Open1031 Platform Admin

Organization	Plan	Status	Onboarded
AT Acme Title Group /org/acme-title-group	Growth	Provisioning	Jun 2026
NW Northwest Exchange Co. /org/northwest-exchange	Enterprise	Active	May 2026
CP Cascade Partners /org/cascade-partners	Trial	Trial	May 2026

SSO Connections

1 Pending IdP

SSO / WorkOS

Custom Domain

White-Label

SCIM

Org	Type	Status	IdP	Connection ID
Acme Title Group	SAML 2.0	Pending IdP	Okta	conn_01HX_acme
Northwest Exchange Co.	OIDC	Active	Azure AD	conn_01HX_nwex
Cascade Partners	SAML 2.0	Configured	Google	conn_01HX_casc

SCIM directory sync: Healthy

Platform MRR

$11,240

+$1,800 this month

Paying Tenants

3 on trial / demo

Overdue Invoices

Skyline Holdings · Apex

API Calls (MTD)

61k

61% of 100k plan limit

Subscriptions

2 Overdue

Org	Plan	Exchanges Used	MRR	Next Invoice	Status
Northwest Exchange Co.	Enterprise	19 / unlimited	$4,200	Jul 1, 2026	Current
Acme Title Group	Growth	8 / 25	$1,800	Jun 28, 2026	Trial
Cascade Partners	Starter	3 / 10	$490	Jul 1, 2026	Current
Skyline Holdings LLC	Starter	0 / 10	$490	Overdue 22 days	Overdue

Platform Resource Usage

R2 Storage

3.8 GB / 10 GB

API Calls

61k / 100k

Workflow Runs

1,440 / 5k

DB Connections

45 / 100 pool

Total Flags

Platform-wide

Enabled

2 enabled this week

Per-Tenant Overrides

Tenant-scoped

Feature Flags

Sample data

No feature-flag backend exists — changes are not persisted to the database.

DST Marketplace

Show DST replacement listings to exchangers

Reverse Exchange Hub

EAT-SPE parking + indigo flow variant

AI Doc Extraction

OCR + LLM prefill for uploaded documents

Constructive Receipt Guard

Block fund-move outside Vectr approval gate

KYC Bypass (Demo Only)

Auto-pass Persona in seeded demo tenants

Integrations Health

6 Healthy 1 Degraded

Persona — KYC/IDV

Last check 2 min ago

142ms

DocuSign — e-Signature

Last check 4 min ago

310ms

Stripe — Billing

Last check 1 min ago

88ms

Plaid — Bank Verification

Last check 8 min ago · elevated errors

1,240ms

Vectr — Workflow Platform

Durable workflows / audit log

54ms

SendGrid — Email

Last check 3 min ago

96ms

Workflow Management

3 Dead-Letter All workflows

Dead-Letter

Running

Recent

kyc-reverify · Run #4821

Failed: Persona API timeout · EX-2026-0047 · 06:14 UTC

billing-subscription · Run #1103

Failed: Stripe rate limit · Cascade Partners · 05:58 UTC

document-collection-reminders · Run #9002

Failed: SendGrid 429 · 3 affected exchanges · 04:30 UTC

Dead-Letter

Manual retry needed

Running Now

Active workflows

Succeeded (24h)

1,437

99.8% success rate

Dead-Letter Queue

3 Failed

kyc-reverify · Run #4821

Failed: Persona API timeout · EX-2026-0047 · 06:14 UTC

billing-subscription · Run #1103

Failed: Stripe rate limit · Cascade Partners · 05:58 UTC

document-collection-reminders · Run #9002

Failed: SendGrid 429 · 3 affected exchanges · 04:30 UTC

Security

5 Open No Active Incidents

Auth / Anomaly Events

OFAC / AML Alerts

Access Reviews

Audit-Log Integrity

Secret Rotation

Cross-Tenant Isolation

Failed Logins (24h)

3 from unknown IP

Impersonation Sessions

Last 30 days

MFA Enforcement

100%

All QI-role users

Anomaly: 5 failed logins from 203.0.113.42 — user j.smith@acme.com

Account not locked — IP is not on block list · WorkOS anomaly detection fired

Open

08:22 UTC

Impersonation session: mike@open1031.ai viewed as matt.belcher@nwex.com

Reason: "Debug escrow balance display for EX-2026-0047" · 28 min session · expired

