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Slack Channel Usage Map

Last Updated: 2026-09-04 Maintained by: BA Team

This document maps every system-generated Slack alert to its trigger context, Zapier flow, owning UC, and the correct channel for Production vs. Test environments. Channel IDs and descriptions are sourced from CR-15.2. When adding a new Slack alert to any UC or flow, add a row here.


Channel Reference (Quick Lookup)

ChannelID (Prod)Test ChannelID (Test)Description
#ops-treasuryC0BRCCMN1MG#test-ops-treasuryC0BRCBMGTC2Hourly Solvency Reports, Treasury Sweep confirmations, EOD Firm Health Report
#ops-riskC0BREC78LGH#test-ops-riskC0BRAMTDYMQHigh-Impact News alerts, Overnight Margin/Swap Monitor, TRIM_TO_COMPLIANCE Sev-1
#ops-devC0BRCDB8U3UConfig DB Backup success/failure notifications
#ops-marketingC0BQX3AV679Fulfillment notifications, perk inventory depletion alerts
#ops-onboardingC0BRC4UE15F#test-ops-onboardingC0BQX1MDX47Background Check flags (Checkr), E-Verify failures
#ops-generalC0BR8LRC5MK#test-ops-generalC0BR6UXRR8DCatch-all: Veriff resets, FCM denials, Dispute/Chargeback, Pay raise, MID capacity, Aggregate Exhaustion Sev-1, negative balance alerts
#ops-securityC0BQX3L74B1High Volume Pod Reassignment alerts (restricted)
#ops-compliance(ID not in CR-15.2 — confirm)KYC/Compliance BullMQ exhaustion, Veriff webhook unmatched user

Alert Usage Map

1. Balance < 0 — Flash Crash Protection

FieldValue
TriggerNet Balance < 0 after position flatten in Flow 7 (Hard Breach termination)
Zapier FlowFlow 7 — Step 5 (Balance Check)
UC DocUC_4.15.2 §5 Basic Flow — Step 5
Prod Channel#ops-generalC0BR8LRC5MK
Test Channel#test-ops-generalC0BR6UXRR8D
Additional actionLog to Bad_Debt_Log SQL table (user_id, fcm_subaccount_id, date, negative_balance_amount) for tax write-off

2. High-Impact News Event — T-30 / T-10 Warning

FieldValue
TriggerScheduled news event approaching (30-min and 10-min warning)
Zapier FlowNews Monitor flow (Zapier_Flow_Full_Reference L748–749)
UC Doc(Dashboard news/market status UC — TBD)
Prod Channel#ops-riskC0BREC78LGH
Test Channel#test-ops-riskC0BRAMTDYMQ
Additional actionBroadcast to Discord simultaneously

3. TRIM_TO_COMPLIANCE Gateway Rejection — Severity 1

FieldValue
TriggerBroker/exchange rejects a TRIM_TO_COMPLIANCE close order
Zapier FlowRisk Management flow (Research_Live_Risk_Management_EN_v1 L251)
UC Doc(Live Risk Management UC — TBD)
Prod Channel#ops-riskC0BREC78LGH
Test Channel#test-ops-riskC0BRAMTDYMQ
Additional action

4. Overnight Margin / Swap Monitor Alert

FieldValue
TriggerAsset approaching rollover/overnight milestone; alert level threshold crossed
Zapier FlowOvernight Margin & Swap Monitor flow (Zapier_Flow_Full_Reference L760, L820)
UC Doc(Market session / overnight monitor UC — TBD)
Prod Channel#ops-riskC0BREC78LGH
Test Channel#test-ops-riskC0BRAMTDYMQ
Additional actionAlso broadcast to Discord + Dashboard WebSocket (Notification Center + Market Status Widget)

5. Pay Raise Logic Triggered

FieldValue
TriggerPay raise rule fires for a trader
Zapier FlowZapier_Flow_Full_Reference L412
UC Doc(Compensation UC — TBD)
Prod Channel#ops-generalC0BR8LRC5MK
Test Channel#test-ops-generalC0BR6UXRR8D
Additional action

6. Tom James Suit Claimed / Inventory Limit Reached

FieldValue
TriggerLevel 10 trader claims Tom James Suit perk; or suit inventory limit exhausted
Zapier FlowFlow 26 (Zapier_Flow_Full_Reference L848, L856)
UC Doc(Perks UC — TBD)
Prod Channel#ops-marketingC0BQX3AV679
Test Channel(no test channel defined in CR-15.2)
Additional actionVendor email to reps@tomjames.com; Table H Claimed incremented; Active = No on limit

7. Goodwill Merch Inventory Depleted

FieldValue
TriggerGoodwill T-shirt 100-unit limit reached
Zapier FlowFlow 27 / Flow 37 (Zapier_Flow_Full_Reference L870)
UC Doc(Perks UC — TBD)
Prod Channel#ops-marketingC0BQX3AV679
Test Channel(no test channel defined in CR-15.2)
Additional actionTable H Active = No; Apliiq fulfillment order

