E2E Compliance Evidence Report

📋 Executive Summary

This report documents comprehensive E2E testing of all 9 personas across the 3 portal types (Client, Operations, Auditor) in the Rival/Poetry platform. Screenshots and evidence demonstrate compliance with access control requirements and UI functionality.

⚙️ Operations Portal Evidence

1.1 Campaign Manager Dashboard

Route: /dashboard/campaign-manager
Evidence: Dashboard loads with persona-specific metrics and navigation
Verification: Sidebar shows Operations portal navigation items

Campaign Manager Dashboard - Operations Portal main view

1.2 Plan Campaign Wizard

Route: /plan/new
Evidence: 7-step campaign planning wizard accessible
Steps: Campaign Details → Audience → Channels → Creative → Budget → Schedule → Review

Planning Studio - 7-step campaign creation wizard

1.3 Task Inbox

Route: /tasks
Evidence: Task management interface with filtering capabilities
Features: Tab filters (All/Assigned/Completed), search, task table

Task Inbox - Workflow task management with filtering

📊 Client Portal Evidence

2.1 Client Dashboard

Route: /client/dashboard
Evidence: Executive dashboard with KPIs and metrics

• Total Spend: $1.29M
• Total Conversions: 47.2K
• Average ROAS: 4.2x
• Active Campaigns: 12

Client Dashboard - Executive KPIs and channel performance

2.2 Campaigns

Route: /client/campaigns
Evidence: Campaign management table with status and metrics

• Nissan Rogue Q1 2025 (Meta, $500K, 4.8x ROAS)
• Brand Awareness - National (Google, $300K, 3.2x ROAS)
• Holiday Promo Push (TikTok, $150K, 5.1x ROAS)

Campaigns - Campaign management with performance metrics

2.3 Spend & Budget

Route: /client/spend
Evidence: Financial tracking and budget utilization

• Total Budget: $2.0M (Q4 2025)
• Total Spent: $1.29M (64%)
• Remaining: $713K (36%)

Spend & Budget - Channel spend breakdown and transactions

2.4 Reports

Route: /client/reports
Evidence: Report generation and download capabilities

• Executive Summary (Weekly)
• Channel Performance (Weekly)
• ROI Analysis (Monthly)
• Campaign Deep Dive (On Demand)

Reports - Report templates and custom report builder

2.5 Approvals

Route: /client/approvals
Evidence: Workflow approval interface
Status: "All caught up!" - No pending approvals

Approvals - Workflow task approval queue (empty state)

🔍 Auditor Portal Evidence

3.1 Auditor Dashboard

Route: /auditor/dashboard
Evidence: Compliance monitoring dashboard

• Total Evidence Items: 156
• Verified: 142 (91%)
• Pending Review: 14
• Compliance Score: 94%

Auditor Dashboard - Compliance metrics and evidence summary

3.2 Evidence Review

Route: /auditor/evidence
Evidence: Evidence listing and review interface

• SOC2 CC6.1: Access Control Policy (Verified)
• SOC2 CC6.2: Authentication Logs (Verified)
• SOC2 CC7.1: System Monitoring (Pending)
• GDPR Art. 30: Processing Records (Verified)

Evidence Review - SOC2/GDPR compliance evidence listing

⚠️ Issues Identified

Issue 1 Admin Dashboard - 404 Not Found

Route: /admin
Status: ✗ NOT IMPLEMENTED
Impact: Admin persona cannot access their dashboard
Priority: High

Admin Dashboard - 404 error, route not implemented

Issue 2 BPMN Modeler - CSP Block

Route: /modeler
Status: ⚠ CSP IFRAME BLOCKED
Impact: Modeler persona cannot use BPMN editor
Error: "This content is blocked. Contact the site owner to fix the issue."

BPMN Modeler - Content Security Policy blocking iframe

🔒 Access Control Verification

Portal Isolation Tests

Persona-Based Navigation

✅ Compliance Mapping

📝 Conclusion

The E2E persona testing demonstrates:

• ✓ Portal Isolation - Each portal properly restricts access
• ✓ Persona-Based Navigation - Users see only authorized routes
• ✓ Functional UI - All verified pages load correctly
• ⚠ Known Issues - Admin 404 and Modeler CSP need resolution
• ✓ Audit Trail - Auditor portal provides compliance monitoring

Overall Assessment: Platform meets access control requirements with noted exceptions.