post-ic-property-setup

name	Post-IC Property Setup
slug	post_ic_property_setup
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Pre-close placeholder conventions (property_id reservation scheme, legal-entity naming prefixes, and pre-acquisition tax/insurance policies) live in org overlays and drift. The gap between IC approval and deal close varies by deal; lag bands are overlay-tunable. Pre-close binder minimum terms and formation-state policies live in `overlays/org/_defaults/` and are refreshed by counsel.
applies_to	{"segment":["middle_market","luxury"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise","high_rise"],"lifecycle":["pre_acquisition"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["data_platform_team","regional_ops_director","asset_manager","reporting_finance_ops_lead","portfolio_manager"],"output_types":["handoff_checklist","kpi_review","memo"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/connectors/_core/stack_wave4/lifecycle_handoffs.md","reference/connectors/_core/stack_wave4/source_of_truth_matrix.md","reference/connectors/adapters/dealpath_deal_pipeline/manifest.yaml","reference/connectors/adapters/dealpath_deal_pipeline/dq_rules.yaml","reference/connectors/adapters/appfolio_pms/manifest.yaml","reference/connectors/adapters/sage_intacct_gl/manifest.yaml","reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/asset_crosswalk.yaml","reference/connectors/master_data/identity_resolution_framework.md","reference/connectors/master_data/crosswalk.schema.yaml","reference/normalized/schemas/reconciliation_tolerance_band.yaml","reference/normalized/approval_threshold_defaults.csv","reference/normalized/insurance_program__portfolio.csv"],"writes":["reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/asset_crosswalk.yaml","reference/connectors/master_data/unresolved_exceptions_queue.md"]}
metrics_used	["pre_close_setup_completeness_score","placeholder_crosswalk_creation_lag_days","pre_close_insurance_binder_lead_days","legal_entity_formation_lag_days","tax_lot_research_completion_rate","handoff_baton_readiness_score"]
escalation_paths	[{"kind":"handoff_lag","to":"data_platform_team -> regional_ops_director -> approval_request(row 7)"},{"kind":"missing_required_approver","to":"deal_team_lead -> approval_request(row 17)"},{"kind":"doc_package_incomplete","to":"reporting_finance_ops_lead -> asset_mgmt_director"},{"kind":"legal_entity_formation_delay","to":"deal_team_lead + legal counsel -> approval_request(row 17)"},{"kind":"insurance_binder_gap","to":"deal_team_lead + asset_mgmt_director -> approval_request(row 17)"}]
approvals_required	["deal_team_lead_pre_close_signoff","legal_entity_formation_engagement","pre_acquisition_insurance_binder"]
description	Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct, placeholder property_master_crosswalk + asset_crosswalk rows, reserves the canonical property_id slot, routes to compliance for legal-entity formation, secures tax-lot and assessment research, and binds pre-acquisition insurance. Terminates by passing a baton payload to acquisition_handoff at close. The workflow never promotes the placeholder to operating; that is acquisition_handoff's job. Writes proposed placeholder rows to master_data via approval-gated writes.

Post-IC Property Setup

Workflow purpose

Between IC approval and deal close, pre-wire the operating and data-platform stack so that the close-day handoff is a promotion rather than a cold start. The workflow reserves identifiers, drafts placeholder rows, engages outside parties (formation counsel, pre-close insurance carrier, tax-research provider), and tracks readiness against the tolerance band. On close, it packages a baton-pass payload for workflows/acquisition_handoff with every placeholder id, crosswalk draft status, approval status, and known outstanding issue.

Trigger conditions

• Explicit: "open pre-close setup for {deal}", "post-IC setup status", "reserve property_id for {deal}", "pre-close readiness for {property}".
• Implicit: Dealpath deal.stage transitions to ic_approved for an acquisition deal type (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). deal_close_date_actual must be null (post-IC but pre-close); if already non-null the workflow refuses and routes to workflows/acquisition_handoff.
• Recurring: none. Strictly event-driven from the IC approval trigger.

Inputs (required / optional)

Input	Type	Required	Notes
Dealpath deal record (IC-approved, pre-close)	record	required	must include deal_id, asset_id, ic_approval_date, ic_approved_amount, deal_team_lead, expected_close_date, target_property_count, market, submarket, segment, form_factor, lifecycle_stage_target, management_mode
Canonical deal, asset placeholders	records	required	seeded by Dealpath adapter at IC approval
IC approval record	record	required	the IC approval_request row, per source_of_truth_matrix.md