Every critical action is traceable.

Audit is not a log dump. It’s a structured timeline with actor, target, metadata, and correlation IDs.

What gets audited (minimum)

Create/update/archive; mandates and benchmarks.

Proposal generation, review, and conversion.

Pre-trade checks and overrides.

Create, approve, cancel, route.

Fills, confirmations, settlement status changes.

Job submissions; AI actions logged where policy allows.

When issues happen, a good audit trail is the difference between clarity and chaos.

Cross-links across the public site for architecture, trust, specialty modules, and rollout.

Rule checks, severity, and governed override patterns.

Authorization, approval controls, and trust posture.

Structured logs, trace context, and queue visibility.

Governance-ready exports and artifact workflows.

Exception-first handling for non-happy paths.

Lifecycle states for portfolio, compliance, orders, and settlement.