Schedule

Trigger Monitor is a continuous background agent. It runs on a short fixed interval, reads what was newly filed, applies the rules your firm has configured, and writes any priority changes back to the affected advisor contacts. You do not start it, stop it, or pace it.

Continuous Watch

The agent checks the regulatory feed roughly once a minute. A qualifying filing that lands during business hours is typically reflected in advisor priority within a minute or two of being published. Outside business hours the cycle continues unchanged; a Sunday filing is already incorporated by the time you open your sales workspace on Monday.

There is no daily digest and no scheduled summary message. The work happens in place, and you see the result wherever priority is displayed.

What Triggers a Score Change

A score change happens only when:

• A new filing has appeared in the public record since the last check.
• The filing matches an event type the firm has set as relevant for your channel (for example, a platform approval or a platform removal).
• At least one advisor in your CRM is tied to the platform or channel referenced in the filing.

If any of those conditions are not met, no score is written. Most ticks of the cycle pass with no changes; that is the expected behavior.

When You See the Result

Priority changes propagate immediately to the surfaces that read from your CRM:

• The Sales Assistant's ranked lists reflect the new priorities on the next request.
• The prospect feed reorders on its next refresh.
• The contact record itself shows the updated score and reason note as soon as the writeback completes.

You do not need to ask Trigger Monitor for an update. The next time you open a list, the order already incorporates whatever happened overnight or during your last meeting.