ClearPlan — Member & Provider Portal

Trust & Security

AI should not decide what data a user is allowed to see. Authorization should.

The ClearPlan Assistant retrieves records only after the authorization layer resolves what the signed-in person is permitted to access. Same assistant, same data, same prompt — the only variable is enforcement.

Authorization enforcementEnforced

Authorization service

Checking…

No tenant credentials detected — decisions use the local relationship simulation.

How access is granted in the deployed model

A patient record is readable by a viewer of that patient, and a viewer is one of three things: the patient themselves (patient_user), an authorized guardian (guardian), or a member of that patient's care team (member from care_team).

Practitioner access therefore runs through a care team object rather than a direct practitioner relationship — Dr. Lee is a member of care_team:sarah-care, which is Sarah's care team. Same outcome, but care team membership is what real clinical systems assign and revoke. Insurance plan membership is modelled too, and deliberately grants nothing: sharing a family plan is not a path to another person's health records.

Guided Demo

Walk through the narrative step by step, or explore manually.

Authorization Graph

Relationships that govern record access

acting_forpatient_userguardianno relationsubscribermembermemberSarah MillerAssistant AgentMiller Family PlanSarah MillerRecordsEmma MillerRecordsJames OrtizRecords
Allowed path
Denied / leaked
Inactive

Retrieval / Authorization Trace

Run a query to see the authorization trace.