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Immediate action required.","insight_type":"Renewal","priority":"Critical","status":"New","source":"Nightly Foresight Engine","source_run_id":null,"action_label":"Start Renewal Workflow","action_type":"start_workflow","account_id":"d8bbf8bc-7523-5b7f-a468-221ab6273a37","policy_id":"76c8e1a6-77a6-54fd-a4dc-77dbd4fa694c","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"e92f3438-1597-5a6b-b471-38d99b223094","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-27T10:00:40.890000+00:00","updated_date":"2026-04-27T10:00:40.890000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~35 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"c9158a10-8414-5c8a-a004-62e4dc50bc9a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-27T10:00:39.701000+00:00","updated_date":"2026-04-27T10:00:39.701000+00:00","created_by":null,"is_demo":true,"title":"Renewal initiated — Okafor, David Term Life expires in 65 days","body":"Policy LIFE-TEST-004 expires 2026-07-01. Renewal quote created automatically. Current premium: $3600. Renewal workflow started.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":null,"source_run_id":null,"action_label":"Start Renewal Quote","action_type":null,"account_id":"c4c47f7f-1731-5f69-a433-29bc1ad25256","policy_id":"77e9d3f5-5fc1-5dba-a2f7-305a0804dd95","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"eb9fe4df-3070-5e7c-a728-a3876dc0222a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-27T10:00:37.361000+00:00","updated_date":"2026-04-27T10:00:37.361000+00:00","created_by":null,"is_demo":true,"title":"Renewal initiated — Okafor, David Term Life expires in 65 days","body":"Policy LIFE-TEST-004 expires 2026-07-01. Renewal quote created automatically. Current premium: $3600. Renewal workflow started.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":null,"source_run_id":null,"action_label":"Start Renewal Quote","action_type":null,"account_id":"c4c47f7f-1731-5f69-a433-29bc1ad25256","policy_id":"69c12541-b355-5380-89c0-8fa515bcdf27","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"27a79737-fbda-55aa-a22a-6cee1c2b0a68","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-27T10:00:34.116000+00:00","updated_date":"2026-04-27T10:00:34.116000+00:00","created_by":null,"is_demo":true,"title":"Renewal initiated — Okafor, David Term Life expires in 65 days","body":"Policy LIFE-TEST-004 expires 2026-07-01. Renewal quote created automatically. Current premium: $3600. Renewal workflow started.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":null,"source_run_id":null,"action_label":"Start Renewal Quote","action_type":null,"account_id":"c4c47f7f-1731-5f69-a433-29bc1ad25256","policy_id":"23081700-cc3e-5c11-b872-d0b64b72fd94","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"ce7c291b-ed32-5359-b60d-7bcf1ef6f62d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-26T10:00:32.644000+00:00","updated_date":"2026-04-27T00:09:01.102000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~36 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"aa1a615d-497a-580d-af2a-f3cf7cfa4676","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-25T10:00:32.732000+00:00","updated_date":"2026-04-27T00:09:03.062000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~37 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"48a28d4e-0da5-595e-8bf0-c208c60477ce","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-24T10:00:32.617000+00:00","updated_date":"2026-04-27T00:09:03.633000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~38 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"f9f47618-4c85-56da-a64a-7bda290675b7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-23T10:00:32.742000+00:00","updated_date":"2026-04-23T10:00:32.742000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~39 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"afe46ef2-dcbb-5b2c-888c-7cea4ac50849","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-22T10:00:32.751000+00:00","updated_date":"2026-04-22T10:00:32.751000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~40 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"8c6e8cf9-3ff2-5a70-84ed-209ab67d4277","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-21T10:00:32.871000+00:00","updated_date":"2026-04-21T10:00:32.871000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~41 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"72c17fe9-91ec-5094-8a97-021a2eaea769","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-20T10:00:33.701000+00:00","updated_date":"2026-04-20T10:00:33.701000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~42 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"New","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"bec53e3b-04af-5545-96a5-79169aa52aad","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-19T10:00:32.796000+00:00","updated_date":"2026-05-07T06:25:30.161000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~43 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"b62cb8dc-63f6-550c-8f3a-aed887fb222c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-18T10:00:32.845000+00:00","updated_date":"2026-04-29T12:39:49.718000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~44 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"84baad9d-4a6a-513e-8ff7-8308355d37cd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-17T10:00:32.859000+00:00","updated_date":"2026-04-29T12:39:47.683000+00:00","created_by":null,"is_demo":true,"title":"Mid-window renewal approaching: BOP-TEST-003","body":"Bay Area Plumbing LLC policy expires in ~45 days. Begin renewal conversation now to ensure adequate time for quoting and carrier response.","insight_type":"Renewal Alert","priority":"Medium","status":"Dismissed","source":"renewalNightlyTrigger:softAlert","source_run_id":null,"action_label":"Schedule Renewal Call","action_type":"view_policy","account_id":"9565f1d1-66fd-59ac-b898-41733a093193","policy_id":"a1a9795f-596f-5b6a-922c-72164426a5f5","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"bab45dcc-0b98-5d14-9472-33e04a0dd965","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-01T02:00:54.325000+00:00","updated_date":"2026-04-01T13:28:17.205000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"a187e27a-a3a1-578a-807e-3d691f24e4db","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"c3136c0e-a864-5640-a9e8-bbe5a41b6c88","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T21:12:00.500000+00:00","updated_date":"2026-03-31T22:38:20.911000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"ec6ceded-47b3-5bcb-9a2b-fa1fc829ac93","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"d8825e89-1326-5544-b4a7-6d0b1495479e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T20:43:28.551000+00:00","updated_date":"2026-03-31T22:38:22.182000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"ec6ceded-47b3-5bcb-9a2b-fa1fc829ac93","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"183b74ad-86c4-5eac-867e-ede2055c5a80","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T20:38:45.667000+00:00","updated_date":"2026-03-31T22:38:23.404000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"ec6ceded-47b3-5bcb-9a2b-fa1fc829ac93","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":false},{"id":"72e02efe-3d50-5577-93f9-4710a527a7f4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T20:30:11.278000+00:00","updated_date":"2026-04-01T13:28:00.916000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"ec6ceded-47b3-5bcb-9a2b-fa1fc829ac93","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"d7790fbc-2049-5cd7-9ea6-e74ecbe145d4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T20:08:29.736000+00:00","updated_date":"2026-04-01T13:28:02.643000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"ec6ceded-47b3-5bcb-9a2b-fa1fc829ac93","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"10cdba9d-4b95-53b6-bad6-718a6cbeac63","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:53.028000+00:00","updated_date":"2026-04-01T13:28:03.732000+00:00","created_by":null,"is_demo":true,"title":"📋 Morning briefing ready — Book Health: 79/100","body":"Book Health Score: 79/100.\n\nYou have 3 workflows stalled (0 with E&O risk). Your Referral Program — Commercial Lines campaign is your top performer at 485% ROI this quarter. You have 2 campaigns underperforming — ROI below 50%.","insight_type":"Pipeline","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"a7ec42eb-b058-55f6-beab-7175a80b4690","action_label":"View Full Briefing","action_type":null,"account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"0d0d6085-62fb-5887-b2bb-fd848516eabe","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:51.554000+00:00","updated_date":"2026-04-01T13:28:39.607000+00:00","created_by":null,"is_demo":true,"title":"Morning Briefing Summary","body":"Book Health Score: 79/100. Critical items: 2","insight_type":"Summary","priority":"Medium","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":null,"action_label":"View Full Briefing","action_type":"view_briefing","account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"436fdc44-06c2-5bb9-9d95-65cc62a3c696","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:50.793000+00:00","updated_date":"2026-04-03T15:01:14.417000+00:00","created_by":null,"is_demo":true,"title":"Instagram — Q1 2026 Instagram — Life Insurance: ROI at 45% — below 50% threshold","body":"Campaign \"Q1 2026 Instagram — Life Insurance\" on Instagram has generated $1740.00 attributed revenue against $1200.00 spend, resulting in 45% commission ROI. Performance below threshold. Consider pausing or reallocating budget to higher-performing campaigns.","insight_type":"Marketing","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"72b918df-9dc8-5b08-8ff1-dcf863ff70e2","action_label":"Review Campaign","action_type":"open_page","account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"7b9956d0-5835-58e1-9dd0-fdf5ebda0252","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:50.420000+00:00","updated_date":"2026-04-05T14:37:52.808000+00:00","created_by":null,"is_demo":true,"title":"TikTok — Q1 2026 TikTok — Commercial Lines: ROI at -78% — below 50% threshold","body":"Campaign \"Q1 2026 TikTok — Commercial Lines\" on TikTok has generated $55.00 attributed revenue against $250.00 spend, resulting in -78% commission ROI. Performance below threshold. Consider pausing or reallocating budget to higher-performing campaigns.","insight_type":"Marketing","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"063f850f-0472-5fa1-875f-eaa9912d0055","action_label":"Review Campaign","action_type":"open_page","account_id":null,"policy_id":null,"lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"63c545a7-528d-5f06-9836-5f224a075cf0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:49.746000+00:00","updated_date":"2026-04-01T13:30:18.251000+00:00","created_by":null,"is_demo":true,"title":"Endorsement — Step Submit to Carrier stalled 31 days","body":"Workflow \"Endorsement\" has been on Step Submit to Carrier for 31 days.","insight_type":"Workflow","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"e19ffcc6-a6c4-5ca8-9649-f868459e7747","action_label":"Continue Workflow","action_type":"open_workflow","account_id":"5def8cc8-ba73-5497-a248-d2d68c58f1da","policy_id":"a1e330fd-fd40-5edc-b67e-2e4f03144472","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"57e7ed42-8d3a-59bf-ac38-f0f9f94f80c1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:49.080000+00:00","updated_date":"2026-04-01T13:30:30.466000+00:00","created_by":null,"is_demo":true,"title":"Renewal — Step Quote & Present Options stalled 50 days","body":"Workflow \"Renewal\" has been on Step Quote & Present Options for 50 days.","insight_type":"Workflow","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"c88fa801-6b81-50f4-8a8e-a52fdc6e3ae0","action_label":"Continue Workflow","action_type":"open_workflow","account_id":"d7b3974d-c405-520e-ad8f-902d63e7f829","policy_id":"f9f85d21-4b65-57a1-8f38-cd727269ec02","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true},{"id":"8f9920fa-9bea-58e5-9bf4-46cf7b91cc11","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-03-31T02:00:48.369000+00:00","updated_date":"2026-04-01T13:30:35.645000+00:00","created_by":null,"is_demo":true,"title":"Claims FNOL — Step Document & Investigate stalled 59 days","body":"Workflow \"Claims FNOL\" has been on Step Document & Investigate for 59 days.","insight_type":"Workflow","priority":"High","status":"Dismissed","source":"Nightly Foresight Engine","source_run_id":"c618d184-f130-5071-aa66-14b9e5a28de7","action_label":"Continue Workflow","action_type":"open_workflow","account_id":"9af46764-1d82-537a-a194-bec5c41e1fd1","policy_id":"821e35aa-69a2-5ee4-9efc-3337eef643ca","lead_id":null,"claim_id":null,"campaign_id":null,"workflow_run_id":null,"dismissed":true}],"morning_briefings":[{"id":"6727f01f-8f22-5bb6-8c2e-fadd8e5680d3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-17T03:00:27.533000+00:00","updated_date":"2026-09-17T03:00:27.533000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Carlos Rodriguez's Personal Auto policy expires in 3 days and the renewal is Pending — this is your most urgent action today. Unknown's Workers Comp also expires in 14 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Carlos Rodriguez's Personal Auto expires in 3 days — start the renewal immediately.","critical_items":[{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 3 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 3 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 14 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"BuildRight Construction's Workers Comp policy (WC-2025-001) expires on 2026-11-01 — 45 days from today. Renewal status: In Progress. Annual premium: $8,500. Loss runs have NOT been requested — request immediately.","title":"BuildRight Construction — Workers Comp expires in 45 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 96 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 96 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":2,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"f5b0a1e3-1024-5af5-adb7-7f289138f718","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-16T03:00:27.459000+00:00","updated_date":"2026-09-16T03:00:27.459000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Carlos Rodriguez's Personal Auto policy expires in 4 days and the renewal is Pending — this is your most urgent action today. Unknown's Workers Comp also expires in 15 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Carlos Rodriguez's Personal Auto expires in 4 days — start the renewal immediately.","critical_items":[{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 4 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 4 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 15 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction's Workers Comp policy (WC-2025-001) expires on 2026-11-01 — 46 days from today. Renewal status: In Progress. Annual premium: $8,500. Loss runs have NOT been requested — request immediately.","title":"BuildRight Construction — Workers Comp expires in 46 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 95 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 95 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"cbc24108-2002-52db-9b7c-4fc13f560e16","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-15T03:00:27.116000+00:00","updated_date":"2026-09-15T03:00:27.116000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 10 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Carlos Rodriguez's Personal Auto policy expires in 5 days and the renewal is Pending — this is your most urgent action today. Unknown's Workers Comp also expires in 16 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Carlos Rodriguez's Personal Auto expires in 5 days — start the renewal immediately.","critical_items":[{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 5 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 5 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 16 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction's Workers Comp policy (WC-2025-001) expires on 2026-11-01 — 47 days from today. Renewal status: In Progress. Annual premium: $8,500. Loss runs have NOT been requested — request immediately.","title":"BuildRight Construction — Workers Comp expires in 47 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 94 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 94 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"ee3fe270-cd0f-5d1c-b39a-1d7345ff57ec","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-14T03:00:31.123000+00:00","updated_date":"2026-09-14T03:00:31.123000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 0 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 6 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 0 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 0 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 0 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 6 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 6 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 17 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 93 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 93 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"63af4f66-c887-5a57-8ea8-8920436e7515","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-13T03:00:27.314000+00:00","updated_date":"2026-09-13T03:00:27.314000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 1 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 7 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 1 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 1 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 1 day","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 7 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 7 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 18 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 18 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 92 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 92 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"361776e4-9ff5-5200-9046-174e6a035322","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-12T03:00:27.141000+00:00","updated_date":"2026-09-12T03:00:27.141000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 2 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 8 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 2 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 2 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 2 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 8 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 8 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 19 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 19 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 91 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 91 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"02784da2-4d62-5c56-95f1-ccfe86f8d141","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-11T03:00:28.637000+00:00","updated_date":"2026-09-11T03:00:28.637000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 3 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 9 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 3 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 3 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 3 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 9 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 9 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 20 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 20 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 90 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 90 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"f0b3a56e-9060-5e3f-b0ce-bc1736b0864a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-10T03:00:26.992000+00:00","updated_date":"2026-09-10T03:00:26.992000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 4 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 10 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 4 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 4 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 4 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 10 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 10 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 21 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 21 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 89 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 89 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"2e9689ca-1727-5c63-b2e0-685a2b3142e9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-09T03:00:27.139000+00:00","updated_date":"2026-09-09T03:00:27.139000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 5 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 11 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 5 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 5 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 5 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 11 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 11 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 22 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 22 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 88 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 88 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"4787c8f5-0cd5-567a-8ae1-570999a2c11e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-08T03:00:27.108000+00:00","updated_date":"2026-09-08T03:00:27.108000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 6 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 12 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 6 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 6 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 6 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 12 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 12 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 23 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 23 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 87 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 87 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"e74d60b9-2758-5312-b4b2-9ecda36e6c39","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-07T03:00:27.128000+00:00","updated_date":"2026-09-07T03:00:27.128000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 7 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 13 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 7 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 7 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 7 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 13 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 13 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 24 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 24 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 86 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 86 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"810c000e-0a02-5be2-ba77-538aa6e53cdc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-06T03:00:27.331000+00:00","updated_date":"2026-09-06T03:00:27.331000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 8 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 14 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 8 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 8 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 8 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 14 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 25 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 25 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 85 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 85 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":3,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"430ad040-7ff1-5838-af49-b2c75a9cdb99","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-05T03:00:27.774000+00:00","updated_date":"2026-09-05T03:00:27.774000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 9 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 15 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 9 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 9 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 9 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 15 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 26 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 26 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 84 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 84 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":4,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"e0bd174e-c686-5067-941c-e0d20776b9f4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-04T03:00:27.680000+00:00","updated_date":"2026-09-04T03:00:27.680000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 10 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 16 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 10 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 10 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 10 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 16 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 27 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 27 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 83 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 83 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":4,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"dd4b7da4-8232-518d-a972-d09bbb818576","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-03T03:00:27.596000+00:00","updated_date":"2026-09-03T03:00:27.596000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 11 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 17 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 11 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 11 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 11 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 17 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 28 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 28 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 82 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 82 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":4,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"e20268f7-6ef4-587b-8d70-cc8b3043e653","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-02T03:00:29.075000+00:00","updated_date":"2026-09-02T03:00:29.075000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michelle Adams's Homeowners policy expires in 12 days and the renewal is Pending — this is your most urgent action today. Carlos Rodriguez's Personal Auto also expires in 18 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve — and a renewal also due within 60 days, which increases carrier scrutiny. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michelle Adams's Homeowners expires in 12 days — start the renewal immediately.","critical_items":[{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 12 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 12 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 18 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 18 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Workers Comp policy (WC-TEST-007) expires on 2026-10-01 — 29 days from today. Renewal status: Not Started. Annual premium: $4,200. Loss runs have NOT been requested — request immediately.","title":"Unknown — Workers Comp expires in 29 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"High","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 81 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 81 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":4,"medium_count":1,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"4f466461-3bc9-5c89-8a0e-c1896c4b38c4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-01T03:00:27.646000+00:00","updated_date":"2026-09-01T03:00:27.646000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 0 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 13 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 0 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 0 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 0 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 13 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 13 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 19 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 19 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 80 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 80 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":2,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"7b329f05-658b-5e83-ad53-b38e0a956ee1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-31T03:00:28.535000+00:00","updated_date":"2026-08-31T03:00:28.535000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 1 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 14 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 1 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 1 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 1 day","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 14 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 20 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 20 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 79 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 79 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":2,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"f998fedf-d98c-591f-8b58-d33c2db9f1e2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-30T03:00:29.127000+00:00","updated_date":"2026-08-30T03:00:29.127000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 2 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 15 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 2 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 2 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 2 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 15 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 21 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 21 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 78 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 78 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"4f4ba756-d264-554b-8deb-5965a48d4cc1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-29T03:00:27.348000+00:00","updated_date":"2026-08-29T03:00:27.348000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 3 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 16 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 3 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 3 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 3 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 16 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 22 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 22 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 77 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 77 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"53da8f54-8256-5ddf-abce-99966d4cf9a0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-28T03:00:28.621000+00:00","updated_date":"2026-08-28T03:00:28.621000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 4 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 17 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 4 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 4 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 4 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 17 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 23 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 23 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 76 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 76 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"734eea08-3d89-5038-8adc-1d2c80755cd2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-27T03:00:27.747000+00:00","updated_date":"2026-08-27T03:00:27.747000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 5 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 18 