Platform

Administration & Policy Center

Control users, roles, permissions, financial authority, automation governance and policies.

Role preview · preview RevenueOS as

Approve write-offs

Allowed

Execute cash application

Not allowed

Approve data merges

Not allowed

Control automations

Allowed

Edit policies

Not allowed

Audit all records

Not allowed

Demo role switcher — not authentication. Restrictions are enforced in the UI for approvals, executions, merges, automation controls and policy edits.

Executive view: policies and authority are shown read-only and summarized. Switch to Administrator or CFO / Finance to configure.

Policy center

Payment

Auto-apply ≥ 99% confidence within limit; otherwise review

Partial Payment

Apply valid amount, create residual AR and recovery task

Settlement

No financial closure while obligation remains

Write-Off

Threshold authority, evidence, maker/checker

Communications

Channels, quiet hours, frequency, opt-out, recording

Automation

Autonomy L0–L4 per agent; no L5 for financial actions

Data

Merge approval, verification, source authority, retention

Risk

Signals inform; humans decide restrictions and limits

Write-off single-approver threshold

Current: $5,000

Read-only

Adjustment approval threshold

Current: $5,000

Read-only

Refund CFO threshold

Current: $10,000

Read-only

Payment application auto-apply limit

Current: $25,000

Read-only

Reversal approval

Current: Maker/checker

Read-only

Policy values here are recorded and versioned. Thresholds used elsewhere in the demo (e.g. Controls write-off limits) still show their configured defaults.

Policy versioning

Policy	Setting	Version	Value	Changed By	Approved By	Effective	Reason
Financial policy	Write-off authority	v3.2	$5,000 / dual approval	M. Chen	CFO	2026-07-01	Annual review
Automation policy	Autonomy levels	v1.1	L0–L4	Automation CoE	COO	2026-08-20	Cap financial actions at L4