Staff view · demonstration. All customers, brokers and staff are fictional. No requests are sent.

Operations overview

Snapshot for 2026-11-13 · sample workspace

Workflow idea to validate with Matteo · A single morning view could make handoffs between staff easier — everyone sees the same exceptions and deadlines.

Active cases
12
Awaiting response
12
Exceptions to review
30
Check-ins (30 days)
5
Deletion tasks due
6

Exceptions needing review

Open queue →
DEMO-1041ExampleFinderNeeds reviewVerify identity match manually
DEMO-1041PeopleLookup DemoEscalatedSend second-notice request
DEMO-1041MockRecords Inc.Needs reviewVerify identity match manually
DEMO-1041Fictive Data HubEscalatedSend second-notice request
DEMO-1043ExampleFinderNeeds reviewVerify identity match manually
DEMO-1043PeopleLookup DemoEscalatedSend second-notice request

Follow-up health

Open follow-ups42
Overdue12
Completed (this session)0

Upcoming deletion deadlines

  • Purge intake documents2026-11-16
  • Delete ID verification copy2026-11-21
  • Anonymize closed case notes2026-11-26
  • Purge intake documents2026-12-01