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 5 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 5 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 5 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 18 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 18 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 24 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 24 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 75 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 75 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"37b25804-9c66-58ff-a673-98624920e39b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-26T03:00:27.619000+00:00","updated_date":"2026-08-26T03:00:27.619000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 6 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 19 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 6 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 6 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 6 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 19 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 19 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 25 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 25 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 74 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 74 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"3f36f437-887c-5558-ba1d-45f2e4c32ff0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-25T03:00:27.500000+00:00","updated_date":"2026-08-25T03:00:27.500000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 7 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 20 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 7 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 7 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 7 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 20 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 20 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 26 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 26 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 73 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 73 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"6e26ee44-2bec-5bc0-b1cb-6b8a40cdd9b9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-24T03:00:27.989000+00:00","updated_date":"2026-08-24T03:00:27.989000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 8 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 21 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 8 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 8 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 8 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 21 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 21 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 27 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 27 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 72 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 72 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"8e271f5d-72ea-5ff5-a8cc-418e4c3580f3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-23T03:00:27.252000+00:00","updated_date":"2026-08-23T03:00:27.252000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 9 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 22 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 9 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 9 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 9 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 22 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 22 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 28 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 28 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 71 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 71 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"8f6477fc-021c-5ad4-9a62-924506f189e1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-22T03:00:27.970000+00:00","updated_date":"2026-08-22T03:00:27.970000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 10 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 23 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 10 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 10 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 10 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 23 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 23 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 29 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 29 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 70 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 70 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"9efc1285-cec1-57f9-a737-708859259345","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-21T03:00:27.376000+00:00","updated_date":"2026-08-21T03:00:27.376000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 11 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 24 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 11 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 11 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 11 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 24 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 24 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 30 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 30 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 69 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 69 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"6f7b1e17-6603-5ecd-ba55-19baf76a1938","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-20T03:00:27.612000+00:00","updated_date":"2026-08-20T03:00:27.612000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 12 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 25 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 12 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 12 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 12 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 25 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 25 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 31 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 31 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 68 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 68 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"ae9bc66b-391f-5183-8df2-452fb76e4cd1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-19T03:00:27.374000+00:00","updated_date":"2026-08-19T03:00:27.374000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 13 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 26 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 13 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 13 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 13 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 26 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 26 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 32 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 32 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 67 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 67 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"a35dcc51-111c-59ba-9aad-fda5d004acbe","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-18T03:00:27.288000+00:00","updated_date":"2026-08-18T03:00:27.288000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 14 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 27 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 14 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 14 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 27 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 27 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 33 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 33 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 66 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 66 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"1bf0d098-89cb-5275-8ea8-f8a2cfbfa0cf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-17T03:00:27.478000+00:00","updated_date":"2026-08-17T03:00:27.478000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 15 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 28 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 15 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 15 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 28 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 28 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 34 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 34 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 65 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 65 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":0,"high_count":3,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"e1bb1510-cc6a-510e-884a-d4a4f8dd29c5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-16T03:00:32.258000+00:00","updated_date":"2026-08-16T03:00:32.258000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Unknown's Business Owners Policy (BOP) policy expires in 16 days and the renewal has not been started — this is your most urgent action today. Michelle Adams's Homeowners also expires in 29 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Unknown's Business Owners Policy (BOP) expires in 16 days — start the renewal immediately.","critical_items":[{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 16 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 29 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 29 days","priority":"High","insight_type":"Renewal"},{"body":"Carlos Rodriguez's Personal Auto policy (PER-2025-003) expires on 2026-09-20 — 35 days from today. Renewal status: Pending. Annual premium: $1,180. Loss runs have NOT been requested — request immediately.","title":"Carlos Rodriguez — Personal Auto expires in 35 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 64 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 64 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":0,"high_count":3,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"09084d85-5006-52b3-9600-d08196434077","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-15T03:00:27.473000+00:00","updated_date":"2026-08-15T03:00:27.473000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 0 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 17 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 0 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 0 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 0 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 17 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 30 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 30 days","priority":"High","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 63 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 63 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"145b63b5-8266-573f-8285-0fc85b194812","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-14T03:00:27.515000+00:00","updated_date":"2026-08-14T03:00:27.515000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 1 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 18 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 1 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 1 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 1 day","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 18 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 18 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 31 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 31 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 62 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 62 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"77357652-0189-5e80-ba7d-cefb948ac7dd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-13T03:00:27.692000+00:00","updated_date":"2026-08-13T03:00:27.692000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 2 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 19 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 2 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 2 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 2 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 19 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 19 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 32 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 32 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 61 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 61 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"85b6cf32-ab1f-5371-b89e-6a2bac521dac","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-12T03:00:27.568000+00:00","updated_date":"2026-08-12T03:00:27.568000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 3 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 20 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 3 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 3 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 3 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 20 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 20 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 33 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 33 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 60 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 60 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"6b9dd7a3-fe5c-5acd-9abe-89bccd4f3ce4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-11T03:00:27.819000+00:00","updated_date":"2026-08-11T03:00:27.819000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 4 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 21 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 4 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 4 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 4 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 21 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 21 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 34 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 34 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 59 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 59 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"4929bf80-a5ae-5be7-bc9b-d93da4ced08e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-10T03:00:27.532000+00:00","updated_date":"2026-08-10T03:00:27.532000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 5 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 22 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 5 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 5 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 5 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 22 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 22 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 35 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 35 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 58 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 58 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"e466893c-8e93-5eea-abdb-8daa220a36e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-09T03:00:27.232000+00:00","updated_date":"2026-08-09T03:00:27.232000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 6 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 23 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 6 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 6 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 6 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 23 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 23 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 36 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 36 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 57 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 57 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"f0ca40b9-cf5d-5cb1-a79b-dffb8c1ea571","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-08T03:00:32.776000+00:00","updated_date":"2026-08-08T03:00:32.776000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 7 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 24 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 7 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 7 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 7 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 24 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 24 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 37 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 37 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 56 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 56 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"b0caf463-bc1f-5760-afa3-96a538c22d45","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-07T03:00:27.879000+00:00","updated_date":"2026-08-07T03:00:27.879000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 8 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 25 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 8 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 8 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 8 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 25 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 25 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 38 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 38 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 55 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 55 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"d0bee3a0-e17b-51dc-8e33-4e199f418ae2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-06T03:00:27.150000+00:00","updated_date":"2026-08-06T03:00:27.150000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 9 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 26 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 9 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 9 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 9 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 26 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 26 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 39 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 39 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 54 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 54 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"c0e851c9-588c-5943-b97f-e8e2a7f721f2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-05T03:00:27.310000+00:00","updated_date":"2026-08-05T03:00:27.310000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 10 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 27 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 10 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 10 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 10 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 27 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 27 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 40 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 40 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 53 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 53 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"2e845dad-36da-5aca-a678-de0a27573375","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-04T03:00:26.962000+00:00","updated_date":"2026-08-04T03:00:26.962000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 11 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 28 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 11 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 11 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 11 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 28 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 28 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 41 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 41 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 52 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 52 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"857ebd8e-65f7-5db2-81bd-1ba0c8579c58","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-03T03:00:27.314000+00:00","updated_date":"2026-08-03T03:00:27.314000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 12 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 29 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 12 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 12 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 12 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 29 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 29 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 42 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 42 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 51 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 51 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"b76e335d-d6b4-533f-8738-b68a42ad0ec1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-02T03:00:27.165000+00:00","updated_date":"2026-08-02T03:00:27.165000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Michael Anderson's Homeowners policy expires in 13 days and the renewal is Pending — this is your most urgent action today. Unknown's Business Owners Policy (BOP) also expires in 30 days, renewal not started. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Michael Anderson's Homeowners expires in 13 days — start the renewal immediately.","critical_items":[{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 13 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 13 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 30 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 30 days","priority":"High","insight_type":"Renewal"},{"body":"Michelle Adams's Homeowners policy (HOM-2025-002) expires on 2026-09-14 — 43 days from today. Renewal status: Pending. Annual premium: $1,800. Loss runs have NOT been requested — request immediately.","title":"Michelle Adams — Homeowners expires in 43 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. Monitor for resolution.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 50 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 50 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":2,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"10a0c6c8-3205-593c-b290-dc3c02bbda43","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-01T03:00:26.982000+00:00","updated_date":"2026-08-01T03:00:26.982000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 0 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 14 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 0 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 0 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 0 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 14 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 31 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 31 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 49 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 49 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":2,"high_count":2,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"18576cad-ee00-54ff-aa1e-d189b650900c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-31T03:00:27.236000+00:00","updated_date":"2026-07-31T03:00:27.236000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 1 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 15 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 1 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 1 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 1 day","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 15 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 32 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 32 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 48 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 48 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"296d4aab-0622-576b-8f2d-d323b8e296f1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-30T03:00:27.355000+00:00","updated_date":"2026-07-30T03:00:27.355000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 2 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 16 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 2 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 2 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 2 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 16 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 33 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 33 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 47 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 47 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"00a93cec-fc25-5ef4-8575-b23e512343d2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-29T03:00:27.113000+00:00","updated_date":"2026-07-29T03:00:27.113000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 3 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 17 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 3 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 3 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 3 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 17 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 34 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 34 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 46 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 46 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"a85b5b77-1362-5fbe-8c9c-f46d58070a48","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-28T03:00:27.431000+00:00","updated_date":"2026-07-28T03:00:27.431000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 4 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 18 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 4 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 4 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 4 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 18 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 18 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 35 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 35 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 45 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 45 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"12b245df-62f1-574f-a17b-c434beaa7abf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-27T03:00:26.757000+00:00","updated_date":"2026-07-27T03:00:26.757000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 5 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 19 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 5 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 5 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 5 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 19 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 19 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 36 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 36 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 44 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 44 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"4ae7bea3-9e03-535c-a69e-517047fd8dc7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-26T03:00:27.511000+00:00","updated_date":"2026-07-26T03:00:27.511000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 6 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 20 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 6 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 6 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 6 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 20 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 20 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 37 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 37 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 43 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 43 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"a3017f81-6ffa-549c-9d63-0a662576eb6f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-25T03:00:27.367000+00:00","updated_date":"2026-07-25T03:00:27.367000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 7 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 21 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 7 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 7 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 7 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 21 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 21 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 38 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 38 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 42 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 42 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"388e0964-7f11-505c-aefc-07077a65ec98","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-24T03:00:26.980000+00:00","updated_date":"2026-07-24T03:00:26.980000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 8 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 22 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 8 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 8 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 8 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 22 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 22 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 39 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 39 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 41 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 41 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"ba575ac1-fe83-5ebe-8084-8b3c4303119b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-23T03:00:27.263000+00:00","updated_date":"2026-07-23T03:00:27.263000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 9 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 23 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 9 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 9 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 9 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 23 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 23 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 40 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 40 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 40 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 40 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"93978bbe-8208-5db4-a689-9751f5284eec","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-22T03:00:27.483000+00:00","updated_date":"2026-07-22T03:00:27.483000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 12 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 10 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 24 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 10 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 10 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 10 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 24 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 24 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 41 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 41 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 39 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 39 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"57e9de7a-aa20-5c17-9dfc-ddd01001ff51","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-21T03:00:27.223000+00:00","updated_date":"2026-07-21T03:00:27.223000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 11 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 25 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 11 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 11 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 11 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 25 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 25 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 42 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 42 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 38 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 38 