PVA Safety and Privacy QA Gate Matrix
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PVA Safety and Privacy QA Gate Matrix

safety-privacy-qa-matrix artifact · for Patient Visit Advocate · phase PVA-SLICE-01 · status approved

Planning Surface

Use this to decide what happens next.

Status

approved

Phase

PVA-SLICE-01

Agent Handoff
Start Here

safety-privacy-qa-matrix artifact · for Patient Visit Advocate · phase PVA-SLICE-01 · status approved

Completion Evidence

No explicit evidence field yet. Require tests, screenshots, linked PRs, or reviewed outputs before marking complete.

Artifact Shape
  • gates: 12 items
  • phase: id: string, name: string, status: string
  • title: PVA Safety and Privacy QA Gate Matrix
  • source: Atlas-Codex revised PVA decomp with ask_model critique from Claude and OpenAI; Gemini unavailable/high demand on retry.
  • product: Patient Visit Advocate
  • purpose: Define testable gates for the local-only pocket prototype and later patient-facing/server work.
  • created at: 2026-05-08T14:02:37.874Z
  • created by: atlas-codex
  • project id: 31d7f681-bed2-44e9-9a55-b9fadcbba0da
  • scenario tests: 8 items
  • ask model notes: 2 items
  • required evidence: 4 items
Structured Payload

Machine-readable source fields

gates
idnamepassblocksapplies to
QA-001No Diagnosis/Treatment OutputOutputs ask clinician-facing questions and summarize user-entered concerns without diagnosis/treatment instruction.patient-facing release- brief - question plan - debrief
QA-002Escalation Trigger PathSerious symptom scenario shows approved escalation copy and acknowledgement state.patient testing- intake - quick capture - debrief
QA-003Local Draft RecoveryClosing/reopening restores unfinished draft or allows explicit discard.prototype usability testing- local prototype
QA-004Local Retention and DeleteUser can see retention rule and delete local draft/export metadata.patient testing- free loop
QA-005Export DisclosureExport/share requires explicit confirmation and discloses sensitive content risk.prototype completion- visit brief - question plan - debrief
QA-006AI Failure Manual FallbackIf AI/stub fails, raw input remains visible and user can continue manually or retry.prototype completion- intake review - brief generation - question plan
QA-007No Cloud PHI in Local PrototypeNo real user health text is sent to backend/model/analytics in anonymous local mode.patient testing- local prototype
QA-008Analytics Health Text ExclusionTracked events include only counters/states and never health text, clinician/location names, questions, brief/debrief/memory content.server MVP- MVP - beta - production
QA-009Consent Before Server/Model PHIConsent screen names data processed/stored, model/provider boundary, retention/deletion/export, and exact acknowledgement version.server-side PHI- server MVP
QA-010Generated Memory ConfirmationGenerated memory items cannot be reused in future prompts until user-confirmed or edited.paid memory release- paid memory
QA-011Model ProvenanceGenerated brief/question plan records model/provider/prompt/copy-policy version without exposing content to analytics.closed beta- server MVP - beta
QA-012Kill Switch and RollbackUnsafe model/prompt version can be disabled and users are protected from known-bad outputs.closed beta- closed beta
phase
id

PVA-SLICE-01

name

Safety and Privacy QA Gate Matrix

status

draft

title

PVA Safety and Privacy QA Gate Matrix

source

Atlas-Codex revised PVA decomp with ask_model critique from Claude and OpenAI; Gemini unavailable/high demand on retry.

product

Patient Visit Advocate

purpose

Define testable gates for the local-only pocket prototype and later patient-facing/server work.

created at

2026-05-08T14:02:37.874Z

created by

atlas-codex

project id

31d7f681-bed2-44e9-9a55-b9fadcbba0da

scenario tests
  • Waiting-room user has five minutes and no account.
  • User closes app mid-intake and reopens later.
  • User discloses a serious symptom that triggers escalation copy.
  • AI extraction fails after messy intake.
  • User wants to show or export brief to clinician.
  • User captures clinician answers immediately after visit.
  • Free user returns later and sees clear save/history/paywall boundary.
  • Paid user reviews generated memory before reuse.
ask model notes
  • Claude: add explicit AI output safety audit and pass/fail criteria for policy rules.
  • OpenAI: hard blockers include no express consent, PHI on servers without retention/deletion, analytics receiving health text, and no kill switch.
required evidence
  • Screen/state screenshots or prototype recordings for each PVA-SLICE-01 gate.
  • Synthetic test inputs and expected outputs for no-diagnosis/no-treatment checks.
  • Network/log evidence that local prototype sends no health text externally.
  • Copy version references for escalation, disclaimer, export disclosure, and memory paywall.