Test allocation amount questions and require exact/directional/missing labels.

AEO/GEO answers must preserve amount class and denominator.

tick117 qt06 competitor allocation public run


Map decision personas to public, platform-native, or proprietary answer surfaces.

AEO/GEO strategy changes if the decision maker uses CAIS, iCapital, Bloomberg, AlphaSense, or ChatGPT.

decision-maker chatbot and workspace usage

tick117 decision-maker chatbot usage run


Capture failed public answers and convert them into corrective assets and retest rows.

Failed answers are source-backfill opportunities.

Which wrong answer would damage outreach?


Carry unresolved public answer gaps into Bloomberg, AlphaSense, FactSet, Preqin, PitchBook, and eVestment tests.

Public answer failures determine hidden-database query priorities.

Which proprietary workspace should be tested next?

Tick 117 AEO GEO decision-maker run queue


Execute hour 08 and produce private workspace, hidden database, first-result, lineage, personnel, and SME validation rows.

Allocator influence can sit inside private retrieval surfaces rather than public search.

Which private workspace does the target analyst, advisor, or consultant use first?

Tick 118 finance workspace hidden database control plane


Block workspace success claims without result rank, source lineage, freshness, export path, missing fields, and evidence artifact.

Private workspace answers are actionable only when raw source lineage is preserved.

Does the captured row prove what the workspace showed?


Test Bloomberg ASKB, FactSet, and AlphaSense for first result, first document, source lineage, and freshness.

Research workspace answers require document-level provenance and exportability.

Which research workspace is used first for this query?


Capture first profile, strategy, performance, terms, people, investor-map, fundraising, freshness, and export fields across Aksia/eVestment/Preqin/PitchBook.

Manager database profile rank and completeness can gate consultant and public pension visibility.

Which profile fields are visible, exportable, and stale?

Tick 118 consultant manager database lane


Test CAIS x Claude and iCapital prompt/field behavior for advisor first-result and listability workflows.

Advisor AI and platform-native search can determine what private wealth sees first.

Which platform prompt or field changes discovery?

private wealth platform first-result testing


Capture Aladdin risk output and internal Copilot/Glean/Rovo first-file, owner, title, tags, permissions, and stale-conflict fields.

Internal permissioned files and risk systems can decide what committee members see first.

Which internal file or risk output is treated as source of truth?


Run or queue first-result tests across corpus, research workspaces, consultant databases, private wealth platforms, enterprise copilots, and SMEs.

First-result rank is the hidden AEO/GEO equivalent for gated workspaces.

What would the analyst actually see first?


Preserve missing lineage, stale source, non-exportable field, permission failure, and black-box summary rows as remediation tasks.

Opaque private workspace answers can look authoritative while being unusable for investment committee proof.

Which missing field blocks investment committee use?

Tick 118 proprietary opacity negative evidence lane


Add profile owners, data admins, diligence owners, taxonomy owners, and source-of-truth owners as influence targets.

The person who controls profile completeness or retrieval taxonomy influences whether the fund appears in buyer workflows.

Who updates the manager profile and who approves field changes?

Tick 118 hidden platform owner personnel lane


Route tick 119 to hour 09 historical motion verification with workspace lineage and owner blockers carried forward.

Historical motion verification follows hidden workspace normalization.

Should the next tick verify historical motion or continue workspace field extraction?

Tick 118 next-hour historical motion handoff gate


Capture terminal query, first answer, event/filing path, traceable numbers, timestamp, and export path.

Terminal-only facts need reproducible lineage before use.

Can the analyst export or cite the same result outside the terminal?


Capture module, source references, portfolio context, factor fields, timestamp, and export path.

Analytics summaries need provenance before outreach use.


Capture first document, date, publisher, excerpt, freshness delta, and export path.

Freshness controls whether the result is pitch-now or historical.


Capture manager packet, ODD, risk reporting, retrieval surface, named research people, and owner gaps.

Consultant portal visibility depends on field completeness and owner workflow.

Which Aksia field or owner controls visibility?


Refresh profile fields, strategy classification, performance, terms, export path, freshness, and route linkage.

Profile completeness can gate public-pension search visibility.

Which fields are visible and exportable?


Normalize investor-map, fundraising, performance, terms, people, and freshness fields.

Investor-map surfaces reveal hidden owners and competitor paths.

Which database exposes richer profile and people fields?