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"0670353e-13c3-50d8-a1c9-3a047a4f8a30","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-20T03:00:27.182000+00:00","updated_date":"2026-07-20T03:00:27.182000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 12 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 26 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 12 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 12 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 12 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 26 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 26 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 43 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 43 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 37 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 37 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"78e53951-8913-597c-b1b6-877c518455cb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-19T03:00:27.407000+00:00","updated_date":"2026-07-19T03:00:27.407000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 13 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 27 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 13 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 13 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 13 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 27 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 27 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 44 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 44 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 36 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 36 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"d73fc0dd-9609-5993-9d5f-f75ec6e7534a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-18T03:00:26.975000+00:00","updated_date":"2026-07-18T03:00:26.975000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 14 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 28 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 14 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 14 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 14 days","priority":"Critical","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 28 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 28 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 45 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 45 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 35 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 35 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":1,"high_count":3,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"eb24d62a-6a4e-5e9e-b1d3-62695557f024","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-17T03:00:27.132000+00:00","updated_date":"2026-07-17T03:00:27.133000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 15 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 29 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 15 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 15 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 15 days","priority":"High","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 29 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 29 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 46 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 46 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 34 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 34 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":0,"high_count":4,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"a41d3e92-1678-5e5e-8465-2a0d12d14ab7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-16T03:00:27.471000+00:00","updated_date":"2026-07-16T03:00:27.471000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 11 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 16 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 30 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 16 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 16 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 16 days","priority":"High","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 30 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 30 days","priority":"High","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 47 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 47 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 33 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 33 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":0,"high_count":4,"medium_count":2,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"ba2064d0-e9e5-54f0-8d56-672166bad57d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-15T03:00:27.443000+00:00","updated_date":"2026-07-15T03:00:27.443000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 10 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 17 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 31 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. Total across all 5 campaigns: 30 leads, 35 policies bound, $36,386 in commission revenue.","recommendation":"Immediate action: Marina Restaurant Group's Business Owners Policy (BOP) expires in 17 days — start the renewal immediately.","critical_items":[{"body":"Marina Restaurant Group's Business Owners Policy (BOP) policy (BOP-2025-002) expires on 2026-08-01 — 17 days from today. Renewal status: Pending. Annual premium: $4,800. Loss runs have NOT been requested — request immediately.","title":"Marina Restaurant Group — Business Owners Policy (BOP) expires in 17 days","priority":"High","insight_type":"Renewal"},{"body":"Michael Anderson's Homeowners policy (HOM-2025-003) expires on 2026-08-15 — 31 days from today. Renewal status: Pending. Annual premium: $1,640. Loss runs have NOT been requested — request immediately.","title":"Michael Anderson — Homeowners expires in 31 days","priority":"Medium","insight_type":"Renewal"},{"body":"Unknown's Business Owners Policy (BOP) policy (BOP-TEST-006) expires on 2026-09-01 — 48 days from today. Renewal status: Not Started. Annual premium: $5,500. Loss runs have NOT been requested — request immediately.","title":"Unknown — Business Owners Policy (BOP) expires in 48 days","priority":"Medium","insight_type":"Renewal"},{"body":"BuildRight Construction is carrying an open claim with $15,000 in reserve. Monitor for resolution.","title":"BuildRight Construction — Open Workers Comp ($15,000 reserve)","priority":"Medium","insight_type":"Claim"},{"body":"Marina Restaurant Group is carrying an open claim with $8,500 in reserve. This account also has a policy renewing within 60 days — coordinate with the carrier before binding the renewal.","title":"Marina Restaurant Group — Open Liability ($8,500 reserve)","priority":"High","insight_type":"Claim"},{"body":"An invoice for Global Logistics LLC is 32 days overdue. Amount due: $4,500. Due date was 2026-06-13. Follow up immediately to avoid coverage lapse risk.","title":"Overdue invoice — Global Logistics LLC — 32 days past due","priority":"High","insight_type":"Financial"}],"key_metrics":null,"top_actions":null,"campaign_alerts":[],"total_accounts":12,"total_active_policies":25,"total_in_force_premium":72450.0,"total_open_claims":2,"total_open_leads":10,"commission_pending":4385.0,"commission_ytd":null,"critical_count":0,"high_count":3,"medium_count":3,"low_count":0,"audio_url":null,"diagnostics_audio_url":null,"producer_id":null,"briefing_date":null},{"id":"f77bda72-3634-53d1-a862-3ce67b238073","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-14T03:00:28.144000+00:00","updated_date":"2026-07-14T03:00:28.144000+00:00","created_by":null,"is_demo":true,"brief_date":null,"headline":"⚡ 10 items need attention — Book Health 72/100","summary":null,"priority":null,"status":"Ready","book_health_score":72,"book_health_breakdown":null,"briefing_text":"Marina Restaurant Group's Business Owners Policy (BOP) policy expires in 18 days and the renewal is Pending — this is your most urgent action today. Michael Anderson's Homeowners also expires in 32 days, renewal Pending. BuildRight Construction is carrying an open claim with $15,000 in reserve. 4 invoices are overdue totaling $17,325 — collect before end of week to protect commission flow. Your pipeline holds $7,250 in estimated premium across 10 active leads.","diagnostics_text":"Your Referral Program — Commercial Lines is your top performer with 485% ROI — 11 leads generated, 11 converted, producing $10,825 in commission revenue at just $168 per bound policy. Q4 2025 Google Ads — Homeowners is producing 319% ROI with 18 leads at $183 per lead. Q1 2026 Facebook — Personal Auto is producing 271% ROI with 22 leads at $63 per lead. 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Results: {\"Account\":0,\"Contact\":0,\"Lead\":0,\"Policy\":0,\"Quote\":0,\"Claim\":0,\"Activity\":0,\"Document\":0,\"ClientRequest\":0,\"Invoice\":0,\"Payment\":0,\"Commission\":0,\"UprateAlert\":0,\"UprateThreshold\":0,\"CarrierDownload\":0,\"WorkflowRun\":0,\"WorkflowTemplate\":0,\"IntegrationConfig\":0,\"OnboardingState\":0,\"Carrier\":0,\"AgencyProfile\":1}. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"cf87a05d-23d5-5132-bd33-9f97ed1addca","created_date":"2026-03-15T14:32:27.474000+00:00","updated_date":"2026-03-15T14:32:27.474000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Admin initiated permanent workspace data deletion via GDPR compliance tool. Target entities: Account, Contact, Lead, Policy, Quote, Claim, Activity, Document, ClientRequest, Invoice, Payment, Commission, UprateAlert, UprateThreshold, CarrierDownload, WorkflowRun, WorkflowTemplate, IntegrationConfig, OnboardingState, Carrier, AgencyProfile. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Scope: ALL records including demo data (app owner).","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"eb462fbb-6153-5200-98f4-6b5ab867618e","created_date":"2026-03-15T14:33:50.785000+00:00","updated_date":"2026-03-15T14:33:50.785000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Workspace data deletion completed. Results: {\"Account\":22,\"Contact\":13,\"Lead\":15,\"Policy\":21,\"Quote\":21,\"Claim\":7,\"Activity\":21,\"Document\":30,\"ClientRequest\":10,\"Invoice\":12,\"Payment\":8,\"Commission\":17,\"UprateAlert\":6,\"UprateThreshold\":5,\"CarrierDownload\":6,\"WorkflowRun\":3,\"WorkflowTemplate\":5,\"IntegrationConfig\":10,\"OnboardingState\":1,\"Carrier\":12,\"AgencyProfile\":1}. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"38b493d2-9e20-546e-89d7-33570d7be05b","created_date":"2026-03-17T12:57:23.570000+00:00","updated_date":"2026-03-17T12:57:23.570000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Admin initiated permanent workspace data deletion via GDPR compliance tool. Target: 22 entity types (Account, Contact, Lead, Policy, Quote, Claim, Endorsement, Activity, Document, ClientRequest, Invoice, Payment, Commission, UprateAlert, UprateThreshold, CarrierDownload, WorkflowRun, IntegrationLog, IntegrationConfig, OnboardingState, Carrier, AgencyProfile) plus WorkflowTemplate (user-created only). Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Scope: ALL records including demo data (app owner). WorkflowTemplate registry records (is_user_created=false) excluded as app-wide universal data.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"6b406429-0b41-5c20-abab-58b94fcd282b","created_date":"2026-03-17T12:58:07.921000+00:00","updated_date":"2026-03-17T12:58:07.921000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Workspace data deletion completed. Counts: Account:11, Contact:7, Lead:8, Policy:11, Quote:9, Claim:3, Endorsement:0, Activity:12, Document:20, ClientRequest:5, Invoice:6, Payment:4, Commission:11, UprateAlert:3, UprateThreshold:5, CarrierDownload:3, WorkflowRun:3, IntegrationLog:0, IntegrationConfig:5, OnboardingState:1, Carrier:6, AgencyProfile:2, WorkflowTemplate:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"060f59f1-871a-5aa4-9468-a64bacb82d22","created_date":"2026-03-18T04:30:39.958000+00:00","updated_date":"2026-03-18T04:30:39.958000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"producer_statement_generated","entity_type":"ProducerStatement","entity_id":"7e30ab5c-b453-551a-87be-d472253a6b2e","description":"Producer statement generated: producer_id=demo-producer-001, period=2026-01-01 to 2026-01-31, net_commission=0","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"fb73a771-4b6c-5b31-a48a-af5c0ba13f05","created_date":"2026-03-17T12:59:13.315000+00:00","updated_date":"2026-03-17T12:59:13.315000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Admin initiated permanent workspace data deletion via GDPR compliance tool. Target: 22 entity types (Account, Contact, Lead, Policy, Quote, Claim, Endorsement, Activity, Document, ClientRequest, Invoice, Payment, Commission, UprateAlert, UprateThreshold, CarrierDownload, WorkflowRun, IntegrationLog, IntegrationConfig, OnboardingState, Carrier, AgencyProfile) plus WorkflowTemplate (user-created only). Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Scope: ALL records including demo data (app owner). WorkflowTemplate registry records (is_user_created=false) excluded as app-wide universal data.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"fbf683ff-6765-5a21-a6b7-62ff6d9142ac","created_date":"2026-03-17T12:59:21.852000+00:00","updated_date":"2026-03-17T12:59:21.852000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Workspace data deletion completed. Counts: Account:0, Contact:0, Lead:0, Policy:0, Quote:0, Claim:0, Endorsement:0, Activity:0, Document:0, ClientRequest:0, Invoice:0, Payment:0, Commission:0, UprateAlert:0, UprateThreshold:0, CarrierDownload:0, WorkflowRun:0, IntegrationLog:0, IntegrationConfig:0, OnboardingState:0, Carrier:0, AgencyProfile:0, WorkflowTemplate:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"58fe7811-8e26-5421-8407-b7bc121c3327","created_date":"2026-03-17T13:58:26.530000+00:00","updated_date":"2026-03-17T13:58:26.530000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"App owner initiated demo data deletion. Scope: is_demo=true records across 23 entity types scoped to org_id=7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Records will be fetched and deleted in batches with exponential backoff retry logic (MAX_RETRIES=3, BATCH_SIZE=10).","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"9aaa1ebc-3b1d-5c9f-9aaf-1595003b0d6f","created_date":"2026-03-17T13:58:34.901000+00:00","updated_date":"2026-03-17T13:58:34.901000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Demo data deletion completed. Counts: Account:0, Contact:0, Lead:0, Policy:0, Quote:0, Claim:0, Endorsement:0, Activity:0, Document:0, ClientRequest:0, Invoice:0, Payment:0, Commission:0, UprateAlert:0, UprateThreshold:0, CarrierDownload:0, WorkflowRun:0, WorkflowTemplate:0, IntegrationLog:0, IntegrationConfig:0, OnboardingState:0, Carrier:0, AgencyProfile:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"665dbf1e-4527-52d4-b10a-f29e8beb30fa","created_date":"2026-03-17T14:01:05.344000+00:00","updated_date":"2026-03-17T14:01:05.344000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"App owner initiated demo data deletion. Scope: is_demo=true records across 23 entity types scoped to org_id=7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Records will be fetched and deleted in batches with exponential backoff retry logic (MAX_RETRIES=3, BATCH_SIZE=10).","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"a0676879-c07f-5deb-9839-676acb45a611","created_date":"2026-03-17T14:01:13.729000+00:00","updated_date":"2026-03-17T14:01:13.729000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Demo data deletion completed. Counts: Account:0, Contact:0, Lead:0, Policy:0, Quote:0, Claim:0, Endorsement:0, Activity:0, Document:0, ClientRequest:0, Invoice:0, Payment:0, Commission:0, UprateAlert:0, UprateThreshold:0, CarrierDownload:0, WorkflowRun:0, WorkflowTemplate:0, IntegrationLog:0, IntegrationConfig:0, OnboardingState:0, Carrier:0, AgencyProfile:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"f8654e64-1064-5796-8c7d-006542164e08","created_date":"2026-03-17T14:07:01.476000+00:00","updated_date":"2026-03-17T14:07:01.476000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"App owner initiated demo data deletion. Scope: is_demo=true records across 23 entity types scoped to org_id=7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Records will be fetched and deleted in batches with exponential backoff retry logic (MAX_RETRIES=3, BATCH_SIZE=10).","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"7c6b117f-9f5a-534d-a49f-42b3216de63e","created_date":"2026-03-17T14:07:10.682000+00:00","updated_date":"2026-03-17T14:07:10.682000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"demo_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Demo data deletion completed. Counts: Account:0, Contact:0, Lead:0, Policy:0, Quote:0, Claim:0, Endorsement:0, Activity:0, Document:0, ClientRequest:0, Invoice:0, Payment:0, Commission:0, UprateAlert:0, UprateThreshold:0, CarrierDownload:0, WorkflowRun:0, WorkflowTemplate:0, IntegrationLog:0, IntegrationConfig:0, OnboardingState:0, Carrier:0, AgencyProfile:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"476e8fa7-184a-533c-a226-b9d82f4f17e8","created_date":"2026-03-17T14:07:24.425000+00:00","updated_date":"2026-03-17T14:07:24.425000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Admin initiated permanent workspace data deletion via GDPR compliance tool. Target: 22 entity types (Account, Contact, Lead, Policy, Quote, Claim, Endorsement, Activity, Document, ClientRequest, Invoice, Payment, Commission, UprateAlert, UprateThreshold, CarrierDownload, WorkflowRun, IntegrationLog, IntegrationConfig, OnboardingState, Carrier, AgencyProfile) plus WorkflowTemplate (user-created only). Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Scope: ALL records including demo data (app owner). WorkflowTemplate registry records (is_user_created=false) excluded as app-wide universal data.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"22b7d8a2-f9c0-5b65-aeb2-67951219d7e4","created_date":"2026-03-17T14:07:36.208000+00:00","updated_date":"2026-03-17T14:07:36.208000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Workspace data deletion completed. Counts: Account:0, Contact:0, Lead:0, Policy:0, Quote:0, Claim:0, Endorsement:0, Activity:0, Document:0, ClientRequest:0, Invoice:0, Payment:0, Commission:0, UprateAlert:0, UprateThreshold:0, CarrierDownload:0, WorkflowRun:0, IntegrationLog:0, IntegrationConfig:0, OnboardingState:1, Carrier:0, AgencyProfile:0, WorkflowTemplate:0. Failures: none. Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"42d094fc-b5a2-5e5f-a02b-a229082d1d10","created_date":"2026-03-17T16:18:10.733000+00:00","updated_date":"2026-03-17T16:18:10.733000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_initiated","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Admin initiated permanent workspace data deletion via GDPR compliance tool. Target: 22 entity types (Account, Contact, Lead, Policy, Quote, Claim, Endorsement, Activity, Document, ClientRequest, Invoice, Payment, Commission, UprateAlert, UprateThreshold, CarrierDownload, WorkflowRun, IntegrationLog, IntegrationConfig, OnboardingState, Carrier, AgencyProfile) plus WorkflowTemplate (user-created only). Org: 7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c. Scope: ALL records including demo data (app owner). WorkflowTemplate registry records (is_user_created=false) excluded as app-wide universal data.","old_values":null,"new_values":null,"performed_by":null,"is_demo":true},{"id":"3a9d6940-8767-5e09-bc9e-13aea58dd40e","created_date":"2026-03-17T16:19:35.117000+00:00","updated_date":"2026-03-17T16:19:35.117000+00:00","created_by":null,"org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","user_email":"al@mypolicyadvocate.com","action":"gdpr_data_delete_completed","entity_type":"User","entity_id":"9af21887-3271-5b86-8f9b-42f7e515000b","description":"Workspace data deletion completed. Counts: Account:11, Contact:7, Lead:8, Policy:11, Quote:9, Claim:3, Endorsement:0, Activity:12, Document:15, ClientRequest:5, Invoice:6, Payment:4, Commission:11, UprateAlert:3, UprateThreshold:5, CarrierDownload:3, WorkflowRun:0, IntegrationLog:0, IntegrationConfig:5, OnboardingState:1, Carrier:6, AgencyProfile:1, WorkflowTemplate:0. Failures: none. 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Case past deadline."}],"replacement_notices":[{"id":"f24a26da-aecd-5a8f-bf71-90ebad55c3ea","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-28T21:00:41.644000+00:00","updated_date":"2026-04-28T21:00:41.644000+00:00","created_by":null,"is_demo":true,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":null,"compliance_case_id":null,"new_policy_id":null,"new_quote_id":null,"replaced_policy_id":null,"replaced_carrier_name":"Banner Life","replaced_policy_number":"BL-2016-009183","replaced_policy_type":"Term Life","replaced_face_amount":1000000.0,"replaced_cash_value":0.0,"replaced_loan_balance":null,"replaced_surrender_charge":0.0,"replacement_type":"Lapse","replacement_reason":"Original 10-year term policy expiring. 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New policy offers indexed universal life with better accumulation potential. dedup_key: replacement_smith_2026","is_1035_exchange":true,"exchange_1035_eligible":false,"tax_implications_disclosed":true,"existing_policy_comparison":null,"comparison_worksheet_provided":false,"comparison_worksheet_date":null,"existing_insurer_notified":false,"existing_insurer_notified_date":null,"existing_insurer_notification_method":null,"surrender_charge_disclosed":false,"loan_balance_disclosed":false,"free_look_period_days":null,"free_look_start_date":null,"free_look_expiry_date":null,"free_look_cancelled":false,"churning_flag":false,"churning_flag_reason":null,"prior_replacements_12mo":null,"producer_signature_date":"2026-04-30T00:00:00+00:00","applicant_signature_date":"2026-04-05T00:00:00+00:00","applicant_acknowledged":true,"document_id":null,"form_613a_completed":true,"filed_with_carrier_date":"2026-04-04T00:00:00+00:00","status":"Complete","notes":null}],"suitability_profiles":[{"id":"9825b3da-81cf-5a48-9759-389975cc0169","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-28T21:00:41.544000+00:00","updated_date":"2026-04-28T21:00:41.544000+00:00","created_by":null,"is_demo":true,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","profile_date":"2026-04-01","age":52.0,"annual_income":185000.0,"income_source":"Employment","employment_status":"Employed","tax_bracket":"32%","liquid_net_worth":420000.0,"total_net_worth":1200000.0,"existing_insurance":null,"risk_tolerance":"Moderate","investment_time_horizon":"10-20 years","liquidity_needs":"Low (no near-term need)","financial_objectives":"Wealth accumulation and income replacement","intended_use_of_annuity":"Retirement income supplement","financial_experience":"Moderate","special_circumstances":"Tax status: Married Filing Jointly. Products considered: Term Life, Fixed Indexed Annuity, Variable Universal Life. 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Products considered: Fixed Indexed Annuity, Variable Annuity, Term Life. Carrier alternatives reviewed: Nationwide, Allianz, North American. dedup_key: suitability_johnson_2026","producer_recommendation_rationale":"FIA selected over variable annuity due to principal protection preference and medium liquidity needs.","applicant_acknowledged":true,"producer_signature_date":"2026-04-18","status":"Complete"},{"id":"1844df09-7018-5d95-aa70-f9e940cc4c2a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-04-28T21:00:41.544000+00:00","updated_date":"2026-09-17T08:46:04.067000+00:00","created_by":null,"is_demo":true,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","profile_date":"2025-01-10","age":61.0,"annual_income":145000.0,"income_source":"Employment","employment_status":"Employed","tax_bracket":"24%","liquid_net_worth":280000.0,"total_net_worth":975000.0,"existing_insurance":null,"risk_tolerance":"Conservative","investment_time_horizon":"5-10 years","liquidity_needs":"High (need access within 1 year)","financial_objectives":"Capital preservation and near-term income","intended_use_of_annuity":"Supplement Social Security","financial_experience":"Limited","special_circumstances":"STALE — profile last updated Jan 2025, exceeds 12-month threshold. 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All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-12T08:30:55.196Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"134a60e7-fde2-5a56-9719-06adef2adf61","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-13T08:30:54.379000+00:00","updated_date":"2026-05-13T08:30:54.379000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 8 day(s) PAST deadline. 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Document reason for delay per NAIC #275 §4(b)."},{"id":"4f8f642b-2d46-51da-b3bd-474ddeac99c7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-13T08:30:54.827000+00:00","updated_date":"2026-05-13T08:30:54.827000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 31 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-13T08:30:54.654Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f6e8e062-d4a3-5862-a843-ac92e8be5268","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-13T08:30:55.375000+00:00","updated_date":"2026-05-13T08:30:55.375000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 14 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-13T08:30:55.169Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f8c1608f-7ef6-5e00-9792-e335657f4360","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-14T08:30:54.590000+00:00","updated_date":"2026-05-14T08:30:54.590000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 32 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-14T08:30:54.489Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fb131e93-76eb-5684-9b36-56c65b3779fc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-14T08:30:54.952000+00:00","updated_date":"2026-05-14T08:30:54.952000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 15 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-14T08:30:54.804Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3ecd659a-39cd-5651-98de-ccb5b63174d1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-14T08:30:54.281000+00:00","updated_date":"2026-05-14T08:30:54.281000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 9 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-14T08:30:54.104Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4f85ce51-d386-5fa6-a2e4-a9fef5b56b95","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-15T08:30:54.192000+00:00","updated_date":"2026-05-15T08:30:54.192000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 10 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-15T08:30:54.095Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3751dcd3-950f-5fde-b836-2f7ea5431fdf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-15T08:30:54.996000+00:00","updated_date":"2026-05-15T08:30:54.996000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 16 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-15T08:30:54.902Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5997ae38-7c0b-5c17-af7a-693e476eb4d6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-15T08:30:54.560000+00:00","updated_date":"2026-05-15T08:30:54.560000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 33 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-15T08:30:54.397Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"045ba830-d920-534c-940a-f1276d7f9f7d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-16T08:30:54.115000+00:00","updated_date":"2026-05-16T08:30:54.115000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 11 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-16T08:30:53.963Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0d975fde-87f3-54dd-a2e2-a9e2514da027","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-16T08:30:54.940000+00:00","updated_date":"2026-05-16T08:30:54.940000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 17 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-16T08:30:54.846Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"df343954-ce47-5410-aefc-31a1c8991fdb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-16T08:30:54.542000+00:00","updated_date":"2026-05-16T08:30:54.542000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 34 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-16T08:30:54.442Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2bfe5e75-7e6f-520d-b696-fc1d976af48e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-17T08:30:54.707000+00:00","updated_date":"2026-05-17T08:30:54.707000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 35 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-17T08:30:54.530Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"329877ff-1216-5b28-a9fd-4101dc061d7e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-17T08:30:54.248000+00:00","updated_date":"2026-05-17T08:30:54.248000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 12 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-17T08:30:54.154Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5fdd08f4-9e6b-54a4-9d2a-ca6da1bbefe5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-17T08:30:55.147000+00:00","updated_date":"2026-05-17T08:30:55.147000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 18 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-17T08:30:54.950Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8a5dbf78-c757-5559-9b39-a39fa6941c5a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-18T08:30:54.510000+00:00","updated_date":"2026-05-18T08:30:54.510000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 36 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-18T08:30:54.342Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4ba98f31-f328-5d68-bcba-be4dff7f7e10","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-18T08:30:54.859000+00:00","updated_date":"2026-05-18T08:30:54.859000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 19 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-18T08:30:54.715Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f01cfefc-eba1-5f6f-be6e-3546829eaa80","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-18T08:30:54.022000+00:00","updated_date":"2026-05-18T08:30:54.022000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 13 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-18T08:30:53.863Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c3d7f5b0-7d65-5e3f-8d64-a457b3235cab","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-19T08:30:54.970000+00:00","updated_date":"2026-05-19T08:30:54.970000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 20 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-19T08:30:54.881Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6411220f-4c12-5913-92bd-a92c3f58d770","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-19T08:30:54.140000+00:00","updated_date":"2026-05-19T08:30:54.140000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 14 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-19T08:30:54.002Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d0e31fb5-a87e-56f3-8ab1-e7e7fe0a2407","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-19T08:30:54.579000+00:00","updated_date":"2026-05-19T08:30:54.579000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 37 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-19T08:30:54.408Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a14c4766-c497-5431-899f-8fdea63b99ea","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-20T08:30:54.426000+00:00","updated_date":"2026-05-20T08:30:54.426000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 15 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-20T08:30:54.267Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"16844a57-7f5b-5569-82c2-ae8cf36ece86","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-20T08:30:54.731000+00:00","updated_date":"2026-05-20T08:30:54.731000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 38 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-20T08:30:54.612Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7438bcfc-8a77-5e80-939d-c2e1fb81baa9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-20T08:30:55.271000+00:00","updated_date":"2026-05-20T08:30:55.271000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 21 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-20T08:30:55.094Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1eab5a85-85c0-5718-8150-612a3e0cdb38","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-21T08:30:54.578000+00:00","updated_date":"2026-05-21T08:30:54.578000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 39 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-21T08:30:54.420Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9ea13758-5b21-5e47-8afb-0bb2f8ac75bb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-21T08:30:54.923000+00:00","updated_date":"2026-05-21T08:30:54.923000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 22 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-21T08:30:54.839Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"47787cd9-673f-594d-96c5-7a9b93d27131","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-21T08:30:54.210000+00:00","updated_date":"2026-05-21T08:30:54.210000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 16 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-21T08:30:54.110Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f29904d3-730b-593d-a6db-a74fd1f7ab9f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-22T08:30:54.627000+00:00","updated_date":"2026-05-22T08:30:54.627000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 17 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-22T08:30:54.447Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"49bb15de-528e-5f53-b4ae-76aa24ecf8a2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-22T08:30:54.187000+00:00","updated_date":"2026-05-22T08:30:54.187000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline Approaching","severity":"Medium","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 3 day(s) remaining. