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Surveillance (/platform/surveillance) is the aggregated feed of everything happening across your watchlists: new disclosures, rating actions, trade activity and finished tear sheets.

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What shows up

Everything a watchlist covers lands here too. The same event also lives on its own watchlist’s pages; Surveillance is the one place to see all of them together. Each event card shows the entity and CUSIP on the left, and a small table of the details that matter for its type:
  • Document publication: filing date, filing type, state, sector, a sentiment badge, and a row of takeaways from the AI-generated summary. A link to the filing sits at the bottom of the card, next to a Deep Dive button.
  • Moody’s ratings and S&P ratings: the action, the rating it landed on, the prior rating, and for S&P the CreditWatch and outlook.
  • Price update: the trade that triggered it.
  • Tear sheet: the date, state, sector, how many source documents went into it, and a Deep Dive button.

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Filters

The header bar lets you narrow by:
  • Period: today, last 7 / 14 / 30 / 90 days, 1 year, 3 years. Defaults to the last 90 days.
  • Source: all watchlists, only yours, or only ones shared with you.
  • Watchlist: restrict to one or more watchlists.
  • Entity: restrict to specific obligors.
  • Event type: document publication, Moody’s ratings, S&P ratings, price update, tear sheet.
  • Status: your own triage state, including No status for anything untouched.
  • Document type: only offered when there are document-publication events to narrow.
Active filters appear as removable tags above the feed, and Clear filters resets everything. The feed shows the 100 most recent events matching your filters, so narrow the period or the watchlist if you’re missing older ones.

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Triaging events

Each card has a flag control with four settings: High priority, Medium priority, Low priority and Completed. Completed events dim so they stay out of your way without disappearing. Setting one is what makes an event findable later under the Status filter. Triage state is per user, so two analysts in the same organization can prioritise independently without stepping on each other. Where an event carries document context, Deep Dive opens a session scoped to that document, so you can ask about it without setting anything up.

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A common pattern

Use Surveillance as your morning inbox:
  1. Build a watchlist of every credit you care about. Coverage starts immediately, with nothing to configure.
  2. Open Surveillance, set the period to the last day or week, and filter to document publications.
  3. Read the takeaways on each card. Flag the ones worth real work, mark the rest completed.
  4. On a flagged one, click Deep Dive and ask what actually changed.