| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-01 A readable key identifies the rule from creation, uses lowercase letters and digits separated by single underscores, begins with a letter and contains no more than 63 characters, while creation refuses reserved route names and the system key prefix. | yes | ATS-PFM-ELG-001-01 | TST-PFM-ELG-097 (not-run), TST-PFM-ELG-410 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-02 Within a workspace each rule key is unique, while separate workspaces can choose the same key. | yes | ATS-PFM-ELG-001-02 | TST-PFM-ELG-411 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-03 Rule keys are permanent, and an update that supplies a key is rejected. | yes | ATS-PFM-ELG-001-03 | TST-PFM-ELG-411 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-04 Saving retains a draft with validation problems and returns their codes and its readable summary, but errors prevent publication. | yes | ATS-PFM-ELG-001-04, ATS-PFM-ELG-001-17, ATS-PFM-ELG-001-18, ATS-PFM-ELG-003-06, ATS-PFM-ELG-004-13 | TST-PFM-ELG-104 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-05 Each rule has one replaceable draft; supplying an outdated draft version rejects a save, while omitting the version overwrites the current draft. | yes | ATS-PFM-ELG-001-05 | TST-PFM-ELG-101 (not-run), TST-PFM-ELG-438 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-06 Creation without an expression leaves the rule without a version; supplying an expression creates its first draft version. | yes | ATS-PFM-ELG-001-06, ATS-PFM-ELG-001-16, ATS-PFM-ELG-002-09 | TST-PFM-ELG-438 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-07 Validation identifies unavailable rule references and cycles, unsupported facts, absent workspace custom fields and a primary subject whose kind conflicts with the rule. | yes | ATS-PFM-ELG-001-07, ATS-PFM-ELG-001-19, ATS-PFM-ELG-006-09 | TST-PFM-ELG-441 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-08 Parameter declarations require ordered minimum and maximum bounds and a default compatible with the declared type, bounds and available options. | yes | ATS-PFM-ELG-001-08 | TST-PFM-ELG-413 (not-run), TST-PFM-ELG-480 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-09 Rules allow at most 200 conditions and groups, depth eight, 50 children per group, 20 references and three reference levels; readable summaries stop at 4,000 characters. | yes | ATS-PFM-ELG-001-09 | TST-PFM-ELG-106 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-10 Readable summaries use available labels for roles, choices, organizations and custom fields, retaining the underlying reference when its label cannot be resolved. | yes | ATS-PFM-ELG-001-10 | TST-PFM-ELG-107 (not-run), TST-PFM-ELG-440 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-11 Sharing a previously private rule requires authority to publish rules. | yes | ATS-PFM-ELG-001-11, ATS-PFM-ELG-001-20, ATS-PFM-ELG-007-15 | TST-PFM-ELG-102 (not-run), TST-PFM-ELG-411 (not-run), TST-PFM-ELG-438 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-12 An unspecified duplication source uses the latest published expression, then the draft, or copies a bare rule; explicitly requesting an absent source is rejected, and copied expressions start as a workspace-owned first draft. | yes | ATS-PFM-ELG-001-12 | TST-PFM-ELG-110 (not-run), TST-PFM-ELG-438 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-13 Character limits are 1,000 for a change note or portal message, 200 for a name and 2,000 for a description, with no more than 20 tags per rule. | yes | ATS-PFM-ELG-001-13 | TST-PFM-ELG-111 (not-run), TST-PFM-ELG-462 (not-run), TST-PFM-ELG-471 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-14 An archived rule must be restored before another draft can be saved. | yes | ATS-PFM-ELG-001-14 | TST-PFM-ELG-116 (not-run), TST-PFM-ELG-438 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-001 | BR-CAP-PFM-ELG-001-15 Creation and duplication accept the readable identity or its legacy key alias, which must agree when supplied together; absence or conflict is refused, and responses expose the same value under both names. | yes | ATS-PFM-ELG-001-15 | TST-PFM-ELG-410 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-01 Rule, version, usage and decision reads require eligibility read authority, rejecting callers without it, without a role or outside the authorized customer. | yes | ATS-PFM-ELG-002-01, ATS-PFM-ELG-002-12, ATS-PFM-ELG-009-08 | TST-PFM-ELG-103 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-02 Portal callers cannot enter the rule administration routes. | yes | ATS-PFM-ELG-002-02 | TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-03 The explorer returns only workspace rules in key order and supports status, ownership, reuse, subject kind, used condition and literal case-insensitive name or key filters. | yes | ATS-PFM-ELG-002-03 | TST-PFM-ELG-098 (not-run), TST-PFM-ELG-439 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-04 Searches exceeding 200 characters and unsupported filter choices fail with the offending parameter named. | yes | ATS-PFM-ELG-002-04 | TST-PFM-ELG-099 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-05 Rule pages resume after the preceding page’s last key, return 50 entries by default and allow no more than 200. | yes | ATS-PFM-ELG-002-13 | |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-06 A rule overview returns its latest publication, current draft and dependency counts. | no | ATS-PFM-ELG-001-16, ATS-PFM-ELG-002-09 | |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-07 Usage organizes bindings by purpose, presents their consumer and version choices, flags outdated pins and lists live referencing rules with their own usage. | yes | ATS-PFM-ELG-002-05, ATS-PFM-ELG-002-11, ATS-PFM-ELG-007-16 | TST-PFM-ELG-171 (not-run), TST-PFM-ELG-436 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-08 Reference counts include current drafts, published versions of live or deprecated rules and versions pinned by active uses, consistently across discovery, detail, usage and archive refusals. | yes | ATS-PFM-ELG-002-06, ATS-PFM-ELG-002-10, ATS-PFM-ELG-005-09 | TST-PFM-ELG-439 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-09 A rule outside the current workspace is reported as absent. | yes | ATS-PFM-ELG-002-07, ATS-PFM-ELG-002-13 | TST-PFM-ELG-432 (not-run), TST-PFM-ELG-436 (not-run), TST-PFM-ELG-439 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-10 The console configuration list reveals archived rules through Show Inactive and product-specific rules through Show Private Rules, identifying the owning product. | no | ATS-PFM-ELG-002-08 | TST-PFM-ELG-124 (not-run) |
