Flags & Alerts
Auto-surfaced surveillance feed across the universe — manager exits, AUM breaches, expense-ratio jumps, style drift, SEBI category reclassifications, fund mergers, and stale-NAV inheritance from the upstream Excel build.
Alerts panel — design pending, coming in v1.1
The data backing this panel is already in the cycle JSON (fund.cycle_flags,
cycle_meta.flag_summary) — see data-contract/screener-v1.json
§ derived_fields_documentation.cycle_flags. The Source A post-processor
(scripts/compute_cycle_flags.py) and the panel UI itself ship in v1.x.
Three sources mapped, v1.x scope is Source A only:
A · Auto cycle-to-cycle deltas — rank moves, manager changes, AUM swings,
fund-entered / exited / re-categorised. v1.x
B · Auto threshold breaches — TER caps, manager-tenure floors, AUM ceilings. v1.x+ pending Products Team workshop
C · Manual curated events — SEBI notices, AMC corporate actions. v1.x+ pending workflow design
B · Auto threshold breaches — TER caps, manager-tenure floors, AUM ceilings. v1.x+ pending Products Team workshop
C · Manual curated events — SEBI notices, AMC corporate actions. v1.x+ pending workflow design