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- Whistleblower / Ethics Hotline
- Data model and import order
The tables behind Whistleblower / Ethics Hotline
Whistleblower / Ethics Hotline ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and staff:
Organizations, Clients, team members, Users identify the reporting entity, counterparties and people responsible for work.
Intake and investigation:
Protected reports, Matters, conflict reviews, matter events carry the concern, case state and chronology.
Review and results:
Review decisions, operation receipts retain the source revision, human decision and guarded action outcome.
Evidence and due work:
Record attachments, legal documents, document productions, matter deadlines record files, versions, authorized production and due actions.
Protected identity:
Restricted subjects, access grants, disclosure events separate identity access from ordinary matter evidence.
Every table, by feature
- Protected Reports5
- Matters8
- Independent Review5
- Evidence5
- Restricted Access5
- Deadlines and Activity6
- Shared and settings1
- Protected reports
Anonymous or named protected reports opened for independent investigation.
Linked to Matters, Organizations - Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients - Organizations
Engaged organizations and their regional/time-zone and currency configuration.
- Review decisions
Independent reviewer decisions on frozen source revisions.
Linked to Matters, Team members - Operation receipts
Idempotent receipts for every guarded action, with persisted result state.
Linked to Matters
- Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients - Clients
Reporting entities and business counterparties eligible for engagement.
Linked to Organizations - Organizations
Engaged organizations and their regional/time-zone and currency configuration.
- Team members
Ethics and investigation staff with their platform identity, role and organization.
Linked to Organizations, Users - Conflict reviews
Independence and conflict checks recorded before engagement.
Linked to Matters - Matter events
Dated milestones, interviews, filings and communications recorded against a matter.
Linked to Matters - Matter deadlines
Verified deadlines with owner and actual completion receipt.
Linked to Matters, Team members - Protected reports
Anonymous or named protected reports opened for independent investigation.
Linked to Matters, Organizations
- Protected reports
Anonymous or named protected reports opened for independent investigation.
Linked to Matters, Organizations - Review decisions
Independent reviewer decisions on frozen source revisions.
Linked to Matters, Team members - Operation receipts
Idempotent receipts for every guarded action, with persisted result state.
Linked to Matters - Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients - Record attachments
Evidence files attached to a matter with visibility scope and uploader.
Linked to Matters, Team members
- Record attachments
Evidence files attached to a matter with visibility scope and uploader.
Linked to Matters, Team members - Legal documents
Controlled documents with revision, content hash and privilege status.
Linked to Matters - Document productions
Authorized productions of an exact document revision to a recipient.
Linked to Matters, Legal documents - Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients - Team members
Ethics and investigation staff with their platform identity, role and organization.
Linked to Organizations, Users
- Restricted subjects
Protected identities with access purpose, retention and legal hold.
- Access grants
Time-boxed access grants to restricted subjects.
Linked to Team members, Restricted subjects - Disclosure events
Recorded disclosures of restricted subject scope to an authorized recipient.
Linked to Restricted subjects - Team members
Ethics and investigation staff with their platform identity, role and organization.
Linked to Organizations, Users - Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients
- Matter deadlines
Verified deadlines with owner and actual completion receipt.
Linked to Matters, Team members - Matter events
Dated milestones, interviews, filings and communications recorded against a matter.
Linked to Matters - Operation receipts
Idempotent receipts for every guarded action, with persisted result state.
Linked to Matters - Matters
Ethics matters from intake through conflict review, investigation and closure.
Linked to Organizations, Team members, Clients - Team members
Ethics and investigation staff with their platform identity, role and organization.
Linked to Organizations, Users - Legal documents
Controlled documents with revision, content hash and privilege status.
Linked to Matters
Keys and references
Keep the report’s organization and parent matter aligned. Preserve the submitted revision when recording a review decision. Use stable operation keys to reconcile retries and record the expected revision on a guarded receipt. A controlled document’s content hash belongs to the exact revision produced. Access grants point to a Team Member and a Restricted Subject; disclosure events point to that subject and record the recipient and authority.
Migration order
- Load Organizations and Users, then team members and Clients with stable identifiers.
- Load Matters with their owners, organization and counterparty; attach protected reports to the correct matter.
- Bring in conflict reviews, matter events, matter deadlines and record attachments with original dates and owners.
- Bring in legal documents, document productions, restricted subjects, access grants and disclosure events with their revision and authority references.
- Reconcile review decisions and operation receipts against the source revision and actual outcomes; rehearse access and closure before release.
Set up Whistleblower / Ethics Hotline your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.