| CAP-PFM-ELG-002 | BR-CAP-PFM-ELG-002-11 The product should make eligibility rules available to reporting; the proposed dataset is absent and the explorer currently reads the rule store directly. | no | | |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-01 A trial evaluates the selected draft or numbered version for a subject, returns a full explanation and creates no decision record. | yes | ATS-PFM-ELG-003-01, ATS-PFM-ELG-003-07, ATS-PFM-ELG-008-15 | TST-PFM-ELG-412 (not-run), TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-02 Rule testing requires both eligibility read authority and access to the selected subject’s record. | yes | ATS-PFM-ELG-003-02 | TST-PFM-ELG-152 (not-run), TST-PFM-ELG-412 (not-run) |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-03 Testing without a current draft or a selected version is rejected, and a draft containing errors returns its problems instead of an eligibility result. | yes | ATS-PFM-ELG-001-17, ATS-PFM-ELG-003-03, ATS-PFM-ELG-003-06 | TST-PFM-ELG-150 (not-run) |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-04 Test subjects are limited to contacts and organizations in the workspace, with an absent subject reported as not found. | yes | ATS-PFM-ELG-003-04 | TST-PFM-ELG-151 (not-run), TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-05 The subject-opening check projects its display name alone, excluding photographs and other record fields. | no | | |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-06 Condition rows display Met, Not met, Unknown or Skipped alongside the read value; an empty stored field does not satisfy its condition. | yes | ATS-PFM-ELG-003-05 | TST-PFM-ELG-125 (not-run) |
| CAP-PFM-ELG-003 | BR-CAP-PFM-ELG-003-07 Saved test examples belong to the author’s browser and are separated by workspace and rule rather than shared with other staff. | no | | |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-01 Publishing and restoring earlier expressions require the sensitive publish permission; lacking it rejects the request without a change. | yes | ATS-PFM-ELG-004-01 | TST-PFM-ELG-185 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-02 Publication rejects validation errors and unlicensed application conditions, including those reached through references, while warnings remain nonblocking. | yes | ATS-PFM-ELG-001-18, ATS-PFM-ELG-004-02, ATS-PFM-ELG-004-13 | TST-PFM-ELG-166 (not-run), TST-PFM-ELG-188 (not-run), TST-PFM-ELG-435 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-03 Publication assigns the draft its next permanent version number and supersedes the previous publication when their effective periods overlap. | yes | ATS-PFM-ELG-004-03, ATS-PFM-ELG-004-14, ATS-PFM-ELG-005-10 | TST-PFM-ELG-435 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-04 Effective periods include their starting day and exclude their ending day; overlap with an older publication is rejected, while a disjoint latest publication remains effective for its own period. | yes | ATS-PFM-ELG-004-04 | TST-PFM-ELG-163 (not-run), TST-PFM-ELG-165 (not-run), TST-PFM-ELG-462 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-05 Effective dates must exist in the calendar, and an impossible date is rejected with its field identified. | yes | ATS-PFM-ELG-004-05 | TST-PFM-ELG-413 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-06 Publication rejects a version that no longer fits an active following use unless explicitly forced, in which case incompatible followers are suspended. | yes | ATS-PFM-ELG-004-06, ATS-PFM-ELG-004-15, ATS-PFM-ELG-007-17 | TST-PFM-ELG-089 (not-run), TST-PFM-ELG-434 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-07 Publication removes plans for the changed rule and every expression that follows it through references; a direct pin to the unchanged earlier version retains its plan. | yes | ATS-PFM-ELG-004-07, ATS-PFM-ELG-004-16, ATS-PFM-ELG-010-07 | TST-PFM-ELG-178 (not-run), TST-PFM-ELG-434 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-08 Rollback revalidates an earlier expression and copies its dependencies into the next publication with a rollback note, preserving any current draft. | yes | ATS-PFM-ELG-004-08 | TST-PFM-ELG-169 (not-run), TST-PFM-ELG-435 (not-run), TST-PFM-ELG-462 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-09 Only one concurrent attempt publishes a draft; the losing attempt receives the winning version and publication time in a stale-change refusal without the publisher’s identity. | yes | ATS-PFM-ELG-004-09 | TST-PFM-ELG-003 (not-run), TST-PFM-ELG-180 (not-run), TST-PFM-ELG-435 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-10 The published expression is the expression validated for that request; a racing save can land beforehand, remain as a later draft or produce a stale-change or retryable-conflict refusal. | yes | ATS-PFM-ELG-004-10 | TST-PFM-ELG-004 (not-run), TST-PFM-ELG-181 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-11 History presents versions newest first, includes the draft and compares any pair through readable additions, removals and changes. | yes | ATS-PFM-ELG-004-11 | TST-PFM-ELG-170 (not-run), TST-PFM-ELG-411 (not-run), TST-PFM-ELG-432 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-12 Rule and binding writes create attributable change events, with publication versions, change counts and the simulation choice; refused writes create none. | yes | ATS-PFM-ELG-004-12, ATS-PFM-ELG-004-17, ATS-PFM-ELG-011-09 | TST-PFM-ELG-189 (not-run), TST-PFM-ELG-435 (not-run) |
| CAP-PFM-ELG-004 | BR-CAP-PFM-ELG-004-13 Publication has no second-approver requirement because the console’s conditional approval stage has no setting that activates it. | no | | |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-01 Retirement authority is required to deprecate, archive, restore, delete or transfer a rule’s uses; draft-writing and binding authority alone do not suffice. | yes | ATS-PFM-ELG-005-01 | TST-PFM-ELG-186 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-02 Deprecation preserves existing evaluations but blocks new uses, with an optional replacement that is active, published and different from the original rule. | yes | ATS-PFM-ELG-005-02 | TST-PFM-ELG-172 (not-run), TST-PFM-ELG-173 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-03 Archive rejects rules still followed or pinned by active bindings or referenced by live rules’ current drafts or published versions, reporting both dependency counts. | yes | ATS-PFM-ELG-002-10, ATS-PFM-ELG-005-03, ATS-PFM-ELG-005-09 | TST-PFM-ELG-174 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-04 Archive blocks drafts, new bindings and binding reactivation; restoration returns the rule to active standing and removes its replacement designation. | yes | ATS-PFM-ELG-005-04 | TST-PFM-ELG-450 (not-run), TST-PFM-ELG-481 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-05 Replacement moves compatible following bindings without duplicating a consumer use, republishes referencing rules and leaves pinned bindings and references for a person to resolve. | yes | ATS-PFM-ELG-004-14, ATS-PFM-ELG-005-05, ATS-PFM-ELG-005-10, ATS-PFM-ELG-005-11, ATS-PFM-ELG-007-18 | TST-PFM-ELG-175 (not-run), TST-PFM-ELG-433 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-06 Transferring references requires an active published replacement and reports any referencing expression that fails validation without publishing it. | yes | ATS-PFM-ELG-005-06 | TST-PFM-ELG-176 (not-run), TST-PFM-ELG-433 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-07 Deletion removes only never-published rules and their drafts, dependencies and plans, refusing rules with bindings, references or resolved conversion reviews. | yes | ATS-PFM-ELG-005-07 | TST-PFM-ELG-411 (not-run), TST-PFM-ELG-433 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-08 A lifecycle request with an obsolete version fails, while a request without a version proceeds against the current record. | yes | ATS-PFM-ELG-005-08 | TST-PFM-ELG-182 (not-run), TST-PFM-ELG-450 (not-run) |
