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 |
|---|---|---|---|---|---|---|
| Ashgrove Charitable SMA SMA-5231 | Blocked | Remove the restricted exposure from the proposal through an approved, documented path. Proposed buy of ORCH (Orchard Foods Co), 1,761 shares / $80,390, conflicts with RSTR-SMA-5231-01: "Exclude Orchard Foods Co from this account." (effective 2025-09-01, source Client IPS (synthetic), exclusion schedule). | MANDATE-RESTRICT-004 | 3 | Portfolio Manager | Due soon Mar 16, 2026, 14:20 UTC |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Residual cash of $66,173.20 is $66,426.80 below the mandate minimum of $132,600.00 (Client raised the standing cash floor ahead of a scheduled distribution (synthetic).). | CASH-006 | — | Portfolio Manager | Due soon Mar 16, 2026, 16:50 UTC |
| Bellamy Concentrated Legacy SMA SMA-7008 | Blocked | Adjust the trade set so post-trade weights sit inside the mandate limits. HLIO finishes at 17.00% against a 15.00% single-name limit in mandate v1.0. | CONCENTRATION-007 | — | Portfolio Manager | On track Mar 16, 2026, 18:40 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Remove the restricted exposure from the proposal through an approved, documented path. Proposed buy of CDRP (Cedar Point Energy Corp), 3,464 shares / $220,830, conflicts with RSTR-001: "Exclude Cedar Point Energy Corp from all sleeves of this account." (effective 2025-11-01, source Client IPS v4 (synthetic), section 6.2, exclusion schedule). | MANDATE-RESTRICT-004 | 3 | Portfolio Manager | Due soon Mar 16, 2026, 14:00 UTC |
Blocked by a dependency that has to clear first.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Marren Endowment Sleeve SMA-4402 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Not evaluated: A material holdings reconciliation difference is unresolved, so position-dependent calculations are not trusted. | CASH-006 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 05:30 UTC |
| Quill Household Managed Equity SMA-1985 | Blocked | Reduce projected gains or record an authorized gain-budget exception. Not evaluated: projected realized gain or loss is incomplete while selected lots have no usable cost basis. | GAIN-BUDGET-009 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 07:15 UTC |
| Hollis Bright Family SMA SMA-2790 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | CASH-006 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Marren Endowment Sleeve SMA-4402 | Blocked | Adjust the trade set so post-trade weights sit inside the mandate limits. Not evaluated: A material holdings reconciliation difference is unresolved, so position-dependent calculations are not trusted. | CONCENTRATION-007 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 05:30 UTC |
| Hollis Bright Family SMA SMA-2790 | Blocked | Adjust the trade set so post-trade weights sit inside the mandate limits. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | CONCENTRATION-007 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Marren Endowment Sleeve SMA-4402 | Blocked | Confirm the residual model deviation is acceptable for release. Not evaluated: A material holdings reconciliation difference is unresolved, so position-dependent calculations are not trusted. | MODEL-DEV-008 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 05:30 UTC |
| Hollis Bright Family SMA SMA-2790 | Blocked | Confirm the residual model deviation is acceptable for release. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | MODEL-DEV-008 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | CASH-006 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Adjust the trade set so post-trade weights sit inside the mandate limits. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | CONCENTRATION-007 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Reduce projected gains or record an authorized gain-budget exception. Not evaluated: projected realized gain or loss is incomplete while selected lots have no usable cost basis. | GAIN-BUDGET-009 | — waiting on 2 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Confirm the residual model deviation is acceptable for release. Not evaluated: The custodian position snapshot is beyond its illustrative freshness window, so position-dependent calculations are not trusted. | MODEL-DEV-008 | — waiting on 1 | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
A named human must record a reasoned decision before release.
| Account | Readiness | Next action | Control | Unblocks | Owner | SLA |
|---|---|---|---|---|---|---|
| Ovett Family Office Sleeve SMA-8125 | Needs authorized review | Remove the restricted exposure from the proposal through an approved, documented path. RSTR-SMA-8125-02 ("Client indicated an intent to exclude Health Care; scope not confirmed against the IPS.") is recorded as UNVERIFIED from Relationship email (synthetic); awaiting written confirmation. Scope is not confirmed, so it is routed to review rather than enforced or ignored. | MANDATE-RESTRICT-004 | 3 | Portfolio Manager | On track Mar 17, 2026, 08:10 UTC |
| Larkspur Multigenerational SMA SMA-2456 | Needs authorized review | Record the outstanding authorization against this projection. Authorized release of the handoff package: approval APR-REL-SMA-2456 was granted against material=stale-ma, which no longer matches the current projection. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 05:40 UTC |
| Ashgrove Charitable SMA SMA-5231 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 06:20 UTC |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 04:50 UTC |
| Bellamy Concentrated Legacy SMA SMA-7008 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 06:40 UTC |
| Ovett Family Office Sleeve SMA-8125 | Needs authorized review | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 08:10 UTC |
| Prentice Foundation SMA SMA-9310 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 05:05 UTC |
| Larkspur Multigenerational SMA SMA-2456 | Needs authorized review | Re-approve the handoff against the current projection or withdraw it. A material input changed after approval APR-REL-SMA-2456: source. | HANDOFF-012 | — | Portfolio Manager | On track Mar 17, 2026, 05:40 UTC |
| Quill Household Managed Equity SMA-1985 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 07:15 UTC |
| Marren Endowment Sleeve SMA-4402 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 05:30 UTC |
| Hollis Bright Family SMA SMA-2790 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
| Alder Family Tax-Managed Equity SMA SMA-2048 | Blocked | Record the outstanding authorization against this projection. Outstanding: Authorized release of the handoff package. | APPROVAL-010 | — | Portfolio Manager | On track Mar 17, 2026, 06:00 UTC |
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 | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Fenwick Trust Direct Index SMA SMA-3117 | Ready for release | Adjust the trade set so post-trade weights sit inside the mandate limits. Post-trade single-name and sector concentration now passes against the current projection. | — | — | Portfolio Manager | — |
| Fenwick Trust Direct Index SMA SMA-3117 | Ready for release | Confirm the residual model deviation is acceptable for release. Post-trade model deviation now passes against the current projection. | — | — | Portfolio Manager | — |
| Ashgrove Charitable SMA SMA-5231 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Tindall Retirement Bridge SMA SMA-6644 | Blocked | Adjust the trade set so post-trade weights sit inside the mandate limits. Post-trade single-name and sector concentration now passes against the current projection. | — | — | Portfolio Manager | — |
| Bellamy Concentrated Legacy SMA SMA-7008 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Ovett Family Office Sleeve SMA-8125 | Needs authorized review | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Prentice Foundation SMA SMA-9310 | Blocked | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Larkspur Multigenerational SMA SMA-2456 | Needs authorized review | Adjust the trade set so residual cash meets the mandate minimum. Minimum cash and residual cash sufficiency now passes against the current projection. | — | — | Portfolio Manager | — |
| Fenwick Trust Direct Index SMA SMA-3117 | Ready for release | Reduce projected gains or record an authorized gain-budget exception. Realized gain budget now passes against the current projection. | — | — | Portfolio Manager | — |