My Nexsett

Good evening, Walter

Your front door to Nexsett work, applications and governed actions.

Needs attention

2 access controls require review

One joiner request awaits independent approval and one privileged-access record needs evidence.

CRM pipeline8Qualified opportunitiesOpen CRM ↗

100-Day Launch Plan

My objectives and progress

Next checkpoint

Shared team score0%Individual score—Current final score—SourceFinancial Model v0.5

How this score works

Each person’s result is currently modelled as 70% shared team outcomes and 30% individual objectives. Values shown here are working inputs from the 100-Day Plan—not approved performance outcomes or payment entitlements.

Personal boundary: add permitted evidence, commentary and progress. Only an authorised Performance Administrator may change the objective, weighting, method, reviewer or lifecycle.

Applications

Open a workspace

Entitled

CRM NEKB

Application permissions still apply.

People

Access snapshot

5Workspace identities3Review items0Ready for cutover

My work

Current priorities

My Nexsett v0.15Preview implementation and UATIn progress
CRM / Navigator v0.14Release gate remains controlledDraft
Shared identityArchitecture decision outstandingBlocked

Executive Management Committee

EMC Dashboard

What matters, what needs a management decision and what must follow a separate formal authority route.

Internal management forum

Performance: controlled planPipeline: CRMFinance: reconciled sourcesAuthority: valid delegation only

Open actions1Current management action

Decisions1Delegation evidence required

Recommendations1Separate formal route

Escalations1Finance exception

Current agenda

Previous actions

Review open actions, confirm completed items and identify anything requiring escalation or reassignment.

1 Previous actions2 100-Day3 Pipeline4 Client journey5 Delivery6 Finance7 Risks8 New actions

Meeting outputs

Action and decision register

Resolve onboarding dependencyRodney · routine managementOpen
Portal delivery sequenceWalter · formal authority routeAwaiting route

AI review

4 proposed outputs

Human confirmation required

Action

Confirm provider API requirements00:18:42 · source transcript retained

Management decision

Move campaign review to next EMC00:27:15 · delegation evidence required

Formal recommendation

Portal delivery sequence00:41:03 · route separately for authority

Risk

Reconciliation exception may delay close00:52:28 · independent review required

Boundary: AI output is non-authoritative until human confirmation, and confirmation still does not substitute for formal authority.

Operating monthAugust 2026

Source completeness3 classes expected

Reconciliation98% · 2 exceptions

Close stateOpen

Authority boundaryAccess ≠ close authority

Monzo Operating BankSource reconciled

£—

Live balance not connected in this preview.

Future USD AccountAwaiting source

$—

Pending account and statement connection.

Custody WalletSource reconciled

— USDC

Reporting view only; no signing or movement authority.

Net Operating PositionCalculated view

£—

Calculated only from reconciled controlled evidence.

Personal reward position

Performance Pool

Working model

The 25% pool is a working rule and not an automatic entitlement. Each state remains separate.

Working forecast reference: £17,791
Generated / provisional: £— awaiting reconciled revenue
Reconciled: £—
Approved payable: £0
Paid: £0

Personal reward position

My Deal Commissions

Source pending

Contribution follows the controlled deal record, not job title. Projected and payable amounts are never combined.

Projected / potential: £— CRM source not connected
Generated operationally: £—
Reconciled: £—
Approved payable: £0
Paid: £0

Source evidence

Treasury accounts & custody

Monzo operating bankReconciled
Future USD accountPending
Custody walletReconciled

Exceptions

Independent review required

Provider receipt varianceOpen
Custody fee unmatchedReview

Source & Import

Upload monthly source evidence

Finance Source Uploader

Original files remain immutable source evidence. Import creates separate normalised records; it never rewrites the statement. Upload rights are allocated through People & Access.

Import pipeline

Evidence to controlled records

Original source retained→Hash and provenance recorded→Format mapped / normalised→Transactions classified→Ready to reconcile

Segregation: Finance Uploader may submit evidence but cannot self-approve an exception or close the period.

Source register

August 2026 imports

Original evidence preserved

Source	Period	Uploader	Import state	Evidence
Monzo Operating Bank	August 2026	Rodney Prescott	Normalised	Original retained
LMAX monthly report	August 2026	Awaiting upload	Format pending	Not received
Custody Wallet	August 2026	Rodney Prescott	Normalised	Original retained

Match & Reconcile

Expected versus actual

2 exceptions

Control item	Expected	Actual	Variance	Source	State
Provider commission receipt	£62,500	£61,260	£1,240	LMAX + bank	Investigate
RemitONE payable	£12,000	£12,000	£0	Ledger + bank	Matched
Custody fee	£3,250	£3,100	£150	Custody statement	Review

Internal transfersExcluded from income/expense

Independent reviewerRequired

Source provenanceRetained per line

Period closeBlocked by exceptions

Commission Ledger

Transaction and rule traceability

Working data

Every amount links provider evidence, relevant client/volume, the applicable controlled rule, payment state and reconciliation evidence.

