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

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Adding an assignment

On the watchlist detail page, click Add Assignment. Pick a Type and fill in the parameters below.

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Assignment types

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Prompt Template

Runs a saved prompt template against every entity in the watchlist. Common uses are tear sheets, financial summaries, and any structured write-up where you want the same analytical lens applied to many credits. Parameters When the assignment runs, the prompt is rendered against the matching documents, the agent extracts the requested information, and the result is stored as an event. Browse the events from the watchlist page or in Surveillance; click an event to see the agent’s full reasoning and citations.

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Document Publication

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. The lightweight option for keeping tabs on a portfolio: no prompt to author, no template required. 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.
Parameters

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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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Stopping an assignment

From the watchlist’s assignment list, open an assignment 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 every assignment 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 batch extraction of comparable metrics across all entities (e.g. “Operating revenue and DSCR for every obligor across the last three years”), use Data Tables. Data Tables runs one prompt across the watchlist and assembles the results into a sortable matrix. A Prompt Template assignment gives you a per-entity write-up instead.