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System Authority

LeafEnterprise is the owned backend system for Leaf Health's savings/audit, client-reporting, contract-evidence, agent-execution, and deliverable workflows.

The system is not a Domo dashboard clone and not a front-end-only portal. It is the backend authority that resolves scope, reads governed source data, performs deterministic calculations, blocks unsupported evidence claims, and produces client-facing payloads and artifacts.

For executive review, start with:

Authority Statement

LeafEnterprise owns the following decisions:

Authority Backend-owned decision
Scope Which PBM, TPA/broker, group, date window, and source request define a run.
Calculation Which source rows and formulas produce each metric.
Evidence Which contract, pricing, rebate, Salesforce, workbook, and packet records can support a conclusion.
Queueability Whether a request can run automatically, must be resolved by an operator, or is blocked.
Dashboard payload Which scoped data is safe to expose to a frontend or Domo-facing dashboard.
Deliverable Whether report, PDF, workbook, and AI optimization outputs are ready and aligned.
Agent action Which MCP/API/tool actions are allowed, blocked, preview-only, or dispatched to AKS workers.

Non-Authority Rules

These systems can contribute evidence, but they do not authorize final savings/audit conclusions:

System Role Boundary
Domo Migration evidence, reconciliation behavior, legacy formula discovery, frontend-consumption context. Not runtime authority for savings, pricing, rebate, or contract guarantees.
AI model output Explanation, summarization, drafting, operator assistance. Not a calculation source and not evidence by itself.
Historical workbooks Source evidence and renderer parity fixtures. Not copied blindly when formulas, scope, or contract inputs are stale.
Raw share-drive paths Discovery and packet intake. Not exposed to browser payloads or agent tools without governed packetization.

End-To-End Chain

flowchart LR
  Request[Salesforce ITR / operator scope] --> Scope[Governed scope resolution]
  Scope --> Sources[Claims, contracts, pricing, rebate, packet evidence]
  Sources --> Calc[Deterministic savings/audit calculations]
  Sources --> Evidence[Evidence sufficiency checks]
  Calc --> Payload[Scoped dashboard/report payload]
  Evidence --> Payload
  Payload --> Deliverables[Workbook, PDF, narrative, optimization]
  Payload --> Dashboard[Frontend and Domo-facing dashboard consumers]
  Payload --> Agents[MCP tools and enterprise agents]

Agent Retrieval Rule

Future enterprise agents should retrieve this section before calling APIs or provisioning MCP tools. Route references explain how to call the backend; this section explains when a call is authoritative, when evidence is insufficient, and which source system is allowed to support a client-facing claim.

Machine-readable companions: