One signal across owned and client workspaces.
Move from a portfolio alert into the exact workspace, entity and source evidence.
Decision question
Which business needs attention without flattening the portfolio?
The RON workspace has an outstanding-balance alert. The EUR workspace is healthy; the currencies remain separate and the alert has a direct workspace trail.
Recorded scenario valuesEXAMPLE
What the evidence supports
| Metric | Value | Status | Evidence |
|---|---|---|---|
| Owned workspace · net | RON 84,000 | Available | SCN-PF-RON-001 |
| Client workspace · net | EUR 22,500 | Available | SCN-PF-EUR-001 |
| Active alerts | 1 | Available | SCN-PF-ALERT-001 |
| Portfolio money total | Unavailable | Unavailable | Currencies differ |
Evidence path
Never stop at the portfolio signal.
- 01PortfolioIllustrative Founder Portfolio
Two authorized workspaces
- 02WorkspaceOwned Business R
Native source of truth
- 03DimensionOutstanding
RON lane only
- 04EventSCN-PF-ALERT-001
Review threshold met
- 05SourceScenario fixture v1
No commercial data
Next evidence review
Open the RON outstanding records and confirm their owners and due dates.
Portfolio access requires grants. The scenario does not imply a global administrative bypass.