Quick Reference

Use this page during a live shift. Start with the observable condition, preserve the indicated evidence, then escalate when the evidence or impact requires it.

Start-of-Shift Quick Check

1. Read handover. 2. Open the approved workspace. 3. Check connections. 4. Scan symbols. 5. Confirm order flow. 6. Check Firing alerts and open follow-up.

Live Investigation Paths

01

Quote Problem

Stopped or stale quote, isolated jump, wider spread or unexpected LP-count drop.

Symbol Overview → Connection Status → independent price reference → Client Stream / Decision Stream if affected → record evidence → escalate

02

Connection Problem

Disconnected link, ageing heartbeat or repeated reconnect.

Connection Status → identify Connection + Traffic → Last heartbeat → affected quote or order-flow view → record scope → escalate

03

Order Problem

Reject, Timeout, record delay or customer complaint.

Decision Stream → confirm current View / subscription → preserve Order ID + time → compare quote and connection context → record scope → escalate

04

Client Review

A client or account requires evidence scope beyond one order.

Clients → ACC → relevant Account → order / quote evidence → preserve confirmed facts → escalate

Normal vs Needs Review

View	Normal cue	Needs review
Connection Status	Connected; fresh heartbeat	Disconnected; ageing heartbeat; repeated reconnect
Symbol Overview	Updating Bid/Ask; plausible spread; LPs present	Stopped/stale row; isolated jump; persistent widening; unexpected LP-count drop
Client Stream	Reconciles with configured context	Missing, stale or unexplained client-specific divergence
Decision Stream	Continuous, coherent records in the selected scope	Clustered rejection/timeout; missing/delayed record; scope not confirmed

Evidence Minimum

Record what, where, Server Time, confirmed scope, evidence, owner, next action and next review.

Escalation Message

At [time], [confirmed observation] affected [scope]. Checked [evidence]. Current impact is [impact/unknown]. [Owner] is reviewing. Next update at [time].

Authority Reminder

Use only within assigned Dealer authority.