A valid COI, a signed lien waiver and a W-9 on file. The hold is enforced by the database, not the screen — nobody can click around it.
COI compliant
Verified Jan 9, 2027
Lien waiver signed
Progress waiver · Jan 12, 2027
W-9 on file
TIN verified · masked
100%
of payments gated on the Trinity
Enforced where it counts
The rule lives in the database, so no screen, export or shortcut can release a held payment.
Clear reasons for AP
Every held invoice shows exactly which document is missing or expired.
Overrides with a paper trail
Authorized people can override, but a reason is required and permanently recorded.
A snapshot at payment time
Each payment stores the compliance state at the moment it was released.
Accounts payable sees why each invoice is held, and every override carries a name, time and reason.
Cleared
Held — waiver unsigned
Held — COI expired
1 of 3 released · held invoices show exactly what's missing
Reason (required)
Waiver signed on paper at site meeting; scan to follow.
Approved by M. Patel, Controller
Oct 15, 2026 · 10:42 UTC
Permanently recorded in audit history
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