FinMo · GRID-HANDOFF-FINMO-001 v1.2
Feature Matrix
148 features across 15 sections. Phase 1 must-haves: 60 (53 engineering + 7 operational). The matrix is the scope contract - additions route through the decision register in FINMO-HANDOFF-009, not conversation.
148
FEATURES
60
P1 MUST-HAVES
4,226
HUMAN HRS
1,204
AGENT HRS
15
SECTIONS
v1.2
SPEC VERSION
CORE Base entitlement
CONSOLE Practitioner console (part of core)
MODELS Models pack (P2)
GLOBAL Global pack (P3)
RAILS Rails pack (P5+)
PEOPLE People pack (P4)
AGENT Agent surfaces
P1 Phase 1 (Core)
P2 Phase 2
P3 Phase 3+
P4 Phase 4
P5+ Phase 5+
M Must
S Should
C Could
A · General Ledger
Double-entry journal, chart of accounts, dimensions, periods, audit trail
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| A01 | Double-entry journal Immutable posted entries, reversing corrections only | CORE | P1 | M | NEW | L | 70 | 23 |
| A02 | Unlimited chart of accounts No account caps at any tier; account numbers, types, sub-accounts | CORE | P1 | M | NEW | S | 10 | 2 |
| A03 | Journal entry editor Direct JE creation with multi-line splits, memo, attachments | CORE | P1 | M | NEW | M | 28 | 7 |
| A04 | Batch journal entry Grid-style rapid entry, tab-through, copy-down, paste from spreadsheet | CORE | P1 | M | NEW | M | 28 | 7 |
| A05 | Recurring entries Templates with schedule, auto-draft to review queue | CORE | P1 | M | NEW | S | 10 | 2 |
| A06 | Classes and locations Unlimited tracking dimensions, no tier gating | CORE | P1 | M | NEW | S | 10 | 2 |
| A07 | Custom dimensions User-defined tags on postings (department, project) | CORE | P2 | S | NEW | S | 10 | 2 |
| A08 | Multi-currency postings FX-aware amounts with realized/unrealized gain handling | CORE | P2 | S | NEW | M | 28 | 7 |
| A09 | Period close and lock Soft close, hard close, authorized reopen with reason | CORE | P1 | M | NEW | M | 28 | 7 |
| A10 | Audit trail Full actor/source/approval history on every posting, exportable | CORE | P1 | M | NEW | M | 28 | 7 |
| A11 | Drill-anywhere Any report figure drills to postings to source document | CORE | P1 | M | NEW | M | 28 | 7 |
| A12 | Attachments Documents on entries, bills, invoices; OCR capture queue | CORE | P1 | S | NEW | S | 10 | 2 |
| A13 | Intercompany entries Mirrored entries across books in the same firm portfolio | CORE | P3 | C | NEW | M | 28 | 7 |
| A14 | Fixed assets and depreciation Asset register, depreciation schedules, auto-posted monthly depreciation entries | CORE | P2 | S | NEW | M | 28 | 7 |
B · Banking & Reconciliation
Aggregator feeds, rules engine, reconciliation workspace
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| B01 | Bank feeds Aggregator-based feeds (D-F2), multi-account | CORE | P1 | M | INT | M | 28 | 7 |
| B02 | Feed health monitor Per-connection status, staleness alerts at firm level | CONSOLE | P1 | M | GRID | S | 10 | 2 |
| B03 | Rules engine Deterministic categorization rules, firm-level rule libraries shareable across books | CORE | P1 | M | NEW | M | 28 | 7 |
| B04 | Agent categorization Agent-proposed categorization with confidence, to review queue | AGENT | P2 | S | GRID-X | M | 28 | 7 |
| B05 | Reconciliation workspace Statement-based rec with running difference, keyboard-first matching | CORE | P1 | M | NEW | L | 70 | 23 |
| B06 | Auto-match Suggested matches (amount, date, counterparty), one-key accept | CORE | P1 | M | NEW | M | 28 | 7 |
| B07 | Bank rule import/export Portable rule sets between books and firms | CONSOLE | P2 | S | NEW | S | 10 | 2 |
