Workspace administration

Meridian Wealth

Operating context, data boundaries, and demo controls for the integration office.

Operating company

Meridian Wealth Partners

National RIA platform · Integration office workspace · Sample operating data

Bring your own data

Tenant boundary

Meridian Wealth

The public walkthrough uses an isolated seeded tenant until pilot identity is configured.

Reporting currency: USD
Stage playbook: 7 stages
Isolation key: Demo tenant

Review deal register

Identity and access

Identity not connected

Clerk provides sessions and organization membership; Foldline enforces tenant scope again at every write.

Role: Demo operator
Identity provider: Pending
Database: Pending

Start presenter mode

Governance controls

Pilot readiness

Source files remain transient while normalized records, approvals, and actor-attributed audit events become durable.

Organization-scoped persistence
Human-owned mapping approval
Immutable operating history

Open audit log

Seeded demo remains reversiblePilot records are archived through governed workflows; this reset affects only the public walkthrough on this device.