Operator OS | CRM + risk + pay + platform readiness
Vault Command Center
Manage traders, products, challenge rules, checkout, coupon codes, affiliates, QuickBooks Payments, payout review, funded account workflow, and ArkGuard surveillance from one live admin surface.
Needs Attention
High-signal queue for operator action. Demo data populates as workflows run.
Live Readiness
Provider and billing workflows use review-pending language until written approvals exist.
Trader 360
One-screen trader command view
Identity, account state, challenge status, payouts, risk, billing, platform events, and audit context stay connected.
| Object | ID | Status | Detail |
|---|---|---|---|
| Run the demo walkthrough or build a challenge to populate CRM records. | |||
Pipeline
Lead → signup → challenge → funded
Kanban-style operating stages for prop firm teams. This view is operator-first, not a generic CRM clone.
Challenge Studio
Challenge Builder
Build Challenge products against the live `/challenges` backend: price, targets, drawdown, contracts, reset fees, payout split, copy policy, and data mode.
Promotion Engine
Coupon, BOGO, reset, private deal, and affiliate campaigns managed from the operator surface.
Affiliate Desk
Create affiliate profiles, referral codes, conversion tracking, commission ledger entries, and refer-a-friend free-reset rewards.
QuickBooks Payments Queue
Sandbox checkout creates linked customer and receipt records. Real payment processing remains a launch credential step.
Payout Queue
Payout requests pass through KYC, open-position, ArkGuard, and operator review gates before processing.
ArkGuard Surveillance
Monitor bot, hedge, copy, farming, payout-risk, account status, and provider-health signals inside the prop firm workflow.
| Platform | Action | Status / Evidence |
|---|---|---|
| No platform events yet. | ||
Audit Timeline
Operator actions, backend records, risk evidence, billing, and platform events appear here as the live walkthrough runs.
Product Completion Map
Completion IDs grouped by product area for investor/provider demo readiness.