Auditor guide

Auditor is a read-focused role. It reviews what happened, who did it, when it happened, from which product and tenant context, and why the system allowed or blocked the action.

Product scope

Product	Auditor focus
Accounting Workspace	Document, approval, ERP export, and accounting workflow evidence.
Enterprise IDP / OCR Operations	Quality guarantee, OCR/AI provider accuracy, verifier work, and QA sampling.
E-document Archive	Retention, legal hold, disposition, evidence package, and archive event chain.

Audit filters

Auditor should be able to filter by:

• category;
• severity;
• actor;
• subject type;
• tenant;
• client or company;
• document id;
• date range;
• IP or session context where available;
• page size.

Quality review

Quality evidence should include:

• field-level accuracy;
• line-level accuracy;
• provider benchmark;
• release gate status;
• QA sampling status;
• correction SLA;
• customer-specific quality guarantee state.

Archive evidence

Archive auditor reviews:

• original file;
• preserved copy;
• metadata;
• hash;
• retention class;
• legal hold;
• event chain;
• evidence package.

What auditor should not do

• edit documents;
• approve documents unless another role grants it;
• change retention policies;
• configure OCR providers;
• change users or billing.

Demo test path

1. Enter as Auditor.
2. Open Audit.
3. Apply category and severity filters.
4. Open Reports.
5. In archive product, open record evidence and download evidence package if allowed.
6. Confirm no edit or admin-only actions are visible.