How it works

From scattered binders to a compliance command center

Funeral Sentry replaces Word docs, scanned PDFs, and email threads with a structured system the FTC would recognize. Here's the four-step shape.

  1. 1

    Build and version your GPL

    Upload an existing GPL or build from scratch. Every change is captured as a new version with an approval and publish lock — published versions can't be silently mutated. Required disclosures are tracked separately so they're easy to keep current.

    • GPL parent + many GPL versions
    • Price items grouped by FTC category
    • Disclosures keyed by FTC section
    • Approval workflow before publish
    • Change diff against the previous version
  2. 2

    Document every consumer interaction

    Log phone inquiries, arrangement conferences, and email/SMS deliveries. Capture the GPL version that was given, the delivery method, and whether you have proof. Missing proof opens a HIGH-severity risk flag automatically — flipping it to PROVIDED still requires a human close.

    • Phone, in-person, email, SMS interaction types
    • Delivery method + recipient + timestamp
    • Staff attestations + digital acknowledgments
    • Lock-after-delivery: notes-only edits once filed
  3. 3

    Score the location, flag the gaps

    Funeral Sentry runs a declarative rule catalog against the location — required disclosures present, delivery proof captured, effective dates valid. Failed checks promote to risk flags. Low/Medium auto-resolve when fixed; HIGH/CRITICAL require an investigator to close.

    • Compliance score per location
    • Risk flag severity → never auto-resolved at HIGH/CRITICAL
    • Corrective action tracker with due dates
    • Audit packet snapshot for FTC requests
  4. 4

    Review with AI you can actually trust

    When a GPL version is published, you can run an AI review. The model is constrained to cite a source from the input GPL — a fabricated citation downgrades the finding to ESCALATE confidence. Every finding waits for human approval; approved findings can be promoted to risk flags.

    • Schema-validated JSON output with retry
    • Citation safety: real source or ESCALATE
    • PENDING / APPROVED / REJECTED / CONVERTED workflow
    • Permission-gated: AUDITOR reads, OWNER/MANAGER approves

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