Free browser-only ownership tool

COI Evidence Request Responsibility Matrix

Give every requirement question, policy review, project fact, package task, portal issue, and reviewer decision one primary owner and one observable expected output.

Private workflow mapNo document upload, automatic email, account, or server storage. Use short neutral labels and send the reviewed output through your approved channels.
Coordination is not authority. This tool cannot decide what a client requires, what a policy covers, what an issuer may certify, or which contract interpretation is correct.
1

Identify the handoff

Use one current source and package context so every responsibility row can be traced.

2

Assign each issue separately

One row should produce one answer, document, status, or decision. Use a contributor only when another party supplies necessary input.

Assign this issue
Assign this issue
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
Activate this row
3

Confirm the responsibility boundary

The matrix should show who owns the next answer without assigning insurance, contractual, or technical authority to the wrong party.

Use one owner for one answer

1

Classify

Separate client meaning, policy evidence, project facts, package work, portal issues, and contract decisions.

2

Assign

Give the owner the exact input and define an observable expected output.

3

Verify

Review the response, preserve its source, and create the next package or workflow event.

Read: Who owns each COI step? · Ask the client or agent? · COI request handoff checklist