CASE-1E2AB268100B
Portfolio candidates
AI-generated options constrained and revalidated by Zypero controls.
Resolve the governed risk review first
Portfolio candidates cannot be generated while the deterministic risk result has unresolved conflicts, missing information, or review flags. Return to Risk review and resolve those items before continuing.
Case audit log
| Time (UTC) | Event | Version | Outcome | Rule version |
|---|---|---|---|---|
| Case created | 1 | Complete | — | |
| compliance_decision | 1 | Recorded | — | |
| interview_transcript | 1 | Recorded | — | |
| onboarding_identity | 1 | Recorded | — | |
| reviewed_client_context | 1 | Recorded | — | |
| sow_assessment | 1 | review_required | — | |
| sow_assessment | 2 | review_required | — | |
| sow_assessment | 3 | review_required | — | |
| sow_assessment | 4 | review_required | — | |
| sow_evidence_assessment | 1 | Recorded | — | |
| sow_evidence_assessment | 2 | Recorded | — | |
| sow_evidence_assessment | 3 | Recorded | — | |
| transcript_extraction_proposal | 1 | Recorded | — | |
| ubo_assessment | 1 | below_disclosure | — | |
| Discovery recorded | 1 | Recorded | — | |
| Deterministic risk profile calculated | 1 | Complete | TW-WM-DEMO-1.1 |
Illustrative fictional products only. Adviser review is required before client communication.
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