| CAP-PFM-ELG-005 | BR-CAP-PFM-ELG-005-09 The product should support withdrawing one published version as the retirement permission describes, but no exposed operation currently offers that action. | no | | |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-01 Applications register complete condition and purpose declarations during deployment, and Platform rejects an invalid declaration set with its problems without persisting any part. | yes | ATS-PFM-ELG-006-01, ATS-PFM-ELG-006-11 | TST-PFM-ELG-326 (not-run), TST-PFM-ELG-465 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-02 Condition declarations must use compatible operators, their application’s registered datasets and functions, valid subject fields and registered choice sources. | yes | ATS-PFM-ELG-006-02 | TST-PFM-ELG-465 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-03 Changed declarations require a higher version; an equal or lower version is rejected, while an identical redeployment performs no write. | yes | ATS-PFM-ELG-006-03, ATS-PFM-ELG-006-11 | TST-PFM-ELG-324 (not-run), TST-PFM-ELG-325 (not-run), TST-PFM-ELG-465 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-04 Omitted declarations are withdrawn unless a published rule uses the condition or a binding uses the purpose anywhere, in which case registration fails with the affected workspace and rule identified. | yes | ATS-PFM-ELG-006-04, ATS-PFM-ELG-006-10, ATS-PFM-ELG-007-19 | TST-PFM-ELG-322 (not-run), TST-PFM-ELG-465 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-05 Deprecated conditions continue to evaluate and appear only when explicitly requested; withdrawn conditions never appear in the authoring catalogue. | yes | ATS-PFM-ELG-006-05 | TST-PFM-ELG-321 (not-run), TST-PFM-ELG-415 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-06 Renamed conditions preserve their former keys as aliases for existing published expressions. | yes | ATS-PFM-ELG-001-19, ATS-PFM-ELG-006-06, ATS-PFM-ELG-006-09 | TST-PFM-ELG-323 (not-run), TST-PFM-ELG-465 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-07 Authoring catalogues include only licensed application conditions and purposes, support subject-kind filtering and omit internal queries and provider functions. | yes | ATS-PFM-ELG-006-07 | TST-PFM-ELG-320 (not-run), TST-PFM-ELG-415 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-08 Each process retains its evaluation catalogue for 60 seconds and invalidates that snapshot after its own successful registration. | yes | ATS-PFM-ELG-006-08 | TST-PFM-ELG-466 (not-run) |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-09 Condition and purpose declarations have no staff-facing mutation route and change through application deployments. | no | | |
| CAP-PFM-ELG-006 | BR-CAP-PFM-ELG-006-10 Platform declares testing, population, simulation and decision purposes plus date and portal-role conditions; portal-role evaluation awaits a user-to-contact relationship. | no | | |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-01 Platform’s console binding routes require binding-management authority and do not separately verify permission to edit the referenced consumer record. | yes | ATS-PFM-ELG-007-01 | TST-PFM-ELG-083 (not-run), TST-PFM-ELG-411 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-02 A binding requires an application-owned registered purpose, compatible required subjects and facts, batch-capable conditions for populations and no provider conditions for SQL-only purposes, including referenced expressions. | yes | ATS-PFM-ELG-006-10, ATS-PFM-ELG-007-02, ATS-PFM-ELG-007-19 | TST-PFM-ELG-071 (not-run), TST-PFM-ELG-072 (not-run), TST-PFM-ELG-428 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-03 Binding parameters must be declared, satisfy their types, collection forms, choices and bounds, and supply every required value without a default. | yes | ATS-PFM-ELG-007-03 | TST-PFM-ELG-073 (not-run), TST-PFM-ELG-468 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-04 Bindings follow the published expression or pin a published or superseded version of that rule; absent, draft, foreign or newly retired pins fail, while existing retired pins remain stored. | yes | ATS-PFM-ELG-005-11, ATS-PFM-ELG-007-04, ATS-PFM-ELG-007-18 | TST-PFM-ELG-075 (not-run), TST-PFM-ELG-092 (not-run), TST-PFM-ELG-442 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-05 A binding inherits its purpose’s failure policy unless it explicitly selects closed, open with review or defer. | yes | ATS-PFM-ELG-007-05 | TST-PFM-ELG-411 (not-run), TST-PFM-ELG-428 (not-run), TST-PFM-ELG-442 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-06 Each consumer can bind a rule once, and deprecated or archived rules reject new bindings. | yes | ATS-PFM-ELG-007-06 | TST-PFM-ELG-442 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-07 Binding updates recheck compatibility and require the version read, rejecting stale updates without changing the binding. | yes | ATS-PFM-ELG-007-07 | TST-PFM-ELG-078 (not-run), TST-PFM-ELG-428 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-08 Suspended bindings reject evaluation rather than returning an ineligible result, and bindings of archived rules cannot be resumed. | yes | ATS-PFM-ELG-004-15, ATS-PFM-ELG-007-08, ATS-PFM-ELG-007-17, ATS-PFM-ELG-007-20, ATS-PFM-ELG-008-16 | TST-PFM-ELG-076 (not-run), TST-PFM-ELG-442 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-09 Deleting a binding removes its plans while preserving recorded decisions. | yes | ATS-PFM-ELG-002-11, ATS-PFM-ELG-007-09, ATS-PFM-ELG-007-16 | TST-PFM-ELG-080 (not-run), TST-PFM-ELG-442 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-10 Binding lists require a rule or consumer application, support consumer filtering and cursors and accept no more than 100 consumer references in one request. | yes | ATS-PFM-ELG-007-10 | TST-PFM-ELG-079 (not-run), TST-PFM-ELG-411 (not-run), TST-PFM-ELG-413 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-11 Consumer applications manage bindings through service-only dispatch under their own principal, with that service recorded as the actor. | yes | ATS-PFM-ELG-007-11 | TST-PFM-ELG-412 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-12 Plan responses carry a version tag affected by rule versions, failure policy, portal wording and referenced expressions, with a matching tag returning not modified. | yes | ATS-PFM-ELG-007-12 | TST-PFM-ELG-081 (not-run), TST-PFM-ELG-413 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-13 Console plan responses omit internal queries, provider details and explanation templates, while consumer services receive the complete plan. | yes | ATS-PFM-ELG-007-13 | TST-PFM-ELG-082 (not-run), TST-PFM-ELG-335 (not-run), TST-PFM-ELG-412 (not-run) |
