SYNTHETIC DEMO

Connectors and journeys below are not live production integrations. Live FXBO writes, DB Sign ceremonies, MCC dispatch, and HR actions remain blocked.

Your approved ability book with quality badges (BD-safe). Open Reporting for distribution and tenure. Prospects and matches are separate.

Ability IBs

Approved IB/MIB book from Nexus CRM / FXBO projections. Click a name or row for the full Client 360 page.

Filtered from master CRM / FXBO — approved ability IBs only

Upstream SoR is Nexus CRM / FXBO. This book shows crmApprovalStatus=APPROVED IB/MIB projections (SYNTHETIC until shadow_read). Retail registration ≠ ability IB. Pre-reg work lives on Prospects; registration match on Matches. Managers: Unassigned IBs (no BD owner — assign with coverage suggestions).

Ability book

Approved IB/MIB only — quality badges are BD-safe. Use column filters for Excel-style narrowing; open a row for full IB detail.

Quality

Country

Lifecycle

Anonymous

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