Closed

Yesterday

Secret rotation due: Stripe restricted key · expires in 14 days

Vectr secret-rotation workflow — auto-rotation configured

Due Soon

Jun 21, 2026

Cross-tenant isolation: RLS policy check passed — 0 cross-org rows returned

Automated nightly Supabase RLS audit · all 14 tenant orgs tested

Passed

03:00 UTC

Infra / Observability

All Systems Operational Status page

API p95 Latency

184ms

-22ms vs. yesterday

Uptime (30d)

99.97%

SLA 99.9% — met

Error Rate (1h)

0.4%

Improved (was 1.1%)

Database / Storage

Supabase Postgres

Healthy

R2 Object Storage

3.8 GB used Healthy

Daily DB Backup

Last: Jun 7 03:00 UTC Verified

Cloudflare Pages CDN Operational

Vectr Workflow Run Health (24h)

1,437 succeeded 12 retried 3 dead-letter

Platform Compliance

SOC 2 Observation Window Active

SOC 2 Evidence

Control Mapping

QI Bond / Insurance

CC6.1

Logical access provisioning — WorkOS SSO + SCIM

Evidenced

CC6.6

Admin actions attributed with actor_kind + subject_user_id

Gap

CC7.2

Audit log covers all admin state changes

Partial

CC8.1

Change management — PR review pipeline (Security + Compliance + Quality agents)

Partial

CC9.1

Bank reconciliation — nightly Vectr workflow + exception triage

Gap

A1.1

Availability — 99.97% uptime over observation window

Evidenced

Observation window: Jun 1 – Aug 31, 2026 4 evidenced · 2 gaps · 2 partial

Data Governance

2 DSAR Open

CCPA / DSAR

Retention Policy

Data Map

Requester	Type	Received	Due (45 days)	Status
Matt Belcher EX-2026-0047	Right to Know	May 24, 2026	Jul 8, 2026	In Progress
Sandra Torres Northwest Exchange	Right to Delete	Jun 2, 2026	Jul 17, 2026	Pending Review

Retention Policy

Exchange documents (QI agreements, W-9, 8824) 7 years

Audit log (all admin actions) 7 years

BSA/AML records (CTR, SAR, OFAC screens) 5 years

Open DSAR Requests

Due within 45 days

Completed (90d)

All within SLA

Data Categories Mapped

In data map

CCPA / DSAR Requests

2 Open

Requester	Org	Type	Received	Due (45 days)	Status
Matt Belcher EX-2026-0047	Northwest Exchange	Right to Know	May 24, 2026	Jul 8, 2026	In Progress
Sandra Torres Northwest Exchange	Northwest Exchange	Right to Delete	Jun 2, 2026	Jul 17, 2026	Pending Review

Retention Policy

Data Category	Retention Period	Basis	Auto-delete
Exchange documents (QI agreement, W-9, Form 8824)	7 years	IRS §1031 / Rule 204-2	Enabled
Audit log (all admin and exchanger actions)	7 years	SOC 2 / Rule 204-2	Manual
BSA/AML records (CTR, SAR, OFAC screens)	5 years	31 U.S.C. § 5311	Enabled
KYC/IDV documents (Persona)	3 years	GLBA Safeguards	Enabled
Bank verification data (Plaid)	2 years	GLBA Safeguards	Enabled

Audit Log — Platform

admin.org.suspended mike@open1031.ai → Skyline Holdings LLC

Reason: "Non-payment — 45 day grace period expired"

Jun 7, 09:14

admin.user.impersonate mike@open1031.ai → matt.belcher@nwex.com

Session #imp-0084 · 28 min · expired normally

Jun 6, 14:52

platform.feature_flag.updated mike@open1031.ai → ai-doc-extraction = true

Was: false

Jun 6, 11:30

admin.org.created mike@open1031.ai → Acme Title Group · slug: acme-title

SSO provisioning initiated

Jun 5, 16:08

platform.secret.rotated vectr-automation → DocuSign integration key

Auto-rotation successful · new expiry Jun 5, 2027

Jun 5, 03:00

admin.user.role_changed mike@open1031.ai → priya.anand@open1031.ai → qi_officer

Was: platform_support

Jun 4, 09:22

platform.sso.connection_created mike@open1031.ai → Northwest Exchange · OIDC / Azure AD

WorkOS connection ID: conn_01HX...