| CAP-PFM-ELG-007 | BR-CAP-PFM-ELG-007-14 The product editor’s eligibility card maintains a Platform binding to a shared or product-private rule without storing the rule on the product; private rules stay outside the shared catalogue until promoted. | yes | ATS-PFM-ELG-001-20, ATS-PFM-ELG-007-14, ATS-PFM-ELG-007-15 | TST-PFM-ELG-093 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-01 Evaluation returns eligible, ineligible or indeterminate; an indeterminate result becomes denial under closed, admission requiring review under open with review, or an unresolved outcome under defer. | yes | ATS-PFM-ELG-003-07, ATS-PFM-ELG-007-20, ATS-PFM-ELG-008-01, ATS-PFM-ELG-008-15, ATS-PFM-ELG-008-16, ATS-PFM-ELG-008-18, ATS-PFM-ELG-010-08 | TST-PFM-ELG-088 (not-run), TST-PFM-ELG-141 (not-run), TST-PFM-ELG-472 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-02 Evaluation verifies supplied subjects in the workspace before applying conditions, with an absent record yielding indeterminate and a not-found reason before the failure policy is applied. | yes | ATS-PFM-ELG-008-02, ATS-PFM-ELG-008-17, ATS-PFM-ELG-009-09 | TST-PFM-ELG-144 (not-run), TST-PFM-ELG-430 (not-run), TST-PFM-ELG-490 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-03 An omitted or empty required subject yields an indeterminate result with a missing-subject reason. | yes | ATS-PFM-ELG-008-03 | TST-PFM-ELG-431 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-04 A failed data read becomes an indeterminate result with a read-failure reason under the binding policy rather than an exception, preserving results for the remaining batch entries. | yes | ATS-PFM-ELG-008-04, ATS-PFM-ELG-008-19, ATS-PFM-ELG-012-06 | TST-PFM-ELG-429 (not-run), TST-PFM-ELG-473 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-05 An empty stored value fails its condition, such as an absent address, instead of making the evaluation indeterminate. | yes | ATS-PFM-ELG-008-05 | TST-PFM-ELG-431 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-06 Evaluation selects the version effective on the requested day and resolves relative dates from that day. | yes | ATS-PFM-ELG-008-06 | TST-PFM-ELG-127 (not-run), TST-PFM-ELG-128 (not-run), TST-PFM-ELG-430 (not-run), TST-PFM-ELG-431 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-07 Evaluation batches accept one to 50 requests and return results in request order, rejecting a larger batch as a whole. | yes | ATS-PFM-ELG-008-07 | TST-PFM-ELG-142 (not-run), TST-PFM-ELG-412 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-08 Purpose declarations control caller admission: portal callers require portal support, console callers cannot use system-only purposes and services require system support, with eligibility read authority also required for console and service callers. | yes | ATS-PFM-ELG-008-08 | TST-PFM-ELG-085 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-477 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-09 Portal requests evaluate only the signed-in member’s linked contact for display and treat supplied facts as asserted, rejecting foreign contacts, stronger consistency or an unlinked member. | yes | ATS-PFM-ELG-008-09 | TST-PFM-ELG-154 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-477 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-10 Explanation levels are none, portal, administrator and full; administrator and full require eligibility read authority and exclude portal callers, with excessive requests rejected. | yes | ATS-PFM-ELG-008-10 | TST-PFM-ELG-140 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-477 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-11 A closed-policy indeterminate result uses the rule’s portal message, with labelled explanations and no linked-record names exposed to portal readers. | yes | ATS-PFM-ELG-008-11 | TST-PFM-ELG-126 (not-run), TST-PFM-ELG-430 (not-run), TST-PFM-ELG-431 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-12 People cannot request transactional evaluation over the web; in-process checks read and record within the consumer transaction, with equivalent SQL-function states for SQL-only expressions. | yes | ATS-PFM-ELG-008-12 | TST-PFM-ELG-160 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-13 Provider evaluation uses declared batch sizes, a five-second budget and one retry, opening a 30-second circuit after five failures in one minute and returning indeterminate while open. | yes | ATS-PFM-ELG-008-13 | TST-PFM-ELG-249 (not-run), TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-14 The eligibility data reader can inspect reporting-readable data only within the workspace and cannot write records. | yes | ATS-PFM-ELG-008-14 | TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-008 | BR-CAP-PFM-ELG-008-15 The product should publish evaluation for use inside consumer processes as the approved architecture describes; the available implementation remains internal to Platform. | no | | |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-01 Transactional, authorization and indeterminate decisions are recorded, display decisions retain the first and then every twentieth by default per workspace, and dry runs, unbound tests and requests without a primary subject are excluded. | yes | ATS-PFM-ELG-009-01 | TST-PFM-ELG-146 (not-run), TST-PFM-ELG-430 (not-run), TST-PFM-ELG-472 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-02 Decision records permit application insertion and reading but no update or deletion, retaining the binding, expression version, plan, subject, evaluation day, state, outcome, up to 50 reasons and a summary trace. | yes | ATS-PFM-ELG-009-02 | TST-PFM-ELG-420 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-03 Monthly decision storage retains 13 complete months and drops older months without archival. | yes | ATS-PFM-ELG-009-03 | TST-PFM-ELG-256 (not-run), TST-PFM-ELG-420 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-04 Decision identities are generated at evaluation time, preserving chronological ordering and assigning records to that month. | yes | ATS-PFM-ELG-009-07 | TST-PFM-ELG-448 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-05 Decision lists require a subject or rule, omit traces, sort newest first and return 50 records by default or at most 100, accepting workspace dates or instants and rejecting unknown bindings. | yes | ATS-PFM-ELG-009-04 | TST-PFM-ELG-148 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-413 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-06 Decision reads explicitly constrain the workspace because the storage has no row policy, and an outside-workspace decision appears absent. | yes | ATS-PFM-ELG-002-12, ATS-PFM-ELG-009-05, ATS-PFM-ELG-009-08 | TST-PFM-ELG-149 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-420 (not-run) |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-07 Transactional and authorization decisions are persisted before returning, while sampled display writes happen afterward and failures are logged. | yes | ATS-PFM-ELG-008-17, ATS-PFM-ELG-009-09, ATS-PFM-ELG-009-10, ATS-PFM-ELG-009-11, ATS-PFM-ELG-012-07 | |
| CAP-PFM-ELG-009 | BR-CAP-PFM-ELG-009-08 Workspace deletion purges decisions through a restricted purger function that accepts only a workspace undergoing deletion. | yes | ATS-PFM-ELG-009-06, ATS-PFM-ELG-011-12 | TST-PFM-ELG-437 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-01 Compiled display evaluations may reuse an answer for two minutes; authorization, transactional, dry-run, test and indeterminate results are excluded, and cache hits create no new decision record. | yes | ATS-PFM-ELG-008-18, ATS-PFM-ELG-010-01, ATS-PFM-ELG-010-08 | TST-PFM-ELG-147 (not-run), TST-PFM-ELG-412 (not-run), TST-PFM-ELG-477 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-02 Publication, rollback and reference replacement invalidate cached answers for the changed rule and its followers before their next evaluation. | yes | ATS-PFM-ELG-004-16, ATS-PFM-ELG-010-02, ATS-PFM-ELG-010-07 | TST-PFM-ELG-193 (not-run), TST-PFM-ELG-412 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-03 Publication and rollback enqueue current rule-derived role holders and simulation gains, limited to 10,000 newly eligible subjects, and report the queued count. | yes | ATS-PFM-ELG-010-03, ATS-PFM-ELG-010-09, ATS-PFM-ELG-010-10, ATS-PFM-ELG-011-10, ATS-PFM-ELG-012-08 | TST-PFM-ELG-179 (not-run), TST-PFM-ELG-198 (not-run), TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-04 CRM contact, organization and affiliation events invalidate subject answers and request role rechecks only when a relevant condition declares event refresh; time-only conditions acknowledge the event without work. | yes | ATS-PFM-ELG-010-04 | TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-05 The system-only reconcile route requires a staff key, accepts at most 100 subjects and deduplicates both repeated subjects and already-pending requests. | yes | ATS-PFM-ELG-010-05 | TST-PFM-ELG-511 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-06 Switching a condition to event refresh requires a higher declaration version, and that switch alone produces no change record. | yes | | |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-07 Portal-message edits change the plan and bypass earlier cached answers, suspension rejects requests immediately and resumption may reuse the unchanged plan’s answer until its two-minute expiry. | yes | ATS-PFM-ELG-010-06 | TST-PFM-ELG-194 (not-run) |