| B08 | Undeposited funds handling Payment batching to deposits | CORE | P1 | M | NEW | S | 10 | 2 |
| B09 | Statement import fallback OFX/QFX/CSV import when feeds unavailable | CORE | P1 | M | NEW | S | 10 | 2 |
C · Sales (AR)
Invoicing, payments acceptance, AR aging, sales tax
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| C01 | Invoicing Branded invoices, line items, terms, partial payments | CORE | P1 | M | NEW | M | 28 | 7 |
| C02 | Recurring invoices Schedules with auto-send or draft-for-review | CORE | P1 | M | NEW | S | 10 | 2 |
| C03 | Estimates to invoices Convert flow | CORE | P2 | S | NEW | S | 10 | 2 |
| C04 | Online payment acceptance Card/ACH via processor, fees booked automatically | CORE | P1 | M | INT | M | 28 | 7 |
| C05 | Customer statements Balance-forward and open-item statements | CORE | P1 | M | NEW | S | 10 | 2 |
| C06 | AR aging Aging by book and aggregated across portfolio | CORE | P1 | M | NEW | M | 28 | 7 |
| C07 | Dunning automation Reminder ladders, firm-configurable | CORE | P2 | S | GRID-X | S | 10 | 2 |
| C08 | Sales tax Rate tables, agency liabilities, filing-ready reports | CORE | P1 | M | NEW | M | 28 | 7 |
| C09 | Retainers and deposits Liability-correct retainer workflows for services firms | CORE | P2 | S | NEW | S | 10 | 2 |
| C10 | Credit memos and refunds Customer credits, refund processing, application to open invoices | CORE | P1 | M | NEW | M | 28 | 7 |
| C11 | Progress invoicing Percentage or milestone billing against estimates | CORE | P2 | S | NEW | S | 10 | 2 |
D · Purchases (AP)
Bill capture, vendor management, AP aging, 1099 tracking
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| D01 | Bill capture Manual entry plus email-in and OCR draft | CORE | P1 | M | NEW | M | 28 | 7 |
| D02 | Bill approval workflow Client-side approval routing with thresholds | CORE | P2 | S | GRID | S | 10 | 2 |
| D03 | Bill payment ACH/check via payment partner, batch pay runs | CORE | P2 | S | INT | M | 28 | 7 |
| D04 | Vendor management W-9 capture, 1099 tracking and year-end preparation | CORE | P1 | M | NEW | M | 28 | 7 |
| D05 | AP aging Per book and portfolio-level | CORE | P1 | M | NEW | S | 10 | 2 |
| D06 | Expense claims Simple client employee reimbursement flow | CORE | P3 | C | NEW | S | 10 | 2 |
| D07 | Check printing Formatted check runs on standard stock, register-tracked check numbers | CORE | P2 | S | NEW | S | 10 | 2 |
| D08 | Vendor credits Vendor credit capture and application to open bills | CORE | P1 | M | NEW | S | 10 | 2 |
| D09 | Purchase orders PO creation, bill matching, open PO reporting | CORE | P2 | S | NEW | M | 28 | 7 |
E · Reporting
Core statements, versioned definitions, comparatives, cash/accrual toggle
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| E01 | Core statements P&L, balance sheet, cash flow, trial balance, GL detail | CORE | P1 | M | NEW | L | 70 | 23 |
| E02 | Versioned report definitions Saved reports never silently change (INV-6) | CORE | P1 | M | NEW | M | 28 | 7 |
| E03 | Comparative periods Any-period comparison, budget vs actual | CORE | P1 | M | NEW | M | 28 | 7 |
| E04 | Consolidated reporting Multi-entity consolidation with eliminations | CORE | P3 | S | NEW | L | 70 | 23 |
| E05 | Management report packs Branded monthly packages assembled per client, batch-generated across portfolio | CONSOLE | P2 | M | GRID | M | 28 | 7 |
