Monitoring
Know when the record stops matching reality
The account you opened and the account the custodian holds are two records. Drift is the difference, surfaced in language a non-engineer can act on.
Post-signing check
Clean
0 differences against baseline
Ready to finalize
Three sources
The custodian, the signed form, and our record
When a value disagrees, the useful question is not that it disagrees but which source to believe. Every difference Sluice reports names its sources and what changed, so the resolution is a decision someone can make rather than an investigation someone has to run.
- Differences are labelled by source: the custodian, the signed form, or our record
- Field paths are rendered in the firm's language, not the schema's
- A drifted account routes for a correction before it can be finalized
Two differences
Mailing addresscustodian
Employersigned form
Suitabilitymatches
Beneficial ownersmatches
What you do about it
A difference routes for a correction, not a shrug
Detection on its own is a report nobody reads. A drifted account cannot be finalized: it routes back for a correction, the paperwork regenerates and resends in one action, and the baseline it is compared against was sealed at the moment of sending.
- The signed baseline is sealed first, so the comparison has something to be true about
- Correct and resend is one action, not a new application
- Finalizing is blocked until the difference is resolved or explicitly accepted
Routed for correction
Verdictdrift
Actionregenerate + resend
Finalizeblocked
Reads from and writes back to
- NFS · Fidelity
- Altruist
- Envestnet
- Wealthbox
- Dynamics 365
- DocuSign
- Salesforce
- Redtail
See it against your own book
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