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v1.4.0 - Assessment Tool Unification & Solutions Bridge

19 Apr 15:55
@judeper judeper
v1.4.0
9f6c25b

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FSI-AgentGov v1.4.0 — Assessment Tool Unification & Solutions Bridge

The first major release after v1.3.x consolidates the assessment tool around a single source of truth and formally bridges the framework to the FSI-AgentGov-Solutions companion repository.

Highlights

  • Unified manifest schema — Single source of truth (assessment/manifest/controls.json) for the Python scoring engine and the assessment SPA, with 11 additive fields per control.
  • 10 SPA enhancements (E1–E10):
    • E1 — How-to-verify drawer per control
    • E2 — Zone auto-exclusion
    • E3 — Collector evidence import
    • E4 — Role filter
    • E5 — Sector calibration for 8 institution types
    • E6 — Priority starter set of 5 foundation controls (2.1, 1.7, 1.11, 1.5, 1.4)
    • E7 — "Next Session Agenda" export
    • E8 — Inline evidence and notes capture
    • E9 — Facilitator mode with hints and time budgets
    • E10 — 7 per-role pre-session homework pages
  • Solutions bridge — Cross-repository integration with FSI-AgentGov-Solutions v1.4.1 via the committed assessment/data/solutions-lock.json lock file. 35 solutions indexed.
  • Pre-session homework — 7 generated per-role pages help workshop participants prepare before the assessment session.
  • Sector calibration — 8 institution-type variants (broker-dealer, RIA, P&C insurer, life insurer, retail bank, community bank, credit union, asset manager) with sector-specific thresholds on ~15 priority controls.

Compatibility

  • FSI-AgentGov-Solutions: v1.4.1 (lock-file pinned)
  • Python: 3.11+
  • Node.js: 20+ (for SPA tests; runtime is browser-only)

Breaking changes

  • Assessment SPA export schema is incompatible with v1.3.x. No migration tool is provided. Recommendation: complete in-progress v1.3.x assessments in v1.3.5 before upgrading, or re-run from scratch with the v1.4.0 collector import.

Known accepted gaps (will be addressed in v1.4.x patch releases)

  • assessment/manifest/controls.json contains TODO: placeholders in author-judgment fields for ~50 of the 78 controls. The SPA renders generic fallback text in these cases.
  • Some count references in narrative documentation use earlier figures ("33 live + 2 preview"); the lock file and Solutions repo are the authoritative count (35).

Documentation

Assets 2
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v1.2.53 — Governance Readiness Assessment Tool

03 Mar 23:38
@judeper judeper
v1.2.53
ea3b649

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v1.2.53 — Governance Readiness Assessment Tool

Governance Readiness Assessment Tool (March 2026)

Highlights

  • Interactive Governance Readiness Assessment — Client-side JavaScript assessment wizard covering all 71 controls
  • Smart scoping by institution type, governance zones, and adoption phase
  • Phase 1 control-level assessment with auto-save and progress tracking
  • Phase 2 gap drill-down with sub-questions from verification criteria
  • Executive scorecard, pillar radar chart, regulatory exposure analysis
  • Export to Excel, JSON, CSV, and browser print-to-PDF
  • Role-specific section export/import for delegated assessment
  • Trend comparison with previous assessment uploads
  • Full dark mode and accessibility support

Repository Improvements

  • Split CHANGELOG into version-specific files for better navigability
  • Added CITATION.cff for academic/industry citation
  • Improved README with prominent scope notice, version traceability, and maintainer attribution
  • Created 5 annotated Git tags for version traceability (v1.0.0 through v1.2.53)

See CHANGELOG.md for full details.

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