8. Founding 500 Hoodie Limit Reached

FieldValue
TriggerFounding 500 Hoodie inventory limit exhausted
Zapier FlowFlow 1 / Flow 25 (Zapier_Flow_Full_Reference L839)
UC Doc(Perks UC — TBD)
Prod Channel#ops-marketingC0BQX3AV679
Test Channel(no test channel defined in CR-15.2)
Additional actionTable H Active = No

9. Veriff Session Manually Reset

FieldValue
TriggerOps manually resets a trader's Veriff KYC session
Zapier FlowZapier_Flow_Full_Reference L164
UC Doc(KYC / Onboarding UC — TBD)
Prod Channel#ops-generalC0BR8LRC5MK
Test Channel#test-ops-generalC0BR6UXRR8D
Additional action

10. Veriff — Identity Check Denied

FieldValue
TriggerVeriff webhook returns status == 'Denied'
Zapier FlowZapier_Flow_Full_Reference L173
UC Doc(KYC / Onboarding UC — TBD)
Prod Channel#ops-generalC0BR8LRC5MK (alert to Head of Ops)
Test Channel#test-ops-generalC0BR6UXRR8D
Additional actionPayload includes parsed_reason_for_denial

11. KYC / Compliance — BullMQ Retry Exhaustion (Sev-1)

FieldValue
TriggerBullMQ retry queue exhausted (8× retries) on KYC/identity call; or Veriff webhook user_id unresolvable
Zapier Flow(Node.js middleware, not Zapier)
UC DocUC_5.1 · UC_5.2 · UC_5.4
Prod Channel#ops-compliance(ID not in CR-15.2 — confirm with ops)
Test Channel(TBD)
Additional actionDead Letter Queue entry; auto-create Freshdesk ticket (Compliance_Hold / Compliance_Review)

12. E-Verify / Background Check Flag

FieldValue
TriggerE-Verify or Checkr returns a flag/failure on background check
Zapier FlowOnboarding background check flow
UC Doc(Onboarding UC — TBD)
Prod Channel#ops-onboardingC0BRC4UE15F
Test Channel#test-ops-onboardingC0BQX1MDX47
Additional action

13. Rithmic Provisioning — CloudWatch Sev-1 (Weekend Retry)

FieldValue
TriggerRithmic provisioning fails; weekend retry exhausted (Fri 4pm CT – Sun 4pm CT, final retry Sun 3:45pm CT)
Zapier Flow(CloudWatch / middleware — CHR-45)
UC Doc(Live Onboarding / Provisioning UC — TBD)
Prod Channel(CloudWatch Sev-1 — confirm target channel with dev)
Test Channel(TBD)
Additional actionBreak-Glass Runbook triggered

14. Market Data Payment Failed — INVOICE_PAYMENT_FAILED

FieldValue
TriggerA recurring NMI vault charge for a trader's monthly market data subscription is declined (Path B — customer_vault_id IS NOT NULL). Fires at EOM−3, and again at the Day 0 sweep for traders who bought in the last 3 days of the month
Zapier FlowFlow 22 — Monthly Data Fee Billing (C-Corp)
UC DocUC_4.17.1 §6.10 / BR_4.17.1.20
Prod Channel#ops-generalC0BR8LRC5MK
Test Channel#test-ops-generalC0BR6UXRR8D
Additional actionTrader is notified separately by email (SES-16) plus a WARN dashboard notification in the Billing & Subscriptions category. Slack is for Ops only — the trader never receives it. Webhook payload carries card_brand and card_last_4

Channel rationale: #ops-general already carries Dispute/Chargeback, MID capacity and negative balance alerts — the same domain (per-trader financial exceptions on the NMI merchant accounts). A declined data-fee charge is the precursor to a chargeback, so it lands with the people who handle those. #ops-treasury was rejected because its scope is firm-level aggregate reporting (solvency, sweeps, EOD health), not individual failed transactions.

No second alert at downgrade. When the End of Month Hard Check actually switches feeds off, no Slack alert is raised. The client confirmed Slack only for the payment-failure event ([MDM-ZAPF-02]), and nothing beyond that has been added.


Open Items

#Item
1#ops-compliance channel ID not defined in CR-15.2 — confirm ID and add to CR-15.2 (used by UC_5.1, UC_5.2, UC_5.4)
2#ops-marketing and #ops-security have no test channel equivalent in CR-15.2 — confirm with ops if test alerts are needed
3Several "UC Doc" fields marked TBD — update as those UCs are authored
4CloudWatch Sev-1 (Rithmic, CHR-45) target Slack channel not confirmed — pending dev input

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