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Documentation Index

Fetch the complete documentation index at: https://docs.terrapinfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Surveillance (/munis/surveillance) is the aggregated feed of every event the platform emits across your watchlists: new disclosures, prompt-template runs, trade activity.

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What shows up

Every event in the feed is emitted by an assignment on one of your watchlists. The same event also lives on its parent watchlist’s detail page; Surveillance is just the one-stop view. Each event card shows:
  • The entity and CUSIP.
  • The event type (document publication, prompt template extraction, price update).
  • A short payload preview. For document publications this is an AI-generated summary with key takeaways; for prompt templates it’s the extracted answer.
  • Citations or links to the source documents.

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Filters

The header bar lets you narrow by:
  • Period: today, last 7 / 14 / 30 / 90 days, 1 year, 3 years.
  • Watchlist: restrict to one watchlist.
  • Entity: restrict to a specific obligor.
  • Event type: document publication, prompt template, price update.
  • Document type / filing type: only relevant for document-publication events.
  • Flag / priority: your own triage state.
The active filters appear as removable tags above the feed.

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Triaging events

Each event card has controls to:
  • Set a priority (low / medium / high) or mark it completed.
  • Flag the event so it surfaces under the dedicated flag filter.
  • Open a Deep Dive session pre-scoped to the event’s documents. The documents and years-back setting from the assignment carry over so the agent already has the right corpus.
Triage state is per-user, so two analysts in the same org can prioritise independently without stepping on each other.

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A common pattern

Pair Surveillance with a Document Publication assignment:
  1. Build a watchlist of every credit you care about.
  2. Attach a Document Publication assignment with a reasonable years-back window.
  3. Use Surveillance as your daily inbox.
When a new disclosure drops for any name in the watchlist, you get a one-line summary in the feed and can drill in with Deep Dive without leaving the platform.