Idea Description / Problem Statement
Currently, managing and auditing downstream compliance requirements across project lifecycle modules involves significant manual tracking. Our commercial, finance, and contract administration teams need a centralized way to track and maintain critical compliance items (such as Bank Guarantees, Retention Release Forms, Insurance, and Deeds of Release) directly tied to their parent contracts, variations, and monthly payment applications.
To solve this, we are requesting robust API endpoints for Compliance Items within the platform to manage document lifecycles, track strict expiry/renewal dates, and visually confirm compliance statuses.
Key Feature Capabilities Requested: API Extensibility for External Dashboards
To support enterprise automation and external auditing systems, we request a public API framework to read, create, and update these compliance metadata fields. The API should expose:
GET /compliance-items (Filterable by status, expiry_date, and module_type)
POST / PATCH payloads supporting fields like:
{
"item_type": "Bank Guarantee",
"parent_module": "PaymentApplication",
"associated_id": "PA-004",
"file_name": "BG_Ref_759_015.pdf",
"expiry_date": "2027-12-31",
"is_compliant": true
}
Business Value & Impact
Risk Mitigation: Automated tracking based on document expiry dates ensures contract administrators have enough lead time to initiate renewals before security instruments lapse.
Automated Governance: Prevents accidental release of funds or certification of progress claims when retention release documentation or bank guarantees are missing or invalid (is_compliant = false).
Enterprise Integration: Allows corporate finance engines to pull compliance data into wider executive reporting systems automatically via the API.
