Workflows & Integrations QI Hub
Which automations run for Summit QI Services, what each one is allowed to do, and the systems it connects to. Runs are operated from QI Ops; this page decides what may run.
15 workflows · 7 enabled · 1 paused
· 6 set by Open1031 · 1 unavailable
3 integrations connected · 1 paused
Connection check 09:12 today · all connections verified
Connection check 08:51 today · next attempt in 4 min
Workflow versions 2026.09
15 workflows, all on Open1031 defaults · 0 set by your firm
0 integrations connected
Workflow versions 2026.09
Workflows for your firm
Open a row to see its settings, provenance and recent runs.
Deadline notices, identity and OFAC screening, two-person fund approval, escalation to a person and
audit forwarding are set by Open1031. They run for every file and can't be paused or narrowed
here. Everything else is yours to enable, pause or tune within the bounds each setting shows.
| Workflow | Status · set by | Last run · health | Action |
|---|---|---|---|
| Automation | |||
Exchange kickoff Sets up every new file: parties, clocks, first document requests. |
EnabledSet by Open1031 |
24 min agoConfirmed 08:51 | |
Deadline notices 45-day identification and 180-day close, computed from the file and sent on schedule. |
MandatorySet by Open1031 |
09:12 today09:12 today | Statutory notices can't be paused |
Document reminders Nudges the exchanger and coordinator about outstanding documents; stops when they arrive. |
EnabledSet by your firm |
Today 07:00Today 07:00 | |
Signature requests & tracking Sends exchange instruments for signature and records each signature on the file. |
EnabledSet by Open1031 |
2 hr agoConfirmed 08:40 | |
CPA report delivery Generates the exchange report and delivers it to the CPA the exchanger named. |
EnabledSet by your firm |
Aug 28 · 1 retry, then deliveredAug 28 · 1 retry, then delivered | |
Client communications Sends coordinator-drafted messages to exchangers on the channel they chose. |
PausedSet by your firm |
Paused Aug 30 by Maya Chen · 6 queuedPaused Aug 30 by Maya Chen · 6 queued | |
| AI | |||
Neela proposals Neela drafts actions on a file; a coordinator approves each one before anything changes. |
EnabledSet by Open1031 |
8 min agoConfirmed 08:47 | |
Escalation to a person Hands a conversation to your team when Neela can't help or the client asks for a person. |
MandatorySet by Open1031 |
3 hr ago3 hr ago | A client can always reach your team |
Form 8824 preparation Prefills the exchanger's Form 8824 from the completed file for their CPA to review. |
EnabledSet by your firm |
Aug 29Aug 29 | |
Document field extraction Uploaded documents are stored and shown on the file; their fields aren't read automatically. |
Unavailable for your firmSet by Open1031 |
— | Ask Open1031 about availability |
| Infrastructure | |||
Audit trail forwarding Every change on this page and every run lands in your firm's audit trail, exportable for examiners. |
MandatorySet by Open1031 |
Continuous · current14 min behind | Your examiner evidence depends on it |
Connection health checks Verifies each connected integration hourly; a failing check shows on the integration row. |
EnabledSet by Open1031 |
09:12 today · 3 of 3 verified08:51 today · 3 of 3 verified | |
| Security | |||
Identity verification (KYC) Verifies every exchanger before a file proceeds. Identity is the first gate on every file. |
MandatorySet by Open1031 |
1 hr ago1 hr ago | No role can mark identity verified |
OFAC / SDN screening Screens every party against the sanctions list; a hit stops the file for review. |
MandatorySet by Open1031 |
1 hr ago1 hr ago | Sanctions screening can't be paused |
Two-person fund approval Every disbursement needs two authorized officers, proposer distinct from approver. No automation releases funds. |
MandatorySet by Open1031 |
Yesterday · 3 approvals this weekYesterday · 3 approvals this week | The approval rule isn't a setting |
All 15 workflows are running on Open1031 defaults
Nothing is set by your firm yet. Open a row to change a cadence, a recipient or a
threshold; the row then reads "Set by your firm", and the change is audit-logged.
Your workflow list will appear here once the page can reach your configuration.
Integrations
Credentials are shown once when issued, then as a reference only. Setup is audit-logged.CRM intake
Connected
Set by your firm
Intake enabled
Turning this off holds incoming events in a queue. Nothing is lost and nothing is accepted.
