConsumerViews": [
    "Founder/Admin",
    "QA Lead",
    "Security",
    "Data Protection",
    "Developer Lead",
    "Demo Lead"
  ],
  "inheritedPrivacyFilters": [
    "aggregate_only",
    "route_label_only",
    "reviewer_alias_only",
    "privacy_bucket_only",
    "no_raw_screenshots",
    "no_provider_details"
  ],
  "inheritedMetricDefinitions": [
    "Open review items",
    "SLA risk",
    "Escalation pressure",
    "Closure rate",
    "Reopen rate",
    "Privacy hold count",
    "Route readiness count",
    "Build proof status",
    "Mobile proof status",
    "Hub wiring gaps",
    "Unsafe wording recurrence",
    "Maker-checker gaps",
    "Reviewer overload",
    "Founder blockers"
  ],
  "inheritedReportingFields": [
    "reportViewId",
    "sourceQueueWorkflowId",
    "sourceClosurePacketId",
    "consumerRole",
    "metricKey",
    "metricScope",
    "aggregationWindow",
    "privacyFilter",
    "displayValue",
    "trendDirection",
    "riskLevel",
    "redactionStatus",
    "sourceDecisionStates",
    "sourceReopenTriggers",
    "safeNarrative",
    "drilldownAllowed",
    "exportAllowed",
    "generatedAt",
    "reviewedAt"
  ],
  "exportPermissionRoles": [
    "Founder/Admin",
    "QA Lead",
    "Security",
    "Data Protection",
    "Developer Lead",
    "Demo Lead",
    "External Auditor"
  ],
  "allowedFormats": [
    "redacted_html_snapshot",
    "redacted_pdf_packet",
    "aggregate_csv_summary",
    "json_audit_envelope"
  ],
  "blockedFormats": [
    "raw screenshots",
    "original evidence files",
    "provider URLs or signed URLs",
    "payment references",
    "private notes",
    "raw customer transcripts",
    "credentials and secrets",
    "public share links"
  ],
  "redactionRules": [
    "identity data",
    "payment data",
    "customer content",
    "provider details",
    "reviewer identity",
    "route details",
    "raw visuals",
    "private decisions"
  ],
  "signedAccessPolicy": [
    "export_intent_draft",
    "role_scope_check",
    "privacy_filter_check",
    "maker_approval",
    "checker_approval",
    "time_limited_access",
    "download_logging",
    "expiry_tombstone"
  ],
  "approvalLifecycle": [
    "Export intent draft",
    "Consumer scope check",
    "Metric and privacy filter selection",
    "Redaction plan",
    "Maker approval",
    "Checker approval",
    "Signed access policy",
    "Audit envelope",
    "Expiry and retention"
  ],
  "retentionRules": [
    "founder_demo_snapshot",
    "internal_qa_report",
    "security_incident_report",
    "aggregate_csv_summary",
    "external_audit_packet"
  ],
  "auditFields": [
    "exportRequestId",
    "reportViewId",
    "sourceQueueWorkflowId",
    "sourceClosurePacketId",
    "requestedByRef",
    "consumerRole",
    "exportPurpose",
    "formatPolicy",
    "privacyFilter",
    "redactionPolicyRef",
    "makerApprovalRef",
    "checkerApprovalRef",
    "signedAccessPolicyRef",
    "retentionPolicyRef",
    "expiryAt",
    "downloadCount",
    "lastAccessedAt",
    "auditReason",
    "status",
    "createdAt",
    "updatedAt"
  ],
  "hardRules": 8,
  "nextAllowedGate": "phase_183_evidence_external_auditor_access_design"
}

Next build gate

Phase 183 is evidence external auditor access design

After export policy exists, the next safe move is scoped external auditor access: identity, approval gates, redacted evidence views, revocation, and audit logs.

Open auditor access