Having an access token does not allow every action. Each request must also pass the workflow and permission checks.
A token can exist and access can still stop.
The system checks who is asking, what they can access, and whether approval is needed before it acts. A login alone is not enough.
Revenue, customer trust, production, credential, contract, billing, or policy issues can pause or deny execution before the workflow acts.
Access can be revoked or regenerated immediately without waiting for a token expiry window.
Check access at every step.
Each request passes identity and permission checks. The system records approvals and reasons for stopping, so your team can review what happened.
Signing in identifies the person and the organization making the request.
Each request checks membership, workflow access, contract and billing status, and acceptance of the access policy.
Portal logins, access tokens, and hosted product credentials are separate. Access can be removed without treating every credential as the same login.
Revocation, regeneration, anomaly review, blocked states, and audit trails stay attached to the workflow.
Agree on permissions before granting access.
Decide what the agent may do, when it must stop, and who approves exceptions. Grant access only after those rules are clear.
- Owner
- Security owner
- Authority
- Identity + entitlement boundary
- Proof
- Audit trail
- State
- review
- 01 / Map Name the protected workflow
Define which objects, actions, and systems need security review.
- 02 / Gate Define allowed and blocked states
Separate routine execution from approval, denial, and recovery.
- 03 / Prove Keep the audit trail
Attach evidence to the workflow path instead of relying on prompt memory.