Document Type: Standard
Status: Active
Version: v1.0
Authority: HeadOffice
Applies To: Supabase task structure for Finance Brain capital decision tracking and Affiliate Brain funding requests
Parent: MWMS Supabase Task Schema Standard
Linked Systems:
Affiliate Brain Finance Capital Request Template
Finance Brain Testing Decision Record
MWMS Task Types Standard
MWMS System Data Flow Map
MWMS Brain Interaction Map
HeadOffice
Last Reviewed: 2026-04-02
Purpose
This standard defines how Finance Brain capital decisions are stored inside the MWMS Supabase task system.
It ensures Affiliate Brain capital requests and Finance Brain decisions are:
traceable
queryable
auditable
reviewable
connected to opportunity lifecycle records
This schema allows financial approvals and constraints to be visible inside dashboards and decision pipelines.
Scope
This standard applies to all tasks representing:
Affiliate Brain requests for testing capital
Finance Brain capital approval decisions
Finance guardrail definitions
budget review checkpoints
escalation decisions to HeadOffice
This standard ensures structured persistence of Finance decisions across the MWMS system.
Task Type Definition
Task Type Name:
finance_decision
Parent Task Type:
opportunity
Child Task Types:
budget_review
budget_expansion_review
budget_pause_review
Primary Relationships
Opportunity Record
↓
Finance Request Task
↓
Finance Decision Task
↓
Performance Review Tasks
Core Schema Fields
task_type:
finance_decision
brain_owner:
Finance Brain
origin_brain:
Affiliate Brain
destination_brain:
Finance Brain
review_brain:
HeadOffice
related_opportunity_id:
UUID
related_request_id:
UUID
decision_class:
approve
approve_with_constraints
defer_pending_evidence
reject
escalate
approved_budget:
numeric
approved_budget_currency:
string
budget_stage:
stage_1_signal_test
stage_2_validation
stage_3_expansion
budget_release_type:
single_release
staged_release
conditional_release
max_loss_threshold:
numeric
review_checkpoint_required:
boolean
review_checkpoint_date:
timestamp
tracking_validation_required:
boolean
merchant_validation_required:
boolean
refund_risk_flag:
boolean
risk_level:
low
moderate
elevated
high
confidence_level:
high
moderate
low
escalation_required:
boolean
escalation_reason:
text
next_action_owner:
Affiliate Brain
Finance Brain
HeadOffice
next_action_type:
launch_test
revise_request
pause
terminate
escalate
await_evidence
decision_status:
active
superseded
withdrawn
audit_created_at:
timestamp
audit_updated_at:
timestamp
Operational Logic
Each opportunity may have multiple finance decisions over time.
Each new decision must reference:
related_opportunity_id
related_request_id
New decisions do not overwrite previous decisions.
Decisions remain append-only.
Historical financial decisions must remain queryable.
Review Trigger Logic
When review_checkpoint_required = true:
system must generate follow-up task:
task_type:
budget_review
linked to:
related_opportunity_id
Review tasks must not overwrite original finance decision.
Integration Requirements
Affiliate Brain Opportunity Pipeline must store:
related_opportunity_id
Finance Brain must return:
decision_class
approved_budget
risk_level
confidence_level
Dashboards may display:
approved capital exposure
current budget stage
review checkpoint state
decision confidence level
escalation flags
Constraints
Finance decisions must not be stored as free text only.
Structured fields are required for:
decision_class
risk_level
budget_stage
confidence_level
Unstructured reasoning may be stored as supplementary notes.
Change Log
Version v1.0
Date 2026-04-02
Author HeadOffice
Change:
Initial schema definition for Finance Brain capital decision tracking.
Creates structured link between Affiliate opportunity evaluation and Finance capital governance.
Supports dashboard visibility and controlled scaling workflows.
Ensures financial decision traceability across MWMS lifecycle.