| CAP-PFM-ELG-010 | BR-CAP-PFM-ELG-010-08 Security owns role rechecks, nightly reconciliation and grant expiry, while eligibility supplies evaluations and queues the requests. | no | | |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-01 Population start and read require population authority plus the dataset query permission; simulation start and read require publish authority plus that dataset permission. | yes | ATS-PFM-ELG-011-01 | TST-PFM-ELG-267 (not-run), TST-PFM-ELG-268 (not-run), TST-PFM-ELG-414 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-02 Population runs evaluate an effective or numbered version on its subject dataset, optionally filtered, rejecting compile failures, nonbatch providers, a foreign dataset, more than 250,000 explicit subjects or saved-query output before creating a run. | yes | ATS-PFM-ELG-011-02 | TST-PFM-ELG-264 (not-run), TST-PFM-ELG-265 (not-run), TST-PFM-ELG-266 (not-run), TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-03 Eligible-only runs prune subjects excluded by database conditions, but provider-dependent branches cannot eliminate candidates in advance. | yes | ATS-PFM-ELG-011-03 | TST-PFM-ELG-274 (not-run), TST-PFM-ELG-464 (not-run), TST-PFM-ELG-489 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-04 Population jobs persist each cursor page once and resume after interruptions, with runs exceeding one million subjects stopped unless explicitly allowed. | yes | ATS-PFM-ELG-011-04, ATS-PFM-ELG-011-11, ATS-PFM-ELG-012-09 | TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-05 Completed runs expose state counts and ordered pages of at most 1,000 subject references, comparison gains and losses limited to 10,000 each, unchanged counts and optional reference-and-state exports. | yes | ATS-PFM-ELG-011-05 | TST-PFM-ELG-275 (not-run), TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-06 Simulations compare a draft and publication over recent decision subjects, derived-role holders and any requested scope, returning state changes and affected bindings and references, with nonbatch providers making results partial. | yes | ATS-PFM-ELG-011-06 | TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-07 Publication may cite a completed simulation of its current draft or record a skip, rejecting both choices together, foreign simulations, unfinished simulations and results for earlier drafts. | yes | ATS-PFM-ELG-004-17, ATS-PFM-ELG-010-09, ATS-PFM-ELG-011-07, ATS-PFM-ELG-011-09, ATS-PFM-ELG-011-10 | TST-PFM-ELG-167 (not-run), TST-PFM-ELG-271 (not-run), TST-PFM-ELG-464 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-08 Population runs have a 90-day retention target and simulations 30 days; the product should enforce expiry, but scheduled cleanup is absent. | yes | ATS-PFM-ELG-011-08 | TST-PFM-ELG-458 (not-run), TST-PFM-ELG-460 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-09 Population and simulation reads conceal other workspaces’ records, and workspace deletion removes their runs and simulations. | yes | ATS-PFM-ELG-011-12 | TST-PFM-ELG-437 (not-run) |
| CAP-PFM-ELG-011 | BR-CAP-PFM-ELG-011-10 The product exposes run lookup by its returned identity but offers neither a run list nor cancellation. | no | | |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-01 The closed-policy uncertainty alarm triggers above five percent over 15 minutes when at least 20 evaluations exist. | yes | ATS-PFM-ELG-012-01 | TST-PFM-ELG-248 (not-run), TST-PFM-ELG-467 (not-run) |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-02 The provider-circuit alarm triggers on any refused call in five minutes across interactive evaluation and population work. | yes | ATS-PFM-ELG-008-19, ATS-PFM-ELG-012-02, ATS-PFM-ELG-012-06 | TST-PFM-ELG-249 (not-run), TST-PFM-ELG-467 (not-run) |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-03 Role-recheck queue age above 15 minutes and any population failure within an hour each trigger an alarm. | yes | ATS-PFM-ELG-010-10, ATS-PFM-ELG-011-11, ATS-PFM-ELG-012-03, ATS-PFM-ELG-012-08, ATS-PFM-ELG-012-09 | TST-PFM-ELG-250 (not-run), TST-PFM-ELG-251 (not-run), TST-PFM-ELG-467 (not-run) |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-04 Alarm inputs match emitted metrics and their dimensions rather than watching nonexistent series. | yes | ATS-PFM-ELG-012-04 | TST-PFM-ELG-247 (not-run), TST-PFM-ELG-467 (not-run) |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-05 Evaluations, provider calls, population pages and publications produce structured diagnostic logs by workspace, rule and version without fact values, personal data or provider payloads. | yes | ATS-PFM-ELG-009-10, ATS-PFM-ELG-012-05, ATS-PFM-ELG-012-07 | TST-PFM-ELG-253 (not-run), TST-PFM-ELG-259 (not-run), TST-PFM-ELG-430 (not-run) |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-06 An authorized workspace health request reads no business data, while the public health route reports the deployed service build. | no | ATS-PFM-ELG-012-10 | |
| CAP-PFM-ELG-012 | BR-CAP-PFM-ELG-012-07 Eligibility has no dashboard, so operators inspect logs and metrics directly pending a product-wide dashboard choice. | no | | |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-01 Responsibility holdings confer no access rights and remain outside authorization reads. | yes | ATS-PFM-ELG-013-01 | TST-PFM-ELG-512 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-02 The responsibility catalogue includes Platform areas and licensed applications’ areas, with readable scope-kind names. | yes | ATS-PFM-ELG-013-02 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-497 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-03 Reading responsibilities requires the baseline read permission, while assigning, ending and removing holdings requires sensitive management authority. | yes | ATS-PFM-ELG-013-03 | TST-PFM-ELG-379 (not-run), TST-PFM-ELG-492 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-04 Assignments accept one active customer console user or role at an allowed resource or workspace scope, rejecting teams, multiple subjects, unsupported scopes and foreign-customer users. | yes | ATS-PFM-ELG-013-04 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-493 (not-run), TST-PFM-ELG-495 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-05 A holder has one assignment per area, scope and overlapping validity period regardless of primary or backup designation, including