12.2 Checklist before handing over a customer account

Core institution details are saved and correct.

Members, roles, passwords, and membership states are ready.

The Query Portfolio is approved and includes exclusions and disambiguation context.

Only official sources are active; unsuitable suggestions are disabled or rejected.

Collection policy and limits are approved and clear.

The first collection succeeded or returned a valid empty result with a clear reason.

The Review Inbox shows evidence and can save decisions.

Preliminary and final analysis work, and tokens and estimated costs are visible.

Dedicated worker, reconciliation and recovery timers operate, and the queue has no pending failures.

The institution has reviewed reports, exports, recipients, and policies.