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🚨 Transition Tool Escalations

Top Escalation Scenarios - Common Causes & Resolution

🚨 Transition Analysis Will Not Run

Common Causes

  • Missing tax lots

  • Unpriced securities

  • Unsupported account type

  • Invalid uploads

  • Allocation not totaling 100%

Resolution Steps

  1. Validate tax lot availability

  2. Confirm security pricing

  3. Remove unsupported assets

  4. Re-run analysis

Escalate If

Issue persists after validation.

🚨Transition Budget Appears Incorrect

Common Causes

  • Market movement

  • External realized gains

  • Scenario budget misunderstanding

  • Model sleeve activity

Resolution Steps

  1. Confirm budget type

  2. Review Transition Sleeve

  3. Compare execution timing

  4. Validate realized gains

Escalate If

Realized gains materially exceed expected thresholds.

🚨 Scheduler Did Not Execute Trades

Common Causes

  • Scheduler OFF

  • Budget exhausted

  • No qualifying opportunities

  • No offsetting losses

Resolution Steps

  1. Confirm Scheduler status

  2. Review remaining budget

  3. Run Tax Impact Report

  4. Validate sleeve holdings

Escalate If

Scheduler is ON but eligible trades are not executing.

🚨 Lots Changed Between Reports

Common Causes

  • Dynamic lot recalculation

  • Market movement

  • Accounting method logic

Resolution Steps

  1. Confirm disposition method

  2. Compare report timestamps

  3. Review updated market values

Escalate If

Lot selection conflicts with designated accounting method.

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