StewAIrd Documentation

Step 1: Log In

Navigate to your organization's StewAIrd portal and sign in with your institutional credentials. First-time users will receive a welcome walkthrough.

Step 2: Understand the Dashboard

After login, you'll see four key metric cards:

Below the metrics, quick action buttons let you:

• Review Exceptions — See all pending compliance issues
• Run Assessment — Manually evaluate specific accounts
• View Rules — Browse active compliance rules
• Governance — Configure approvals (admin only)

Step 3: Review Your First Exception

Click "Review Exceptions" to see the queue, sorted by severity:

• Red (High) — Immediate action required
• Yellow (Medium) — Action within 1 week
• Green (Low) — Action within 30 days

Click any exception to view details: the triggering rule, account information, deadline, and remediation options. You can mark it as In Review, Remediated, or Waived (waivers may require committee approval).

Step 4: Run a Manual Assessment

After a data update, you can check specific accounts immediately:

1. Click "Run Assessment" from the dashboard
2. Search or paste one or more account IDs
3. Click "Assess" — results appear in 1–3 seconds
4. New exceptions automatically appear in the queue

Your First 24 Hours

Role-Based Access

Your role determines what you can see and do in StewAIrd:

Exception Lifecycle

Every compliance exception follows a standard lifecycle:

Important: Exceptions are immutable once created. You can change status but cannot delete them — this ensures full audit trail integrity for regulatory compliance.

Workflow: Daily Exception Triage

Recommended daily morning routine for compliance officers:

1. Check the dashboard — Note the Stewardship Index trend and exception count
2. Review high-severity exceptions — Red items first; immediate action required
3. Triage medium-severity — Yellow items; assign to team members or self
4. Bulk assign if needed — Use "Bulk Actions" to route exceptions to specific staff
5. Monitor Stewardship Index — Score <70 warrants committee escalation

Workflow: Approve Remediations

When a team member resolves an exception or requests a waiver:

1. Check "Approval Requests" on the dashboard (visible to approvers)
2. Review the request — Exception details, proposed remediation, requestor
3. Vote or decide — Sole approvers click Approve/Reject. Committee members cast votes.
4. Status updates automatically — Once vote threshold is met, the exception status changes

Rules Management

Browse active compliance rules from the dashboard. Each rule shows:

• Rule ID — Unique identifier (e.g., RULE-001)
• Description — What the rule checks
• Threshold — Trigger conditions
• Flagged Accounts — Current count of violations
• Last Evaluation — When accounts were last checked

Admins can edit rule parameters (e.g., change an asset threshold). Rule changes trigger re-evaluation across all accounts — use with care.

Governance Setup (Admin)

Configure committees, roles, and approval workflows from Governance Settings:

Assessment Frequency

Data Retention

Exceptions are retained for 7 years per regulatory requirements. After 90 days, resolved exceptions become read-only but remain fully searchable for audit purposes.

StewAIrd is built on a modular, scalable architecture designed for enterprise compliance environments. Each component is independently deployable and horizontally scalable.

Request Flow

How a request flows through the StewAIrd platform:

How Authentication Works

StewAIrd uses AWS Cognito with direct authentication. Users log in with a username and password, and receive JWT tokens for API access. All API requests require a valid Authorization header:

Authorization: Bearer eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9...

Security Groups

Four security groups provide fine-grained, role-based access control:

Test Credentials (Beta)

Use these credentials during the beta period:

Cognito Configuration

All API endpoints require a valid JWT Authorization: Bearer header. Responses use standard JSON format with success, data, and error fields.

Health & Status

{
  "status": "healthy",
  "uptime": 86400,
  "timestamp": "2026-08-22T10:30:00Z"
}

Exceptions

?status=Detected&severityMin=3&assignedToId=user-001&limit=50&offset=0

{
  "status": "In Review"
}

{
  "action": "Updated investment policy statement",
  "userId": "user-001",
  "userName": "Jane Smith",
  "status": "Remediated"
}

Rules

Approvals

Waivers

Entitlements (Admin)

Support