concurrent attempts; other scopes, holders and nonoverlapping or ended periods remain valid. | yes | ATS-PFM-ELG-013-05, ATS-PFM-ELG-013-17 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-495 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-06 Repeating an assignment’s idempotency key with the same body returns the existing assignment; reusing it with another body is rejected without a write. | yes | ATS-PFM-ELG-013-06, ATS-PFM-ELG-013-16 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-495 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-07 An assignment can begin later and contributes no effective holding before that time, with its end required to follow its start. | yes | ATS-PFM-ELG-013-07 | TST-PFM-ELG-495 (not-run), TST-PFM-ELG-496 (not-run), TST-PFM-ELG-510 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-08 Ending a direct assignment at the read version also ends its delegations atomically; derived holdings reject manual ending and role defaults use removal instead. | yes | ATS-PFM-ELG-013-08, ATS-PFM-ELG-013-13, ATS-PFM-ELG-013-14, ATS-PFM-ELG-014-09, ATS-PFM-ELG-015-07 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-495 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-09 Removing a role default retains a removed history row that reconciliation does not recreate, while a resource-specific role assignment narrows the default there. | yes | ATS-PFM-ELG-013-09 | TST-PFM-ELG-495 (not-run), TST-PFM-ELG-501 (not-run), TST-PFM-ELG-502 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-10 A workspace with no assignments receives its role-default holdings on first use before nightly reconciliation. | yes | | |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-11 My Responsibilities presents current holdings and their direct, role, derived or cover origin, with named roles and delegations in both directions. | yes | ATS-PFM-ELG-013-10 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-496 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-12 Holder resolution selects the deepest primaries, eligible backups at that depth or below, permitted wider cover and delegates, falling back to another area only when no scope holds the requested area. | yes | ATS-PFM-ELG-013-11, ATS-PFM-ELG-013-15, ATS-PFM-ELG-017-15 | TST-PFM-ELG-397 (not-run), TST-PFM-ELG-492 (not-run), TST-PFM-ELG-496 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-13 Assignment and handover changes notify affected people, excluding self-actions and role defaults, and ending an assignment retracts its unread notice. | yes | ATS-PFM-ELG-013-12 | TST-PFM-ELG-491 (not-run), TST-PFM-ELG-494 (not-run) |
| CAP-PFM-ELG-013 | BR-CAP-PFM-ELG-013-14 Responsibility writes are audited, and assignment lists return 50 entries by default with a maximum of 200. | yes | ATS-PFM-ELG-014-12 | TST-PFM-ELG-498 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-01 Delegating an owned assignment requires delegate-own authority, while acting for someone else requires management authority and read authority alone cannot delegate. | yes | ATS-PFM-ELG-014-01 | TST-PFM-ELG-492 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-02 Cover windows apply to active direct assignments, end after their start, last from one hour to 90 days and neither outlive the assignment nor finish in the past. | yes | ATS-PFM-ELG-014-02 | TST-PFM-ELG-510 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-03 Cover must name another active console user of the same customer, rejecting self-cover, outside-customer users, ended holdings and role defaults. | yes | ATS-PFM-ELG-014-03 | TST-PFM-ELG-498 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-04 Delegate everything creates one cover arrangement for every active direct assignment of the caller in one operation. | yes | ATS-PFM-ELG-014-04 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-494 (not-run), TST-PFM-ELG-498 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-05 Only the original holder, the covering colleague or a responsibilities manager can end cover early. | yes | ATS-PFM-ELG-014-05 | TST-PFM-ELG-492 (not-run), TST-PFM-ELG-498 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-06 Active cover adds the delegate as a covering holder, presents the delegator’s items and a named expiry banner, with those additions removed when cover ends. | yes | ATS-PFM-ELG-013-13, ATS-PFM-ELG-014-06, ATS-PFM-ELG-014-09, ATS-PFM-ELG-014-11, ATS-PFM-ELG-017-16 | TST-PFM-ELG-377 (not-run), TST-PFM-ELG-393 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-07 Each handover sends the delegate one notice naming the holder, assignment count and end, and confirms the arrangement to the original holder. | yes | ATS-PFM-ELG-014-07 | TST-PFM-ELG-491 (not-run), TST-PFM-ELG-494 (not-run) |
| CAP-PFM-ELG-014 | BR-CAP-PFM-ELG-014-08 Nightly reconciliation reports cover assigned to a user who became inactive without ending the delegation. | yes | ATS-PFM-ELG-014-08, ATS-PFM-ELG-014-10, ATS-PFM-ELG-015-08 | TST-PFM-ELG-502 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-01 Responsibility registration validates an application’s complete list and rejects foreign keys, unsupported scope or derivation objects, unknown roles and missing fallback areas without partial writes. | yes | ATS-PFM-ELG-015-01 | TST-PFM-ELG-503 (not-run), TST-PFM-ELG-506 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-02 Registration updates changed areas, skips unchanged ones, retains omitted areas as retired and replaces role defaults. | yes | ATS-PFM-ELG-015-02 | TST-PFM-ELG-503 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-03 Changed registrations reconcile operational workspaces within a 30-second budget, initializing defaults and uncovered-area state, with remaining work deferred to nightly processing. | yes | ATS-PFM-ELG-015-03 | TST-PFM-ELG-501 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-04 Nightly reconciliation creates declared role defaults, respects removed defaults, ends undeclared ones and makes no changes on an identical rerun. | yes | ATS-PFM-ELG-014-10, ATS-PFM-ELG-015-04, ATS-PFM-ELG-015-08 | TST-PFM-ELG-502 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-05 An always-held area without a workspace-level active primary appears in the unassigned report, updated atomically by assignment changes and cleared when coverage returns. | yes | ATS-PFM-ELG-013-14, ATS-PFM-ELG-015-05, ATS-PFM-ELG-015-07, ATS-PFM-ELG-015-10 | TST-PFM-ELG-499 (not-run), TST-PFM-ELG-502 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-06 Unassigned areas produce advisory attention for administrators and clear when covered, with post-write attention refresh failures leaving the responsibility write successful. | yes | ATS-PFM-ELG-015-06, ATS-PFM-ELG-015-09, ATS-PFM-ELG-015-10, ATS-PFM-ELG-016-13 | TST-PFM-ELG-378 (not-run), TST-PFM-ELG-390 (not-run), TST-PFM-ELG-391 (not-run) |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-07 Responsibility readers can inspect uncovered areas and follow their assignment links. | no | | |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-08 Applications synchronize record-derived holdings through a function that inserts missing holdings and ends obsolete ones without deleting history. | yes | | |
