Case dossier

Case 00146

Ruby Clarke / Kia EV6 / matures 27 Jun 2026
Baseline Route
Trade Sale Disposal
Lead Route
Re Lease
Selected Route
No route actioned
Release Call
Release clear / No second-line release required.
Policy review route requires validator release
Expected Delta
£3,001
Publication
1 source inputs need review before actioning.
30 Mar, 23:44
Amelia ClarkePortfolio Manager / Recommended / Not Required
Approval Required / Validator approval is required before execution.
Commercial Context
Contract, treatment, and asset posture
Contract type
PCP
Remaining term
3 months
Monthly payment
£452
Settlement balance
£15,663
Cash release estimate
£18
Balloon amount
£17,113
Payment behaviour
Clean
Treatment posture
Standard
Hardship status
None
Mileage actual / expected
47,034 / 41,820
Condition
Fair
Market value
£15,682
Booked residual
£23,768
Current channel
Trade Sale
Vehicle segment
EV
VT posture
Eligible / Guarded
Last inspection
19 Feb 2026
Valuation source
Residual Watch / 18 Mar 2026
Route Comparison
Recommended route, challengers, and release posture
Winning rationale
Re-lease holds the strongest retained-value position while mileage, vehicle age, and clean payment posture remain inside tolerance.
Lead positive drivers
Negative equity escalation trigger / Residual pressure is compressing uplift on disposal and extension routes. / Payment arrears are raising servicing drag and treatment scrutiny.
Primary blockers
Negative equity escalation trigger / Policy review route requires validator release
Required release
Not required
RouteStatusRelease GateDeltaValueRationaleConstraint
Re-LeaseLead / RecommendedApproval required / Validator£3,001£16,038
Re-lease holds the strongest retained-value position while mileage, vehicle age, and clean payment posture remain inside tolerance.
-
Extend 12 MonthsPermittedApproval required / Validator£2,513£15,550
12-month extension preserves value against immediate disposal while residual pressure and servicing drag stay controllable.
-
Extend 6 MonthsPermittedApproval required / Validator£2,208£15,245
6-month extension preserves value against immediate disposal while residual pressure and servicing drag stay controllable.
-
Trade SaleBaseline / Current PlanApproval required / Validator£0£13,037
Trade sale clears the vehicle with stronger execution certainty once carrying cost and channel friction are priced into the route.
-
AuctionPermittedApproval required / Validator-£614£12,423
Auction is the fastest credible exit once mileage, condition, and time-to-clear pressure are priced into the decision.
-
Manual ReviewPermittedApproval required / Validator-£978£12,059
Manual review is being held as the controlled path because treatment, arrears, or policy friction prevents straight-through release.
-
Digital RetailBlockedNo approval gate£1,132£14,169
Blocked by policy: Digital retail segment eligibility.
Blocked by Digital retail segment eligibility.
Governance, Evidence, and Notes
Release basis, publication, and operating trail
Release call
Release clear / No second-line release required.
Approval basis
Policy review route requires validator release
Required approver
Not required
Blocked checks
Negative equity escalation trigger
Timeline coverage
4 timeline records / 0 notes
Publication context
Published 30 Mar, 23:44 / effective 30 Mar, 23:44 / 1 source inputs need review before actioning.
Timeline and notes
Decision inputs captured
30 Mar, 23:44
SYSTEM / Policy Owner
Decision inputs captured
Decision snapshot published
30 Mar, 23:44
SYSTEM / Policy Owner
Default seed generated
Recommendation refreshed
27 Feb, 09:01
SYSTEM / Policy Owner
Default seed generated
Case Identified
27 Feb, 09:00
George Patel / Portfolio Manager
Maturity horizon entry