Workflow Activity Feed

Filtering the Feed

Use the filter controls at the top of the feed to narrow results:

• By workflow — select a specific workflow to see only its executions
• By status — filter to Success, Skipped, or Failed
• By date range — narrow to a specific period
• By client — see all workflow executions for a specific client

Understanding Statuses

Debugging a Workflow

If a workflow isn't producing the expected results:

Retention

Activity Feed entries are retained for 90 days. Entries older than 90 days are automatically archived and no longer appear in the feed. If you need longer retention for compliance purposes, export the feed periodically using the Export CSV button.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.