Capture advisor prompt, first result, model-portfolio language, home-office fields, and missing fields.

Advisor AI can shape private-wealth discovery before sales contact.

Which prompt retrieves the product or education packet?


Map fund data, subscription, DDQ, reporting, advisor education, portfolio fit, and approval route.

Platform-compatible fields improve platform-native discoverability.

Who owns field labels and approval path?


Capture first internal file, owner, title, permissions, freshness, decision log, and stale-conflict flags.

Internal permissioned files decide what committee members see first.

Which file is treated as source of truth?


Prepare titles, tags, DDQ history, ODD notes, committee decisions, and stale-conflict remediation.

Taxonomy and stale internal docs can outrank current evidence.


Run the canonical first-result question across private workspaces, manager databases, platforms, internal copilots, SMEs, and negative evidence.

Private first-result ranking is a hidden AEO/GEO signal.

Tick 118 hidden database first-result tests


Capture raw answer, first document/function, source lineage, export path, and freshness delta from Bloomberg, FactSet, and AlphaSense.

Research workspaces need document-level provenance.

Tick 118 research workspace first-result test


Capture first profile, rank, exportable fields, missing fields, freshness, and owner gap for Aksia/eVestment/Preqin/PitchBook.

Profile rank gates visibility in consultant and allocator workflows.

Which profile fields are visible and exportable?

Tick 118 manager profile first-result test


Capture advisor prompt, first result, platform fields, reporting artifacts, approval route, and owner gap for CAIS/iCapital.

Platform-native AI can shape advisor first screen.

Tick 118 private wealth platform first-result test


Capture Aladdin risk output and internal Copilot/Glean/Rovo first-file, owner, tags, permission, and stale-conflict fields.

Internal retrieval can decide what committee members see first.

risk and enterprise copilot first-result test

Tick 118 risk internal copilot first-result test


Test workspace answers for exact/directional/missing amount preservation and denominator warning.

Workspace authority should not override amount-class discipline.

Tick 118 competitor allocation workspace test


Ask SMEs what system they open first, what they type, what appears first, and who owns updates.

Inferred workspace influence needs behavior validation.

Tick 118 decision-maker trusted surface SME test


Map profile owners, field owners, taxonomy owners, approval routes, and update cadence.

Field owners influence retrieval and listability.


Capture stale, black-box, permission-blocked, non-exportable, and source-opaque failures as remediation rows.

Workspace failures identify missing evidence assets.

Which missing field makes answer unusable?

Tick 118 negative evidence source-lineage test


Carry first-result, owner, source-lineage, and negative-evidence blockers into historical motion verification.

Historical motion tests need to know which workspace or database can verify the motion.

Which workspace can verify the historical motion?


Execute hour 09 and produce temporal schema, historical motion, workspace-verification, answer-regression, SME, and next-hour handoff rows.

Historical motion becomes actionable only when before/after, source proof, workspace lineage, and SME-verifiable implication are attached.

What changed over time and can an SME or workspace verify it?

Tick 119 historical motion verification control plane


Require dated before/after fields, source proof, workspace/source lineage, influence path, pitch implication, and SME question.

Dated before/after fields prevent vague history from becoming false active signals.

Can the event be explained and verified from the row?


Backfill job, title, employer, committee, and platform-owner changes with before/after authority and current owner proof.

Title changes create stale relationship risk and new outreach owners.

Did the title change alter decision authority?


Backfill launches, closures, disbandments, PM departures, team changes, strategy wind-downs, and product relaunches.

Lifecycle events can explain allocator replacement demand and competitor churn.

Did this free capital, impair trust, or only affect branding?

Tick 119 fund lifecycle and PM motion lane


Normalize hires, terminations, transactions, allocation changes, watchlists, and replacement evidence into dated capital-motion rows.

Manager-motion tapes reveal replacement and launch windows before broad public narratives do.

Which rows are true capital motion versus routine position changes?

manager hires terminations and allocation changes

Tick 119 manager hire termination allocation lane


Backfill consultant ownership, merger, conflict, renewal, OCIO, platform-product, portal, and research-team changes.

Gatekeeper motion matters when it changes workflow or credibility.

Did the merger or conflict change client workflow?

Tick 119 consultant gatekeeper motion lane


Backfill before/after allocation mix for QIS, platform, systematic, long-short, macro/CTA, credit, managed account, and private-market substitute rows.

