Projecting readiness…
Operator work queue
Ordering comes from the dependency graph in the domain layer, not from a UI sort. An action that unblocks downstream evaluation outranks an older one that unblocks nothing.
Nothing is blocking these. Each one unlocks downstream evaluation.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Custodian position file (synthetic) is 2.7 d old against an illustrative 18-hour window, as of Mar 13, 2026, 21:00 UTC. | DATA-FRESH-001 | 4 | Data Steward | On track Mar 16, 2026, 18:00 UTC |
| Hollis Bright Family SMA SMA-2790 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Custodian position file (synthetic) is 2.8 d old against an illustrative 18-hour window, as of Mar 13, 2026, 18:00 UTC. | DATA-FRESH-001 | 4 | Data Steward | On track Mar 16, 2026, 18:00 UTC |
| Marren Endowment Sleeve SMA-4402 | Blocked | Resolve the open holdings difference by naming the authoritative record with a reason. NVEX: custodian reports 3,292 shares against 3,432 in internal accounting, a difference of 140 shares ($57,750) beyond the illustrative tolerance. | RECON-HOLD-002 | 3 | Data Steward | Due soon Mar 16, 2026, 17:30 UTC |
Blocked by a dependency that has to clear first.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Hollis Bright Family SMA SMA-2790 | Blocked | Resolve the open holdings difference by naming the authoritative record with a reason. Not evaluated: reconciliation requires both the custodian and internal accounting position snapshots to be inside their freshness windows. | RECON-HOLD-002 | 3 waiting on 1 | Data Steward | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Resolve the open holdings difference by naming the authoritative record with a reason. Not evaluated: reconciliation requires both the custodian and internal accounting position snapshots to be inside their freshness windows. | RECON-HOLD-002 | 3 waiting on 1 | Data Steward | On track Mar 17, 2026, 06:00 UTC |
A named human must record a reasoned decision before release.
Nothing in review required
No action in this group is owned by the selected role right now.
Controls that now pass against the current projection.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Fenwick Trust Direct Index SMA SMA-3117 | Ready for release | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Fenwick Trust Direct Index SMA SMA-3117 | Ready for release | Resolve the open holdings difference by naming the authoritative record with a reason. Holdings reconciliation now passes against the current projection. | — | — | Data Steward | — |
| Ashgrove Charitable SMA SMA-5231 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Bellamy Concentrated Legacy SMA SMA-7008 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Ovett Family Office Sleeve SMA-8125 | Needs authorized review | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Prentice Foundation SMA SMA-9310 | Blocked | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Larkspur Multigenerational SMA SMA-2456 | Needs authorized review | Request and ingest a fresh snapshot for every stale or missing material source. Material source freshness now passes against the current projection. | — | — | Data Steward | — |
| Ashgrove Charitable SMA SMA-5231 | Blocked | Resolve the open holdings difference by naming the authoritative record with a reason. Holdings reconciliation now passes against the current projection. | — | — | Data Steward | — |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Resolve the open holdings difference by naming the authoritative record with a reason. Holdings reconciliation now passes against the current projection. | — | — | Data Steward | — |