Harold

Requirements (clients)

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Requirements (clients): Linkage to deals. Practical guidance for operators - how it behaves in Harold, what “good” looks like, and how it connects to deals, approvals, and client-facing work.

Summary

Evidence from code: this module exists as route /platform/mandates/linkage, with navigation label "Linkage to deals".

This page documents implemented surfaces only. Detailed behaviour is intentionally omitted where repository evidence is incomplete.

Before you start

[Placeholder: prerequisites for Requirements / Linkage to deals are not fully specified in code-level docs.]

Validated setup requirements should be added from implemented checks, guards, and settings screens.

How it works

Evidence from code structure: Requirements / Linkage to deals is treated as a documentation tab with its own TOC and body rendering path.

[Placeholder: step-by-step execution flow for Requirements / Linkage to deals requires stronger endpoint/component evidence.]

Tasks

[Placeholder: core user tasks for Requirements / Linkage to deals are not yet extracted from concrete UI handlers/API contracts.]

When available, list only actions directly mapped to implemented buttons, forms, routes, and responses.

Settings

[Placeholder: settings/options for Requirements / Linkage to deals need evidence from settings components and validated API payloads.]

Do not infer configuration semantics from naming alone.

Examples

[Placeholder: real usage example for Requirements / Linkage to deals pending confirmed workflow evidence.]

Examples should be added only from tested, implemented paths.

Troubleshooting

[Placeholder: known errors and fixes for Requirements / Linkage to deals require explicit error-state evidence.]

Capture troubleshooting entries from actual API errors, guard clauses, and UI error components.

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