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-22T08:30:54.054Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Complete all open compliance items before deadline. Principal sign-off required if replacement detected."},{"id":"6ed132f4-69d2-51f1-b601-c677b186b8d9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-22T08:30:55.165000+00:00","updated_date":"2026-05-22T08:30:55.165000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 40 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-22T08:30:54.964Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"85751b68-7186-5796-9d35-bc01d9b122a3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-22T08:30:55.576000+00:00","updated_date":"2026-05-22T08:30:55.576000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 23 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-22T08:30:55.440Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3f213bdf-7442-5338-b1e9-1ed491e1ce2f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-23T08:30:54.984000+00:00","updated_date":"2026-05-23T08:30:54.984000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 41 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-23T08:30:54.836Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4c183a8d-9b87-5f42-8147-1a13f0026bf5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-23T08:30:54.238000+00:00","updated_date":"2026-05-23T08:30:54.238000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline Approaching","severity":"High","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 2 day(s) remaining. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-23T08:30:54.143Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Complete all open compliance items before deadline. Principal sign-off required if replacement detected."},{"id":"24ccc6dc-c86f-5dd5-ba5f-6c779b2db2c3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-23T08:30:54.600000+00:00","updated_date":"2026-05-23T08:30:54.600000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 18 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-23T08:30:54.505Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"20aea1b8-cb0a-5dc7-a5ea-f79a3108ef1b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-23T08:30:55.312000+00:00","updated_date":"2026-05-23T08:30:55.312000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 24 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-23T08:30:55.175Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f0ebeab6-88d7-5248-b5ca-e19ca8f24ad9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-24T08:30:54.553000+00:00","updated_date":"2026-05-24T08:30:54.553000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 19 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-24T08:30:54.391Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"07fa8e3c-9668-52e7-9e21-ff81a9f21306","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-24T08:30:54.094000+00:00","updated_date":"2026-05-24T08:30:54.094000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline Approaching","severity":"High","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 1 day(s) remaining. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-24T08:30:53.925Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Complete all open compliance items before deadline. Principal sign-off required if replacement detected."},{"id":"415a7e55-875f-50fe-b6ea-24599052c427","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-24T08:30:55.011000+00:00","updated_date":"2026-05-24T08:30:55.011000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 42 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-24T08:30:54.858Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"36a1540d-dc1d-522b-a803-032b5b90e9c2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-24T08:30:55.436000+00:00","updated_date":"2026-05-24T08:30:55.436000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 25 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-24T08:30:55.251Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"926afb69-8068-59f4-aebd-47e0070492e8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-25T08:30:54.821000+00:00","updated_date":"2026-05-25T08:30:54.821000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 20 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-25T08:30:54.702Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a5972412-1630-587f-bcfc-48ebb2029a4a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-25T08:30:54.395000+00:00","updated_date":"2026-05-25T08:30:54.395000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — due TODAY. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-25T08:30:54.295Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"72ff6f72-d056-579e-892d-38345e28bf58","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-25T08:30:55.566000+00:00","updated_date":"2026-05-25T08:30:55.566000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 26 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-25T08:30:55.469Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"09756361-f674-5d72-a5f3-e3bb35c634d2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-25T08:30:55.228000+00:00","updated_date":"2026-05-25T08:30:55.228000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 43 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-25T08:30:55.055Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"88e41da3-ac8d-5a71-9a83-42a5885b090a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-26T08:30:53.868000+00:00","updated_date":"2026-05-26T08:30:53.868000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 1 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-26T08:30:53.771Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c388e8ff-384a-57e9-b304-27259ce53b5e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-26T08:30:54.686000+00:00","updated_date":"2026-05-26T08:30:54.686000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 44 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-26T08:30:54.530Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4a63fd6b-f4e8-5436-96fe-63e69d0d9181","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-26T08:30:54.263000+00:00","updated_date":"2026-05-26T08:30:54.263000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 21 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-26T08:30:54.109Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"07b6f379-6964-5161-8dcf-6c68e1c7b67b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-26T08:30:55.183000+00:00","updated_date":"2026-05-26T08:30:55.183000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 27 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-26T08:30:54.947Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"76c6a5be-e45e-5e2f-a6c8-3abf9334f51d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-27T08:30:54.961000+00:00","updated_date":"2026-05-27T08:30:54.961000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 45 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-27T08:30:54.840Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"66422516-869c-5c88-8100-51e353d66b0a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-27T08:30:54.575000+00:00","updated_date":"2026-05-27T08:30:54.575000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 22 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-27T08:30:54.472Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"66855ffc-5fec-53df-938c-522945ce84f9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-27T08:30:54.227000+00:00","updated_date":"2026-05-27T08:30:54.227000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 2 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-27T08:30:54.133Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b9b76548-0e87-58b2-80ce-6df85802dedc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-27T08:30:55.360000+00:00","updated_date":"2026-05-27T08:30:55.360000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 28 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-27T08:30:55.264Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9eea60b2-1f4f-5c54-9868-409abef90611","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-28T08:30:54.926000+00:00","updated_date":"2026-05-28T08:30:54.926000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 3 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-28T08:30:54.760Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8d291242-c9a3-556b-bafc-1d25ecbb9bb4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-28T08:30:55.527000+00:00","updated_date":"2026-05-28T08:30:55.527000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 23 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-28T08:30:55.262Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"566a8ae9-d669-567a-b72a-8164f40ff98e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-28T08:30:55.910000+00:00","updated_date":"2026-05-28T08:30:55.910000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 46 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-28T08:30:55.770Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ce64c157-828f-5428-af20-d888bf5fe0b3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-28T08:30:56.284000+00:00","updated_date":"2026-05-28T08:30:56.284000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 29 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-28T08:30:56.146Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"58cd2e0d-cf9e-59b1-9286-74a229132431","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-29T08:30:55.607000+00:00","updated_date":"2026-05-29T08:30:55.607000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 4 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-29T08:30:55.497Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f407466a-21bc-50e5-b380-38fc978903b9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-29T08:30:55.969000+00:00","updated_date":"2026-05-29T08:30:55.969000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 24 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-29T08:30:55.828Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5ddc6c45-0ddf-5c65-a22c-a1574eb86b87","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-29T08:30:56.357000+00:00","updated_date":"2026-05-29T08:30:56.357000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 47 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-29T08:30:56.244Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e4583e77-ae46-54f4-8e39-4fae66351a15","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-29T08:30:56.708000+00:00","updated_date":"2026-05-29T08:30:56.708000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 30 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-29T08:30:56.598Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"da279d62-73a3-55f5-98cf-788741e0950f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-30T08:30:54.210000+00:00","updated_date":"2026-05-30T08:30:54.210000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 5 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-30T08:30:53.950Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8adfb6b9-c528-56ee-9e84-6fa3404b672f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-30T08:30:54.957000+00:00","updated_date":"2026-05-30T08:30:54.957000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 48 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-30T08:30:54.797Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"053ecf29-b55a-5b16-b134-7bd0cbdf7bda","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-30T08:30:54.551000+00:00","updated_date":"2026-05-30T08:30:54.551000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 25 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-30T08:30:54.456Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1068778f-3d0e-50ac-a3e9-7d94e48dbc3a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-30T08:30:55.324000+00:00","updated_date":"2026-05-30T08:30:55.324000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 31 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-30T08:30:55.241Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6cb03ba8-785b-5dee-98f1-74491f02fd35","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-31T08:30:54.622000+00:00","updated_date":"2026-05-31T08:30:54.622000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 26 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-31T08:30:54.531Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ce1826fa-507d-54d9-bad3-4229fc176561","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-31T08:30:54.297000+00:00","updated_date":"2026-05-31T08:30:54.297000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 6 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-31T08:30:54.172Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a743e8a5-526c-58eb-8213-bc0c29347f1a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-31T08:30:55.026000+00:00","updated_date":"2026-05-31T08:30:55.026000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 49 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-31T08:30:54.866Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a9a6652c-79bf-5f6b-8048-346daf6f4642","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-05-31T08:30:55.400000+00:00","updated_date":"2026-05-31T08:30:55.400000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 32 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-05-31T08:30:55.256Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c4c2d8fc-e19f-55d4-af99-2d7f8cb289ae","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-01T08:30:54.457000+00:00","updated_date":"2026-06-01T08:30:54.457000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 7 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-01T08:30:54.267Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"984830ef-71b3-5963-940e-1df8836a24fc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-01T08:30:54.881000+00:00","updated_date":"2026-06-01T08:30:54.881000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 27 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-01T08:30:54.731Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5965e827-095e-5c30-919f-a61d85a16da7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-01T08:30:55.912000+00:00","updated_date":"2026-06-01T08:30:55.912000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 33 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-01T08:30:55.765Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d2b3600b-f615-5e28-ac88-5f606f84406a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-01T08:30:55.530000+00:00","updated_date":"2026-06-01T08:30:55.530000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 50 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-01T08:30:55.239Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"aeaf1cde-9009-51ba-b874-7f805e1f9a5d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-02T08:30:54.802000+00:00","updated_date":"2026-06-02T08:30:54.802000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 28 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-02T08:30:54.698Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b5f4734c-940b-5ff2-bf3f-007d9381974d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-02T08:30:54.434000+00:00","updated_date":"2026-06-02T08:30:54.434000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 8 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-02T08:30:54.334Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d0d6cd20-cb98-529c-a07d-1c98439ef2ab","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-02T08:30:55.265000+00:00","updated_date":"2026-06-02T08:30:55.265000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 51 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-02T08:30:55.073Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5326facf-0fda-5d17-af3b-76b48f484ac3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-02T08:30:55.677000+00:00","updated_date":"2026-06-02T08:30:55.677000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 34 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-02T08:30:55.508Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"da7df9d5-0069-596d-a235-756d536d5d79","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-03T08:30:54.315000+00:00","updated_date":"2026-06-03T08:30:54.315000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 9 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-03T08:30:54.194Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"53167c26-e0ea-5818-9d29-ea9560585b24","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-03T08:30:54.713000+00:00","updated_date":"2026-06-03T08:30:54.713000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 29 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-03T08:30:54.517Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"41affba5-f880-5080-8d2d-9893d33a664e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-03T08:30:55.041000+00:00","updated_date":"2026-06-03T08:30:55.041000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 52 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-03T08:30:54.946Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bcff367e-2123-513a-932b-e0808d2e1da0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-03T08:30:55.404000+00:00","updated_date":"2026-06-03T08:30:55.404000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 35 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-03T08:30:55.240Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9f11fdde-a458-553b-9b35-fc8e04d44e8b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-04T08:30:54.522000+00:00","updated_date":"2026-06-04T08:30:54.522000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 10 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-04T08:30:54.318Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4309d491-848f-5f8a-bb7e-a2d1570f7095","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-04T08:30:55.417000+00:00","updated_date":"2026-06-04T08:30:55.417000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 53 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-04T08:30:55.239Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5fe595ce-f120-5a38-b9b9-7ddcaf414360","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-04T08:30:55.018000+00:00","updated_date":"2026-06-04T08:30:55.018000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 30 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-04T08:30:54.836Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2e1f3ba2-f679-53a8-bc5e-eee16f7edcf8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-04T08:30:55.800000+00:00","updated_date":"2026-06-04T08:30:55.800000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 36 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-04T08:30:55.643Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"aa24b482-6521-57cb-8692-1ba42fbf8e68","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-05T08:30:54.174000+00:00","updated_date":"2026-06-05T08:30:54.174000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 11 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-05T08:30:53.999Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c374b2fd-518b-5b6a-a03f-c83271ad61d4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-05T08:30:54.984000+00:00","updated_date":"2026-06-05T08:30:54.984000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 54 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-05T08:30:54.844Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8413338b-adf7-59fb-910d-de3829b29176","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-05T08:30:54.597000+00:00","updated_date":"2026-06-05T08:30:54.597000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 31 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-05T08:30:54.440Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8518da1c-41ce-5c1e-a6fe-88e685f90276","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-05T08:30:55.395000+00:00","updated_date":"2026-06-05T08:30:55.395000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 37 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-05T08:30:55.260Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"883ed3a4-7c10-5810-b655-ff2f10bb7a4f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-06T08:30:54.246000+00:00","updated_date":"2026-06-06T08:30:54.246000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 12 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-06T08:30:54.083Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"44a83efe-d5d7-5ea1-afdf-ba01b9c7e1b0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-06T08:30:54.659000+00:00","updated_date":"2026-06-06T08:30:54.659000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 32 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-06T08:30:54.498Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"367e336a-11ea-589c-b377-9563676aa7a2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-06T08:30:55.647000+00:00","updated_date":"2026-06-06T08:30:55.647000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 38 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-06T08:30:55.494Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fc6f83c0-f340-5ad7-98b2-de1844ab436a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-06T08:30:55.205000+00:00","updated_date":"2026-06-06T08:30:55.205000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 55 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-06T08:30:54.973Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c0eaf815-da4a-5cee-adb3-943ec6e64440","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-07T08:30:54.965000+00:00","updated_date":"2026-06-07T08:30:54.965000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 33 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-07T08:30:54.776Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2dd5fa62-d631-5720-a6eb-d61636dad48c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-07T08:30:54.550000+00:00","updated_date":"2026-06-07T08:30:54.550000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 13 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-07T08:30:54.365Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"06a6bef9-69bd-528d-975a-2f957cf6adff","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-07T08:30:55.425000+00:00","updated_date":"2026-06-07T08:30:55.425000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 56 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-07T08:30:55.320Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"634e15d8-fcc9-583a-826d-f61938fd35c6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-07T08:30:55.852000+00:00","updated_date":"2026-06-07T08:30:55.852000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 39 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-07T08:30:55.711Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8609bd96-ee1b-580f-8819-d5b1038509fe","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-08T08:30:53.851000+00:00","updated_date":"2026-06-08T08:30:53.851000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 14 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-08T08:30:53.751Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ca719758-1db7-5eb3-bc7a-7fd52488d3ec","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-08T08:30:54.560000+00:00","updated_date":"2026-06-08T08:30:54.560000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 57 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-08T08:30:54.402Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"31d71cf2-5a96-51eb-98d2-6c8120dd1261","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-08T08:30:54.177000+00:00","updated_date":"2026-06-08T08:30:54.177000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 34 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-08T08:30:54.087Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e18134ef-a218-5a5f-8ea0-d1a69368da09","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-08T08:30:55.016000+00:00","updated_date":"2026-06-08T08:30:55.016000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 40 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-08T08:30:54.849Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"40e54e8a-940b-5d28-bb2f-b89f0b9aba58","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-09T08:30:54.736000+00:00","updated_date":"2026-06-09T08:30:54.736000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 35 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-09T08:30:54.551Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bdde3e7b-2ef2-562d-98d7-d0bc0aec741b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-09T08:30:54.283000+00:00","updated_date":"2026-06-09T08:30:54.283000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 15 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-09T08:30:54.108Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6b8f8ea7-6f1d-5265-a36f-4d8d31d808e9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-09T08:30:55.134000+00:00","updated_date":"2026-06-09T08:30:55.134000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 58 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-09T08:30:55.020Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"14451871-cecd-51a1-a83d-c4c3f9aaf87e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-09T08:30:55.590000+00:00","updated_date":"2026-06-09T08:30:55.590000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 41 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-09T08:30:55.492Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"93fb3f87-5b7b-5494-9dc2-991362925d2f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-10T08:30:54.945000+00:00","updated_date":"2026-06-10T08:30:54.945000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 59 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-10T08:30:54.816Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cef3d761-a7fd-5814-b92b-905a8591a8e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-10T08:30:54.008000+00:00","updated_date":"2026-06-10T08:30:54.008000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 16 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-10T08:30:53.905Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"87b53c43-93c5-5747-b0f7-8821b394f7d0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-10T08:30:54.460000+00:00","updated_date":"2026-06-10T08:30:54.460000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 36 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-10T08:30:54.340Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7d337db5-d652-5c1e-a601-b9d4b33a8189","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-10T08:30:55.415000+00:00","updated_date":"2026-06-10T08:30:55.415000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 42 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-10T08:30:55.221Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1be5499a-6620-5c65-ae90-021b24097be4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-11T08:30:54.550000+00:00","updated_date":"2026-06-11T08:30:54.550000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 37 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-11T08:30:54.396Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"62676f63-f530-5e22-9557-d4d9535de433","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-11T08:30:54.968000+00:00","updated_date":"2026-06-11T08:30:54.968000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 60 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-11T08:30:54.815Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"92d2129e-5b03-5474-8bb1-260129cc3727","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-11T08:30:54.179000+00:00","updated_date":"2026-06-11T08:30:54.179000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 17 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-11T08:30:53.950Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8f472891-c3f2-57ed-a16c-17725de4446c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-11T08:30:55.357000+00:00","updated_date":"2026-06-11T08:30:55.357000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 43 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-11T08:30:55.244Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f49ce118-587c-52af-9847-7906326f2944","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-12T08:30:53.978000+00:00","updated_date":"2026-06-12T08:30:53.978000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 18 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-12T08:30:53.802Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3d11b0f3-5a5f-56be-8e34-f4039e528ce6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-12T08:30:54.614000+00:00","updated_date":"2026-06-12T08:30:54.614000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 61 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-12T08:30:54.457Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d66e892a-6cfe-51fa-8930-de82b27e241d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-12T08:30:54.273000+00:00","updated_date":"2026-06-12T08:30:54.273000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 38 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-12T08:30:54.184Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"19a16bee-8126-50ef-8bc5-026804cbb837","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-12T08:30:55.050000+00:00","updated_date":"2026-06-12T08:30:55.050000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 44 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-12T08:30:54.865Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"198badc8-f355-508e-95b3-10e562e7c4fd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-13T08:30:54.571000+00:00","updated_date":"2026-06-13T08:30:54.571000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 19 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-13T08:30:54.402Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9bd19a56-ceb3-5a89-b426-418af34b7b94","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-13T08:30:54.929000+00:00","updated_date":"2026-06-13T08:30:54.929000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 39 