Commitments & questions
Everything promised on a call and everything still owed. Dates are measured against 28 Apr 2026, the most recent call in the corpus — not today.
| Commitment | Owner | Due?The parsed date, with the phrase actually said on the call beneath it. | Action type | Account | Call | ||
|---|---|---|---|---|---|---|---|
| Test the annotation feature on the SOC 2 report as a stopgap for internal control documentation. | Warren Beck | 25 Apr 2026Pastsaid “this afternoon” | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | Blackridge Investments | Support Case #8811 - Blackridge Inves… 25 Apr 2026 | ||
| Monitor Identity sync times this afternoon and report any delays above ten minutes. | Derek Owens | 27 Apr 2026Pastsaid “this afternoon” | follow up?Check on the status of a prior action, open question, or pending deliverable, or chase and reconnect with someone to keep an item moving. | Crestline Wealth | Support Case #7615 - Crestline Wealth… 27 Apr 2026 |