| E06 | Report scheduler Automated delivery post-close | CONSOLE | P2 | S | GRID | S | 10 | 2 |
| E07 | Custom report builder Row/column definitions on the metrics layer | CORE | P3 | S | NEW | L | 70 | 23 |
| E08 | Export fidelity XLSX/CSV/PDF exports that match screen exactly | CORE | P1 | M | NEW | S | 10 | 2 |
| E09 | Cash vs accrual toggle One-key basis switch on any report, correct AR/AP/prepaid treatment | CORE | P1 | M | NEW | M | 28 | 7 |
| E10 | Budget authoring Budget creation by account and dimension, per fiscal year, feeds E03 | CORE | P2 | S | NEW | M | 28 | 7 |
F · Practitioner Console
Portfolio dashboard, close board, exception queue, review/approve
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| F01 | Portfolio dashboard All books: close status, exceptions, feed health, deadlines | CONSOLE | P1 | M | NEW | L | 70 | 23 |
| F02 | Close board Kanban/checklist per book per period, templated close procedures | CONSOLE | P1 | M | NEW | M | 28 | 7 |
| F03 | Exception queue Cross-book queue of unmatched, uncategorized, out-of-balance items | CONSOLE | P1 | M | NEW | M | 28 | 7 |
| F04 | Review and approve Staff-prepared, reviewer-approved workflow with diff views | CONSOLE | P1 | M | GRID | M | 28 | 7 |
| F05 | Batch operations Apply rules, generate reports, send statements across selected books | CONSOLE | P2 | M | NEW | M | 28 | 7 |
| F06 | Cross-book search One search across all portfolio transactions and contacts | CONSOLE | P1 | M | NEW | M | 28 | 7 |
| F07 | Firm roles and permissions Partner, manager, staff, client roles; per-book assignment | CONSOLE | P1 | M | NEW | M | 28 | 7 |
| F08 | Client portal Client-facing task list: approve, upload, answer queries | CONSOLE | P2 | M | NEW | L | 70 | 23 |
| F09 | Query threads Per-transaction questions to clients, resolved inline | CONSOLE | P2 | S | NEW | S | 10 | 2 |
| F10 | Work timers and notes Optional per-book time capture for firm billing | CONSOLE | P3 | C | NEW | S | 10 | 2 |
| F11 | Firm branding White-label client-facing surfaces per firm | CONSOLE | P2 | S | NEW | S | 10 | 2 |
| F12 | Batch reclassify Select many postings, move account/class/location in one operation, posted as reversing pairs per INV-1 | CONSOLE | P1 | M | NEW | S | 10 | 2 |
G · Speed & Control
Keyboard model, command palette, sub-100ms, dense mode - the Desktop brief
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| G01 | Full keyboard model Every core workflow keyboard-completable, documented map | CORE | P1 | M | NEW | M | 28 | 7 |
| G02 | Command palette Fuzzy jump to any book, screen, account, or action | CORE | P1 | M | NEW | M | 28 | 7 |
| G03 | Sub-100ms interactions Local-first cache, optimistic UI on ledger operations | CORE | P1 | M | NEW | L | 70 | 23 |
| G04 | Desktop client Native shell (D-F5) with offline read cache | CORE | P2 | S | NEW | XL | 150 | 70 |
| G05 | Stable layouts Screen layouts versioned, changes opt-in per firm (principle 2) | CORE | P1 | M | NEW | S | 10 | 2 |
| G06 | Dense mode Information-dense grid views, practitioner default | CORE | P1 | M | NEW | S | 10 | 2 |
| G07 | Muscle-memory imports Optional QuickBooks Desktop keyboard shortcut scheme | CORE | P2 | C | NEW | S | 10 | 2 |
H · Migration
QBO importer, verification factory, signed-variance mechanism
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| H01 | QBO importer COA, contacts, open items, history via API/exports | CORE | P1 | M | INT | L | 70 | 23 |
| H02 | Desktop importer QBB/QBW-derived import path (via IIF/exports) | CORE | P2 | M | INT | M | 28 | 7 |