Intake endpoint
https://api.open1031.ai/v1/intake/wh_7f3k92
Signing secret
New signing secret issued. Copy it into your CRM now
whsec_9f3kq7v2m8d1x4c6z0n5b3h8l2p9w4r1c41a
Shown in full this once. Afterwards this page shows a reference only (the prefix, a fingerprint
and the issue date) because Open1031 keeps a hash, not the secret. Your previous secret keeps
working until tomorrow 09:12 so your CRM can cut over without dropping events. Issue, copy and
rotate are each audit-logged with your name, the time and your network address.
| Secret | Status | Last used | Action |
|---|---|---|---|
whsec_9f3k… · fp 4c:7e:a1 |
Active | Not yet | |
whsec_2b8d… · fp 91:0f:3c |
Rotating out · 23h left | 2 min ago |
Field mapping
| Your CRM field | Open1031 field | Mapping | |
|---|---|---|---|
| contact.full_name | Exchanger name | Open1031 default | |
| deal.exchange_type | Exchange type | Open1031 default | |
| deal.property_address | Relinquished property address | Open1031 default | |
| deal.net_proceeds_estimate | Estimated proceeds | Mapped by your firm | |
| deal.close_date | Sale closing date | Open1031 default |
Open1031-default rows re-derive automatically if your CRM's payload changes shape; rows mapped by
your firm stay exactly as you set them.
Incoming events, acceptance and retries are handled in QI Ops › CRM Intake.
An intake creates a draft a coordinator accepts. It can't assign a coordinator, clear identity
verification or start a statutory clock.
Document e-sign
Connected
Set by your firm
DocuSign · connected Aug 12 by Maya Chen ·
reference dsn_…8c2e · verified 09:12 today
· expires Mar 2027
The connection is held in the signing account, and Open1031 keeps a reference to it, never the
account's own credentials. Exchange instruments Open1031 generates are signed through the platform
flow whichever provider your firm elects, so the signer's intent and the record are captured the
same way on every file.
Escrow bank feed
Connected
Set by Open1031
The rail to your bank is a platform-owned connection: you can see its health here, and your escrow
accounts themselves are managed under Configuration › Escrow settings. Nothing on this page can
move funds.
Document storage
Paused
Set by your firm
Title data
Not connected
No integrations connected yet
Documents sign in-app and your escrow bank feed is already on; those are Open1031
defaults. CRM intake, a signing provider, document storage and title data are yours to connect when
you're ready.
Your integrations will appear here once the page can reach your configuration.
Where your workflows run
A request Open1031 provisions with you, not a switch on this page.
Shared Open1031 workflows
Your workflows run in Open1031's workflow account, under credentials scoped to your firm. Nothing to
provision or maintain. This is where every firm starts.
Current · since Jun 12, 2026
Your firm's own Vectr account
The same signed workflows run in an account your firm owns, with integration credentials held there.
Open1031 keeps a binding reference to it and receives your run and audit stream back.
No request open
The same rules apply in either place. Deadline computation, identity and sanctions screening
and the two-person fund rule are enforced by Open1031 wherever the workflow runs; moving accounts
changes where it runs and where credentials are held, never what it may do. On your own account,
Open1031 attests what it can verify: the workflow version you adopted, the audit stream it receives
and a periodic connection check. Anything beyond those three is attested by your firm, not enforced
by Open1031.
Adopted workflow versions 2026.09 · fixes and mandatory changes arrive
automatically · a version that changes the providers a workflow calls, the data
leaving your firm, your cost exposure or an approval gate waits for your sign-off.
Version history
Build contract — QI Hub · Workflows & Integrations (ADR-053 §§1–4 · issue 2992)
1 · Three tiers, one page per tier. This page is the QI Hub (firm owner) tier of the ADR-053
matrix: it elects, enables, pauses and tunes within declared bounds, and holds the org integrations and their
credentials. Platform Ops declares the catalog, the bounds and the mandatory classes and owns the platform rails
(KYC, OFAC, bank feed, e-sign of platform instruments) — visible here, never settable here. QI Ops runs what this
page permits and has no read path to a credential at any field. The gate is requireOrgAdmin; the
platform-admin short-circuit in that gate is a decided-not-built exclusion (SOC2-CC6.1-012), so until it lands
the honest statement about the signing secret is "audit-logged", never "only your firm can see it".2 · Provenance is a resolver output, not a label the UI invents.
