Plan Document Wizard

New intake — 8. Compliance Posture
draft
Readiness 0 / 6. The wizard runs fine on sparse data, but the documents will show TBD where these aren't filled in: Legal name, Full address, FEIN, Headcount, At least one benefit, Eligibility class.
Steps
Soft-prompt counsel checklist on the last step. Submit moves the status to worksheet complete.
8. Compliance Posture

Worksheet § 8. Most of these default to No safely; flip on the ones that actually apply. The funding-derived flags were pre-populated from the Component Benefits step — confirm or override. Saving Component Benefits again recomputes them.

Plan posture

Component / funding

Picks the External Review paragraph variant. Pre-derived from the funding picture; override only if appropriate.
Leave blank if not applicable.
Default 2.