CODITECT Financial Suite — Document Index

Classification: INTERNAL CONFIDENTIAL Owner: Hal Casteel, CEO/CTO, AZ1.AI Inc. Last Updated: 2026-02-20

---

Documentation Suite Overview

The CODITECT Financial Suite documentation comprises 16 confidential documents organized across strategy, product, technical, operations, and database design domains. All documents are classified INTERNAL CONFIDENTIAL and require appropriate authorization for access.

Total Documents: 16 | Total Size: ~441KB | Status: Complete

---

Strategy & Vision

#	Document	Code	Location	Size
1	Product Vision & Strategy	CFS-001	internal-confidential/CFS-001-PRODUCT-VISION-AND-STRATEGY.md	18.7KB
2	Market Analysis & Competitive Intelligence	CFS-002	internal-confidential/CFS-002-MARKET-ANALYSIS.md	14.5KB
7	Go-To-Market Strategy	CFS-007	internal-confidential/CFS-007-GTM-STRATEGY.md	16.1KB
11	Financial Projections & Unit Economics	CFS-011	internal-confidential/CFS-011-FINANCIAL-PROJECTIONS.md	15.8KB

Product & Technical

#	Document	Code	Location	Size
3	Product Requirements Document (PRD)	CFS-003	internal-confidential/CFS-003-PRODUCT-REQUIREMENTS.md	19.0KB
4	Technical Architecture	CFS-004	architecture/CFS-004-TECHNICAL-ARCHITECTURE.md	18.3KB
5	AI Strategy & ML Architecture	CFS-005	internal-confidential/CFS-005-AI-STRATEGY.md	12.1KB
9	Development Roadmap	CFS-009	internal-confidential/CFS-009-DEVELOPMENT-ROADMAP.md	19.5KB

Operations & Compliance

#	Document	Code	Location	Size
6	Partner Program & Channel Strategy	CFS-006	internal-confidential/CFS-006-PARTNER-PROGRAM.md	17.2KB
8	Regulatory Compliance Matrix	CFS-008	internal-confidential/CFS-008-REGULATORY-COMPLIANCE-MATRIX.md	21.6KB
10	Security & Privacy Architecture	CFS-010	internal-confidential/CFS-010-SECURITY-AND-PRIVACY.md	23.9KB

Database Design

#	Document	Code	Location	Size
DB-1	Database Architecture Overview	CFS-DB-001	database/CFS-DB-001-DATABASE-ARCHITECTURE-OVERVIEW.md	40.9KB
DB-2	Core Schema Reference	CFS-DB-002	database/CFS-DB-002-CORE-SCHEMA-REFERENCE.md	56.3KB
DB-3	Security & Multi-Tenancy Model	CFS-DB-003	database/CFS-DB-003-SECURITY-AND-MULTI-TENANCY.md	42.4KB
DB-4	Business Logic Layer	CFS-DB-004	database/CFS-DB-004-BUSINESS-LOGIC-LAYER.md	56.9KB
DB-5	Migration Roadmap & Target Schema	CFS-DB-005	database/CFS-DB-005-MIGRATION-ROADMAP.md	48.4KB

---

Research Foundation

These research documents (located in the CUST-avivatec-fpa project) informed the documentation suite:

Document	Size	Topic
RES-GL-001	9.3KB	Executive Summary & Research Index
RES-GL-002	55KB	Global Regulatory Landscape (30+ jurisdictions)
RES-GL-003	38KB	ERP Architecture Patterns (SAP, Oracle, D365, NetSuite, Workday)
RES-GL-004	56KB	Multi-Currency Architecture (IAS 21 / ASC 830)
RES-GL-005	40KB	Multi-Tenant SaaS Data Model
RES-GL-006	48KB	Universal GL Foundation Schema & Gap Analysis
RES-GL-007	68KB	Tax Engine, Fixed Assets, Revenue Recognition

Total Research: 314KB across 7 documents

---

Document Reading Order

For new team members or investors, the recommended reading order is:

1. CFS-001 Product Vision — understand the market thesis and strategic pillars
2. CFS-002 Market Analysis — understand the opportunity size and competitive landscape
3. CFS-011 Financial Projections — understand the business model and unit economics
4. CFS-003 Product Requirements — understand what we're building
5. CFS-004 Technical Architecture — understand how we're building it
6. CFS-005 AI Strategy — understand the AI-first approach
7. CFS-DB-001 Database Architecture — understand the data foundation
8. CFS-DB-002 Core Schema — understand every table, column, and constraint
9. CFS-DB-003 Security & Multi-Tenancy — understand RLS and tenant isolation
10. CFS-DB-004 Business Logic — understand triggers, functions, and invariants
11. CFS-DB-005 Migration Roadmap — understand the path from prototype to production
12. CFS-007 GTM Strategy — understand how we'll go to market
13. CFS-006 Partner Program — understand the distribution model
14. CFS-009 Development Roadmap — understand the 24-month build plan
15. CFS-008 Regulatory Compliance — understand the compliance landscape
16. CFS-010 Security & Privacy — understand the security architecture

---

Hal Casteel CEO/CTO, AZ1.AI Inc. Copyright 2026 AZ1.AI Inc. All rights reserved.