BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Security & Compliance

Security controls and regulatory compliance guidance.

Target Audience

Security and compliance officers validating policy enforcement.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Control framework for secure operations and compliance evidence.

Priority Use Cases

  • Audit preparation and evidence collection.
  • Data privacy governance and deletion workflows.

Operating Model

  • Monthly control review and remediation backlog.
  • Track policy exceptions with expiry date.

KPI

  • Open high-risk findings.
  • Time to close compliance gaps.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. OWASP

    Goal: OWASP

    OWASP defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "OWASP" with measurable controls for delivery consistency.

    • A repeatable process for OWASP is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.
  2. 2. GDPR / RGPD

    Goal: GDPR / RGPD

    GDPR / RGPD defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "GDPR / RGPD" with measurable controls for delivery consistency.

    • A repeatable process for GDPR / RGPD is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.
  3. 3. Data Export/Delete

    Goal: Data Export/Delete

    Data Export/Delete defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Data Export/Delete" with measurable controls for delivery consistency.

    • A repeatable process for Data Export/Delete is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.
  4. 4. Audit Trails

    Goal: Audit Trails

    Audit Trails defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Audit Trails" with measurable controls for delivery consistency.

    • A repeatable process for Audit Trails is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.
  5. 5. Encryption

    Goal: Encryption

    Encryption defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Encryption" with measurable controls for delivery consistency.

    • A repeatable process for Encryption is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.