50 lines
1.7 KiB
Markdown
50 lines
1.7 KiB
Markdown
# DRE Claim Audit Trail
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## What Gets Tracked
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Every edit to a claim submission is recorded with four fields:
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- **What** changed (field name, old value → new value)
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- **Who** made the change (username or "System")
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- **When** (timestamp)
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- **Why** (optional note field)
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## Color Coding
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- **Amber/gold** — DRE team edit (e.g. "John (DRE) changed Amount: $12,000 → $12,450")
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- **Blue** — System action (e.g. "System changed Status: Submitted → AI Review")
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- **Purple** — AI re-analysis triggered by new documents (e.g. "System re-analyzed claim — Score: 78 → 82 ⬆")
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- **Green** — Client action (e.g. "Robert Smith created claim")
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## Edit Scope
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- Open claims ONLY — closed claims are read-only
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- Document uploads trigger AI re-analysis but are not "edits" in the audit trail sense (they appear in the timeline instead)
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- Change reason field is optional for DRE team edits; auto-populated for system changes
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## When Re-analysis Fires
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1. New document uploaded by client
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2. Claim amount edited by DRE team
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3. Claim status changed
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Each re-analysis event records: previous score → new score, reason, and timestamp. The score delta is visible in both the case timeline and the change history.
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## Data model
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```json
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{
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"claim_id": "DRE-2026-0042",
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"entries": [
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{
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"timestamp": "2026-07-08T10:15:00-04:00",
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"actor": "John (DRE)",
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"actor_type": "team",
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"field": "amount",
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"old_value": "$12,000",
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"new_value": "$12,450",
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"reason": "Corrected from invoice"
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}
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]
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}
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```
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## Enforcement
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- Open claims: allow edits, track every change
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- Closed claims: read-only — no edits permitted
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- Audit trail included in DRE Internal Binder on case close
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