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 |
|---|---|---|---|---|---|---|
| Quill Household Managed Equity SMA-1985 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. 1 selected lot has no usable unit cost: NVEX LOT-SMA-1985-NVEX. | TAX-BASIS-003 | 2 | Operations Analyst | On track Mar 16, 2026, 19:15 UTC |
Blocked by a dependency that has to clear first.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Quill Household Managed Equity SMA-1985 | Blocked | Document a reasoned review of the potential wash-sale match. Loss realization cannot be determined while selected lots have no usable cost basis. | WASH-SALE-005 | — waiting on 1 | Operations Analyst | On track Mar 17, 2026, 07:15 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. 1 selected lot has no usable unit cost: PLMS LOT-PLMS-3. | TAX-BASIS-003 | 1 waiting on 1 | Operations Analyst | On track Mar 16, 2026, 18:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Document a reasoned review of the potential wash-sale match. MRDN: a recorded purchase (TXN-101) is 21 days from the proposed trade date against a -$2,793 realized loss. | WASH-SALE-005 | — waiting on 1 | Operations Analyst | 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 | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Ashgrove Charitable SMA SMA-5231 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Bellamy Concentrated Legacy SMA SMA-7008 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Ovett Family Office Sleeve SMA-8125 | Needs authorized review | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Prentice Foundation SMA SMA-9310 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Larkspur Multigenerational SMA SMA-2456 | Needs authorized review | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Hollis Bright Family SMA SMA-2790 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |
| Marren Endowment Sleeve SMA-4402 | Blocked | Obtain usable cost basis for every selected sell lot, then confirm the lot selection. Cost basis usability on selected sell lots now passes against the current projection. | — | — | Operations Analyst | — |