Write the programme as an event model
Document the stages an account can occupy and the events that permit a stage change. Identify which system records the authoritative result, which system requests an account action and who can review an exception. Keep business rules versioned so a later change does not silently alter the interpretation of an earlier evaluation.
Describe resets, suspensions, progression and other account changes as separate workflows. Confirm the required platform rights, connector access and service permissions with the relevant providers before choosing automation. Rules, disclosures and commercial programme terms need their own business approval.
Test the state transitions
| Transition | Design question | Acceptance evidence |
|---|---|---|
| Account begins a stage | Which rule version applies? | The account is linked to its approved stage and rule record |
| A rule event occurs | Which data and time convention determines the event? | The decision can be reproduced from the retained evidence |
| An operator reviews a result | Who can approve a correction? | A recorded review preserves the original event |
| A stage changes | Which platform action is authorised? | The resulting account state is reconciled |
This is an illustrative workflow table, not a claim that a particular plug-in or platform supplies every listed function.
Separate detection from high-impact actions
A detected event and an authorised account action are different steps. Test delayed data, duplicate notifications and temporary integration failures before allowing a workflow to make automatic changes. Provide an exception queue where the outcome cannot be determined reliably.
- Rehearse the programme using controlled accounts and representative event sequences.
- Check that support can explain why a result was produced.
- Test the review procedure and restricted operator roles.
- Release automation in stages after the event and action records are reconciled.
Hand over a programme-aware operating model
The final pack should include rule definitions, event ownership, account-state mapping and procedures for review, correction and recovery. Changes to a programme should trigger targeted revalidation of the affected workflows.
The prop-firm technology scope can organise the business-system requirements. Review any MT5-oriented platform environment separately and confirm the arrangement is suitable for the intended use before treating it as an available component.