Property decision owner
Confirms property, operator, lease set, business facts, disclosure authority, instructions, acceptance, and distribution.
Expert oversight
BoardTrue Clear client, operator, specialist, conflict, and human-release controls.
Confirms property, operator, lease set, business facts, disclosure authority, instructions, acceptance, and distribution.
Checks record identity, declared formulas, arithmetic, provenance, exceptions, limitations, and the exact release candidate. This role cannot issue a licensed opinion.
Reviews only questions within a verified credential and signed scope, such as disputed contract meaning, legal notice, formal audit opinion, accounting treatment, valuation, or negotiation advice.
Accepts unresolved limitations, confirms the intended recipient and use, and authorizes the exact version for distribution.
| Control | Evidence required | Failure response |
|---|---|---|
| Identity | Verified person, organization, and contact route | Block assignment |
| Qualification | Current role or credential relevant to the exact decision | Route elsewhere |
| Scope | Written lease, property, period, questions, and exclusions | Stop out-of-scope work |
| Conflict | Recorded independence and material interests | Escalate or replace |
| Authority | Permission to review or release the exact artifact | Keep unreleased |
| Accountability | Dated decision, limitations, correction, and retention record | Reject incomplete review |