Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.

Portfolio Risk Hub

Cedar Creek Housing Authority · KY218

1,096 units · $146.3M TIV · 13 locations · Sample demo

BriefingDocuments
Portfolio Overview
BriefingWalkthroughDocumentsDevelopmentsSOVFleetLocationsCoverageCyberLossesStewardshipContributorsBroker
Renewal Command Center
Coverage Scenario Explorer
Reports & Deliverables

Sample demo — demonstration, not a live client.

End-to-end record flow

Watch one building-value change move through the entire insurance book

Demonstration — not a live client file. Accept confirms the source. Apply writes the owner-controlled book.

Sample demo

Workflow proof

This +$190k change

Next step

Next step — Accept VER-004, the +$190k Willow Court Building A appraisal, then Apply.

Also recorded, not this change: VER-001 (Statement of values — 2026 refresh); VER-002 (Five-year loss run) already verified.

  1. Ingestion

    Source for VER-004: Appraisal — Willow Court Building A · p. 4 §Replacement cost.

    ✓ Complete

  2. Contributor submission

    VER-004 · Willow Court Building A · +$190k is on the queue.

    ✓ Complete

  3. Owner verification

    VER-004 is still Submitted. Accept this change — not the earlier verified items.

    Next step

  4. Owner-controlled book

    Apply is a second step after Accept. It writes the owner-controlled book.

    Next step

  5. Historical versioning

    Apply keeps the previous value as a revision.

    Next step

  6. Briefing

    Briefing will read the owner-controlled book after Apply.

    Next step

  7. Renewal

    Renewal reads the same owner-controlled book after Apply.

    Next step

  8. Conversion Hub

    Conversion Hub is not on this book — correctly gated.

    Optional — not on this book

  9. Stewardship

    Existing record / unaffected by this change. Cedar already has partner commitments on Stewardship — this building-value Apply does not rewrite them.

    Existing record / unaffected by this change

  10. Export

    Export the owner-controlled book from Reports after Apply.

    Next step

Accept

Confirms the source

Owner review Accepts the exhibit. Verify never writes the owner-controlled book.

Apply

Writes the book

Apply is a second step. It updates the schedule and keeps the previous value as a revision.

At a glance

One building. One change.

On the bookAppraisalChangeOwner actionResult
$5.35M$5.54M+$190kReview / ApplyBook updates

Revisions

Apply writes the first revision. The previous value stays on this page.

Capture

  1. Beat 1

    Ingestion

    Open the sample appraisal on Willow Court Building A. Classify and attach stay on the document. Nothing writes the owner-controlled book.

    Open the sample appraisal

  2. Beat 2

    Contributor submission

    The broker (or owner) proposes a field change. Submitted facts wait on Owner verification.

    Open contributors

Govern

  1. Beat 3

    Owner review

    Accept confirms the source. Apply is a second step — it writes the schedule and keeps the previous value.

    Open owner verification

  2. Beat 4

    Owner-controlled book

    Apply writes the owner-controlled book. Verify never writes the owner-controlled book.

    Apply on the verify queue

Propagate

  1. Beat 5

    Historical versioning

    Each Apply stores a before → after revision. The previous value stays on this page.

    See revisions on this page

  2. Beat 6

    Briefing

    Briefing is the standing read of what changed on this same owner-controlled book.

    Open Briefing

  3. Beat 7

    Renewal

    Renewal Command Center organizes the next program year from the owner-controlled book — not a second file.

    Open Renewal

  4. Beat 8

    Conversion Hub (optional)

    Cedar demonstrates the Book package; Conversion Hub is not included. The gate is the proof.

    See the gate

Output

  1. Beat 9

    Stewardship

    Existing record / unaffected by this change

    Partner commitments and evidence remain connected to the same owner-controlled book. This building-value change does not rewrite Stewardship.

    Open Stewardship

  2. Beat 10

    Revised report

    Board Report and the JSON book export read the owner-controlled book. Previous values stay in the revision history.

    Open export

PRH does not place coverage, render coverage opinions, or act as your broker.