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Second-Pass Audit Memo (DS-012 / TKT-D-11)

Scope​

This memo records completion of the second-pass documentation audit run concurrently with addendum activation for EPIC-MKT-D.

Categories audited in this pass​

  1. Compliance
  2. Reports
  3. Firm Portal
  4. Security
  5. Data Operations
  6. Audit Trail
  7. Billing & Licensing
  8. Integrations
  9. Settings
  10. Platform Operations Portal
  11. Reference (previously unread)
  12. Glossary (previously unread)

Outcome Routing​

  • Findings that are in scope for immediate EPIC-MKT-D remediation are closed in that epic.
  • Remaining findings are queued as candidate inputs for a v3 plan update.

Findings Summary​

  • Total findings logged: 24
  • Routed to EPIC-MKT-D closure: 14
  • Routed to v3 candidate backlog: 10

The findings profile is consistent with first-pass expectations and sample-expansion risk.

Verification​

Signed audit memo confirming second-pass coverage of all remaining categories:

  • Cass — Documentation audit lead
  • Julian — Documentation audit reviewer

Signed on: 2026-05-12 (UTC)