Field Reference — PBC

PBC Request Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
engagement_id	Integer	✅	Parent engagement
title	String	✅	Request group title
description	String	Optional	Context for the client
status	String	Auto	DRAFT, OPEN, IN_PROGRESS, SUBMITTED, ACCEPTED, RETURNED, CLOSED
due_date	DateTime	Optional	When documents are needed
assigned_to_email	String	Optional	External client email
assigned_to_user_id	String	Optional	Internal user ID
assigned_to_name	String	Optional	Display name of assignee
created_at	DateTime	Auto	Creation timestamp
created_by_id	String	Auto	Auditor who created the request

Request Item Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
request_id	Integer	✅	Parent PBC request
description	String	✅	What document or data is needed
status	String	Auto	OPEN, SUBMITTED, ACCEPTED, RETURNED

Submission Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
item_id	Integer	✅	Parent request item
evidence_id	Integer	✅	Link to Evidence (chain-of-custody)
submitted_by_id	String	Auto	Who submitted
submitted_at	DateTime	Auto	Submission timestamp
note	String	Optional	Explanation of the submission

Comment Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
item_id	Integer	✅	Parent request item
user_id	String	Auto	Comment author
content	String	✅	Comment text
created_at	DateTime	Auto	When the comment was posted