FICTITIOUS — FORGE DEMO ONLY · SPECIMEN
4 onboarding item(s) are still open across 4 household(s). The longest has sat 97 days (Tilley Form CRS delivered, Nash Form CRS delivered); the most urgent is The Westcombe Household — The account is already funded, ahead of the executed current-cycle advisory agreement.
Nothing has been sent and nothing has been changed. This reads Priya's own checklists — it never edits them. Every nudge and notification below is a draft for a human to review and send.
Onboarding transfers the checklists and transfer notes show as received and settled. Values are settlement-date estimates from the transfer notes, not spine figures.
| ID | Household | Settled | Approx. value | Source |
|---|---|---|---|---|
| H010 | The Tilley Household | 2026-06-26 | ~$332,000 | checklist · transfer note |
| H011 | The Nash Household | 2026-06-29 | ~$2,700,000 | checklist · transfer note |
| H108 | The Westcombe Household | 2026-09-25 | ~$985,000 | checklist · transfer note ⚠ the updated advisory agreement |
| H084 | The Wickham Household | 2026-10-02 | ~$430,000 | checklist · transfer note ⚠ client has |
One drafted message per open item — a nudge, a notification, or an internal confirm. Nothing has been sent. Each is a proposal for a human to edit and send.
Read 4 checklist(s) + 4 transfer note(s) in office/priya/ against office/spine/households.csv · staleness counted to 2026-10-05.
Full audit trail — every step read and the staleness math: chase detail.