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Daily regulatory compliance scan across all accounts, trades, and communications.
compliance-daily-check| Field | Type | Required |
|---|---|---|
advisor_id | string | |
date | ISO 8601 | |
portfolio_scope | string[] | optional |
| Field | Type | Description |
|---|---|---|
briefing | StructuredReport | Formatted briefing with sections |
alerts | Alert[] | Priority-ranked action items |
calendar_context | MeetingPrep[] | Today's meetings with prep notes |
Run compliance check for my book.
Starting Compliance Check. I'll pull data from your connected systems and have results ready in about 45 seconds.
Compliance Check complete. Daily regulatory compliance scan across all accounts, trades, and communications. I found 3 items that need your attention. Want me to walk through them?
Yes, start with the highest priority.
The top priority item has been flagged for review. I've prepared a detailed analysis with recommended next steps. Shall I draft a client communication or schedule a follow-up?