Review and evidence

Review decisions records the source revision, approving or rejecting decision, reviewer, date, reason and operation key. It is linked to the instruction. The Independent Finance Reviewer checks the version presented by the Operations Analyst; a decision on an earlier revision cannot silently cover changed financial details. A return for correction leaves a reason for the next pass.

The same independent decision pattern supports a submitted carrier handoff. The reviewer checks the linked instruction and supporting evidence before the carrier quote status changes. A person who prepared or submitted the work cannot act as the independent reviewer for that same submission. App Administrator maintains membership, but administrative access alone is not review authority.

• Frozen revision. Each decision identifies the version the reviewer actually assessed.
• Named reviewer. The decision records the responsible team member and reason.
• Document context. Attachments carry a title, evidence type, uploader, upload date and visibility.

Agree what evidence is sufficient for an instruction authorization and for a carrier handoff decision. Decide which attachments may be shared and which remain internal. Set a correction route for an outdated document or a changed amount. Staff should know whether a return needs a new submission and how to link a replacement file without erasing the original review history.

An analyst submits an instruction with a supporting provider statement. The reviewer notices the statement belongs to a different account and returns the instruction with that reason. The analyst attaches the correct statement and changes the instruction revision. Another review records approval of that revision, its date and reviewer. Later, the provider sends a confirmation that the team links as execution evidence. An auditor can see the original attachment, return reason, revised document and confirmed event in sequence. The final status alone would not explain why the request changed. The reviewer can compare the earlier reason with the corrected attachment before deciding whether the new revision addresses the problem. That comparison stays with the instruction for later audit.

• Recorded review decisions — Reviewer, reason and source revision for each recorded decision.
• Carrier handoffs awaiting decision — Carrier submissions with their revision and premium context.
• Shared instruction attachments — Documents marked for sharing with their uploader and parent instruction.

Instruction review and submission and carrier handoff review show where the decision belongs.