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An assignment ties a watchlist to a piece of monitoring work that should run across every entity in it. The platform discovers new inputs (for example trades), processes them, and surfaces the output as events on the watchlist and in Surveillance. Once monitoring is active, it keeps working in the background. You don’t need to re-trigger anything.

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What lives on the assignments pane

The watchlist detail page has an Assignments pane with entries for monitoring work and built-in feeds:
  • Monitoring assignments — automated work such as Price Update, when enabled for a watchlist.
  • Intrinsic links — always present for Document Publications and Moody’s Ratings. These are built into every watchlist.
  • Tear Sheets link — appears when the watchlist already has tear sheets applied. It opens the dedicated Tear Sheets workspace; tear sheets are not created from this pane.
Prompt-driven tear sheets and data tables are authored and applied on their own pages:

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Assignment types

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Price Update

Emits an event each time a bond in the watchlist trades. Useful when you want a heads-up on activity instead of waiting to spot it in the daily flow.

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Intrinsic watchlist feeds

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Document Publications

Every watchlist has a pinned Document Publications entry. It emits an event each time a new disclosure is published for any entity in the watchlist. Every event includes the document metadata (name, type, filing type, publish date) and an AI-generated summary with key takeaways, so you can triage from the feed without opening every PDF. From any event you can:
  • Set a priority or mark it completed.
  • Click Deep Dive on the event to open a fresh Deep Dive session pre-scoped to that disclosure.

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Moody’s Ratings

Every watchlist also has a pinned Moody’s Ratings entry for rating actions on entities in the list.

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Stopping an assignment

From the watchlist’s assignment list, open a monitoring assignment such as Price Update and click Delete. Existing events stay searchable in Surveillance for audit. No new events are emitted.

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Where output shows up

In three places:
  • The watchlist detail page: events from assignments and intrinsic feeds on the watchlist, newest first.
  • Surveillance: the cross-watchlist feed, with filters by watchlist, entity, type, period, and flag/priority.
  • The events page for a specific assignment at /platform/events/<assignment_id>.
For narrative tear sheets or comparable metric matrices across a watchlist, use Tear Sheets or Data Tables. Those workspaces own create, preview, and apply.