Passed Accounts Pipeline

Review passed evals, run checklist, inspect history, and move live.
Risk Payouts Integrations Test Monitoring
Passed Evals
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Checklist Complete
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With Prior Live
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With Behavior Flags
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How to process a passed evaluation
  1. Review — Click any row to expand. Check trader history and behavior flags.
  2. Send Onboarding Email — One email includes both Veriff + contract links.
  3. Wait — Trader can complete KYC and contract in any order. Use "Check Status" to refresh.
  4. Create Live Account — Once both are complete, create live from the same row.
Role: viewer Updated: -
Account Trader Progress Status Actions
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Payout Requests
Create and process payout tickets from request → ready → done.
Load an account to see trader/payout context.
Requests
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Requested
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Ready
0
Done
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Avg C→R
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Avg R→D
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Avg C→D
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Request Account Trader Requested Split Status Created Ready Done Actions
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