Handbook
Product and architecture decisions still requiring confirmation
The prompt hierarchy can proceed with documented assumptions, but these decisions should be resolved before general availability.
Updated
Brand and public web
- Is Capablio the final legal and product spelling across domain, app, packages, and documents?
- Is the current amber/lime identity final, or may the design system revise the palette while retaining the mark?
- Will marketing, docs, and application live in one monorepo and deployment platform?
- Which pages and features may be described publicly today versus marked beta/planned?
Authentication and encryption
- Which production authentication methods are supported: Google/Microsoft OAuth, passwordless email, passkeys, SAML, OIDC?
- Is bearer-token sign-in strictly a local/development feature?
- Which encryption/recovery modes will be supported?
- Can a tenant recover subject data, and under what approval/audit model?
- What happens when a user changes device, loses a key, leaves the company, or exercises deletion rights?
- Will customer-managed keys be a real enterprise feature or a future option?
Roles and privacy
- Can managers see full direct-report results, selected aggregates, or only explicitly shared outcomes?
- Which PDP fields are private, shareable, or tenant-owned?
- Are manager ratings allowed as a single identifiable relationship group?
- What are default anonymity thresholds by relationship type?
- Can HR access qualitative comments, and how is re-identification risk handled?
- Is global support ever allowed to view decrypted content?
Commercial model
- Confirm active-subject seat definition, inactivity window, leaver/archive policy, and guest-rater pricing.
- Confirm plan prices, annual discount, minimums, and add-ons.
- Which enterprise controls are included versus paid add-ons?
- What self-service upgrade/downgrade behavior is supported?
Adaptive framework
- Which three question packs launch first?
- What is the default anchor/rotation/PDP ratio by cadence?
- Does a presented but unanswered question always count as exposure?
- Which cooldown scope is default: respondent–subject–family, respondent–family, or another scope?
- What coverage promise is shown when configuration is infeasible?
- Who may author and publish tenant questions?
- Which imported Thomas elements are supported in the first release?
Analytics and AI
- Which AI functions are released: authoring assistance, comment themes, PDP coach, summaries?
- Which model providers, data-use terms, regional controls, and opt-outs apply?
- How are AI summaries grounded, cited, reviewed, and corrected?
- Which organization analytics are allowed before benchmark cohorts are validated?
Platform operations
- Required regions, residency, backup, disaster recovery, and recovery objectives?
- Required billing provider and tax/invoice behavior?
- Required HRIS, SSO, SCIM, collaboration, and warehouse integrations?
- What privileged support workflow is acceptable to legal and security owners?
- What SLOs and support tiers will be contractually offered?