| CAP-PFM-ELG-015 | BR-CAP-PFM-ELG-015-09 Derived synchronization requires the transaction’s workspace and actor, a valid application and derivation key, an array of active responsibility entries declared derivable from that application’s objects with people, allowed holder kinds, valid scopes and ordered dates, and no repeated responsibility at a scope; it serializes each derivation, validates before writing, refreshes changed dates and audits inserts, endings and refreshes in the same transaction. | yes | | |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-01 Application attention declarations are validated together, rejecting foreign keys, changed classes, unexplained required classes, escalating opportunities, incompatible audiences, invalid templates, unavailable actions or permissions and foreign about-objects. | yes | ATS-PFM-ELG-016-01 | TST-PFM-ELG-400 (not-run), TST-PFM-ELG-403 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-02 Removing a declared kind retires it and resolves its open workspace items while retaining workspace settings. | yes | ATS-PFM-ELG-016-02, ATS-PFM-ELG-016-16 | TST-PFM-ELG-400 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-03 Applications publish and resolve attention within their transaction through four restricted database functions, rejecting foreign workspace or service claims and unavailable kinds, while Platform can evaluate any application’s computed kinds. | yes | ATS-PFM-ELG-016-03, ATS-PFM-ELG-016-11 | TST-PFM-ELG-375 (not-run), TST-PFM-ELG-392 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-04 Item publication rejects invalid facts, scope chains over ten or an organization scope placed before the end, unsupported or excessive audiences, missing responsibility targets, teams, unknown product roles and non-Platform eligibility audiences, rolling back refused writes. | yes | ATS-PFM-ELG-016-04 | TST-PFM-ELG-392 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-05 Each kind and deduplication key has one open occurrence, refreshed in place with replacement audiences while retaining escalations; recurrence after resolution creates a new generation. | yes | ATS-PFM-ELG-016-05, ATS-PFM-ELG-016-15, ATS-PFM-ELG-019-07 | TST-PFM-ELG-392 (not-run), TST-PFM-ELG-402 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-06 Published surfaces reflect the kind’s and workspace’s choices, and scope chains end at the workspace after application-provided resource ancestry. | yes | ATS-PFM-ELG-016-06 | TST-PFM-ELG-392 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-07 Resolution reports whether it closed an open occurrence and safely repeats; unconfirmed resolution clears matching occurrences not refreshed since a given instant, optionally within a scope. | yes | ATS-PFM-ELG-015-09, ATS-PFM-ELG-016-07, ATS-PFM-ELG-016-11, ATS-PFM-ELG-016-13, ATS-PFM-ELG-016-14, ATS-PFM-ELG-017-17 | TST-PFM-ELG-375 (not-run), TST-PFM-ELG-392 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-08 Closed occurrences do not reopen; a 15-minute sweep expires overdue expiry dates, releases their deduplication keys, clears recently retired kinds, refreshes rank and removes orphaned supporting records. | yes | ATS-PFM-ELG-016-08 | TST-PFM-ELG-402 (not-run), TST-PFM-ELG-408 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-09 Scheduled computed attention uses reporting data to publish matching records and clear missing matches, stopping above 100,000 without clearing items and rejecting eligibility audiences until customer authoring exists. | yes | ATS-PFM-ELG-016-09 | TST-PFM-ELG-390 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-10 Manual resolution requires its separate permission and an audited reason, returning not found for an occurrence already closed. | yes | ATS-PFM-ELG-016-10 | TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-11 Monthly attention storage retains 13 months, dropping remaining open occurrences with their partition for providers to recreate on a subsequent sweep. | yes | | |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-12 Contact and organization merges redirect attention references and audiences to the survivor, including a merged contact’s personal state. | yes | ATS-PFM-ELG-016-12 | |
| CAP-PFM-ELG-016 | BR-CAP-PFM-ELG-016-13 Attention does not automatically create tasks or messages and currently emits no business lifecycle events. | no | | |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-01 Every signed-in console staff member can read and respond to personal attention through baseline use authority, while portal attention remains withheld. | yes | ATS-PFM-ELG-017-01 | TST-PFM-ELG-381 (not-run), TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-02 Audiences resolve during reads through scoped responsibility holders and delegates, direct users and role holders; team audiences currently match nobody. | yes | ATS-PFM-ELG-014-11, ATS-PFM-ELG-016-14, ATS-PFM-ELG-017-02, ATS-PFM-ELG-017-16, ATS-PFM-ELG-017-17 | TST-PFM-ELG-377 (not-run), TST-PFM-ELG-393 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-03 Ending a holding removes its audience match on the next read without rewriting the occurrence or removing it from other holders. | yes | ATS-PFM-ELG-013-15, ATS-PFM-ELG-017-03, ATS-PFM-ELG-017-15 | TST-PFM-ELG-372 (not-run), TST-PFM-ELG-397 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-04 Multiple audience matches produce one item with the preferred reason in order: resource responsibility, workspace responsibility, delegation, cover, team, role, escalation and direct user. | yes | ATS-PFM-ELG-017-04 | TST-PFM-ELG-393 (not-run), TST-PFM-ELG-408 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-05 Rank combines class weights of 300, 200 and 100, urgency weights of 60, 40 and 20, allowed adjustments and up to ten daily age points; opportunity cannot outrank required, and displayed due-soon urgency uses workspace calendar days with a seven-day default. | yes | ATS-PFM-ELG-017-05 | TST-PFM-ELG-392 (not-run), TST-PFM-ELG-408 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-06 Lists exclude dismissed items and normally snoozed items, support rank, due-date or opening order and cursor pages of 25 by default or at most 100 without duplication or omission. | yes | ATS-PFM-ELG-017-06, ATS-PFM-ELG-017-19, ATS-PFM-ELG-020-09 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-393 (not-run), TST-PFM-ELG-399 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-07 Summaries group kinds with urgency, snooze and unread counts plus three leading items; unread means required, unacknowledged and unsnoozed, with per-kind counts capped at 500 and reflected on the bell. | yes | ATS-PFM-ELG-017-07, ATS-PFM-ELG-017-18, ATS-PFM-ELG-018-07 | TST-PFM-ELG-373 (not-run), TST-PFM-ELG-398 (not-run), TST-PFM-ELG-399 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-08 Empty summaries distinguish disabled attention, no holdings or direct audiences, and no outstanding conditions. | yes | ATS-PFM-ELG-017-14 | TST-PFM-ELG-393 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-09 Presentation renders declared facts and scope labels, readable titles and workspace-zone times and durations instead of exposing internal references or raw timestamps. | yes | ATS-PFM-ELG-017-08 | TST-PFM-ELG-393 (not-run), TST-PFM-ELG-406 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-10 An item detail explains its condition, audience match, next action and expected change, concealing occurrences outside the viewer’s audience. | yes | ATS-PFM-ELG-017-09 | TST-PFM-ELG-369 (not-run), TST-PFM-ELG-388 (not-run), TST-PFM-ELG-393 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-11 Item actions require their