Class	Basis	Amount	Evidence	Lifecycle
Provider commission receivable	LMAX reported activity	£62,500	LMAX report	Reconciling
Channel / partner payable	RemitONE · controlled rule	£12,000	Rule + payment	Reconciled
Internal commission payable	Recorded contribution	£—	CRM + written split	Evidence required
Provider / infrastructure charges	LMAX + custody	£—	Provider sources	Reconciling
Performance Pool provision	25% working rule	£—	Reconciled eligible revenue	Not generated
Net Nexsett revenue	Controlled waterfall	£—	Completed reconciliation	Pending

Monthly Close

August 2026 control gates

Blocked

Sources receivedNormalisation completeReconciliation exceptionsIndependent reviewClose authorityEMC reconciled view

Authority: upload rights, application administration or finance visibility do not confer period-close authority.

Post-close adjustment

Never rewrite a closed month

A correction creates a new adjustment linked to the original source and period, records the reason, receives independent review and preserves the original closed evidence.

Financial Model v0.5

Commission calculator

Working control

Development and testing only. Values reproduce current working rules for design validation; they are not contractual quotations or approved commercial terms.

Monthly volumeFlow ruleChannelPerformance pool

Gross client fees£300,000

Provider & custody costs(£175,000)

Channel share(£37,500)

Nexsett net revenue£87,500

Performance Pool provision(£21,875)

Retained contribution£65,625

Commercial enablement

Marketing & Client Engagement

A controlled access point for prospect material and client-engagement artefacts. The current usable item and status are surfaced without turning document use into a separate lifecycle.

Lifecycle: CRM / BA-001 / CA-001Masters: governed repository / DriveExternal use: status-controlled

Source-referenced

Introducing Nexsett

Early prospect and referral engagement material.

Repository status and version must be resolved before use.

Source artefact found

Settlement Assessment Snapshot

Structured client input supporting discovery and qualification.

Existing shared-Drive artefact; governed status still resolves from source.

Controlled status required

Mutual NDA

Confidentiality control for protected information exchange.

Use only the current controlled master.

Controlled status required

PQQ

Qualification and provider-readiness evidence where applicable.

Supports lifecycle evidence; it is not a lifecycle stage.

Later-stage material

Client Proposal / Engagement

Controlled client-facing material for a supported commercial decision.

Proposition, evidence and authority must support issue.

Repository controlled

Brand & External Assets

Only currently authorised external versions are visible for use.

Draft and superseded assets stay hidden from normal selection.

Control: “file found in Drive” never means “approved for external use”. Status, version and authority come from the controlled record.

Contributor workflow

Nominate collateral

Creates Draft only

Control sequence

Nomination is not approval

Contributor nominates→Collateral Custodian verifies master, version and provenance→Legal/commercial review where required→External-use Approver decides→Approved item becomes visible

Drive remains the repository. My Nexsett is the catalogue, lifecycle and permitted-use control layer.

Collateral Administration

Review and lifecycle queue

Separate business permissions

Item	Owner	Current state	Required action	Control
Corporate one-pager v0.3	Commercial	For Review	Verify claims and master
Approved Nexsett logo pack	Brand custodian	Approved External	None	Current master
Partner presentation v0.2	Partnerships	Superseded	Hidden from normal use	History retained

General userView/download permitted approved material

Collateral ContributorNominate Draft material

Collateral CustodianVerify master, metadata and lifecycle

External-use ApproverApprove only under valid authority

No bundled admin authority: category administration does not automatically permit external-use approval, and a submitter cannot approve their own nomination.

Strategic intelligence

Insights

An operational view over the existing NEKB Strategic Intelligence framework, watchlist and source register. NEKB remains authoritative.

High impact

Stablecoin settlement development

Reviewed assessment of the development and why it matters to Nexsett.

Escalated to EMC

Watch

Provider market movement

Relevant change affecting a partner, provider or competitive environment.

Monitor

Opportunity

New corridor signal

Potential commercial or strategic opportunity requiring assessment.

Investigate

Watchlist

Monitoring domains

Controlled sources

Strategic Intelligence controls

SI-REG-001 · Source Register
SI-WL-001 · Watchlist
Latest controlled analysis
Weekly executive briefing
Quarterly management review

Evidence & Decisions

Evidence & Decision Control

Review intelligence, source evidence and authority basis before recording a controlled decision. AI may propose; authorised people decide.

Preview-local decision control

Evidence: source retainedAuthority: must be explicitAI status: non-authoritative proposalOutcome: audit event recorded

Needs evidence0Cannot be accepted yet

For review0Human decision required

Escalated0Separate authority route

Recorded locally0Preview decisions only

Decision queue

Items requiring human judgement

Governed queue

Selected item

Select a decision item

For review

Working tools

Templates & Controlled Forms

Find a verified current master or inspect a discovered source. My Nexsett must resolve version, approval status and permitted use before a working copy is created.

