Case Execution Desk

Postgres case engine, secure UI proxy, approvals, documents, client portal, and audit proof are live.

Case

—

Loading client…

Status

—

Current workflow stage.

Documents

5

Upload and verification queue.

Approval Gate

On

Advisor approval required.

Advisor Action Desk

StepStatusAction
Review fact-findPending
Check documentsReady
Prepare DIPReady
Queue client updateApproval

Case Focus

Next Best Actions

Live
1confirm client details
2verify uploaded documents
3prepare DIP sourcing profile
✓audit logging active

Nesture OS Live Case Execution

Reading from Postgres through the secure UI proxy. Internal token is not exposed in browser JavaScript.

Connecting to Postgres proxy…
—
Cases in Postgres
—
Documents
—
Outbox messages
—
Advisor actions
Case Status Client Email Phone Updated Open
Loading live cases…