Audit log
Append-only history of creates, updates, and status changes. Read-only.
| Timestamp | Actor | Action | Entity | Note |
|---|---|---|---|---|
| Jun 18, 2026, 08:39 AM | Priya Shah | update | Interaction int_f4arv1n9 | Pinned to top of timeline |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Opportunity opp_fr9l623n | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Task task_lchy21b | — |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Party: Hadley Endowment | — |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Contact ctc_p92y7d6v | — |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Interaction int_ufhp40v5 | — |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Opportunity opp_921o5h8y | — |
| Jun 18, 2026, 08:39 AM | Marcus Reid | create | Task task_4z9atcu | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Party: Stefan Koppel | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | ComplianceCase kyc_3h4bz9kk | — |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_3h4bz9kk | Checklist item identity_documents -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_3h4bz9kk | Checklist item proof_of_address -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_3h4bz9kk | Checklist item sanctions_screening -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | status change | ComplianceCase kyc_3h4bz9kk | status: not_started → in_progress |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Opportunity opp_wmqacpmq | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Interaction int_3ksogk1j | — |
| Jun 18, 2026, 08:39 AM | Anika Kapoor | create | Party: Meridian Prime Brokerage | — |
| Jun 18, 2026, 08:39 AM | Anika Kapoor | create | ComplianceCase kyc_7mafpts5 | — |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_7mafpts5 | Checklist item identity_documents -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_7mafpts5 | Checklist item beneficial_ownership -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_7mafpts5 | Checklist item sanctions_screening -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | status change | ComplianceCase kyc_7mafpts5 | status: not_started → approved |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Party: Catherine Novaria | — |
| Jun 18, 2026, 08:39 AM | Jonas Weber | create | Opportunity opp_w0yzfw1c | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Party: Cortex Family Office | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | ComplianceCase kyc_brlt9rjp | — |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_brlt9rjp | Checklist item identity_documents -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_brlt9rjp | Checklist item proof_of_address -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_brlt9rjp | Checklist item source_of_funds -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_brlt9rjp | Checklist item beneficial_ownership -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | status change | ComplianceCase kyc_brlt9rjp | Awaiting sanctions screening sign-off |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Opportunity opp_qx2rpril | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Interaction int_v36ldh1i | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Task task_tyzslvz | — |
| Jun 18, 2026, 08:39 AM | Marcus Reid | create | Task task_41f3jvu | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Party: Ariadne Macro Fund | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | ComplianceCase kyc_ptzzh780 | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Contact ctc_btnw2zh7 | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Contact ctc_8j1yrv4g | — |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_ptzzh780 | Checklist item identity_documents -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_ptzzh780 | Checklist item proof_of_address -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_ptzzh780 | Checklist item source_of_funds -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_ptzzh780 | Checklist item beneficial_ownership -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | update | ComplianceCase kyc_ptzzh780 | Checklist item sanctions_screening -> completed |
| Jun 18, 2026, 08:39 AM | Helena Vance | status change | ComplianceCase kyc_ptzzh780 | Full institutional pack approved. |
| Jun 18, 2026, 08:39 AM | Priya Shah | status change | Party: Ariadne Macro Fund | status: prospect → active |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Interaction int_f4arv1n9 | — |
| Jun 18, 2026, 08:39 AM | Priya Shah | create | Interaction int_6i9cjjdf | — |