Cancel, recover, and hand off work

Outcome: A cancellation or failure reaches a governed decision, an identifiable state, a recovery owner, and a complete handoff.

Owner and application

• Actors: The active role, the owning service, and Administrator when the issue crosses fund or issuer scope
• Applications: The application where work started and the administration workspace for platform-wide exceptions
• Conditions: The operation has a known record, state, reason, and side-effect owner.

Normal path

1. The active role requests cancellation or reports a failed or interrupted action.
2. The owning service records the request, current state, reason, and permitted next action.
3. The responsible Issuer or Administrator reviews the decision when approval is required.
4. The owning service completes, reverses, cancels, or reconciles the side effect.
5. The application shows the result and notifies the affected role.

Failure and recovery

• An ambiguous response loads existing work and avoids an unbounded duplicate submission.
• A provider failure stays linked to the originating record and names the service that owns retry or reconciliation.
• A cancellation request is distinct from a completed refund, reversal, redemption, or payout.
• Administrator receives cross-fund or cross-issuer exceptions. Issuer receives fund-level recovery. Investor receives an actionable status in the one experience.
• A pending or failed funding result is not a completed funded subscription. A claimable holding or redemption is not a confirmed issued holding or proceeds receipt.
• Recovery closes only after the owning service returns a result and the audit evidence is recorded.

Handoff and evidence

Handoff	Receiving owner	Evidence
Investor cancellation request to review	Issuer or Administrator	Request, reason, current status, and notification
Provider failure to service recovery	Owning service	Provider response, operation identifier, retry or reconciliation record
Fund exception to Administrator	Administrator	Fund, issuer, error, scope, and audit context
Recovery to user-facing result	Originating application	Final status, next action, and notification
Cancellation to refund or reversal	Investment, wallet, or payout service	Decision, transaction result, and destination record

See Cancelling a Submitted Investment, investment cancellation compliance, and interfaces and integrations.