Security

A token can exist and access can still stop.

Credentials are not permission by themselves. Who you are, what you may touch, and who approves it are all resolved before delegated work runs.

Allowed
Run still needs the right lane

A token can exist, but execution still depends on the allowed workflow, scoped action, owner, and current access state.

Blocked
Wait or stop before risk

Revenue, customer trust, production, credential, contract, billing, or policy issues can pause or deny execution before the workflow acts.

Recover
Compromise has a direct path

Access can be revoked or regenerated immediately without waiting for a token expiry window.

Last updated March 9, 2026

Controlled delegation needs an explicit access chain.

Each request passes through a clear path so approval requirements, blocked states, and recovery paths stay legible instead of hiding inside a prompt or a vendor account.

Identity
Person and tenant boundary

Portal sign-in establishes who is acting and which organization boundary the request belongs to.

Entitlement
Live access check

Membership, allowed workflow, contract standing, billing state, and policy acceptance are checked at request time.

Credential
Separate managed tokens

Portal identity, managed bearer tokens, and hosted product credentials remain distinct so compromise and revocation stay deliberate.

Control
Receipts and recovery

Revocation, regeneration, anomaly review, blocked states, and audit trails stay attached to the workflow.

Access boundary

Name the boundary before you hand out credentials.

An agent should arrive at a workflow that already knows its permissions, its stop points, and who decides. Access is granted against that map, not ahead of it.

Owner
Security owner
Authority
Identity + entitlement boundary
Proof
Audit trail
State
review
  1. 01 / Map Name the protected workflow

    Define which objects, actions, and systems need security review.

  2. 02 / Gate Define allowed and blocked states

    Separate routine execution from approval, denial, and recovery.

  3. 03 / Prove Keep the audit trail

    Attach evidence to the workflow path instead of relying on prompt memory.

Performance system

Make the handoff faster without losing the judgment.

Start with one workflow that still needs manual rescue. We make the owner, allowed actions, approval pauses, and proof record visible before a build expands what automation can do.

Outcome Routine work moves. Judgment stays with the operator.

Evidence can be prepared before review while approval, rejection, and consequential action remain with a named person.

Worked example Marketplace template review

The system prepared 49 of 50 selected evidence packets before a human reviewed the templates.

  1. Map the frictionSee the systems, handoffs, and decision owner.
  2. Test one pathLet routine work move while consequential work pauses.
  3. Keep the proofReview what ran, what stopped, and what needs recovery.