effective(key) = platform ⊕ org ⊕ user, narrow-only, absence-means-inherit; every resolved value
carries its tier. "Set by Open1031" renders when the org row is absent or the class is mandatory; "Set by your
firm" when an org_policy_override row exists. The Use Open1031 default link deletes the
override row — it does not write the default value back, or provenance would lie. Bounds ("every 2–10 days")
are declared by the platform template and rendered from it.3 · Mandatory is a class, not a disabled toggle. A mandatory row renders the reason in place of the action and has no pause path at any tier below Platform Ops; an unpause of a mandatory class, and any widening of a QI-Ops pause grant, stay on this tier. Row order and category (Automation / AI / Infrastructure / Security) follow
docs/VECTR_WORKFLOW_CATALOG.md; product names here map to catalog events —
kickoff → exchange.created / kickoff_completed, deadline notices →
deadline_45day_warning / deadline_180day_warning, document reminders →
document_reminder, signature → document.esign_requested / document_signed,
CPA report → report.generate / report_delivery_completed, communications →
communication.send_requested, Neela → neela.action_requested /
neela.escalation_requested, 8824 → document_8824_generated, extraction →
document_extracted, KYC → kyc_passed / kyc_failed, screening →
screening.run / ofac_hit, fund approval → the constructive-receipt firewall
(FORBIDDEN_FUND_MOVING_*). A workflow whose producer does not run for the firm renders
Unavailable for your firm with what does happen instead — never a build term, never a promise.4 · The CRM setup half lands here; the activity half stays in QI Ops. Per ADR-053 §4.6 the enablement toggle (issue 2705's
org_integration_connection writer, capability
crm_intake), the signing
secret, its rotation and the field mapping move to this page; incoming events, acceptance, retries and the
test-event affordance remain in surfaces/qi-crm-sync-settings.html, which should lose its
credential and mapping blocks in the follow-up edit. The secret is Open1031's own inbound secret — the one named
exception to "the platform holds references only" — stored as a hash, shown in full exactly once, rotated
additively with the prior secret valid for 24 hours. There is no Reveal: a hash cannot be revealed, and the
earlier surface's Reveal button was a defect. Field mapping is database configuration; only Open1031-default
rows may be re-derived.5 · Credentials are references. Every provider connection on this page renders from
credential_reference — { vault, executing_account_ref, connection_ref, fingerprint,
masked_hint, expires_at, verified_at } — and no field of that shape may hold a third-party secret. The
e-sign, storage and title rows show fingerprint, masked hint, verified and expiry only. Connect flows go through
the provider's own sign-in; a password field for a provider anywhere on this page is a rejection.6 · Tenancy is an election with two preconditions.
vectr_tenancy ∈ {shared, byo}
is elected here and provisioned by Platform Ops — hence Request a review, not a switch. No org row may
carry byo until the outbound fund refusal is hoisted to the pre-provider choke point and the
platform-admin exclusion exists (ADR-053 §3). The attestation sentence in the card ("attested by your firm, not
enforced by Open1031") is a required disclosure under AGENTS.md § Product UI copy class 3 and is removed by
shipping observability, never by editing the copy. A BYO firm whose audit forwarding stops enters the degraded
state drawn above with the audit row as the delayed one.7 · Every state, from the states gallery. Loading is skeleton rows plus the topbar pill — never a spinner. Empty is the CTA card above the hint, never absent; the workflow list is never empty because platform defaults always exist, so empty means "nothing set by your firm and no runs yet". Error keeps the workflows running on last-saved settings and says so; the banner carries the request id and the recovery actions. Degraded is the return leg behind: the facts strip shows the last confirmed check, last-run cells show the last confirmed run, the audit row shows the lag, and deadline notices are called out as unaffected because they are computed from the file, not from this feed.
8 · Every write here is audited. Enable, pause, resume, override, revert, connect, disconnect, secret issue / copy / rotate / end, mapping change, tenancy request and version consent each write an
audit_log row with actor, timestamp and IP, forwarded to the audit spine — identically on both
tenancy paths. The Change history button opens that filtered log.9 · Chrome and vocabulary stay on the firm's side. This is a QI Hub page: the rail carries the QI Hub tier accent, "Set by Open1031" is a product-terms provenance, and nothing here names Platform Ops, a dead-letter queue or a cross-tenant count. The same workflow names appear in
surfaces/vectr-ops.html
from the platform's side. The embed console's rail lists "CRM Intake" under Growth; with this page it folds into
Configuration › Workflows & Integrations, and that rail should be updated when the embed console is next
touched.Fully tokenized against
../tokens.css — no raw hex, no inline color outside token references, no
new [PROPOSED] token. The --console-rail-tier-* family is shared with the embed
console and is listed in designTokens.test.ts the same way. Light and dark are both designed. All
firms, people, references, endpoints, secrets and figures are synthetic. Summit QI Services is a fictional firm.
Demo date: Fri Sep 4, 2026.