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-13T08:30:54.819Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"73599946-c9b4-5539-a71e-24645f042164","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-13T08:30:55.310000+00:00","updated_date":"2026-06-13T08:30:55.310000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 62 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-13T08:30:55.120Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7e655522-8623-5f7e-b505-a0ba2839f758","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-13T08:30:55.676000+00:00","updated_date":"2026-06-13T08:30:55.676000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 45 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-13T08:30:55.505Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cd7c38fc-8851-517b-a18f-17b83eea65e9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-14T08:30:54.922000+00:00","updated_date":"2026-06-14T08:30:54.922000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 63 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-14T08:30:54.765Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5110a034-1273-5db2-86ad-253a9e45581a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-14T08:30:54.503000+00:00","updated_date":"2026-06-14T08:30:54.503000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 40 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-14T08:30:54.360Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8f2724ee-af17-514a-9ce6-9b1cd20912a4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-14T08:30:54.094000+00:00","updated_date":"2026-06-14T08:30:54.094000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 20 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-14T08:30:53.994Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e39f5ead-623c-5b06-ac81-518f9faf092a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-14T08:30:55.398000+00:00","updated_date":"2026-06-14T08:30:55.398000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 46 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-14T08:30:55.234Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5a052b99-1036-5602-a783-8318f4ab2fcd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-15T08:30:53.981000+00:00","updated_date":"2026-06-15T08:30:53.981000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 21 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-15T08:30:53.857Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7c60531e-459e-50e4-8b39-7a894c943358","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-15T08:30:54.389000+00:00","updated_date":"2026-06-15T08:30:54.389000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 41 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-15T08:30:54.243Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4747b0c2-60a0-5ae1-9744-e413d8e3d9f3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-15T08:30:54.794000+00:00","updated_date":"2026-06-15T08:30:54.794000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 64 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-15T08:30:54.637Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"797def1e-2655-5104-bde7-30252dda274d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-15T08:30:55.271000+00:00","updated_date":"2026-06-15T08:30:55.271000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 47 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-15T08:30:55.110Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5b8568c3-3d32-5c65-8502-5d298fefe345","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-16T08:30:54.223000+00:00","updated_date":"2026-06-16T08:30:54.223000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 22 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-16T08:30:54.079Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cbaaa747-e498-58f5-a49e-d4bb77472523","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-16T08:30:54.662000+00:00","updated_date":"2026-06-16T08:30:54.662000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 42 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-16T08:30:54.489Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"81c4a63e-78be-5c2f-a32d-42ea80e5bd6e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-16T08:30:55.505000+00:00","updated_date":"2026-06-16T08:30:55.505000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 48 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-16T08:30:55.346Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0e0c3cf2-0b52-551a-b56f-9342d3b54f4f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-16T08:30:55.047000+00:00","updated_date":"2026-06-16T08:30:55.047000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 65 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-16T08:30:54.860Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2ad56373-5ebf-585c-89e0-bc8b74964336","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-17T08:30:53.880000+00:00","updated_date":"2026-06-17T08:30:53.880000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 23 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-17T08:30:53.771Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"663d63f2-7efc-58c5-a6ab-95bd42eec32e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-17T08:30:54.755000+00:00","updated_date":"2026-06-17T08:30:54.755000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 66 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-17T08:30:54.626Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"166659a1-3d40-516f-b81f-3bb5bd336e00","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-17T08:30:54.301000+00:00","updated_date":"2026-06-17T08:30:54.301000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 43 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-17T08:30:54.152Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"db327159-93a7-58cb-afe7-b7ee716b49dd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-17T08:30:55.046000+00:00","updated_date":"2026-06-17T08:30:55.046000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 49 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-17T08:30:54.945Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ddbaff10-bebc-5a8a-bf43-3c6dc60716bf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-18T08:30:54.966000+00:00","updated_date":"2026-06-18T08:30:54.966000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 67 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-18T08:30:54.802Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"51f09f7e-1cb2-58c6-9e19-be675efae162","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-18T08:30:54.088000+00:00","updated_date":"2026-06-18T08:30:54.088000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 24 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-18T08:30:53.964Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1f792edd-ccb3-5aae-bb58-7ea8ab5f5630","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-18T08:30:54.560000+00:00","updated_date":"2026-06-18T08:30:54.560000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 44 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-18T08:30:54.390Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a4490c3a-3551-5e38-91a9-49ceb90eaa85","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-18T08:30:55.387000+00:00","updated_date":"2026-06-18T08:30:55.387000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 50 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-18T08:30:55.203Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cc84a593-ae93-5d44-a7d0-2597b86972e7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-19T08:30:54.230000+00:00","updated_date":"2026-06-19T08:30:54.230000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 25 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-19T08:30:54.069Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e7c5582e-252f-5607-b023-bbfd9f5528f7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-19T08:30:54.697000+00:00","updated_date":"2026-06-19T08:30:54.697000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 45 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-19T08:30:54.585Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2fc5c9e0-cbfd-5ce3-9d74-4364e6876d58","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-19T08:30:55.558000+00:00","updated_date":"2026-06-19T08:30:55.558000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 51 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-19T08:30:55.415Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"99fa9213-d032-5668-b231-5cbd6261ba93","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-19T08:30:55.171000+00:00","updated_date":"2026-06-19T08:30:55.171000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 68 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-19T08:30:55.005Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"672b7a2a-dece-5128-870b-5ffd4c459d03","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-20T08:30:53.941000+00:00","updated_date":"2026-06-20T08:30:53.941000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 26 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-20T08:30:53.804Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c5c77358-67dc-5a67-9be7-8a96df4b0504","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-20T08:30:54.348000+00:00","updated_date":"2026-06-20T08:30:54.348000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 46 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-20T08:30:54.197Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"64c41216-9196-5482-bd6f-8fc07c19972e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-20T08:30:54.756000+00:00","updated_date":"2026-06-20T08:30:54.756000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 69 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-20T08:30:54.619Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"90879f8f-0631-526b-8b91-63013971676e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-20T08:30:55.162000+00:00","updated_date":"2026-06-20T08:30:55.162000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 52 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-20T08:30:54.967Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8fe0a81b-9628-5d87-9a7d-eaf84e413b44","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-21T08:30:54.095000+00:00","updated_date":"2026-06-21T08:30:54.095000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 27 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-21T08:30:53.951Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"68c3eb6c-970f-5393-af4b-0fbc96ccd96c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-21T08:30:54.976000+00:00","updated_date":"2026-06-21T08:30:54.976000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 70 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-21T08:30:54.871Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c05e941b-e169-56be-b178-2753b5b6d000","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-21T08:30:54.534000+00:00","updated_date":"2026-06-21T08:30:54.534000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 47 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-21T08:30:54.350Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f059f00d-64b8-53f8-8ec1-63a8f005d9fa","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-21T08:30:55.478000+00:00","updated_date":"2026-06-21T08:30:55.478000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 53 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-21T08:30:55.303Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7b88ae03-6df9-53d4-86eb-e83c20a16019","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-22T08:30:54.342000+00:00","updated_date":"2026-06-22T08:30:54.342000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 28 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-22T08:30:54.170Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fd40919d-9fbd-5305-9423-db6cc31e3120","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-22T08:30:54.997000+00:00","updated_date":"2026-06-22T08:30:54.997000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 71 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-22T08:30:54.836Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8eca564c-fc5b-5f70-b5d3-daf7141d0b22","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-22T08:30:54.632000+00:00","updated_date":"2026-06-22T08:30:54.632000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 48 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-22T08:30:54.535Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e4af9a49-74fd-5912-a1c0-902b303b111c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-22T08:30:55.433000+00:00","updated_date":"2026-06-22T08:30:55.433000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 54 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-22T08:30:55.280Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"747fa736-a5a1-574d-83c8-36ee44db9859","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-23T08:30:54.706000+00:00","updated_date":"2026-06-23T08:30:54.706000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 49 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-23T08:30:54.475Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"20e74bf2-0d61-5c5e-ab58-4b3c85c8a94d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-23T08:30:54.224000+00:00","updated_date":"2026-06-23T08:30:54.224000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 29 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-23T08:30:54.070Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"075db38d-eea0-5308-8ed6-a2ab0d41a8d3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-23T08:30:55.132000+00:00","updated_date":"2026-06-23T08:30:55.132000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 72 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-23T08:30:54.974Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f707ff88-c7fc-5f06-88d6-68fd61d7e264","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-23T08:30:55.675000+00:00","updated_date":"2026-06-23T08:30:55.675000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 55 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-23T08:30:55.460Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bf3dbe69-5508-5e17-a4e8-c001e8e20675","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-24T08:30:54.551000+00:00","updated_date":"2026-06-24T08:30:54.551000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 30 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-24T08:30:54.398Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3d81cadd-c655-5b70-ac54-ff2c805bdd63","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-24T08:30:54.961000+00:00","updated_date":"2026-06-24T08:30:54.961000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 50 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-24T08:30:54.814Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a6027e08-d18f-584d-85ba-7256d130155b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-24T08:30:55.773000+00:00","updated_date":"2026-06-24T08:30:55.773000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 56 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-24T08:30:55.634Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ef8c2604-1365-5282-b6d4-e5656d7308f7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-24T08:30:55.389000+00:00","updated_date":"2026-06-24T08:30:55.389000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 73 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-24T08:30:55.262Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"60ad342f-ef00-52c1-a732-084786825886","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-25T08:30:53.976000+00:00","updated_date":"2026-06-25T08:30:53.976000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 31 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-25T08:30:53.813Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3b9430e8-6d7e-50d6-9ee5-14a2b90997e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-25T08:30:54.857000+00:00","updated_date":"2026-06-25T08:30:54.857000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 74 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-25T08:30:54.692Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"833ec518-bf5b-5f7b-a271-3c3dabb7d687","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-25T08:30:54.432000+00:00","updated_date":"2026-06-25T08:30:54.432000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 51 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-25T08:30:54.206Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b90bca6a-6889-5087-aa8f-92f352456760","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-25T08:30:55.233000+00:00","updated_date":"2026-06-25T08:30:55.233000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 57 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-25T08:30:55.101Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4d11d2f7-9303-5b63-9579-35984a7b3558","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-26T08:30:53.991000+00:00","updated_date":"2026-06-26T08:30:53.991000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 32 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-26T08:30:53.828Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4b5b5b54-090c-55ed-9060-b2cd1bb9fa00","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-26T08:30:54.883000+00:00","updated_date":"2026-06-26T08:30:54.883000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 75 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-26T08:30:54.554Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"93025876-5d3b-59fc-bae6-a4fa3eaced89","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-26T08:30:54.301000+00:00","updated_date":"2026-06-26T08:30:54.301000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 52 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-26T08:30:54.200Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4d5b7216-6581-57c9-a1ea-60ce15a4df7e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-26T08:30:55.191000+00:00","updated_date":"2026-06-26T08:30:55.191000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 58 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-26T08:30:55.096Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"31f0ec34-fc2a-58f3-b25a-300b9174ef29","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-27T08:30:55.563000+00:00","updated_date":"2026-06-27T08:30:55.563000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 33 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-27T08:30:55.473Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a107e113-abb5-5ea3-8cac-a3761c2dc1e8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-27T08:30:56.846000+00:00","updated_date":"2026-06-27T08:30:56.846000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 59 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-27T08:30:56.750Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"865cc56f-fd84-589f-ad2d-84c397b2c4ab","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-27T08:30:56.527000+00:00","updated_date":"2026-06-27T08:30:56.527000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 76 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-27T08:30:56.400Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d3009238-ab11-598b-9321-d75078265d50","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-27T08:30:56.135000+00:00","updated_date":"2026-06-27T08:30:56.135000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 53 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-27T08:30:55.863Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2cff7b35-b42d-5166-beb8-9bfdf3203c5f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-28T08:30:54.609000+00:00","updated_date":"2026-06-28T08:30:54.609000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 54 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-28T08:30:54.455Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fdfec596-117b-5a24-b338-67723007528a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-28T08:30:54.169000+00:00","updated_date":"2026-06-28T08:30:54.170000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 34 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-28T08:30:53.941Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"82aee8d9-d9eb-53f7-93aa-a41d3bbdab34","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-28T08:30:55.040000+00:00","updated_date":"2026-06-28T08:30:55.040000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 77 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-28T08:30:54.862Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0959ce0d-3c60-5811-a40a-df7cde1a1258","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-28T08:30:55.475000+00:00","updated_date":"2026-06-28T08:30:55.475000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 60 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-28T08:30:55.333Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"98f29ab3-fec3-5012-be5d-ca53732fbd5a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-29T08:30:54.235000+00:00","updated_date":"2026-06-29T08:30:54.235000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 35 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-29T08:30:54.137Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6c3f219f-22ef-5781-bb70-3a5de30fbf42","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-29T08:30:54.672000+00:00","updated_date":"2026-06-29T08:30:54.672000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 55 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-29T08:30:54.490Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c9df3801-5e8d-52bf-b61d-f4209d3bc596","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-29T08:30:55.614000+00:00","updated_date":"2026-06-29T08:30:55.614000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 61 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-29T08:30:55.445Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"090419fc-8a9f-5d99-a09b-016f055e5ede","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-29T08:30:55.177000+00:00","updated_date":"2026-06-29T08:30:55.177000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 78 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-29T08:30:54.937Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6084e5f5-504c-51a1-a0c4-2b80b39f553d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-30T08:30:54.857000+00:00","updated_date":"2026-06-30T08:30:54.857000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 56 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-30T08:30:54.704Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8481de63-2269-5103-96ab-5a893b197c54","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-30T08:30:54.405000+00:00","updated_date":"2026-06-30T08:30:54.405000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 36 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-30T08:30:54.237Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6aa7a7d9-bfc7-5cfc-9bb3-271166081380","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-30T08:30:55.290000+00:00","updated_date":"2026-06-30T08:30:55.290000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 79 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-30T08:30:55.169Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8148910f-6552-5b7d-b79f-694ef6a181ca","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-06-30T08:30:55.665000+00:00","updated_date":"2026-06-30T08:30:55.665000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 62 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-06-30T08:30:55.553Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8dc36be2-022f-5517-ae8d-ec7bce9b47ac","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-01T08:30:54.799000+00:00","updated_date":"2026-07-01T08:30:54.799000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 57 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-01T08:30:54.656Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ef4e6150-67ae-55d9-b11a-ca30f72ec94b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-01T08:30:54.373000+00:00","updated_date":"2026-07-01T08:30:54.373000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 37 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-01T08:30:54.172Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a4cf571c-7bbc-5e92-b31c-4b69d4875c4f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-01T08:30:55.194000+00:00","updated_date":"2026-07-01T08:30:55.194000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 80 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-01T08:30:55.049Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"94106b03-ba4e-51c5-bd64-02a4d2fea0ab","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-01T08:30:55.658000+00:00","updated_date":"2026-07-01T08:30:55.658000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 63 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-01T08:30:55.501Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3c4227af-4d6f-55de-b824-06a3eca98599","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-02T08:30:54.491000+00:00","updated_date":"2026-07-02T08:30:54.491000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 38 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-02T08:30:54.354Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ddd8d232-df05-5080-8a42-c4ee8718d79c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-02T08:30:54.824000+00:00","updated_date":"2026-07-02T08:30:54.824000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 58 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-02T08:30:54.715Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a22e50b1-8b06-531c-ac5e-402753c0a6c6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-02T08:30:55.560000+00:00","updated_date":"2026-07-02T08:30:55.560000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 64 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-02T08:30:55.472Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ba683859-416f-555b-8f46-baf1baee1988","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-02T08:30:55.156000+00:00","updated_date":"2026-07-02T08:30:55.156000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 81 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-02T08:30:55.064Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"79b78dbb-c26f-5c8a-a48a-1e8a59e9bbbf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-03T08:30:53.856000+00:00","updated_date":"2026-07-03T08:30:53.856000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 39 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-03T08:30:53.756Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"931ec3c7-199d-5c3a-868a-19a45498feed","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-03T08:30:54.217000+00:00","updated_date":"2026-07-03T08:30:54.217000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 59 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-03T08:30:54.122Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4284962c-def5-5f76-bef4-634c2bbb8c70","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-03T08:30:54.811000+00:00","updated_date":"2026-07-03T08:30:54.811000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 65 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-03T08:30:54.721Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9499fd70-bf04-5ec4-9e60-2c00ef9c4dc4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-03T08:30:54.509000+00:00","updated_date":"2026-07-03T08:30:54.509000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 82 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-03T08:30:54.419Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ff267e63-367b-54dc-941c-e9b0d841d0f5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-04T08:30:55.132000+00:00","updated_date":"2026-07-04T08:30:55.132000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 40 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-04T08:30:54.947Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3c4ad4ec-5aac-5fdf-a0b2-118b7a91776e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-04T08:30:55.536000+00:00","updated_date":"2026-07-04T08:30:55.536000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 60 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-04T08:30:55.399Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d193557a-4605-5984-934e-5fdf0d15a358","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-04T08:30:55.940000+00:00","updated_date":"2026-07-04T08:30:55.940000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 83 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-04T08:30:55.800Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b51d506f-17a0-598a-9dc4-cb0559b3b2b6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-04T08:30:56.374000+00:00","updated_date":"2026-07-04T08:30:56.374000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 66 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-04T08:30:56.217Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"082a8574-7c17-5166-ad0a-32f2d390b9a3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-05T08:30:53.921000+00:00","updated_date":"2026-07-05T08:30:53.921000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 41 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-05T08:30:53.831Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8b326260-1e8f-581d-a3fd-725ba79eb8fc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-05T08:30:54.604000+00:00","updated_date":"2026-07-05T08:30:54.604000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 84 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-05T08:30:54.472Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5a545b04-151a-5324-a452-d3795def37c9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-05T08:30:54.210000+00:00","updated_date":"2026-07-05T08:30:54.210000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 61 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-05T08:30:54.122Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"04c8432f-9ba1-5429-b4b2-79d827156622","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-05T08:30:54.982000+00:00","updated_date":"2026-07-05T08:30:54.982000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 67 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-05T08:30:54.871Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e8c2d2c2-23aa-5cce-9f52-91588fd97a76","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-06T08:30:53.996000+00:00","updated_date":"2026-07-06T08:30:53.996000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 42 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-06T08:30:53.780Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2471de4e-579f-5273-8887-9820f27d7b3d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-06T08:30:54.797000+00:00","updated_date":"2026-07-06T08:30:54.797000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 85 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-06T08:30:54.647Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e0358523-fcb8-5d72-ab6f-587a937caf8d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-06T08:30:54.385000+00:00","updated_date":"2026-07-06T08:30:54.385000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 62 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-06T08:30:54.227Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ccb92ac3-2083-5b52-9e00-f46eca76ddfc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-06T08:30:55.233000+00:00","updated_date":"2026-07-06T08:30:55.233000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 68 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-06T08:30:55.090Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"844e59fe-1feb-552f-8a1e-86b1e95ae3e4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-07T08:30:58.165000+00:00","updated_date":"2026-07-07T08:30:58.165000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 43 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-07T08:30:57.967Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"96418e0c-934a-5d83-b33c-fe8f0122840e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-07T08:30:58.561000+00:00","updated_date":"2026-07-07T08:30:58.561000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 63 