| H03 | Verification factory Automated trial-balance diff vs source, blocking gate, human sign-off | CORE | P1 | M | GRID-X | M | 28 | 7 |
| H04 | Migration workspace Firm-level pipeline view of client migrations in flight | CONSOLE | P2 | S | NEW | M | 28 | 7 |
| H05 | Xero/Wave importers Secondary sources | CORE | P3 | C | INT | M | 28 | 7 |
| H06 | Signed-variance mechanism When source books do not reconcile, documented variance acceptance with firm sign-off; variance carried as permanent record on the book | CORE | P1 | M | NEW | M | 28 | 7 |
I · Models Pack
Live-bound financial models, scenario branches, Excel round-trip
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| I01 | Model library Curated templates: 3-statement, 13-week cash, budget, scenario, valuation | MODELS | P2 | M | NEW | L | 70 | 23 |
| I02 | Live ledger binding Actuals flow from ledger; assumptions editable | MODELS | P2 | M | NEW | L | 70 | 23 |
| I03 | Scenario branches Fork assumptions, compare side by side | MODELS | P2 | M | NEW | M | 28 | 7 |
| I04 | Model sharing Client-shareable, firm-brandable, view or edit rights | MODELS | P2 | M | NEW | S | 10 | 2 |
| I05 | Spreadsheet grid engine Formula grid with named ranges, familiar Excel semantics | MODELS | P2 | M | NEW | XL | 150 | 70 |
| I06 | Excel import/export Round-trip with the existing model library | MODELS | P2 | M | INT | M | 28 | 7 |
| I07 | Model marketplace Firm-published templates, revenue share | MODELS | P4 | C | NEW | L | 70 | 23 |
| I08 | Covenant and KPI monitors Threshold alerts fed by live actuals | MODELS | P3 | S | GRID-X | M | 28 | 7 |
J · Global Pack
Partner-powered international money movement (Wise Platform or Airwallex per D-F3)
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| J01 | Partner integration Wise Platform or Airwallex embedded rails (D-F3) | GLOBAL | P3 | M | INT | L | 70 | 23 |
| J02 | Contractor payouts Batch international payouts with mid-market FX display | GLOBAL | P3 | M | INT | M | 28 | 7 |
| J03 | Multi-currency balances Partner-held wallet balances surfaced in ledger | GLOBAL | P3 | M | INT | M | 28 | 7 |
| J04 | Auto reconciliation Every payout auto-books with fees and FX gain/loss | GLOBAL | P3 | M | GRID-X | M | 28 | 7 |
| J05 | Payout approvals Dual-control approval on money movement | GLOBAL | P3 | M | GRID | S | 10 | 2 |
| J06 | Receiving accounts Local receiving details for client invoicing abroad | GLOBAL | P4 | S | INT | M | 28 | 7 |
| J07 | FX margin monetization Configurable platform margin per firm agreement | GLOBAL | P3 | M | NEW | S | 10 | 2 |
K · Rails Pack
Crypto receipt, stablecoin payouts, digital asset ledger - Phase 5+
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| K01 | Crypto receipt Accept payment in supported assets via partner, auto-convert option | RAILS | P5 | S | INT | M | 28 | 7 |
| K02 | Stablecoin payouts Contractor payment in stablecoins via partner rails | RAILS | P5 | S | INT | M | 28 | 7 |
| K03 | Digital asset ledger Cost basis, lots, gain/loss treatment native in the journal | RAILS | P5 | M | NEW | L | 70 | 23 |
| K04 | Wallet registry Read-only wallet tracking and reconciliation | RAILS | P5 | S | NEW | S | 10 | 2 |
| K05 | Token issuance toolkit Client token creation via partner infrastructure | RAILS | P6 | C | INT | L | 70 | 23 |
| K06 | Internal token economies Department budgeting on token models, ledger-mirrored | RAILS | P6 | C | NEW | M | 28 | 7 |
