H2Cyber Admin · Clients · Framework v7
Client operations
Run the customer book from one dense register: pipeline state, current tier, earned level, request load, and scoped customer drill-ins.
Target: Smith Wealth Advisors
Today’s work
Client3 openReview Smith Wealth requests
Smith Wealth Advisors has 3 open requests across marketplace and other queues.
Client register
6 fixture rows shown
Quick filters
| Client | Company | Type | Score | Level | Marketplace Requests | Other Requests | Activity | View |
|---|---|---|---|---|---|---|---|---|
SWSmith Wealthops@smithwealth.example | Smith Wealth Advisors | B84% | Level 2 | 2 | 1 | 5h ago · assessed May 15 · 49 of 56 | View | |
BTBig Texowner@bigtex.example | Big Tex's Shop | Paid Self-Service | C76% | Level 1 | 0 | 1 | 1d ago · assessed May 15 · 31 of 56 | Demo pending |
HOHarbor Oakcompliance@harboroak.example | Harbor Oak Planning | Paid Self-Service | B-80% | Level 2 | 1 | 0 | 2d ago · assessed May 14 · 56 of 56 | Demo pending |
NTNorthline Taxadmin@northlinetax.example | Northline Tax Group | Free | Unrated | No Level | 0 | 0 | Today · account created · unrated | Demo pending |
RIRiverbend Insuranceprincipal@riverbend.example | Riverbend Insurance Group | Paid Self-Service | C-70% | Level 1 | 1 | 2 | May 13 · assessed May 13 · 56 of 56 | Demo pending |
KRKeystone RIAcompliance@keystoneria.example | Keystone RIA Partners | A-91% | Level 3 | 0 | 0 | May 14 · validated May 14 · 56 of 56 | Demo pending |