Funder workspace Sonoran Community FoundationSwitch to Pinal Health Legacy FundSame deal and evidence, the other funder's policy.

Guided tour · Step 1 of 14

Start here: one funder's workspace

On this page. You are in the workspace of Sonoran Community Foundation, a synthetic funder; the bar at the top of every page names the funder and switches to the other one. The panels show its current policy version, the one synthetic deal it is looking at with the result under this policy now, the stored draft, the information request waiting for the sponsor, and which record depends on which.

Try this. Follow Next in this panel to walk the story in order, or use the page links to jump around; the tour follows you. The Steps row runs Policy, Evaluation, Evidence, Draft, Review, Record, and each page ends with its own next step along that row; the tour adds side trips to the policy editor, the deal and the sponsor. The Add a note box at the bottom of every page saves a comment for the team. The Demo data panel on this page puts everything back to the seeded state when you want a clean start; notes are kept.

Next: The funder's policy, versioned

Funder workspace

Sonoran Community Foundation

Everything in this demo is synthetic: the funder, the policy, the deal, the evidence, and the reviewer are invented. No real organization or document is represented.

Policy

Catalytic sleeve policy, version 3. Saving a change makes a new version; earlier versions are kept.

Open policy

Deal

Riverbend Housing Note. A $750,000, 5-year, 3% senior secured note to a fictional community land trust to acquire and rehabilitate 42 rental homes in Pima County, Arizona.

Result under this policy now: needs information 2 questions are open: Additionality, Mobilization. No hard exclusion or required criterion has failed; the evidence does not answer them yet.

Evaluate against the policy Deal and evidence

Draft

One draft memo, written from evidence version 1. seeded Quotes located in evidence: 12 of 13. Whether a quote supports its claim is the reviewer's judgment. Open the draft.

Sponsor intake

1 information request sent to the sponsor from this workspace. Latest: Answered 0 of 11; 11 still open. A sponsor's answers become evidence only when the funder adds them to the evidence record, as a new version labeled a sponsor statement, not verified. Open intake.

What is tied to what

A draft memo is written from one evidence version. Switch the evidence and that draft no longer applies; the new version needs its own draft.
An attestation ties together one policy version, one evidence version and one draft. Save a new policy version or switch the evidence, and the attestation is marked stale. It stays on the record, unchanged.
A decision is recorded on one attestation. When that attestation goes stale, so does the decision, and a new decision needs a new attestation.

Demo data

Deliberate destruction of demo history, never a rollback: deletes every workspace's policy versions beyond the seed, every attestation and decision, every information request and response, and every evidence version made from them, then re-inserts the fixtures exactly as `pnpm seed` does (two workspaces, evidence versions E1 and E2 with their drafts, one pending information request). No model call.