Workflow Overview
This workflow executes the monthly monitoring cycle for operational portfolios:
- Baseline Loading - Load locked-in operational Business Plan
- Actual Collections - Ingest real recovery data from servicers
- Variance Analysis - Compare actual vs. projected collections
- Performance Metrics - Calculate recovery rates, vintage analysis
- Monitoring Report - Generate diagnostic alerts for underperformance
Typical Use Cases
- Monthly board reporting
- Investor updates and covenant compliance
- Portfolio manager performance review
- Early warning system for underperforming strategies
⚠️ Important: Only use Business Plans marked as operational baselines. Using underwriting BPs will produce incorrect variance metrics.
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