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.

Ingestion
Source for VER-004: Appraisal — Willow Court Building A · p. 4 §Replacement cost.
✓ Complete
Contributor submission
VER-004 · Willow Court Building A · +$190k is on the queue.
✓ Complete
Owner verification
VER-004 is still Submitted. Accept this change — not the earlier verified items.
Next step
Owner-controlled book
Apply is a second step after Accept. It writes the owner-controlled book.
Next step
Historical versioning
Apply keeps the previous value as a revision.
Next step
Briefing
Briefing will read the owner-controlled book after Apply.
Next step
Renewal
Renewal reads the same owner-controlled book after Apply.
Next step
Conversion Hub
Conversion Hub is not on this book — correctly gated.
Optional — not on this book
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
Export
Export the owner-controlled book from Reports after Apply.
Next step

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

Apply

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

At a glance

On the book	Appraisal	Change	Owner action	Result
$5.35M	$5.54M	+$190k	Review / Apply	Book updates

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

Capture

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
Beat 2
Contributor submission
The broker (or owner) proposes a field change. Submitted facts wait on Owner verification.
Open contributors

Govern

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
Beat 4
Owner-controlled book
Apply writes the owner-controlled book. Verify never writes the owner-controlled book.
Apply on the verify queue

Propagate

Beat 5
Historical versioning
Each Apply stores a before → after revision. The previous value stays on this page.
See revisions on this page
Beat 6
Briefing
Briefing is the standing read of what changed on this same owner-controlled book.
Open Briefing
Beat 7
Renewal
Renewal Command Center organizes the next program year from the owner-controlled book — not a second file.
Open Renewal
Beat 8
Conversion Hub (optional)
Cedar demonstrates the Book package; Conversion Hub is not included. The gate is the proof.
See the gate

Output

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
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.