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-07T08:30:58.452Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"85bd73ac-b6fb-5a7f-9362-76a4f0cd73c8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-07T08:30:59.008000+00:00","updated_date":"2026-07-07T08:30:59.008000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 86 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-07T08:30:58.855Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"61b7d684-1892-5980-b885-252a6e0babf2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-07T08:30:59.461000+00:00","updated_date":"2026-07-07T08:30:59.461000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 69 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-07T08:30:59.238Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ed8cbbd4-d6fe-542d-aab2-a6e316d01734","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-08T08:30:55.616000+00:00","updated_date":"2026-07-08T08:30:55.616000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 64 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-08T08:30:55.456Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0a02a02b-471d-599a-b3ea-8bc8beac4efc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-08T08:30:55.157000+00:00","updated_date":"2026-07-08T08:30:55.157000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 44 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-08T08:30:54.962Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5b0ab1a1-f2ea-588d-bc0a-5bb93aa58a35","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-08T08:30:55.961000+00:00","updated_date":"2026-07-08T08:30:55.961000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 87 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-08T08:30:55.815Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"db5c2370-a22b-57ce-b4e3-38c6d778b502","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-08T08:30:56.380000+00:00","updated_date":"2026-07-08T08:30:56.380000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 70 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-08T08:30:56.196Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"75507548-75cb-5b67-9448-4fe2d0ee385e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-09T08:30:53.894000+00:00","updated_date":"2026-07-09T08:30:53.894000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 45 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-09T08:30:53.797Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"43239719-a0bc-5c96-9837-7b0f7313eff6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-09T08:30:54.201000+00:00","updated_date":"2026-07-09T08:30:54.201000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 65 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-09T08:30:54.105Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3b72f892-f937-5e4d-9ba3-7d2433edf396","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-09T08:30:54.505000+00:00","updated_date":"2026-07-09T08:30:54.505000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 88 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-09T08:30:54.411Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f18a6cda-bd6c-53cb-b909-fa711d727de1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-09T08:30:54.855000+00:00","updated_date":"2026-07-09T08:30:54.855000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 71 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-09T08:30:54.756Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"37a18199-3d35-5b9e-af9d-80ba56fbe721","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-10T08:30:55.940000+00:00","updated_date":"2026-07-10T08:30:55.940000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 89 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-10T08:30:55.853Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8dc10fef-33c3-5263-94a4-c09b8de6dca4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-10T08:30:55.166000+00:00","updated_date":"2026-07-10T08:30:55.166000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 46 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-10T08:30:55.055Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a543c943-8383-597e-bc6e-b00ed03af6be","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-10T08:30:55.555000+00:00","updated_date":"2026-07-10T08:30:55.555000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 66 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-10T08:30:55.420Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"56571d15-7e6d-5cc4-8625-5aec1c20766f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-10T08:30:56.273000+00:00","updated_date":"2026-07-10T08:30:56.273000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 72 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-10T08:30:56.126Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"30c8d6d7-c367-58d6-b2c4-9245596a6adc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-11T08:30:53.929000+00:00","updated_date":"2026-07-11T08:30:53.929000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 47 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-11T08:30:53.838Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ebbaf051-c8e7-5f6c-a126-73523a9a07f9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-11T08:30:54.791000+00:00","updated_date":"2026-07-11T08:30:54.791000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 73 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-11T08:30:54.691Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7cf7da90-9c25-5971-8717-73b2592eb2bf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-11T08:30:54.475000+00:00","updated_date":"2026-07-11T08:30:54.475000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 90 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-11T08:30:54.372Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"73973b03-2856-5327-a146-60e21fa14c42","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-11T08:30:54.193000+00:00","updated_date":"2026-07-11T08:30:54.193000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 67 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-11T08:30:54.112Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ba9df972-1772-5c2f-83e5-5d1c1b944037","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-12T08:30:53.852000+00:00","updated_date":"2026-07-12T08:30:53.852000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 48 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-12T08:30:53.762Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d37cbe95-2dcf-54db-a03a-42574c818689","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-12T08:30:54.828000+00:00","updated_date":"2026-07-12T08:30:54.828000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 74 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-12T08:30:54.736Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b0d4f0fd-fd1d-5959-92fe-3c5cfed29e74","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-12T08:30:54.501000+00:00","updated_date":"2026-07-12T08:30:54.501000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 91 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-12T08:30:54.412Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fce15457-f2f8-5732-8de6-d65d69874f59","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-12T08:30:54.195000+00:00","updated_date":"2026-07-12T08:30:54.195000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 68 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-12T08:30:54.099Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c99fc882-96c9-5d3b-b159-9d46af780c02","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-13T08:30:54.894000+00:00","updated_date":"2026-07-13T08:30:54.894000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 75 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-13T08:30:54.800Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6f6ea062-e553-52d3-9584-434cb8098881","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-13T08:30:54.041000+00:00","updated_date":"2026-07-13T08:30:54.041000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 49 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-13T08:30:53.946Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"25627641-5a85-5a22-a6a6-6632799369e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-13T08:30:54.611000+00:00","updated_date":"2026-07-13T08:30:54.611000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 92 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-13T08:30:54.529Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e80a19db-2c10-5ee6-9178-e9b3442669a5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-13T08:30:54.323000+00:00","updated_date":"2026-07-13T08:30:54.323000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 69 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-13T08:30:54.238Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1f14d40c-482b-5425-ba98-328408c97513","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-14T08:30:53.999000+00:00","updated_date":"2026-07-14T08:30:53.999000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 70 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-14T08:30:53.897Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c317493d-2c3c-5344-a83d-29880edd9bb5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-14T08:30:53.667000+00:00","updated_date":"2026-07-14T08:30:53.667000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 50 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-14T08:30:53.574Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"af459839-6154-5402-96e4-7ad759a72259","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-14T08:30:54.306000+00:00","updated_date":"2026-07-14T08:30:54.306000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 93 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-14T08:30:54.207Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"21106058-7cc3-5375-bdd8-23c4f2e298d9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-14T08:30:54.605000+00:00","updated_date":"2026-07-14T08:30:54.605000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 76 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-14T08:30:54.508Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8349be22-e478-5713-99da-568c28b82d48","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-15T08:30:54.211000+00:00","updated_date":"2026-07-15T08:30:54.211000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 51 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-15T08:30:54.112Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"89e67673-a559-5cde-9a59-30a4471b8be3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-15T08:30:54.570000+00:00","updated_date":"2026-07-15T08:30:54.570000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 71 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-15T08:30:54.429Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9e0c5639-088d-55df-9515-006ac5ed0aa2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-15T08:30:54.858000+00:00","updated_date":"2026-07-15T08:30:54.858000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 94 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-15T08:30:54.774Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a9545098-0e33-5e76-8c19-b01792865285","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-15T08:30:55.173000+00:00","updated_date":"2026-07-15T08:30:55.173000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 77 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-15T08:30:55.042Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"98056c73-5011-52b4-8b8a-534ec6d77822","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-16T08:30:53.892000+00:00","updated_date":"2026-07-16T08:30:53.892000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 52 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-16T08:30:53.781Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7b588c60-5a3a-5307-adf0-adb675fa47f3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-16T08:30:54.227000+00:00","updated_date":"2026-07-16T08:30:54.227000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 72 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-16T08:30:54.041Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6735c25a-8fcb-57a6-a26a-4d741993e149","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-16T08:30:54.560000+00:00","updated_date":"2026-07-16T08:30:54.560000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 95 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-16T08:30:54.450Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"44d86164-f044-5cbf-b948-8978c40fbcb6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-16T08:30:54.822000+00:00","updated_date":"2026-07-16T08:30:54.822000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 78 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-16T08:30:54.736Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4fda257d-7ad6-53f6-b508-27d0d6680735","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-17T08:30:53.974000+00:00","updated_date":"2026-07-17T08:30:53.974000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 53 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-17T08:30:53.834Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cc368e9c-908a-59c5-9919-93c5110acb9a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-17T08:30:54.759000+00:00","updated_date":"2026-07-17T08:30:54.759000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 79 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-17T08:30:54.670Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"82f86100-a9aa-5c7e-96b4-184cc6b9ea95","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-17T08:30:54.530000+00:00","updated_date":"2026-07-17T08:30:54.530000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 96 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-17T08:30:54.436Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ded37f31-70e4-5431-9921-2f3a519c4d49","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-17T08:30:54.277000+00:00","updated_date":"2026-07-17T08:30:54.277000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 73 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-17T08:30:54.151Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"67b1274b-c189-5517-af2d-d5c109538ee2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-18T08:30:53.997000+00:00","updated_date":"2026-07-18T08:30:53.997000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 54 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-18T08:30:53.899Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"271a8ecc-4e6b-549b-bc40-fab64b451ce0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-18T08:30:54.398000+00:00","updated_date":"2026-07-18T08:30:54.398000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 74 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-18T08:30:54.294Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"88bc7ef5-bcd6-5f1e-bff0-26491fe0a82f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-18T08:30:54.749000+00:00","updated_date":"2026-07-18T08:30:54.749000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 97 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-18T08:30:54.612Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fa3e669c-5c8d-513f-990b-949be26565cb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-18T08:30:55.048000+00:00","updated_date":"2026-07-18T08:30:55.048000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 80 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-18T08:30:54.934Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b29b8e09-d556-55a3-b619-4b8ee56be627","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-19T08:30:53.960000+00:00","updated_date":"2026-07-19T08:30:53.960000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 55 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-19T08:30:53.863Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"29b7ee86-a811-5033-a649-dd163ff6ea43","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-19T08:30:54.219000+00:00","updated_date":"2026-07-19T08:30:54.219000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 75 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-19T08:30:54.119Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"30111f10-329d-5b36-a749-1b6d78df8427","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-19T08:30:54.472000+00:00","updated_date":"2026-07-19T08:30:54.472000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 98 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-19T08:30:54.381Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"58fd8b92-6545-51a0-949a-e2bee0230d22","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-19T08:30:54.718000+00:00","updated_date":"2026-07-19T08:30:54.718000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 81 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-19T08:30:54.634Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9cebe31a-4323-5dfa-b8e8-7d66afebdafc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-20T08:31:31.029000+00:00","updated_date":"2026-07-20T08:31:31.029000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 56 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-20T08:31:30.883Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3da5a2e6-d58a-5ad5-bbc9-cdd1f9e3d2e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-20T08:31:31.502000+00:00","updated_date":"2026-07-20T08:31:31.502000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 76 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-20T08:31:31.399Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f7bf31ed-9aab-5493-b5e1-dd1be99a3990","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-20T08:31:31.818000+00:00","updated_date":"2026-07-20T08:31:31.818000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 99 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-20T08:31:31.728Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"089c772b-0a54-56c1-8d9d-a48788cd41ba","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-20T08:31:32.203000+00:00","updated_date":"2026-07-20T08:31:32.203000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 82 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-20T08:31:32.067Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a2cef7a4-6edd-5d8e-84d6-2a39857884f9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-21T08:30:54.143000+00:00","updated_date":"2026-07-21T08:30:54.143000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 57 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-21T08:30:54.020Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"16e9c748-5eb5-51e5-a870-03b328343c6b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-21T08:30:54.381000+00:00","updated_date":"2026-07-21T08:30:54.381000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 77 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-21T08:30:54.300Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6c76016f-3ed8-5fba-90a7-0608211def7d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-21T08:30:54.831000+00:00","updated_date":"2026-07-21T08:30:54.831000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 100 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-21T08:30:54.746Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f813ce0e-c0f6-53e7-aa11-85b5fb766eae","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-21T08:30:55.100000+00:00","updated_date":"2026-07-21T08:30:55.100000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 83 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-21T08:30:55.007Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c0487f1c-2820-561b-8f7d-93e291ad961f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-22T08:30:54.871000+00:00","updated_date":"2026-07-22T08:30:54.871000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 58 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-22T08:30:54.783Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"54f37cb2-a856-5ebb-837f-7ca10f89472f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-22T08:30:55.246000+00:00","updated_date":"2026-07-22T08:30:55.246000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 78 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-22T08:30:55.082Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f0877e3c-b4cf-5cec-aa3c-892922c0c277","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-22T08:30:55.709000+00:00","updated_date":"2026-07-22T08:30:55.709000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 101 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-22T08:30:55.549Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"55e8cb5b-7e0a-5d0d-a95e-4cafd572e566","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-22T08:30:56.267000+00:00","updated_date":"2026-07-22T08:30:56.267000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 84 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-22T08:30:56.004Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b28002cd-88f9-5497-b3c7-620c5cd83556","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-23T08:30:53.986000+00:00","updated_date":"2026-07-23T08:30:53.986000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 59 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-23T08:30:53.886Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"58d73edf-c659-5937-85eb-ed12d5ec98c1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-23T08:30:54.498000+00:00","updated_date":"2026-07-23T08:30:54.498000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 79 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-23T08:30:54.289Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"21e89b50-b4bd-5c5b-87f6-90e9da7e1376","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-23T08:30:55.106000+00:00","updated_date":"2026-07-23T08:30:55.106000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 102 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-23T08:30:55.002Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5b079c71-0328-5c92-ba32-5b38fc0bdae6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-23T08:30:55.418000+00:00","updated_date":"2026-07-23T08:30:55.418000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 85 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-23T08:30:55.325Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5d20b02e-79b3-529f-869d-cf9bddc53b06","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-24T08:30:54.718000+00:00","updated_date":"2026-07-24T08:30:54.718000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 80 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-24T08:30:54.520Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"acb2ee5d-f4fa-5847-a63f-1a6a7c4e81b0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-24T08:30:54.302000+00:00","updated_date":"2026-07-24T08:30:54.302000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 60 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-24T08:30:54.090Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c8ff490b-b464-585d-87f4-e83e31c5a49b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-24T08:30:55.549000+00:00","updated_date":"2026-07-24T08:30:55.549000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 86 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-24T08:30:55.373Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b822cf7e-c124-59d2-8dc6-11498b26104d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-24T08:30:55.074000+00:00","updated_date":"2026-07-24T08:30:55.074000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 103 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-24T08:30:54.901Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"11ad050b-c8f8-5e63-8ffc-583e97415e79","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-25T08:30:53.924000+00:00","updated_date":"2026-07-25T08:30:53.924000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 61 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-25T08:30:53.805Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"de82fd5c-f5de-5cde-ac17-5f1637022ecd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-25T08:30:54.707000+00:00","updated_date":"2026-07-25T08:30:54.707000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 104 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-25T08:30:54.626Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"098e102a-26fc-5896-a7c6-2888b75b7ff5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-25T08:30:54.418000+00:00","updated_date":"2026-07-25T08:30:54.418000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 81 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-25T08:30:54.139Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e7616ccb-cec1-5573-a098-da01c23b3653","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-25T08:30:55.252000+00:00","updated_date":"2026-07-25T08:30:55.252000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 87 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-25T08:30:55.105Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8c21b437-4530-550e-892a-1b344c95a396","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-26T08:30:54.984000+00:00","updated_date":"2026-07-26T08:30:54.984000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 82 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-26T08:30:54.763Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"dc3b4e56-05f6-5283-adb9-e240aba7622b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-26T08:30:54.462000+00:00","updated_date":"2026-07-26T08:30:54.462000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 62 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-26T08:30:54.308Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2e9fa277-d613-5d81-baa0-e1db2fc13279","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-26T08:30:55.679000+00:00","updated_date":"2026-07-26T08:30:55.679000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 88 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-26T08:30:55.588Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3da8871f-0e63-57af-9c95-bc2e40077df1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-26T08:30:55.403000+00:00","updated_date":"2026-07-26T08:30:55.403000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 105 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-26T08:30:55.306Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"099f1803-aa09-5ce4-a45f-6ad1ce233e5a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-27T08:30:54.757000+00:00","updated_date":"2026-07-27T08:30:54.757000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 63 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-27T08:30:54.591Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"96b2f030-961a-57a5-9bc7-55a05c86f1ce","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-27T08:30:55.114000+00:00","updated_date":"2026-07-27T08:30:55.114000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 83 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-27T08:30:54.922Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0fce3fd6-d39a-5bb0-b642-5a527732354b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-27T08:30:57.346000+00:00","updated_date":"2026-07-27T08:30:57.346000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 106 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-27T08:30:55.346Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a460e089-fd3f-5c23-a30b-e055eaa0e000","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-27T08:30:57.684000+00:00","updated_date":"2026-07-27T08:30:57.684000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 89 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-27T08:30:57.581Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"751db3e3-bc38-59b2-9429-d40c904523dd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-28T08:30:54.620000+00:00","updated_date":"2026-07-28T08:30:54.620000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 107 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-28T08:30:54.522Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f05305ec-7a3e-52ad-b501-0fcba17b0227","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-28T08:30:54.873000+00:00","updated_date":"2026-07-28T08:30:54.873000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 90 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-28T08:30:54.788Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b5a7a082-f054-5b33-8f8a-17215db4d9a8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-28T08:30:54.373000+00:00","updated_date":"2026-07-28T08:30:54.373000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 84 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-28T08:30:54.266Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8511c6f6-1234-548b-89a9-7d2fdb3a78af","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-28T08:30:54.118000+00:00","updated_date":"2026-07-28T08:30:54.118000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 64 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-28T08:30:54.010Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a8aba880-7518-5da6-a878-e3a97c92c4a3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-29T08:30:53.979000+00:00","updated_date":"2026-07-29T08:30:53.979000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 65 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-29T08:30:53.815Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ea8dfd4c-4657-59a5-bab5-2203ec2293fd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-29T08:30:54.287000+00:00","updated_date":"2026-07-29T08:30:54.287000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 85 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-29T08:30:54.142Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"29a1c22c-d8a5-5f67-86ef-e66c01f27e5f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-29T08:30:54.643000+00:00","updated_date":"2026-07-29T08:30:54.643000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 108 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-29T08:30:54.493Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f12354ab-fb1e-523e-989b-eb8200a41273","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-29T08:30:55.080000+00:00","updated_date":"2026-07-29T08:30:55.080000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 91 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-29T08:30:54.862Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ab704f6f-3c43-5f41-b9df-e500604d6c60","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-30T08:30:53.816000+00:00","updated_date":"2026-07-30T08:30:53.816000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 66 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-30T08:30:53.661Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bdc9c7e2-e1bb-5ea1-aabb-06f1fb92fdca","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-30T08:30:54.129000+00:00","updated_date":"2026-07-30T08:30:54.129000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 86 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-30T08:30:54.008Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b0c42b0f-4d1f-559e-8b15-61be5a1b5a6e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-30T08:30:54.379000+00:00","updated_date":"2026-07-30T08:30:54.379000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 109 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-30T08:30:54.283Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8300911e-db93-54eb-97f0-920b3e6a1ead","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-30T08:30:54.691000+00:00","updated_date":"2026-07-30T08:30:54.691000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 92 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-30T08:30:54.591Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2eac0c35-17b4-5306-a48b-3de0aa259328","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-31T08:30:54.254000+00:00","updated_date":"2026-07-31T08:30:54.254000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 67 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-31T08:30:54.076Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a73565a3-1a4f-5f55-96dc-2591026229ff","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-31T08:30:54.556000+00:00","updated_date":"2026-07-31T08:30:54.556000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 