PFS Handbook

Procedures · SOPs · Work instructions

Foundation · Phase 0

The firm's source of truth for how we do things.

PFS Handbook is the operational counterpart to FintraRisk Guardian. Guardian owns the regulatory policy. Handbook owns the procedures staff execute every day to satisfy it — with version history, approvals, attestations, and an AI assistant that never invents an answer.

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For staff

Read, search, ask

Find any procedure in seconds. Ask the AI assistant — answers cite the section they came from. Never invented, never out of date.

For authors

Draft, review, publish

Sectioned rich-text editor, collaborators, comments, multi-stage approvals, version diffs, scheduled reviews. Every change recorded.

For compliance

Evidence on demand

Tamper-evident PDF packs with SHA-256. Attestation records. Append-only audit log. Built for FCA and DORA inspection.

Roadmap

Eight phases. No shortcuts.

  1. Governance & foundation

    Queued

    Complete. AGENTS.md, ADRs 0000–0006, Noir & Gold tokens, domain skeletons.

  2. Editorial core

    In progress

    Migrations 0001–0002 live. Editor console online: categories, drafts, audit log.

  3. Staff reading surface

    Queued

    After Phase 1.

  4. Versions & approvals

    Queued

    After Phase 2.

  5. AI staff assistant

    Queued

    After Phase 3.

  6. Evidence & attestations

    Queued

    After Phase 4.

  7. Hub enrolment

    Queued

    After Phase 5.

  8. Hardening & Live release

    Queued

    Final.