Govern Integration Playbook

Prerequisites

1. Audit-event retention policy defined
2. Export consumers identified
3. Dashboard and reporting audiences mapped

Setup Steps

1. Enable audit capture for all module actions.
2. Configure export types and delivery destinations.
3. Subscribe dashboards to metrics endpoints.
4. Test compliance-report generation in sandbox.

Example Payloads

{
  "report_type": "funder_portfolio",
  "format": "pdf"
}

Testing

• Export at least one PDF and one CSV report
• Verify event completeness for an end-to-end funding lifecycle

Go-Live Checklist

• Audit retention approved
• Export permissions enforced
• APR and compliance reporting validated