Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Documents

What may be quoted, and how old it is. Corpus day 60.

Retrieval · ran day 0, 06:05

9 of 10 documents may be quoted to a client. 1 is past review date and will be cited with a warning. 1 comes due within 14 days. 1 current documents disagree, and I show the disagreement rather than pick a side.

Disagreement: concentration.plan-suffices. Managing single-name concentration and Concentrated positions under a trading plan.
Concentrated positions under a trading plan is 105 days old, review overdue.

Open Concentrated positions under a trading plan

Retrieval scores passages by arithmetic over terms, citations and age. A model would summarise a passage; it would not choose which one may be quoted.

Freshness

Current7
Review due1
Past review date1
Superseded or withdrawn1

Two current documents disagree

concentration plan suffices

Concentrated positions under a trading plan is past the review date. The newer document is more likely to be current, but nothing here has been withdrawn, so both stand until a desk resolves it.

CurrentManaging single-name concentrationday 3no: a trading plan schedules sales and the breach stands until they complete
Past review dateConcentrated positions under a trading planday -45yes: the plan is the mitigation and no further action is required

Every opportunity whose evidence touches this topic shows the disagreement. Nothing picks a side on the advisor's behalf.

Every document, soonest review first

Document	Kind	Desk	Age	Review	Status	Cited by
Concentrated positions under a trading plan1 passage	research note	Founder practice desk	105 days	every 90, 15 days overdue	Past review date	nothing
Sizing a Liquidity strategy (earlier edition)1 passage	research note	Research desk	90 days	no longer reviewed	Superseded by Sizing a Liquidity strategy	nothing
Non-US pooled funds held by US taxpayers1 passage	research note	Cross-border desk	56 days	every 60, in 4 days	Review due	1 opportunity
Sizing a Liquidity strategy2 passages	research note	Research desk	58 days	every 90, in 32 days	Current	7 opportunities
Managing single-name concentration3 passages	research note	Research desk	57 days	every 90, in 33 days	Current	3 opportunities
Exchange fund, 7-year lockup1 passage	term sheet	Product desk	59 days	every 180, in 121 days	Current	1 opportunity
Standard client communication disclosure1 passage	disclosure	Compliance	59 days	every 365, in 306 days	Current	nothing
Municipal ladder, 1 to 7 years1 passage	product one-pager	Product desk	59 days	every 365, in 306 days	Current	2 opportunities
Account review and documentation procedure2 passages	procedure extract	Compliance	59 days	every 365, in 306 days	Current	7 opportunities
Treasury ladder, 0 to 3 years1 passage	product one-pager	Product desk	59 days	every 365, in 306 days	Current	3 opportunities

By desk

Research desk3
Product desk3
Compliance2
Founder practice desk1
Cross-border desk1

Current but cited by nothing

Concentrated positions under a trading planPast review date

A document nobody cites is still retrievable as related reading. It can also disagree with one that is cited, which is how the disagreement above was found.

What is autonomous here, and what is not

Age, review state, supersession and disagreement are computed from the documents' own metadata and claims, on every render, with no person asked. Nothing here retires a document: a stale document stays retrievable with its state named and its score halved, a superseded one is excluded with the successor named, and a disagreement is shown until a desk resolves it. In production the desks own the review cycle and this screen is their queue.