Masters: controlled repository / DrivePresentations: Google SlidesUse rights: resolved at time of use

Truthful status: a file found in Drive is not automatically an approved master. Only an independently verified current master will be labelled approved and exposed for normal use.

Template Contributor

Nominate a controlled file

Creates Draft only

Control sequence

Nomination is not publication

Contributor nominates→Template Custodian verifies provenance, owner and version→Separate class approver confirms permitted use→Library exposes the verified current master

People & Access: Template Custodian and class-scoped Controlled-form Approver are separately requested roles. The contributor and custodian cannot approve their own nomination.

Template Custodian

Verification and approval-routing queue

Separate approval required

Template / form	Class	Owner	Custodian route	Approver route	State
EMC Agenda	Governance	Company Secretariat	Template Custodian	Governance Approver	Source found · verify status
Expense / Request Form	Corporate	Finance	Template Custodian	Corporate / Finance Approver	No master resolved

No bundled authority: Template Custodian status does not itself authorise legal, corporate, financial or external use. Approver allocations are requested through People & Access and must be independently approved.

Board & Shareholders

Formal governance control centre.

Route Board matters, shareholder approvals, DLA authority and corporate-record changes through the correct evidence, Drive file and approval path.

Working preview v5 · local only

Operating view

What needs formal governance attention?

Signals · exceptions · actions

Controlled evidence

Select controlled location and evidence

Drive remains source of file

Evidence selector

Matter type Drive source area Controlled location Selected file

No Drive file selectedSelect a controlled location first, then select evidence from Drive.

Matter selected Controlled location selected Evidence pending Authority pending

Document status Authority check

Next controlled action Select controlled Drive evidence before any Board or shareholder update is treated as authoritative.

Preview sample: controlled locations shown here are local sample values only. Live allocation remains a post-beta Drive Location Register item.

Approval route

Preview approval workflow

Local simulation

Use this to see how a selected governance matter would move from evidence selection into review, approval and controlled recording. This preview records no real approval and changes no Drive file.

Approval routing

Approval route Required authority Reviewer / approver Decision state

Approval route will update from the selected matter, evidence and authority position.

Authority boundary

Access is not authority

Control rule

System access allows a user to open or interact with this area. Document access allows a user to select or link a Drive file. Approval authority is separate and must come from the approved governance route.

System accessCan see or use the workspace.

Document accessCan select or link permitted Drive evidence.

Approval authorityCan approve only where Board, shareholder or DLA authority exists.

Normal state

Normal governance state

Quiet

No urgent Board matterNo shareholder approval pendingNo DLA exceptionNo missing controlled evidence

Beta readiness

Release status

Candidate check

Board page format aligned.
Functional route selection active in preview.
Drive integration pending beta.
Approval workflow simulation active in preview.
User Guide and Drive allocation notes parked for post-beta.

What changed

Latest governance changes

Working preview

Functional tile selection now drives the evidence selector.
Controlled location language replaces hard-coded Drive-location wording.
Selected route check now calls out missing evidence or authority.
Approval route simulation added without creating formal approval.

People & Access

One people record. Explicit application access.

Central working view for organisational profiles and entitlements. Specialist permissions remain in CRM and Navigator until controlled migration.

Workspace identity→Nexsett profile→App entitlements→Specialist permissions→Separate authority evidence

Role-qualified administration

Select a person to manage their record

No self-service objective editing

Open an individual to review identity, entitlements, specialist application mappings and—where separately authorised—their assigned objectives. People administration does not automatically grant Performance Administrator authority.

Person	Workspace	My Nexsett	CRM	Navigator	Control state	Open

Enterprise audit trail

Material event history

Append-only preview record

Business events objective, collateral, finance, commission, access and EMCSecurity events sensitive views, downloads and privilege changesAI events proposal, source, human accept/edit/reject

When	Actor	Area	Event	Evidence / authority

Event minimum: actor, timestamp, prior/new state, source/evidence, reason, authority basis, related record and outcome. Ordinary navigation noise is not mixed into the business audit history.

Access requests

Request, approve, provision, evidence.

The preview records a governed request; it never grants access directly. Requester, approver and provisioner remain distinct for privileged changes.

Queue

Open requests

Local preview queue

Access Audit & Evidence

Routing and decision evidence

Visible control record

Every preview request keeps requester, subject, scope, selected approver, authority basis, decision state, reason, timestamp and routing evidence visible. This is a local Working Preview record only and does not provision access.

Migration readiness

Centralise only when control evidence is complete.

CRM and Navigator retain their Users functions and specialist permissions throughout this preview. Cutover remains blocked until every gate passes.

NO CUTOVER

0 / 8readiness gates passed

2specialist systems preserved

2separate Auth tenants

0production changes

Controlled sequence

People & Access migration gates

Working Draft