87 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-31T08:30:54.454Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ee112d4b-40ba-5ca1-ad1e-a063135e8aed","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-31T08:30:54.904000+00:00","updated_date":"2026-07-31T08:30:54.904000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 110 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-31T08:30:54.802Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a4973e03-4598-5c78-8ea1-990c645e3d9d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-07-31T08:30:55.321000+00:00","updated_date":"2026-07-31T08:30:55.321000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 93 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-07-31T08:30:55.142Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e67f6972-c608-59a6-9dcb-c559ffbac7fe","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-01T08:30:54.264000+00:00","updated_date":"2026-08-01T08:30:54.264000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 88 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-01T08:30:54.178Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"287affb4-97f1-5dd2-a947-30c1e5979d2e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-01T08:30:54.826000+00:00","updated_date":"2026-08-01T08:30:54.826000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 94 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-01T08:30:54.737Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"20e1ad34-17d7-5807-a222-7109e63957c8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-01T08:30:54.562000+00:00","updated_date":"2026-08-01T08:30:54.562000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 111 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-01T08:30:54.451Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b7ddfd00-96a9-5e43-ab3d-e003b1a443fb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-01T08:30:54.026000+00:00","updated_date":"2026-08-01T08:30:54.026000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 68 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-01T08:30:53.924Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"dd025f38-da7d-5b5b-ba4e-dae1fc74d4e4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-02T08:30:54.763000+00:00","updated_date":"2026-08-02T08:30:54.763000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 89 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-02T08:30:54.634Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0c920ab5-955e-5670-ab79-a5fe127bc311","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-02T08:30:54.342000+00:00","updated_date":"2026-08-02T08:30:54.342000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 69 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-02T08:30:54.011Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4ad6e56b-a95b-505b-9e75-f6e442e82b98","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-02T08:30:55.201000+00:00","updated_date":"2026-08-02T08:30:55.201000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 112 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-02T08:30:54.976Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9fbef962-7d37-5647-940f-c9ae14398b4e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-02T08:30:55.654000+00:00","updated_date":"2026-08-02T08:30:55.654000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 95 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-02T08:30:55.494Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0b960078-b206-5e02-842f-71ad49b652e7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-03T08:30:55.963000+00:00","updated_date":"2026-08-03T08:30:55.963000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 70 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-03T08:30:55.871Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f8f37ae2-a40f-5517-a571-8a055855fc25","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-03T08:30:56.706000+00:00","updated_date":"2026-08-03T08:30:56.706000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 113 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-03T08:30:56.567Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c3844fc4-de81-5163-a787-13c33901c7ef","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-03T08:30:56.359000+00:00","updated_date":"2026-08-03T08:30:56.359000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 90 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-03T08:30:56.249Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6f85a12b-9cd6-565c-ab5c-ede926394b3b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-03T08:30:57.070000+00:00","updated_date":"2026-08-03T08:30:57.070000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 96 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-03T08:30:56.906Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"55239db4-3ebb-5bef-a92b-acdee6dcac29","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-04T08:30:54.657000+00:00","updated_date":"2026-08-04T08:30:54.657000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 114 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-04T08:30:54.507Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fc116dce-b3bf-5837-af16-28a38b9e6c15","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-04T08:30:54.342000+00:00","updated_date":"2026-08-04T08:30:54.342000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 91 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-04T08:30:54.240Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c665326c-0d9b-5d6d-be98-f1388dcfecc2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-04T08:30:54.059000+00:00","updated_date":"2026-08-04T08:30:54.059000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 71 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-04T08:30:53.955Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4bc9969f-a5a0-5b05-bf09-1b9ec2772e14","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-04T08:30:55+00:00","updated_date":"2026-08-04T08:30:55+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 97 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-04T08:30:54.913Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"da1fac48-87aa-5f48-ab85-6e5fa6c5cf39","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-05T08:30:54.601000+00:00","updated_date":"2026-08-05T08:30:54.601000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 115 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-05T08:30:54.526Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6d53ea0c-e515-58db-885b-edc39db5519a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-05T08:30:54.349000+00:00","updated_date":"2026-08-05T08:30:54.349000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 92 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-05T08:30:54.270Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"594f0410-e331-5f6f-a3c8-d092373caa2d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-05T08:30:54.865000+00:00","updated_date":"2026-08-05T08:30:54.865000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 98 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-05T08:30:54.781Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"93257344-80b3-57c5-a45c-448fcc8064a4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-05T08:30:54.067000+00:00","updated_date":"2026-08-05T08:30:54.067000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 72 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-05T08:30:53.941Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a90a4377-3c6b-5853-99de-125b67e5c9a9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-06T08:30:54.422000+00:00","updated_date":"2026-08-06T08:30:54.422000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 93 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-06T08:30:54.298Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e0f37092-7494-5a7d-9c9e-2426e6f2fe08","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-06T08:30:54.655000+00:00","updated_date":"2026-08-06T08:30:54.655000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 116 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-06T08:30:54.578Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"119c9883-cdcc-5a5b-8283-8fbd2d20f8c4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-06T08:30:54.923000+00:00","updated_date":"2026-08-06T08:30:54.923000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 99 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-06T08:30:54.820Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"25471629-a380-5d2d-b0a5-804f362f88e6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-06T08:30:54.124000+00:00","updated_date":"2026-08-06T08:30:54.124000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 73 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-06T08:30:54.040Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6b2b90b3-efae-55ea-b9d6-e844f359c0c2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-07T08:30:54.727000+00:00","updated_date":"2026-08-07T08:30:54.727000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 74 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-07T08:30:54.624Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f4fcee2f-ae73-5503-b516-da9df06974ea","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-07T08:30:55.325000+00:00","updated_date":"2026-08-07T08:30:55.325000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 117 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-07T08:30:55.223Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"82975bf6-2982-5297-a9fa-a4075b231d77","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-07T08:30:55.593000+00:00","updated_date":"2026-08-07T08:30:55.593000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 100 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-07T08:30:55.506Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fa66dfe7-8640-5c73-ab87-613d2378bafb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-07T08:30:55.033000+00:00","updated_date":"2026-08-07T08:30:55.033000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 94 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-07T08:30:54.937Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2df48aab-4c12-542d-8a11-0386feebdb57","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-08T08:30:53.866000+00:00","updated_date":"2026-08-08T08:30:53.866000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 75 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-08T08:30:53.791Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0d464a64-b8a3-52f5-bee9-c2b9cbd30214","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-08T08:30:54.108000+00:00","updated_date":"2026-08-08T08:30:54.108000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 95 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-08T08:30:54.031Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8d73031a-06f5-5b86-8c5b-a41ea8fd0330","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-08T08:30:54.556000+00:00","updated_date":"2026-08-08T08:30:54.556000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 101 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-08T08:30:54.474Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a5d95357-de2e-5634-a7e6-6046848b4dc3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-08T08:30:54.317000+00:00","updated_date":"2026-08-08T08:30:54.317000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 118 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-08T08:30:54.246Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2faf873f-dfb6-5cb5-a1d7-371de4e154b2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-09T08:30:54.699000+00:00","updated_date":"2026-08-09T08:30:54.699000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 76 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-09T08:30:54.570Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"09060786-cf5b-5700-985d-bb4a06cf54c7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-09T08:30:55.429000+00:00","updated_date":"2026-08-09T08:30:55.429000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 119 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-09T08:30:55.246Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b8f58d14-3e06-5f60-8281-3c7926fc6542","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-09T08:30:55.044000+00:00","updated_date":"2026-08-09T08:30:55.044000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 96 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-09T08:30:54.942Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"471e152a-9f87-52a3-a59f-f91c4baa1916","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-09T08:30:55.714000+00:00","updated_date":"2026-08-09T08:30:55.714000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 102 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-09T08:30:55.634Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"926cf16f-7f50-53b9-93d4-ce3aa741784e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-10T08:30:54.165000+00:00","updated_date":"2026-08-10T08:30:54.165000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 77 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-10T08:30:54.086Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8a36a561-0ac3-524d-b178-f9328b794011","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-10T08:30:54.702000+00:00","updated_date":"2026-08-10T08:30:54.702000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 120 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-10T08:30:54.614Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4980d2e2-b5e4-5ac7-8a8e-f6a51f0edcbc","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-10T08:30:54.453000+00:00","updated_date":"2026-08-10T08:30:54.453000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 97 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-10T08:30:54.365Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0fcde9ad-aa94-5a16-acfa-86c40719e118","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-10T08:30:54.951000+00:00","updated_date":"2026-08-10T08:30:54.951000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 103 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-10T08:30:54.857Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4cf8be89-929b-57d2-a811-4f5a4a0e5676","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-11T08:30:53.947000+00:00","updated_date":"2026-08-11T08:30:53.947000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 78 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-11T08:30:53.868Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"10ecbf81-ec17-535a-81d1-f1bb8867dfd8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-11T08:30:54.227000+00:00","updated_date":"2026-08-11T08:30:54.227000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 98 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-11T08:30:54.133Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c88ee32a-a00d-5a69-a654-2af75c4870ec","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-11T08:30:54.767000+00:00","updated_date":"2026-08-11T08:30:54.767000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 104 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-11T08:30:54.682Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1f4e48e0-fa17-5d13-b665-399e172e7f34","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-11T08:30:54.480000+00:00","updated_date":"2026-08-11T08:30:54.480000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 121 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-11T08:30:54.402Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6d63b61c-6620-5663-bcc2-ea72f17f772c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-12T08:30:54.049000+00:00","updated_date":"2026-08-12T08:30:54.049000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 79 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-12T08:30:53.916Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d162eeb1-eb2d-5d6c-a1cf-11358440e10e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-12T08:30:54.327000+00:00","updated_date":"2026-08-12T08:30:54.327000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 99 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-12T08:30:54.225Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0ef41fbc-0349-53db-ae76-053c887f1a28","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-12T08:30:54.867000+00:00","updated_date":"2026-08-12T08:30:54.867000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 105 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-12T08:30:54.788Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"dd2e2d10-bd7b-5454-ba39-4379e8cec2bb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-12T08:30:54.605000+00:00","updated_date":"2026-08-12T08:30:54.605000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 122 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-12T08:30:54.496Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"da5f9ce7-5e21-5cde-bd10-7817f7359efb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-13T08:30:54.606000+00:00","updated_date":"2026-08-13T08:30:54.606000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 123 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-13T08:30:54.508Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"71b67e75-392f-5be9-b542-b3581b948899","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-13T08:30:54.871000+00:00","updated_date":"2026-08-13T08:30:54.871000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 106 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-13T08:30:54.782Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"869d3b45-75a4-53df-8378-c6a24f0df9e5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-13T08:30:54.303000+00:00","updated_date":"2026-08-13T08:30:54.303000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 100 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-13T08:30:54.206Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cb05229d-dfdf-5449-945a-3d9372198670","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-13T08:30:54.013000+00:00","updated_date":"2026-08-13T08:30:54.013000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 80 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-13T08:30:53.921Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"988dfc93-9c39-5d86-92ba-3c9e98b1918d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-14T08:30:54.758000+00:00","updated_date":"2026-08-14T08:30:54.758000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 124 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-14T08:30:54.674Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"db24edac-0100-5ec5-9df7-7ec2ade14857","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-14T08:30:54.528000+00:00","updated_date":"2026-08-14T08:30:54.528000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 101 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-14T08:30:54.454Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"131b8475-ad89-57f3-9f71-606ec046afaa","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-14T08:30:54.247000+00:00","updated_date":"2026-08-14T08:30:54.247000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 81 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-14T08:30:54.163Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4051dfa5-d29c-558f-a60c-b3de48c537eb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-14T08:30:55.094000+00:00","updated_date":"2026-08-14T08:30:55.094000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 107 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-14T08:30:55.007Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b89e4cd6-fa22-53a2-863f-ee9ab976a047","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-15T08:30:54.251000+00:00","updated_date":"2026-08-15T08:30:54.251000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 102 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-15T08:30:54.178Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"47b6e0f0-dc44-5153-bfc0-1c3848ec9a16","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-15T08:30:54.715000+00:00","updated_date":"2026-08-15T08:30:54.715000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 125 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-15T08:30:54.425Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ec470c15-2b5a-5f22-977c-2ee75f07ee52","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-15T08:30:54.024000+00:00","updated_date":"2026-08-15T08:30:54.024000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 82 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-15T08:30:53.949Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"704926c6-f02b-5c74-863b-39a3ec46d756","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-15T08:30:55.034000+00:00","updated_date":"2026-08-15T08:30:55.034000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 108 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-15T08:30:54.957Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"daa9cf73-15ca-5149-98b0-be28126d820b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-16T08:30:54.827000+00:00","updated_date":"2026-08-16T08:30:54.827000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 83 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-16T08:30:54.750Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b4a3de6f-42a6-5203-acc0-bad97c0b7604","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-16T08:30:55.602000+00:00","updated_date":"2026-08-16T08:30:55.602000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 109 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-16T08:30:55.534Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7dd99bd0-cf9b-558e-baa1-1381efa30f6d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-16T08:30:55.393000+00:00","updated_date":"2026-08-16T08:30:55.393000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 126 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-16T08:30:55.314Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"66f06dc0-5b20-5ebd-adfd-d5eb83aa11f4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-16T08:30:55.111000+00:00","updated_date":"2026-08-16T08:30:55.111000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 103 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-16T08:30:54.992Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"03e73b3f-4622-5857-a255-9aab2f0ffcfd","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-17T08:30:59.877000+00:00","updated_date":"2026-08-17T08:30:59.877000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 84 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-17T08:30:59.739Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cc40b13a-d59e-5602-a06c-c65336701a51","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-17T08:31:00.396000+00:00","updated_date":"2026-08-17T08:31:00.396000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 127 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-17T08:31:00.325Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c5800345-ad54-515c-b8b7-334e12a6a9b6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-17T08:31:00.147000+00:00","updated_date":"2026-08-17T08:31:00.147000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 104 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-17T08:31:00.076Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"66f0dc13-1f43-5ef1-b359-030b13bb74f0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-17T08:31:00.648000+00:00","updated_date":"2026-08-17T08:31:00.648000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 110 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-17T08:31:00.575Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"47c83b37-0857-5c1c-9a36-50f673171a5d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-18T08:30:53.915000+00:00","updated_date":"2026-08-18T08:30:53.915000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 85 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-18T08:30:53.800Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5e364d20-e208-5ebe-a46e-cfebe7ba8379","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-18T08:30:54.204000+00:00","updated_date":"2026-08-18T08:30:54.204000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 105 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-18T08:30:54.134Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"46a4141b-58f7-57fb-9f90-2702dbefaed7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-18T08:30:54.703000+00:00","updated_date":"2026-08-18T08:30:54.703000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 111 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-18T08:30:54.632Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"61d986bf-7cf9-5007-9d7b-f28eabf874ee","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-18T08:30:54.444000+00:00","updated_date":"2026-08-18T08:30:54.444000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 128 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-18T08:30:54.380Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ee16c96d-285a-5b8c-bd6a-24caffd97c39","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-19T08:30:54.751000+00:00","updated_date":"2026-08-19T08:30:54.751000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 112 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-19T08:30:54.680Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8f944dce-f11a-5bbd-a7ab-452e6f5ec554","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-19T08:30:54.528000+00:00","updated_date":"2026-08-19T08:30:54.528000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 129 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-19T08:30:54.467Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"326cb001-6ea1-54ab-b93c-7da311914e3b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-19T08:30:54.067000+00:00","updated_date":"2026-08-19T08:30:54.067000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 86 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-19T08:30:53.949Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4e340cc8-e1c9-5bc5-b4a8-4bafdfffb70d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-19T08:30:54.329000+00:00","updated_date":"2026-08-19T08:30:54.329000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 106 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-19T08:30:54.217Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"89d696fc-f2ae-5e4f-a9ff-9ab7b8f9309a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-20T08:30:54.074000+00:00","updated_date":"2026-08-20T08:30:54.074000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 87 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-20T08:30:53.958Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"719cda5b-c8a9-5509-b3ad-1016eead2593","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-20T08:30:54.850000+00:00","updated_date":"2026-08-20T08:30:54.850000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 130 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-20T08:30:54.713Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bad78941-f8b7-5aa7-b12f-0216c4603062","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-20T08:30:54.505000+00:00","updated_date":"2026-08-20T08:30:54.505000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 107 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-20T08:30:54.438Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"eeac48ea-e617-5913-a7f3-12c1d3f5518f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-20T08:30:55.075000+00:00","updated_date":"2026-08-20T08:30:55.075000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 113 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-20T08:30:55.004Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"87b4c889-25c5-59a8-8081-b5e5b81318e3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-21T08:30:54.313000+00:00","updated_date":"2026-08-21T08:30:54.313000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 88 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-21T08:30:54.233Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"18e2c217-5614-521c-817f-9aa30efe5fb2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-21T08:30:54.581000+00:00","updated_date":"2026-08-21T08:30:54.581000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 108 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-21T08:30:54.515Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7445dd83-be7f-559d-b638-eb6da1510976","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-21T08:30:54.892000+00:00","updated_date":"2026-08-21T08:30:54.892000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 131 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-21T08:30:54.821Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"671c9e91-6a8a-53cf-9613-f34b088618de","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-21T08:30:55.216000+00:00","updated_date":"2026-08-21T08:30:55.216000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 114 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-21T08:30:55.147Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fb7ba564-ffa6-5ec2-9e55-f7ad4f48aa19","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-22T08:30:54.722000+00:00","updated_date":"2026-08-22T08:30:54.722000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 109 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-22T08:30:54.655Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3c5b38ca-92cc-5d61-b8b5-b5e53002a7e0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-22T08:30:54.364000+00:00","updated_date":"2026-08-22T08:30:54.364000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 89 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-22T08:30:54.282Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a0f7ae52-b4cd-5119-9dbb-8a38ccc1ae53","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-22T08:30:55.488000+00:00","updated_date":"2026-08-22T08:30:55.488000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 115 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-22T08:30:55.396Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b02a81e3-d663-57bc-a1e9-ce995112b692","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-22T08:30:55.102000+00:00","updated_date":"2026-08-22T08:30:55.102000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 132 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-22T08:30:54.967Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"416ff461-5884-5e7a-bc53-a75402eafcdf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-23T08:30:53.967000+00:00","updated_date":"2026-08-23T08:30:53.967000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 90 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-23T08:30:53.899Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f954a82a-d204-5389-9a8f-53a1be2e4eb0","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-23T08:30:54.436000+00:00","updated_date":"2026-08-23T08:30:54.436000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 133 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-23T08:30:54.355Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"812f51cc-bb37-5756-9b84-bf0319463edf","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-23T08:30:54.662000+00:00","updated_date":"2026-08-23T08:30:54.662000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 116 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-23T08:30:54.592Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5574068c-64f6-5c59-8555-c7bc49174eb5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-23T08:30:54.187000+00:00","updated_date":"2026-08-23T08:30:54.187000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 110 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-23T08:30:54.123Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a5b0fd59-6c83-567e-9cb0-1c9fb8515141","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-24T08:30:54.388000+00:00","updated_date":"2026-08-24T08:30:54.388000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 111 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-24T08:30:54.307Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"9762facf-931c-584c-849f-b2996be64926","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-24T08:30:54.862000+00:00","updated_date":"2026-08-24T08:30:54.862000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 