L · People Pack
Embedded payroll, firm payroll console, contractor 1099 lifecycle
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| L01 | Embedded payroll Partner-powered payroll under FinMo UI (D-F4) | PEOPLE | P4 | M | INT | L | 70 | 23 |
| L02 | Payroll-to-ledger native Runs post as first-class ledger events, no journal import | PEOPLE | P4 | M | NEW | M | 28 | 7 |
| L03 | Firm payroll console Run and review payroll across client books | PEOPLE | P4 | M | NEW | M | 28 | 7 |
| L04 | Contractor 1099 lifecycle Onboarding through year-end filing prep | PEOPLE | P4 | M | NEW | M | 28 | 7 |
| L05 | Benefits surface Partner benefits enrollment passthrough | PEOPLE | P5 | S | INT | M | 28 | 7 |
| L06 | ASO toolkit Compliance calendar, onboarding packets, policy library per client | PEOPLE | P5 | S | NEW | M | 28 | 7 |
| L07 | Agentic service layer Agents draft filings, reconcile benefits, monitor compliance, behind approval gates | AGENT | P5 | S | GRID-X | M | 28 | 7 |
M · Agents & Automation
Review queue, categorization agent, agent activity ledger - all behind Human Approval Gate
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| M01 | Review queue Unified human approval surface for all agent proposals (INV-3) | AGENT | P2 | M | GRID | M | 28 | 7 |
| M02 | Categorization agent Transaction coding proposals with confidence and rationale | AGENT | P2 | M | GRID-X | M | 28 | 7 |
| M03 | Reconciliation agent Match proposals on complex many-to-many cases | AGENT | P3 | S | GRID-X | M | 28 | 7 |
| M04 | Anomaly agent Unusual amount/counterparty/timing flags at portfolio level | AGENT | P3 | S | GRID-X | M | 28 | 7 |
| M05 | Close checklist agent Drafts close tasks from book activity, tracks completion | AGENT | P3 | S | GRID-X | S | 10 | 2 |
| M06 | Client query drafting Agent-drafted client questions on unclear transactions | AGENT | P3 | C | GRID-X | S | 10 | 2 |
| M07 | Agent activity ledger Every agent action logged to the event spine, ArcCharter-registered identity | AGENT | P2 | M | GRID | S | 10 | 2 |
N · Platform
Multi-tenant isolation, entitlement engine, event spine, SSO/MFA, export
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| N01 | Multi-tenant isolation Firm and book scoping in data layer (INV-8) | CORE | P1 | M | GRID | L | 70 | 23 |
| N02 | Entitlement engine Pack flags per firm and per book | CORE | P1 | M | GRID | M | 28 | 7 |
| N03 | Event spine All domain events to ClickHouse per analytics doctrine | CORE | P1 | M | GRID | M | 28 | 7 |
| N04 | Public API Read/write API with scoped keys, webhooks | CORE | P3 | S | NEW | L | 70 | 23 |
| N05 | SSO and MFA Firm-level SSO, mandatory MFA options | CORE | P1 | M | GRID | M | 28 | 7 |
| N06 | Backup and export Full-fidelity firm data export at any time, no hostage data | CORE | P1 | M | NEW | M | 28 | 7 |
| N07 | Sandbox books Practice/training books flagged out of reporting | CORE | P2 | C | NEW | S | 10 | 2 |
| N08 | Usage analytics Firm-facing dashboards on ECharts per VIZ doctrine | CORE | P3 | S | GRID | M | 28 | 7 |
| N09 | Wholesale billing and price locks Firm-level billing across client books, contractual price-lock term management, pack metering to invoice | CORE | P3 | M | NEW | M | 28 | 7 |
O · Time & Projects
Time tracking, billable-to-invoice, projects and matters - wedge-critical for services firms
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| O01 | Time tracking Timers and timesheets per staff, per client, per project/matter, billable flag and rate | CORE | P1 | M | NEW | M | 28 | 7 |
