What is connected, and what changed.
Positions in a book are not independent. They share law firms, judges, providers and insurers. Monitoring reads the book as one connected record and tells the right person when something on it changes.
Positions that share a law firm, judge, provider or insurer can move together. We treat them as one exposure, so concentration shows in one view, with the shared counterparty named.
Concentration measured two ways, position by position and connected group by group, side by side.
The groups that carry the most exposure, with the counterparties that join them.
Every figure states its basis.
When something changes on a counterparty, each linked position gets one owned task with the reason and the source attached.
Monitoring usually starts from a Diagnostic of the same book.
Request a portfolio assessment