117 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-24T08:30:54.763Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"17a3a7c5-4f76-5b8f-bb83-17417965ab4f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-24T08:30:54.610000+00:00","updated_date":"2026-08-24T08:30:54.610000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 134 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-24T08:30:54.549Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"54788af4-1615-5cbf-904e-c2836c3e4e27","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-24T08:30:54.110000+00:00","updated_date":"2026-08-24T08:30:54.110000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 91 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-24T08:30:54.034Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e3ecfe2e-0d68-5a9e-805b-86c540f058ed","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-25T08:30:53.883000+00:00","updated_date":"2026-08-25T08:30:53.883000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 92 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-25T08:30:53.779Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"451c3269-f3fc-5e4a-a79d-f27263a23019","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-25T08:30:54.129000+00:00","updated_date":"2026-08-25T08:30:54.129000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 112 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-25T08:30:54.060Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2b22f775-293d-5f80-9bf7-bb0e64846ac9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-25T08:30:54.610000+00:00","updated_date":"2026-08-25T08:30:54.610000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 135 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-25T08:30:54.538Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1e032fbc-aa80-53a1-89c4-599fca0a2ef1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-25T08:30:54.939000+00:00","updated_date":"2026-08-25T08:30:54.939000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 118 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-25T08:30:54.764Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"32aa5445-a802-5c0f-9faa-a7329d341fd8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-26T08:30:57.757000+00:00","updated_date":"2026-08-26T08:30:57.757000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 93 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-26T08:30:57.671Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3a416cbb-e752-5bb1-b634-44467a90ec24","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-26T08:30:58.219000+00:00","updated_date":"2026-08-26T08:30:58.219000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 136 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-26T08:30:58.154Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"714754d8-88de-567c-8e14-9cd7dc4fbd10","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-26T08:30:58.012000+00:00","updated_date":"2026-08-26T08:30:58.012000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 113 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-26T08:30:57.929Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bd95fd56-a4b3-5e88-8e36-0eced3d95f5c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-26T08:31:00.665000+00:00","updated_date":"2026-08-26T08:31:00.665000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 119 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-26T08:31:00.549Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fb68ca34-4833-5e0b-81de-9261a7f94877","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-27T08:30:53.813000+00:00","updated_date":"2026-08-27T08:30:53.813000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 94 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-27T08:30:53.748Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5ebafca7-e01a-5c2b-9e9b-b57d4d89e0f2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-27T08:30:54.037000+00:00","updated_date":"2026-08-27T08:30:54.037000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 114 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-27T08:30:53.978Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"238e0456-3f9d-5af3-98a3-2dcea099700c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-27T08:30:54.534000+00:00","updated_date":"2026-08-27T08:30:54.534000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 120 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-27T08:30:54.467Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b7c35e04-bb23-5fea-9bcb-ccb0deaa2c7a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-27T08:30:54.297000+00:00","updated_date":"2026-08-27T08:30:54.297000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 137 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-27T08:30:54.196Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5f28c567-ba16-5974-9695-24e9b8c1623a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-28T08:30:54.957000+00:00","updated_date":"2026-08-28T08:30:54.957000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 138 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-28T08:30:54.891Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c3cb6757-eb0e-5e5e-bdcd-22e06bd3b446","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-28T08:30:54.448000+00:00","updated_date":"2026-08-28T08:30:54.448000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 95 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-28T08:30:54.377Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4aea55e5-65bd-5574-b75f-59fcde2e1e41","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-28T08:30:54.709000+00:00","updated_date":"2026-08-28T08:30:54.709000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 115 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-28T08:30:54.642Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3c886352-789a-5353-a438-1fb7e7dcdab4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-28T08:30:55.224000+00:00","updated_date":"2026-08-28T08:30:55.224000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 121 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-28T08:30:55.155Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cd5a919b-5c05-5fed-801f-0f2122ec9c09","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-29T08:30:54.463000+00:00","updated_date":"2026-08-29T08:30:54.463000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 116 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-29T08:30:54.386Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4e94556b-19b8-51ce-a421-d6d8d67fb02b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-29T08:30:54.745000+00:00","updated_date":"2026-08-29T08:30:54.745000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 139 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-29T08:30:54.674Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e95e8f77-af8a-5ded-8e54-a4d5a9543523","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-29T08:30:54.187000+00:00","updated_date":"2026-08-29T08:30:54.187000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 96 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-29T08:30:54.084Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ba81f3a3-9b4c-5e20-824b-cbbc58f71bb9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-29T08:30:55.058000+00:00","updated_date":"2026-08-29T08:30:55.058000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 122 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-29T08:30:54.986Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cbfb5411-649b-5ccc-ba02-3ac03cca606f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-30T08:30:54.695000+00:00","updated_date":"2026-08-30T08:30:54.695000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 117 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-30T08:30:54.611Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"08a1c480-479c-5e63-99c0-bea7aecc5e47","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-30T08:30:54.243000+00:00","updated_date":"2026-08-30T08:30:54.243000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 97 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-30T08:30:54.048Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"673b067d-8a07-5b08-b4de-d1a45ce3dc7e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-30T08:30:55.380000+00:00","updated_date":"2026-08-30T08:30:55.380000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 123 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-30T08:30:55.318Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"5546cbb9-82bd-5bda-9903-031c73b64a54","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-30T08:30:55.134000+00:00","updated_date":"2026-08-30T08:30:55.134000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 140 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-30T08:30:55.030Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ea6588b5-8908-50bf-a3b1-f03ff1090c78","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-31T08:30:55.841000+00:00","updated_date":"2026-08-31T08:30:55.841000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 118 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-31T08:30:55.776Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"360a63a6-319b-52e9-a3f6-5ee5935363c1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-31T08:30:55.533000+00:00","updated_date":"2026-08-31T08:30:55.533000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 98 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-31T08:30:55.469Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bf75031f-c6ad-5ab7-911a-54c901012259","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-31T08:30:56.079000+00:00","updated_date":"2026-08-31T08:30:56.079000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 141 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-31T08:30:56.014Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6672c51d-bd16-5b0a-bee1-f8a3ba4796f5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-08-31T08:30:56.266000+00:00","updated_date":"2026-08-31T08:30:56.266000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 124 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-08-31T08:30:56.210Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2268d293-688b-581e-ac03-2e988808587a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-01T08:30:54.378000+00:00","updated_date":"2026-09-01T08:30:54.378000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 99 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-01T08:30:54.272Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e49a2a7b-3a74-5ec0-b2c8-707635008c39","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-01T08:30:54.670000+00:00","updated_date":"2026-09-01T08:30:54.670000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 119 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-01T08:30:54.586Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"8aff0edb-56dd-5f78-b170-73a095f86a44","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-01T08:30:55.061000+00:00","updated_date":"2026-09-01T08:30:55.061000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 142 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-01T08:30:54.992Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"748ce375-bdd2-5953-85ca-21994dc8a6a7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-01T08:30:55.268000+00:00","updated_date":"2026-09-01T08:30:55.268000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 125 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-01T08:30:55.200Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"331a9641-f0fc-5e54-ad77-b3b488dfdab7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-02T08:30:54.522000+00:00","updated_date":"2026-09-02T08:30:54.522000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 120 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-02T08:30:54.452Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cdd237d1-3f9f-5631-9a25-39ecdb0c3c13","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-02T08:30:54.807000+00:00","updated_date":"2026-09-02T08:30:54.807000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 143 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-02T08:30:54.724Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"6f0916d5-b3a4-586f-850c-bdabd9807c59","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-02T08:30:54.202000+00:00","updated_date":"2026-09-02T08:30:54.202000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 100 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-02T08:30:54.013Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"002f0ab0-6d73-5d22-b5cc-793dfbb71b02","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-02T08:30:55.446000+00:00","updated_date":"2026-09-02T08:30:55.446000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 126 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-02T08:30:55.383Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e9482fb7-1e41-50c9-ac7c-64c59fa0ca65","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-03T08:30:56.758000+00:00","updated_date":"2026-09-03T08:30:56.758000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 101 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-03T08:30:56.628Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d17968c9-c585-582d-b0b5-9b812eb0b5d8","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-03T08:30:57.078000+00:00","updated_date":"2026-09-03T08:30:57.078000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 121 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-03T08:30:57.019Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bbad5221-9b7f-58c3-a352-df326d07b297","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-03T08:30:57.356000+00:00","updated_date":"2026-09-03T08:30:57.356000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 144 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-03T08:30:57.257Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"3b467e56-a6fa-5d16-8337-24e168fb0bda","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-03T08:30:57.633000+00:00","updated_date":"2026-09-03T08:30:57.633000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 127 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-03T08:30:57.558Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0829d62b-453d-59b3-8e47-15decb563fc3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-04T08:30:54.161000+00:00","updated_date":"2026-09-04T08:30:54.161000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 102 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-04T08:30:54.099Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bae76fc6-a830-5056-9a78-0648ce9f400f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-04T08:30:54.494000+00:00","updated_date":"2026-09-04T08:30:54.494000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 122 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-04T08:30:54.434Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"14a42a60-6c36-506a-b40a-8dec83f004d2","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-04T08:30:54.772000+00:00","updated_date":"2026-09-04T08:30:54.772000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 145 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-04T08:30:54.677Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7bddc58c-ba0e-518a-8479-d65ee14c1a54","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-04T08:30:55.030000+00:00","updated_date":"2026-09-04T08:30:55.030000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 128 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-04T08:30:54.969Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bf462164-3481-52ad-bd4f-cfbf48f7a7c1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-05T08:30:53.881000+00:00","updated_date":"2026-09-05T08:30:53.882000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 103 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-05T08:30:53.810Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"898d9884-a9bd-529b-accf-2389e31b8b74","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-05T08:30:54.382000+00:00","updated_date":"2026-09-05T08:30:54.382000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 146 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-05T08:30:54.318Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f9deef64-c6e2-5941-865d-f2b167508855","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-05T08:30:54.615000+00:00","updated_date":"2026-09-05T08:30:54.615000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 129 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-05T08:30:54.551Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"7305aa59-38f3-53df-ac8c-6a5d547eabea","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-05T08:30:54.149000+00:00","updated_date":"2026-09-05T08:30:54.149000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 123 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-05T08:30:54.073Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"cffd83b7-53c2-5119-9165-1d0078c4db49","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-06T08:30:53.916000+00:00","updated_date":"2026-09-06T08:30:53.916000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 104 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-06T08:30:53.774Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"91cea8f1-fdb0-5e26-ac8b-fdac82793a3c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-06T08:30:54.393000+00:00","updated_date":"2026-09-06T08:30:54.393000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 147 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-06T08:30:54.326Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e195e0ab-b3ea-5f65-b4c0-d4d8ac3da6f7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-06T08:30:54.172000+00:00","updated_date":"2026-09-06T08:30:54.172000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 124 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-06T08:30:54.089Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0e438158-72c6-5d37-912d-80b14a544dc7","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-06T08:30:54.629000+00:00","updated_date":"2026-09-06T08:30:54.629000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 130 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-06T08:30:54.538Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"2be86962-088e-5ea9-834c-37541f06b9df","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-07T08:30:54.906000+00:00","updated_date":"2026-09-07T08:30:54.906000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 131 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-07T08:30:54.824Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"102f56e8-41e4-5bfe-89e3-0f2d65bf9322","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-07T08:30:54.026000+00:00","updated_date":"2026-09-07T08:30:54.026000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 105 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-07T08:30:53.935Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c5ae85f7-4087-5021-b329-478f524a9616","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-07T08:30:54.252000+00:00","updated_date":"2026-09-07T08:30:54.252000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 125 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-07T08:30:54.187Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"b90d9241-eccc-5189-be00-7d7ca3dd13fb","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-07T08:30:54.579000+00:00","updated_date":"2026-09-07T08:30:54.579000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 148 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-07T08:30:54.397Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d9a1f6bc-4c11-5634-a5de-eaf503606329","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-08T08:30:54.796000+00:00","updated_date":"2026-09-08T08:30:54.796000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 132 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-08T08:30:54.735Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"83d97b09-5e04-5ef2-9fcb-9661472d16a6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-08T08:30:54.086000+00:00","updated_date":"2026-09-08T08:30:54.086000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 106 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-08T08:30:54.028Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bb5cccd2-8de7-56e7-9af1-b3ef1c5b7e72","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-08T08:30:54.591000+00:00","updated_date":"2026-09-08T08:30:54.591000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 149 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-08T08:30:54.528Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e8f1f578-a369-5b00-85e5-30c3cf6c6d95","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-08T08:30:54.324000+00:00","updated_date":"2026-09-08T08:30:54.324000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 126 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-08T08:30:54.255Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"201f8da6-5bee-5b1a-8386-c9f227c0a1e4","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-09T08:30:54.676000+00:00","updated_date":"2026-09-09T08:30:54.676000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 150 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-09T08:30:54.617Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0f9e5c9b-31ba-5c86-b5c6-725b46d0ae11","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-09T08:30:54.911000+00:00","updated_date":"2026-09-09T08:30:54.911000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 133 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-09T08:30:54.821Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"14a7a8cd-6eca-5095-adc8-fef061768cb1","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-09T08:30:54.133000+00:00","updated_date":"2026-09-09T08:30:54.133000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 107 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-09T08:30:54.062Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"0a79e66b-4a37-543a-93f8-6aa7b951b0d5","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-09T08:30:54.410000+00:00","updated_date":"2026-09-09T08:30:54.410000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 127 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-09T08:30:54.351Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4fb7011f-f848-543b-9535-f5f35e3e780a","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-10T08:30:58.673000+00:00","updated_date":"2026-09-10T08:30:58.673000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 108 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-10T08:30:58.570Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"4722445d-539e-51a4-a57f-2992fc56b795","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-10T08:30:59.649000+00:00","updated_date":"2026-09-10T08:30:59.649000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 134 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-10T08:30:59.581Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"98cda0f8-bf9e-528c-ac3b-53ea9df8d830","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-10T08:30:59.339000+00:00","updated_date":"2026-09-10T08:30:59.339000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 151 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-10T08:30:59.273Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"66f098eb-d5eb-5cf9-8259-a0cb74899a55","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-10T08:30:59.092000+00:00","updated_date":"2026-09-10T08:30:59.092000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 128 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-10T08:30:59.030Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"64b7a7e7-5e1d-59e4-a1e7-f006f95dd938","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-11T08:30:54.937000+00:00","updated_date":"2026-09-11T08:30:54.937000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 129 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-11T08:30:54.870Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e8256eb2-927f-5632-a96d-b802b1c0792d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-11T08:30:54.633000+00:00","updated_date":"2026-09-11T08:30:54.633000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 109 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-11T08:30:54.567Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f361b6cb-fa13-50be-b955-69e9c174120e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-11T08:30:55.184000+00:00","updated_date":"2026-09-11T08:30:55.184000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 152 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-11T08:30:55.109Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"1da9e3d9-9607-5321-aaf4-8b5dd389e77f","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-11T08:30:55.441000+00:00","updated_date":"2026-09-11T08:30:55.441000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 135 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-11T08:30:55.368Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c43de3f7-fd61-55fc-bf02-7dd2a214776e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-12T08:30:55.323000+00:00","updated_date":"2026-09-12T08:30:55.323000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 130 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-12T08:30:55.249Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fa764816-6577-58d8-8bfe-c7416d4a1201","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-12T08:30:55.820000+00:00","updated_date":"2026-09-12T08:30:55.820000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 136 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-12T08:30:55.757Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"83273b8c-bb1d-590e-a551-0cbaf7988d8b","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-12T08:30:55.024000+00:00","updated_date":"2026-09-12T08:30:55.024000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 110 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-12T08:30:54.954Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c3c904fc-dc6e-5702-ac0b-66a9bb5be6fa","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-12T08:30:55.562000+00:00","updated_date":"2026-09-12T08:30:55.562000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 153 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-12T08:30:55.491Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"a73f8ca8-f694-5677-b448-05706afdcc8c","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-13T08:30:53.971000+00:00","updated_date":"2026-09-13T08:30:53.971000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 111 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-13T08:30:53.899Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"d1156986-7fa2-558f-93c3-1d86a7a2c909","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-13T08:30:54.533000+00:00","updated_date":"2026-09-13T08:30:54.533000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 154 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-13T08:30:54.468Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"adf2b9b3-a76b-510a-afa0-085a269aec2e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-13T08:30:54.834000+00:00","updated_date":"2026-09-13T08:30:54.834000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 137 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-13T08:30:54.752Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fcb50aae-d0c6-55f9-9baa-2394e8106c5e","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-13T08:30:54.221000+00:00","updated_date":"2026-09-13T08:30:54.221000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 131 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-13T08:30:54.151Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"bdb97b82-39ce-5a62-a7d8-619de1e7faf9","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-14T08:30:57.415000+00:00","updated_date":"2026-09-14T08:30:57.415000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 132 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-14T08:30:57.343Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"e148942a-937a-5ac2-89c7-00c4ec15f874","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-14T08:30:57.746000+00:00","updated_date":"2026-09-14T08:30:57.746000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 155 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-14T08:30:57.650Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"c7961260-fa45-5d8e-b8a4-fedfe39523b6","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-14T08:30:57.107000+00:00","updated_date":"2026-09-14T08:30:57.107000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 112 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-14T08:30:57.035Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"f15d0c9c-9994-5734-92bb-9165b46ac731","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-14T08:30:58+00:00","updated_date":"2026-09-14T08:30:58+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 138 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-14T08:30:57.937Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"ac4d7083-0a1f-50de-862f-c1a6a62b92b3","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-15T08:30:54.059000+00:00","updated_date":"2026-09-15T08:30:54.059000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"84fa9aa1-71eb-5a2d-bfcd-e4748b1ebf22","policy_id":null,"account_id":"d7f3d810-d6c9-5c20-83f6-bced4ba11c9b","producer_id":"Nsk3i9u340","client_name":"Chen, Lisa","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Chen, Lisa\" deadline is 2026-05-25 — 113 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-15T08:30:53.988Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"410425f6-e255-57b6-8d41-1bbeb7b14c2d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-15T08:30:54.945000+00:00","updated_date":"2026-09-15T08:30:54.945000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"1720a109-af07-555d-a84d-76b6d9732e22","policy_id":null,"account_id":"cff01373-3e9a-5d54-866a-c6974928ee71","producer_id":"Nsk3i9u340","client_name":"Johnson, Sarah","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Johnson, Sarah\" deadline is 2026-04-29 — 139 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-15T08:30:54.862Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"07e91bbc-9a41-59e1-9a95-7e64f39b7b7d","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-15T08:30:54.643000+00:00","updated_date":"2026-09-15T08:30:54.643000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"98682c88-40ef-5116-88e6-bcfbba69a201","policy_id":null,"account_id":"793c3ebe-c1e8-5f0a-a482-d904fed284eb","producer_id":"Nsk3i9u340","client_name":"BuildRight Construction","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"BuildRight Construction\" deadline is 2026-04-12 — 156 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-15T08:30:54.546Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. Document reason for delay per NAIC #275 §4(b)."},{"id":"fc5fd33f-f35a-54ea-8afa-373396c0a925","org_id":"7a9c4e2f-1b3d-4e8a-9f2c-6d1e8a3f4b5c","created_date":"2026-09-15T08:30:54.346000+00:00","updated_date":"2026-09-15T08:30:54.346000+00:00","created_by":null,"is_demo":true,"compliance_case_id":"ab94b5d9-dfb6-5173-9331-03e92dc8e8cb","policy_id":null,"account_id":"21c94ae6-3b47-5a78-bef5-b0ee499bbb2a","producer_id":"Nsk3i9u340","client_name":"Smith, John","flag_type":"deadline_alert","flag_label":"Compliance Deadline EXPIRED","severity":"Critical","flag_status":"Open","detail":"Case \"Smith, John\" deadline is 2026-05-05 — 133 day(s) PAST deadline. All disclosures, suitability, and replacement items must be complete before this date.","raised_at":"2026-09-15T08:30:54.266Z","raised_by":"complianceDeadlineAlert","resolved_at":null,"resolved_by":null,"resolution_notes":null,"waiver_reason":null,"regulation_cite":"NAIC #275 / NAIC #613 — state-mandated compliance deadline","action_required":"Deadline expired — immediate principal review required. 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