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Admin Portal: User Template Upload Capability L1 - L4

Users will be able to manage their artifacts through the upload of a document (preferably spreadsheet). This will incorporate existing business process with future state solution

1) Summary

Enable admins to upload a structured spreadsheet (CSV/XLSX) in the admin portal. The system validates the payload, matches each row to existing records (or flags as new), shows a preview diff, and—upon approval—publishes the batch so that changes are written into the system

2) Goals & Non‑Goals

Goals

  • Reduce manual data ops by supporting bulk create/update.

  • Provide a safe review workflow (validate → match → preview → publish).

  • Ensure traceability, idempotency, and rollback.

  • Support both deterministic and fuzzy matching.

Non‑Goals

  • Arbitrary file types (e.g., PDFs).

  • Real‑time collaborative editing of spreadsheets.

3) Personas & Permissions

  • Admin: can upload, validate, preview, publish, rollback own batches.

  • Super Admin: can publish any batch, override conflicts, manage templates.

  • Auditor/Read‑Only: can view validation results, diffs, and audit logs.

  • Service Account: can invoke validation/publish via API.

  • Darey Zaccheus
  • Aug 20 2025
  • PM Refinement