Application administrators approve or close disclosure case requests submitted by auditors. Approval activates scoped access for the requested period, disclosure fields, and assigned auditors.

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Prerequisites

  • Access to an application workspace.
  • cases:approve_creation.

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Workflow

1

Open Disclosure Requests

Sign in and select the application workspace. In the sidebar, click Disclosure Requests.
2

Review pending requests

Open the pending list. Each row represents a disclosure_requests record and its case-specific scope.
3

Open request details

Review request reason, period, access window, requested fields, contract filters, and requested auditors.
4

Approve or close

Approve the request to create an active case, or close it without granting access.

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Approval effects

When a request is approved:
  • A request_decisions row is written.
  • A cases row is created.
  • Request-time auditor assignments are copied to case_auditor_assignments.
  • Assigned auditors can open the case while the access window is active.
  • Activity is recorded in auditors_log after the successful handler response.

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Request statuses

StatusMeaning
pendingAwaiting administrator action
approvedCase created; assigned auditors can access scoped data
closedRequest closed without active access
Multi-approval configurations may require additional approvers before the case becomes active.