Jun 3, 15:44

Users & RBAC

Name	Email	Org	Platform Role	KYC	MFA	Last Active
MF Mike Fraser	mike@open1031.ai	Open1031	Platform Admin	Pass	On	Now
TB Priya Anand	priya.anand@open1031.ai	Open1031	QI Officer	Pass	On	2h ago
MB Matt Belcher	matt.belcher@nwex.com	Northwest Exchange	Exchanger	Pass	Off	Aug 22, 2026
JS Jane Smith	j.smith@acme.com	Acme Title Group	Org Admin	Pending	Off	Jun 5, 2026

Total Listings

34 live · 5 pending · 3 archived

Pending Approval

QI-submitted · awaiting review

Sponsors / Tenants

across 14 tenant orgs

Featured Platform-Wide

curated · visible to all tenants

3 QI-submitted listings are awaiting platform approval for org-wide feature placement. Review and approve, decline, or request changes below.

Approval Queue

3 Pending

Listing	Submitted By (Tenant)	Type	Sponsor	Submitted
Southeast Healthcare Campus DST	Priya Anand · Open1031	DST	JLL Income Property	2h ago
Pacific Northwest Self-Storage Portfolio	Priya Anand · Open1031	Replacement	NW Capital	5h ago
Florida Sunbelt Multifamily Opportunity	Sarah Chen · Northwest Exchange	DST	Summit Ventures	1d ago

All Listings (Org-Wide)

All 42 Live 34 Pending 5 Archived 3 Featured 6

Live DST Realty Trust · Open1031

Mountain West Industrial Portfolio

Denver, CO · Salt Lake City, UT

DSTIndustrial3 properties

Target Return

5.5–7%

Min. Investment

$100K

Featured

Pending JLL Income Property · Open1031

Southeast Healthcare Campus DST

Atlanta, GA · Charlotte, NC

DSTHealthcareNet lease

Target Return

6–8%

Min. Investment

$250K

Awaiting approval

Live NW Capital · Northwest Exchange

Pacific Northwest Self-Storage Portfolio

Portland, OR · Seattle, WA

ReplacementSelf-storage5 properties

Target Return

4.5–6%

Min. Investment

$50K

1.1k views

Live GreenPoint Capital · Cascade Partners

Texas Sun Belt Retail Net Lease

Austin, TX · Dallas, TX

DSTRetailNNN

Target Return

5–6.5%

Min. Investment

$100K

Featured

Pending Summit Ventures · Northwest Exchange

Florida Sunbelt Multifamily Opportunity

Tampa, FL · Orlando, FL

DSTMultifamily

Target Return

5–7%

Min. Investment

$100K

Awaiting approval

Archived Bridge Partners · Cascade Partners

Mid-Atlantic Office Value-Add DST

Arlington, VA · Baltimore, MD

DSTOfficeValue-add

Target Return

7–9%

Min. Investment

$150K

Closed Apr 2026

Platform admins manage all listings across every tenant — publish/unpublish, approve QI submissions, and curate featured placements visible platform-wide. DST is a replacement-property option, not an exchange type. Each action writes marketplace.listing.status_changed to the audit log.

