{"service":"dwellmark-demo-advisor-issue-queue","generatedAt":"2026-12-31T20:00:00Z","advisor":{"id":"advisor-demo","name":"Morgan Lee","firm":"Harbor SALT Advisors","role":"salt_advisor"},"access":{"pendingInvites":0,"acceptedInvites":1,"revokedInvites":0,"inviteConflicts":0,"activeAccessLevel":"export","nextAction":"Advisor access is active under household owner controls."},"portal":{"status":"blocked","readinessPercent":50,"readyChecks":3,"reviewChecks":2,"blockedChecks":1,"checks":[{"id":"advisor-read-only-review","label":"Read-only review","status":"ready","detail":"Accepted advisor access can view the packet without account ownership."},{"id":"advisor-evidence-requests","label":"Evidence requests","status":"ready","detail":"Advisor review can open and act on evidence requests."},{"id":"advisor-comments","label":"Comments","status":"ready","detail":"Advisor comments are available for packet review."},{"id":"advisor-issue-queue","label":"Issue queue","status":"review","detail":"Resolve critical issues before export."},{"id":"advisor-audit-packet-generation","label":"Audit packet generation","status":"review","detail":"Resolve evidence blockers before advisor packet generation."},{"id":"advisor-export","label":"Advisor export","status":"blocked","detail":"Packet must be ready and advisor export access must be granted before advisor export."}],"nextAction":"Resolve critical issues before export."},"review":{"status":"blocked","openComments":2,"resolvedComments":0,"commentConflicts":0,"openIssues":10,"criticalIssues":2,"packetReady":false,"nextAction":"Resolve critical issues before export."},"packet":{"status":"needs_evidence","score":23,"blockerCount":10},"evidenceRequests":{"total":3,"statusCounts":{"open":2,"advisor_review":1},"criticalOrElevated":3,"open":[{"id":"req-gap-flight","title":"Attach return-travel proof","priority":"critical","status":"open","jurisdictionCode":"US-FL","dayRecordId":"day-gap-001","suggestedEvidenceKinds":["boarding_pass","receipt","calendar_event"]},{"id":"req-pr-donation","title":"Upload Act 60 donation proof","priority":"elevated","status":"open","jurisdictionCode":"PR","dayRecordId":null,"suggestedEvidenceKinds":["receipt","legal_document","advisor_note"]},{"id":"req-mn-abode","title":"Confirm lake-home use","priority":"elevated","status":"advisor_review","jurisdictionCode":"US-MN","dayRecordId":"day-mn-001","suggestedEvidenceKinds":["calendar_event","utility_bill","advisor_note"]}]},"issues":{"total":10,"priorityCounts":{"critical":2,"elevated":6,"moderate":2},"statusCounts":{"open":6,"advisor_review":4},"items":[{"id":"issue-req-gap-flight","kind":"evidence_request","title":"Attach return-travel proof","detail":"The phone was offline on a corrected Florida day. Add the boarding pass or airline receipt before advisor review.","priority":"critical","targetId":"req-gap-flight","status":"open","review":{"issueId":"issue-req-gap-flight","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-day-gap-001","kind":"weak_day","title":"Weak evidence day: 2026-08-22","detail":"0% confidence in US-FL.","priority":"critical","targetId":"day-gap-001","status":"open","review":{"issueId":"issue-day-gap-001","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-act60-closer-connection","kind":"act60_gap","title":"Closer connection file","detail":"Act 60 closer connection evidence is missing.","priority":"elevated","targetId":"act60-closer-connection","status":"open","review":{"issueId":"issue-act60-closer-connection","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-req-mn-abode","kind":"evidence_request","title":"Confirm lake-home use","detail":"Minnesota abode exposure is elevated. Advisor needs context for year-round suitability and use pattern.","priority":"elevated","targetId":"req-mn-abode","status":"advisor_review","review":{"issueId":"issue-req-mn-abode","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-act60-donation","kind":"act60_gap","title":"Donation proof","detail":"Act 60 donation evidence is missing.","priority":"elevated","targetId":"act60-donation","status":"open","review":{"issueId":"issue-act60-donation","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-tie-fl-voter","kind":"domicile_gap","title":"Florida voter registration","detail":"US-FL · voter registration tie is missing.","priority":"elevated","targetId":"tie-fl-voter","status":"open","review":{"issueId":"issue-tie-fl-voter","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-household-conflict-2026-07-18","kind":"household_consistency","title":"Household location conflict","detail":"2026-07-18 has household records in US-FL, US-MN for Alex Rivera, Jordan Rivera.","priority":"elevated","targetId":"household-conflict-2026-07-18","status":"advisor_review","review":{"issueId":"issue-household-conflict-2026-07-18","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-req-pr-donation","kind":"evidence_request","title":"Upload Act 60 donation proof","detail":"The Act 60 binder is missing annual donation evidence for the year-end review file.","priority":"elevated","targetId":"req-pr-donation","status":"open","review":{"issueId":"issue-req-pr-donation","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-tie-mn-home","kind":"domicile_gap","title":"Minnesota year-round lake home","detail":"US-MN · home tie is review.","priority":"moderate","targetId":"tie-mn-home","status":"advisor_review","review":{"issueId":"issue-tie-mn-home","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}},{"id":"issue-business-entity-northstar-holdings","kind":"business_entity","title":"Northstar Holdings business entity review","detail":"3 event(s), 3 jurisdiction(s), and 2 evidence gap(s).","priority":"moderate","targetId":"Northstar Holdings","status":"advisor_review","review":{"issueId":"issue-business-entity-northstar-holdings","status":"needs_review","openComments":0,"resolvedComments":0,"commentConflicts":0,"nextAction":"Advisor has not commented on this issue yet."}}]},"comments":[{"id":"comment-gap-flight","targetType":"day_record","targetId":"day-gap-001","body":"Correction is plausible, but export should include the boarding pass and the correction reason.","createdAt":"2026-08-25T15:30:00Z","resolvedAt":null},{"id":"comment-packet","targetType":"audit_packet","targetId":"packet-2026","body":"Packet can move to ready after donation proof and weak-day evidence are attached.","createdAt":"2026-10-02T18:15:00Z","resolvedAt":null}]}