Human validation: our commitment
Nothing runs in your Odoo without your explicit agreement. This is UpBoard's founding principle, and it is non-negotiable.
The absolute rule#
UpBoard never changes your operational or accounting data without explicit human validation. An agent can:
- Detect and alert
- Prepare an action (PO draft, email, adjustment)
- Notify you that something is ready for review
But execution or application always goes through your validation, in one click from the UpBoard interface.
Three levels by action type#
Each UpBoard agent uses one of the three levels below. The level is documented on each agent's page.
Level 1, Prepare / Validate / Execute#
Agent
The agent prepares
You
You approve
Agent
The agent executes
● No action is sent to your Odoo without your explicit approval.
Used for irreversible outbound actions: sending an email, transmitting a purchase order to a supplier. The agent prepares the full content, you review it, you send.
Agents: Sales, Purchasing.
Level 2, Detect / Validate / Apply#
Agent
The agent detects
You
You approve
Agent
The agent applies
● No action is sent to your Odoo without your explicit approval.
Used for configuration or master data changes: min/max adjustment, merging duplicate records, correcting a customer field. The agent detects, proposes a fix, you validate, it applies in Odoo.
Agents: Inventory, partially Data Quality on master data.
Level 3, Detect / Alert / You decide#
Agent
The agent detects
System
Alert
You
You decide
● No action is sent to your Odoo without your explicit approval.
Used for sensitive accounting data where no automatic correction is acceptable. The agent detects, alerts you with context and euro impact, you (or your accountant) decide.
Agents: Data Quality on the accounting side.
Matrix by action type#
| Action type | Level | Why |
|---|---|---|
| Email to customer/prospect | Prepare/Validate/Execute | External named communication |
| Supplier purchase order | Prepare/Validate/Execute | Financial commitment |
| Stock min/max adjustment | Detect/Validate/Apply | Operational parameter |
| Customer record fix (duplicate) | Detect/Validate/Apply | Master data |
| Product categorisation | Detect/Validate/Apply | Master data |
| Validated invoice change | Alert only | Legal accounting |
| Accounting entry creation | Alert only | Legal accounting |
| Invoice sequence change | Never | Major tax risk |
| Data deletion | Never | No legitimate case |
How you validate#
Validation happens in the UpBoard web interface: you see each proposed action with its full context (what will change in Odoo, and why), then approve or reject it in one click. Nothing is written to Odoo until you approve.
Our written commitment#
This commitment is in our Terms, section 6 (Data and Security). In short:
- No automatic modification of accounting data will ever be added to UpBoard, even via a future opt-in setting
- Any "Detect/Validate/Apply" change can be disabled per tenant
- Every executed action is traced and viewable from the audit log in your UpBoard workspace
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