declared permissions and explain missing authority; audience membership itself grants no record or action access. | yes | ATS-PFM-ELG-017-10 | TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-12 Record attention shows all open occurrences about that record with personal matches marked, only to an authorized record reader. | yes | ATS-PFM-ELG-017-11 | TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-13 Reading a colleague’s attention requires read-others authority and creates an audit record. | yes | ATS-PFM-ELG-017-12 | TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-017 | BR-CAP-PFM-ELG-017-14 Attention remains workspace-isolated, and reads without a workspace return no items. | yes | ATS-PFM-ELG-017-13 | TST-PFM-ELG-380 (not-run), TST-PFM-ELG-382 (not-run), TST-PFM-ELG-389 (not-run), TST-PFM-ELG-393 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-01 Personal actions require an open occurrence addressed to the caller, with every action rejected after the occurrence closes. | yes | ATS-PFM-ELG-018-01 | TST-PFM-ELG-408 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-02 Acknowledgement marks the item seen and removes its unread contribution while keeping it on the list. | yes | ATS-PFM-ELG-017-18, ATS-PFM-ELG-018-02, ATS-PFM-ELG-018-07, ATS-PFM-ELG-018-10 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-396 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-03 Required attention cannot be dismissed. | yes | ATS-PFM-ELG-018-03 | TST-PFM-ELG-370 (not-run), TST-PFM-ELG-388 (not-run), TST-PFM-ELG-396 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-04 Required snoozes obey the kind’s duration and count bounds, defaulting to seven days and three uses; other classes allow repeated snoozes up to 90 days, always ending in the future. | yes | ATS-PFM-ELG-018-04, ATS-PFM-ELG-018-08, ATS-PFM-ELG-019-08 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-408 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-05 Dismissal removes an advisory or opportunity from that person’s list, with a recurring advisory appearing only as a fresh occurrence. | yes | ATS-PFM-ELG-018-05 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-396 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-06 Snoozed attention reappears at its end time or when the person explicitly ends the snooze. | yes | ATS-PFM-ELG-018-09, ATS-PFM-ELG-018-10 | TST-PFM-ELG-396 (not-run) |
| CAP-PFM-ELG-018 | BR-CAP-PFM-ELG-018-07 Actions lock an existing personal state, advance its version and audit kind, occurrence and generation; snoozes additionally audit their count, while rejected actions create no trail. | yes | ATS-PFM-ELG-018-06, ATS-PFM-ELG-018-09, ATS-PFM-ELG-018-11 | TST-PFM-ELG-396 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-01 A 15-minute sweep escalates an overdue occurrence once after its configured delay, adds the declared role or responsibility audience and audits the change while retaining original audiences. | yes | ATS-PFM-ELG-019-01 | TST-PFM-ELG-402 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-02 Escalation is permanent, is not repeated and survives provider refreshes, with occurrences short of the delay unchanged. | yes | ATS-PFM-ELG-016-15, ATS-PFM-ELG-019-02, ATS-PFM-ELG-019-07 | TST-PFM-ELG-402 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-03 Reminder policies combine application defaults and workspace overrides field by field, defaulting to due-soon and overdue reminders, daily up to three and escalation where supported; disabled or empty policies plan nothing. | yes | ATS-PFM-ELG-019-03 | TST-PFM-ELG-405 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-04 Reminders are planned per matching person: once near due date, by overdue cadence up to a maximum without late catch-up and once for escalation recipients, skipping snoozed, dismissed or hidden attention and preventing duplicate plans. | yes | ATS-PFM-ELG-019-04 | TST-PFM-ELG-401 (not-run), TST-PFM-ELG-405 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-05 Sending rechecks due reminders and records skips for closed, dismissed, snoozed or hidden attention, disabled policies and inactive or unaddressable recipients. | yes | ATS-PFM-ELG-018-08, ATS-PFM-ELG-019-05, ATS-PFM-ELG-019-08, ATS-PFM-ELG-019-09, ATS-PFM-ELG-020-10 | TST-PFM-ELG-401 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-06 Each sender run groups a person’s reminders into one communications message with kind, reason, workspace-zone due date and console link, using an idempotency key for retries. | yes | ATS-PFM-ELG-019-06, ATS-PFM-ELG-019-10 | TST-PFM-ELG-401 (not-run) |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-07 The product should leave reminders disabled until a workspace administrator enables the kind. | yes | | |
| CAP-PFM-ELG-019 | BR-CAP-PFM-ELG-019-08 The product should send reminders through Notifications and use its digest and quiet-hour preferences; current attention code still sends communications e-mail and retains those preferences. | no | | |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-01 Attention catalogue reads require read authority, while reading or changing a kind’s workspace settings requires sensitive management authority. | yes | ATS-PFM-ELG-020-01 | TST-PFM-ELG-388 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-02 Workspaces can disable a kind or restrict its declared surfaces, hiding occurrences without resolving them. | yes | ATS-PFM-ELG-020-02 | TST-PFM-ELG-393 (not-run), TST-PFM-ELG-395 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-03 Configured values must respect the kind’s declarations and bounds, with a workspace rank adjustment from minus ten to ten only for adjustable kinds. | yes | ATS-PFM-ELG-020-03 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-395 (not-run), TST-PFM-ELG-407 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-04 Wording overrides allow titles and group labels up to 200 characters and summaries up to 1,000, reference only declared facts and render every example; portal overrides remain rejected. | yes | ATS-PFM-ELG-020-04 | TST-PFM-ELG-395 (not-run), TST-PFM-ELG-407 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-05 Escalation settings require application permission to adjust and a registered responsibility or product role target; reminder intervals are at least one hour and counts at most ten. | yes | ATS-PFM-ELG-019-09, ATS-PFM-ELG-020-05, ATS-PFM-ELG-020-10 | TST-PFM-ELG-395 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-06 Settings changes require the version read and are audited, including earlier and replacement wording and priority adjustments. | yes | ATS-PFM-ELG-020-06 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-395 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-07 Personal preferences may hide known advisory and opportunity kinds, never required kinds, using the read version and allowing explicit inclusion of hidden kinds. | yes | ATS-PFM-ELG-017-19, ATS-PFM-ELG-020-07, ATS-PFM-ELG-020-09 | TST-PFM-ELG-388 (not-run), TST-PFM-ELG-394 (not-run), TST-PFM-ELG-399 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-08 Preferences are private to their owner and begin with no hidden attention kinds. | yes | ATS-PFM-ELG-020-08, ATS-PFM-ELG-020-11 | TST-PFM-ELG-394 (not-run) |
| CAP-PFM-ELG-020 | BR-CAP-PFM-ELG-020-09 The product should provide the approved shared settings screen and personal preference panel; both remain absent from the console. | no | | |