Quality and Controls

Security and Privacy

Authentication, MFA, password recovery, profile ownership checks, and wallet verification are user-facing security controls.
Sensitive account, eligibility, financial, document, and wallet data must be scoped to the authenticated user and selected owned profile.
Consent, privacy, retention, and deletion obligations must be specified by the applicable jurisdiction and owning service; frontend visibility is not evidence of compliant storage or processing.

State-changing operations require an accountable actor, timestamp, target entity, outcome, and failure reason in the owning system.
Fund-manager actions that accept, price, fulfill, or sign a transaction require a durable operational record and clear separation between page access and wallet-owner authority.
Provider failures, delayed settlement, and reconciliation exceptions require an owner and an operator recovery procedure.

Public content supports an offline experience where cached content is available; private data must be cleared or protected according to the application’s session and cache policy.
Dashboard routes must provide an accessible failure state for unavailable pages or server errors.
Responsive navigation may consolidate views on smaller screens, such as presenting distributions in the Portfolio area.
Accessibility, performance, availability, localization, observability, and incident targets must be made measurable by their owning product and engineering teams before they are treated as release requirements.