Read-only workflow orchestration

IC Execution Workflow

Coordinates ownership, sequencing, dependencies, due dates, escalation suggestions, and stage guidance without mutating readiness, approvals, workflow state, stages, or emails.

Workflow tasks

API

Derived orchestration tasks

Critical path

visible

Dependency-sensitive items

Blocked

tracked

Blocked or escalated tasks

Overdue/stale

tracked

Tasks at watch level or above

What Happens Next

Execution bottleneck: See the JSON workflow for the current derived bottleneck.

Readiness impact: Derived from IC Action Plan, lender packet, closing, seller, and reviewer signals.

Fastest path to IC-ready: Clear critical-path IC blockers and reviewer dependencies.

Fastest path to lender-ready: Clear lender packet dependencies after title, environmental, legal, engineering, and finance review tasks.

Fastest path to closing-ready: Clear seller response, title, legal, and lender packet dependencies before closing-ready status.

Execution Swimlanes

legal

Workflow tasks for this lane are exposed in the JSON workflow export.

title

Workflow tasks for this lane are exposed in the JSON workflow export.

engineering

Workflow tasks for this lane are exposed in the JSON workflow export.

environmental

Workflow tasks for this lane are exposed in the JSON workflow export.

finance

Workflow tasks for this lane are exposed in the JSON workflow export.

operator

Workflow tasks for this lane are exposed in the JSON workflow export.

lender_packet

Workflow tasks for this lane are exposed in the JSON workflow export.

seller_follow_up

Workflow tasks for this lane are exposed in the JSON workflow export.

Blocked Tasks

Blocked and escalated tasks are derived in the workflow API and grouped by lane, dependency, due date, and escalation level.

Waiting Queues

Waiting on seller

Seller-wait tasks are read-only and never send email automatically.

Waiting on internal review

Internal-review tasks track owner suggestions and dependencies without approving obligations.

Dependency Graph Summary

Dependency graph is available through the JSON workflow export.

Upstream blockers: lender packet depends on title/environmental/legal/engineering/finance review progress.

Downstream blocked tasks: IC prep and closing execution depend on lender packet, seller response, and reviewer clearance.

Sequencing

What should happen first
  • Clear dependency-free critical path tasks.
  • Confirm owner suggestions for stale internal review lanes.
What can happen in parallel
  • Legal/title/environmental/engineering/finance review lanes can proceed in parallel where no seller evidence dependency exists.
What is currently blocked
  • Lender packet and IC prep remain blocked by unresolved diligence and reviewer dependencies.

Stage Engine Read-Only Guidance

Current stage: diligence

Next recommended stage: Do not advance yet

Why stage should not advance yet: IC, lender, and closing blockers remain unresolved.

Blockers preventing stage advancement
  • IC readiness blockers remain.
  • Lender packet blockers remain.
  • Closing blockers remain.

Escalation Suggestions

Read-only escalation suggestions are generated in the workflow API for stale seller response, stale reviewer lanes, blocked lender packet tasks, and unresolved critical diligence gaps. No escalation action is executed.

Safety Controls

No readiness mutation: true | no auto-approval: true | no workflow execution: true | no stage advancement: true | no email sent: true | no default/breach conclusion: true

Controlled Execution Workbench Sections

Task Swimlanes: legal, title, engineering, environmental, finance, operator, lender packet, and seller follow-up.

Task Detail Panel: selected task title, lane, priority, urgency, owner, due date, related obligations, dependencies, downstream impact, latest note, and full history.

Controlled Actions: assign owner, add note, mark in progress, mark blocked, mark completed, reopen, acknowledge escalation, update due date, mark waiting on seller, and mark waiting on internal review.

Safety notice: Manual execution tracking only. This does not approve diligence or advance the deal.

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