Case dossier

Case 00287

Benjamin Ellis / Ford Transit Custom / matures 23 Apr 2026
Baseline Route
Trade Sale Disposal
Lead Route
Extend 12 Months
Selected Route
No route actioned
Release Call
Release clear / No second-line release required.
12-month extension elevated review / Policy review route requires validator release
Expected Delta
£4,094
Publication
All live source inputs are current.
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
HP
Remaining term
1 months
Monthly payment
£630
Settlement balance
£10,405
Cash release estimate
£1,778
Balloon amount
£0
Payment behaviour
Clean
Treatment posture
Standard
Hardship status
None
Mileage actual / expected
75,157 / 73,950
Condition
Fair
Market value
£12,183
Booked residual
£15,274
Current channel
Trade Sale
Vehicle segment
Van
VT posture
Not eligible / Low
Last inspection
19 Feb 2026
Valuation source
Market Signal Feed / 18 Mar 2026
Route Comparison
Recommended route, challengers, and release posture
Winning rationale
12-month extension preserves value against immediate disposal while residual pressure and servicing drag stay controllable.
Lead positive drivers
12-month extension age ceiling / Residual pressure is compressing uplift on disposal and extension routes.
Primary blockers
12-month extension age ceiling / 12-month extension elevated review / Policy review route requires validator release
Required release
Not required
RouteStatusRelease GateDeltaValueRationaleConstraint
Extend 12 MonthsLead / RecommendedApproval required / Validator£4,094£14,913
12-month extension preserves value against immediate disposal while residual pressure and servicing drag stay controllable.
-
Re-LeasePermittedNo approval gate£3,743£14,562
Re-lease holds the strongest retained-value position while mileage, vehicle age, and clean payment posture remain inside tolerance.
-
Extend 6 MonthsPermittedApproval required / Validator£3,060£13,879
6-month extension preserves value against immediate disposal while residual pressure and servicing drag stay controllable.
-
Trade SaleBaseline / Current PlanNo approval gate£0£10,819
Trade Sale Disposal is commercially credible for this van case, but current Trade Sale headroom is binding and a lower-friction route can clear sooner.
-
AuctionPermittedApproval required / Validator-£495£10,324
Auction Disposal is commercially credible for this van case, but current Auction headroom is binding and a lower-friction route can clear sooner.
-
Manual ReviewPermittedApproval required / Validator-£779£10,040
Manual review is being held as the controlled path because treatment, arrears, or policy friction prevents straight-through release.
-
Digital RetailBlockedNo approval gate£898£11,717
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
12-month extension elevated review / Policy review route requires validator release
Required approver
Not required
Blocked checks
12-month extension age ceiling
Timeline coverage
4 timeline records / 0 notes
Publication context
Published 30 Mar, 23:44 / effective 30 Mar, 23:44 / All live source inputs are current.
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
01 Jan, 09:01
SYSTEM / Policy Owner
Default seed generated
Case Identified
01 Jan, 09:00
George Patel / Portfolio Manager
Maturity horizon entry