StackTrading Docs

UC 8.1–8.5

UC Index

UC_IDUse Case NameBusiness Description
UC_8.1Flow 6 - L6 TransitionWritten under UC_8.1.2 instead — see next row. UC_8.1 itself is kept reserved in the WBS but not authored directly, per the same per-BA-instruction pattern as UC_8.1.1 below.
UC_8.1.1Flow 4A - Promotion[Not found in BA plan] — UC_8.1.1 does not exist as a row in the current WBS export (only UC_8.1 = Flow 6 exists under this prefix, which is a different flow). Used per explicit BA instruction as the identifier for Flow 4A: Promotion (Profit_Target_Hit) — see docs/BA/UC_8.1-8.5/UC_8.1.1/QnA_init_docs.md for the scope decision.
UC_8.1.2Flow 6 - Level 6 Transition (W-2 vs. International)SRS viết tại docs/BA/UC_8.1-8.5/UC_8.1.2/UC_8.1.2_v1.md — Country Check routing, Path A (US W-2: Offer Configurator, Zero-Entry Onboarding, Offer Generation, Immutable Ledger Logging, Suspend Dots Payout Trigger, Hours Declaration, Compliance Hand-Off), Path B (International: Dots validation, Contractor notification, mid-month retainer proration, Sync — Agreement Storage step removed, ICA S3 storage now owned by Flow 3E/UC_5.5), 8 Business Rules. UC_8.1.2 does not exist as a row in the current WBS export either (same pattern as UC_8.1.1) — used per explicit BA instruction, does not collide with the reserved but unauthored UC_8.1 row. ⚠️ SES-13 email template content still pending client confirmation (QnA_init_docs.md A-10).
UC_8.2.1Flow 10 - Pod JoiningSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.1/UC_8.2.1_v1.md — Flow 10: mời tham gia Pod, form Style, ghép Pod Leader (Asset → Style → ít mentee nhất), gán pod hoặc vào waitlist. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.2Flow 10.1A - Trading Plan IngestionSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.2/UC_8.2.2_v1.md — Flow 10.1A: nộp Trading Plan trên Typeform → PDF trên S3 → đóng Plan_Due, mở Induction_Due → AI phân tích. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.3Flow 10.1B - AI Plan Dispatch + Calendar ComplianceSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.3/UC_8.2.3_v1.md — Flow 10.1B: email Trading Plan + AI cho Pod Leader; Calendar Compliance Auditor (strike, đóng Induction_Due, báo cáo tuần). Câu hỏi mở: QnA_init_docs.md.
UC_8.2.4Flow 10.2 - SLA EnforcementSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.4/UC_8.2.4_v1.md — Flow 10.2: bảng SLA_Deadlines, cron mỗi giờ gửi email nhắc / breach + Slack. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.5Flow 10.3 - Wednesday AI BriefSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.5/UC_8.2.5_v1.md — Flow 10.3: Wednesday AI Brief — số liệu tuần + nhận xét AI từng mentee gửi Pod Leader. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.6Flow 10.4 - Mentee FeedbackSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.6/UC_8.2.6_v1.md — Flow 10.4: survey định kỳ mentee đánh giá Pod Leader, điểm trung bình, Slack khi điểm ≤ 6. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.7Flow 10.5 - Daily Pod AI AuditSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.7/UC_8.2.7_v1.md — Flow 10.5: audit chat kênh pod hằng ngày (Thứ Hai – Thứ Sáu) → PASS/FAIL. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.8Flow 11 - Waitlist ProcessorSRS viết tại docs/BA/UC_8.1-8.5/UC_8.2.8/UC_8.2.8_v1.md — Flow 11: suất trống → giữ chỗ, mời trader waitlist xác nhận trong 48 giờ; vòng đời status pod. Câu hỏi mở: QnA_init_docs.md.
UC_8.2.9Flow 15 - Pod Re-Assignment[Not yet authored]
UC_8.2.10Flow 15B - Pod Leader Opt-In[Not yet authored]
UC_8.2.11Flow 15C - Pod Leader Termination[Not yet authored]
UC_8.2.12Flow 17 - Pod Leader Vesting[Not yet authored]
UC_8.3.1Flow 8 - Pay Raise (L7+)SRS viết tại docs/BA/UC_8.1-8.5/UC_8.3.1/UC_8.3.1_v1.md — Data Lookup/Rate Selection, Path A (US W-2 Freshdesk degradation), Path B (International Dots cron mechanics), 6 Business Rules. ⚠️ Case Level 6→7 lần đầu bị loại trừ ([BLOCKED], chờ BA xác nhận B-05).
UC_8.3.2Flow 19 - Stagnation Monitor[Not yet authored]
UC_8.4.1Flow 4B - Drawdown Defense (L9+)[Not yet authored] — per QnA_init_docs.md A-00/A-09, the Standard Accrual recharge mechanism is written in full inside UC_8.1.1 instead of here; this UC_ID is kept reserved in the WBS but not duplicated.
UC_8.4.2Defense Recharge (2 mechanisms)[Not yet authored] — same scope note as UC_8.4.1 above.
UC_8.4.3Level 24 Prestige Reset[Not yet authored] — per QnA_init_docs.md A-00/A-06, Level 24 Prestige Reset is written in full inside UC_8.1.1 (see BR_8.1.1.3) instead of a separate UC file; this UC_ID is kept reserved in the WBS but not duplicated here, per explicit client-confirmed scope decision.
UC_8.5Milestone Gifts (Flow 25/26/37)[Not yet authored]

Tài liệuNội dung
UC_8.1.1_v1.mdFlow 4A: Promotion (Profit_Target_Hit) — Stage 1 Lock & Liquidate through Stage 5 Klaviyo/Everflow emission, including Level 24 Prestige Reset and Defense Protocol Recharge Check (Standard Accrual).
UC_8.1.2_v1.mdFlow 6: Level 6 Transition — Country-routed W-2 (Path A, Rippling) vs. International Contractor (Path B, Dots) onboarding, triggered when a trader is promoted to Level 6.

On this page