| O02 | Billable time to invoice Unbilled time review, select-and-invoice flow, WIP visibility | CORE | P1 | M | NEW | M | 28 | 7 |
| O03 | Projects and matters Project entity on transactions, time, and invoices; open/closed lifecycle | CORE | P1 | M | NEW | M | 28 | 7 |
| O04 | Project profitability Revenue, cost, and time rolled up per project with margin reporting | CORE | P2 | S | NEW | M | 28 | 7 |
| O05 | Rate cards Firm and client-level billing rate schedules by role or person | CORE | P2 | S | NEW | S | 10 | 2 |
P · Tax Bridge & Workpapers
Books-to-tax gap: TB export, AJE workflow, workpaper binder - v1.2 addition
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| P01 | Tax-line mapping Every account mappable to tax return lines (1120, 1120S, 1065, Sch C, 990); firm-level mapping templates by entity type | CORE | P1 | M | NEW | M | 28 | 7 |
| P02 | Trial balance export to tax software Formatted TB exports for Lacerte, UltraTax, Drake, ProConnect, CCH Axcess; grouped by tax line per P01 | CORE | P1 | M | NEW | M | 28 | 7 |
| P03 | Adjusting entry workflow Entry type flags (AJE, reclass, tax-basis-only), post-close adjustment cycle with reviewer approval, one-click client-books vs tax-basis TB | CORE | P1 | M | NEW | M | 28 | 7 |
| P04 | Book-to-tax differences Tax-basis parallel balances, M-1/M-2 support schedules, permanent vs timing difference tracking | CORE | P2 | S | NEW | M | 28 | 7 |
| P05 | Workpaper binder Lead sheets by account grouping, account reconciliations tied to support documents, preparer/reviewer sign-off states | CORE | P2 | M | NEW | L | 70 | 23 |
| P06 | PBC request lists Client document request lists tied to workpaper items, fulfilled through the client portal | CONSOLE | P2 | S | NEW | M | 28 | 7 |
| P07 | Engagement archive Locked year-end binder export (PDF and XLSX) with verification hashes for firm records | CORE | P2 | S | NEW | S | 10 | 2 |
| P08 | Prior-year comparison TB, AJE, and mapping comparison against the prior engagement, carryforward of recurring adjustments | CORE | P2 | S | NEW | M | 28 | 7 |
Q · Trust & Operations
SOC 2, DR drills, tax-season freeze, support SLA - v1.2, prerequisites not chores
▼
| ID | Feature | Pack | Phase | Pri | Type | Sz | Human | Agent |
|---|---|---|---|---|---|---|---|---|
| Q01 | SOC 2 pre-GA Type I complete before first non-design-partner firm signs; Type II clock starts at GA | CORE | P1 | M | NEW | M | 28 | 7 |
| Q02 | Status page and incident comms Public status, subscribed incident notifications, published postmortems | CORE | P1 | M | GRID | S | 10 | 2 |
| Q03 | Tested disaster recovery Defined RPO (15 min) and RTO (4 hr), restore drills on schedule, drill results available to firms | CORE | P1 | M | NEW | M | 28 | 7 |
| Q04 | Tax-season change freeze Deployment freeze windows (Jan 15 to Apr 20, Sep 15 to Oct 15) except critical fixes; published calendar | CORE | P1 | M | NEW | S | 10 | 2 |
| Q05 | Practitioner support SLA Deadline-aware priority support; close-week and filing-week response commitments in writing | CORE | P1 | M | NEW | S | 10 | 2 |
| Q06 | E&O and cyber insurance Coverage in place pre-GA; certificates available to firms on request | CORE | P1 | M | NEW | S | 10 | 2 |
| Q07 | Data commitments Data processing agreement, breach notification terms, no-training-on-client-data commitment in plain language | CORE | P2 | S | NEW | S | 10 | 2 |