Total QIs

+2 MoM

Active Exchanges

Stable

Escrow AUM

$38.4M

+$2.1M wk

MRR

$11.2k

+$1.8k

Fees YTD

$284k

+12%

Deadline Risk

≤7-day windows

Monthly Exchange Volume

Last 8 months

NovDecJanFebMarAprMayJun

Exchanges by Type

Forward (Delayed)

29 · 62%

Reverse

9 · 19%

Improvement

6 · 13%

Build-to-Suit

3 · 6%

Configure Org

Tenant org

Display name

Custom domain

Primary accent

Secondary

Live Preview

Open Exchange

45-day IDActive Exchange

Active SSO

SAML · OIDC

SCIM Enabled

Directory sync

Enforced SSO

Mandatory login

Pending

Awaiting IdP

SSO Connections

1 Pending

Org	Protocol	IdP	SCIM	Users	Last Sync	Status
Pacific Coast 1031	SAML	Okta	On	14	3 min ago	Active
Great West Exchange	OIDC	Azure AD	Off	21	12 min ago	Active
Sunbelt QI Services	SAML	Google Workspace	Off	0	Never	Pending

Succeeded (24h)

1,437

99.8% success

Running

Active now

Idle

No active runs

Dead-Letter

Needs retry

Workflow Catalog

All (39)

Automation (16)

AI (8)

Infra (8)

Security (7)

35 running/idle 1 warning 3 failed Full Vectr Console

Workflow	Category	Last Run	Status
deadline-45-day-watcher	Automation	2 min ago	Healthy
esign-orchestration	Automation	8 min ago	Healthy
ofac-sdn-screening	Security	14 min ago	Healthy
kyc-reverify	AI	06:14 UTC — failed	Dead-letter
bank-reconciliation	Infra	03:00 UTC	Healthy

API Keys

Name	Key	Scope	Last Used
Production server	o1031_live_••••4f2a	read · write	2 min ago
Vectr integration	o1031_live_••••91c7	events	14 min ago
Analytics export	o1031_test_••••08d3	read	Jun 8

Webhook Endpoints

3 Verified

Endpoint	Events	Signature	Status
/api/vectr/webhook	workflow.*	Verified	Active
https://hooks.nwex.com/o1031	exchange.status	Verified	Active
https://acme.example/wh	document.signed	Verified	Paused

Sample data: key store and webhook delivery are not yet wired. Health figures and last-used timestamps are illustrative.

Global Defaults

Require MFA for fund-touching roles

WorkOS policy — locked, cannot be disabled

Constructive-receipt guard

Block fund movement outside Vectr approval gate

Auto-rotate secrets every 90 days

Vectr secret-rotation workflow

Allow new marketplace listings

Tenants may submit DST/replacement listings for approval

Routing Matrix

Event	Email	SMS	Slack	Webhook
45-day deadline warning	On	On	Off	On
Workflow dead-letter	On	Off	On	On
OFAC / AML alert	On	On	On	On
Invoice overdue	On	Off	Off	Off
New tenant provisioned	On	Off	On	Off

Exchange Activity

All exchanges · CSV / PDF

Escrow Balances

Funds under QI · per tenant

Audit Log Export

Append-only · date range

Compliance Pack

SOC 2 / GLBA evidence

Billing Statement

MRR · invoices · usage

IRS Form 8824

Generated filings · per exchange

Recent Exports

Report	Format	Generated	By
Exchange Activity — Q2 2026	CSV	Jun 12	mike@open1031.ai
Audit Log — May 2026	PDF	Jun 1	mike@open1031.ai

Impersonation requires a stated reason and is time-boxed. Every session writes admin.user.impersonate to the audit log and notifies the impersonated user.

Open Tickets

2 Open

Escrow balance not displaying — EX-2026-0047

Northwest Exchange · opened 2h ago

Open

SSO connection help — Okta metadata

Acme Title Group · opened 1d ago

Open

Recent Impersonations

mike@open1031.ai → matt.belcher@nwex.com

"Debug escrow balance display" · 28 min · expired

Closed

All Systems Operational | 0 active incidents | Last incident: 12 days ago

Component Health (sample data)

API (Cloudflare Workers)

99.97% · 30d

Operational

Web App (Cloudflare Pages)

100% · 30d

Operational

Database (Supabase Postgres)

99.99% · 30d

Operational

Bank Verification (Plaid)

Degraded — elevated latency

Degraded

Workflows (Vectr / Restate)

99.8% · 30d

Operational

Incident Timeline

Plaid latency elevated — monitoring

Partner-side; verification still succeeds with delay

Monitoring

Today

SendGrid 429 — document reminders delayed

Resolved · re-queued via Vectr retry

Resolved

Jun 1