Dated allocation motion bridges competitor analysis to current pitch timing.

What changed in capital, not just language?

Tick 119 allocation strategy mix motion lane


Map each motion event to the workspace or database likely to verify it first, plus first result, rank, source lineage, and missing fields.

Historical motion can be verified through private workspaces even when public evidence is thin.

workspace verification of historical motion

Tick 119 workspace-verifiable motion lane


Capture repeated public/private answer runs where citations, first result, owner, title, amount, freshness, or hallucination status changes.

AEO/GEO strategy needs temporal answer drift, not only one-off captures.

Which answer drift changed outreach risk?

answer surface temporal regression tracking

Tick 119 answer regression temporal lane


Route tick 120 to personnel universe expansion around authority changes, PM moves, consultant reviewers, profile owners, and SME validators.

Historical motion yields named people and owners for the next expansion lane.

Tick 119 next-hour personnel expansion handoff gate


Use temporal motion rows to classify authority, manager, fund, allocation, consultant, answer-regression, workspace-verification, and SME events.

A matrix turns history into testable rows rather than narrative memory.

Can each event be verified by source, workspace, or SME?


Backfill before/after authority, employer, committee, and current owner proof.


Capture new manager, mandate, amount/share, strategy, date, and source proof.


Backfill incumbent, weakness signal, replacement trigger, capital destination, and owner path.

Terminations are actionable only when capital destination can be traced.

Tick 119 manager termination replacement row


Backfill launch, closure, disbandment, PM move, team change, wind-down, and relaunch events.

Lifecycle churn explains competitor and allocator timing.

Did the event change allocator behavior?


Capture before/after allocation, denominator, strategy bucket, and source date.

Capital changes are stronger than language changes.


Capture before/after consultant, owner, workflow, field, and route changes.

Gatekeeper changes matter when workflow changes.

Tick 119 consultant gatekeeper change row


Capture repeated answer or workspace runs with citation, first-result, owner, title, amount, freshness, or hallucination deltas.

answer and workspace temporal regression


Ask SMEs what changed, who saw it, and what behavior, authority, workflow, or capital it altered.

SME checks prevent history from being overpromoted.


Carry named people and owners from motion rows into personnel universe expansion.

Motion rows identify who to expand next.


Execute hour 10 and produce personnel owner, hidden influencer, current-status, AEO/GEO person-question, SME, and handoff rows.

Named people, current roles, and owner routes convert abstract signals into actionable influence maps.

Which additional personnel influence this decision?

Tick 120 personnel universe control plane


Backfill current-title, manager-database, client retrieval, ODD veto, and workflow-admin owner rows for consultant routes.

Consultant influence depends on the person controlling shortlist, ODD, or client retrieval workflow.

Which person or field changes shortlist inclusion?

consultant reviewer and workflow owner expansion


Attach current team, board, committee, disclosure, and consultant-of-record proof to allocator pitch-window and authority-change rows.

Current-title proof prevents stale outreach and stale answer-engine people answers.

allocator current authority owner expansion


Attach PM, founder, team, lifecycle, replacement, refill, and capital-flow owners to temporal-motion rows.

Historical motion becomes actionable when before and after owners are clear.

PM lifecycle and replacement owner expansion

Tick 120 manager PM lifecycle owner lane


Convert CAIS, iCapital, private-bank, RIA, family-office event, sponsor, report, and product-shelf routes into named-owner rows or monitor-only blockers.

Private-wealth routes overstate pitchability when owner is missing.

Tick 120 private wealth platform owner lane


Backfill owners of profile fields, export paths, source lineage, taxonomy, diligence, document source of truth, and first-result ranking.

First-result rank is controlled by unmodeled profile, field, or taxonomy owners.

hidden database field and taxonomy owner expansion

Tick 120 finance workspace field owner lane


Backfill external-manager, pool, sovereign, regional, committee, and official-source owners for international allocator rows.

International route and amount cues need first-party owner proof.

Which official source proves current owner and sleeve?

international owner and sleeve proof expansion


Assign capture, citation-policy, content, source-backed page, mirror, and retest ownership for answer-engine failures.

AEO/GEO improvements need owners who can change evidence and content assets.

Who can fix or publish the source-backed answer?

Tick 120 answer engine content owner lane


Promote person rows only with current role, organization, authority/workflow, source, route, and evidence status.

Role-only rows are useful as gaps but dangerous as outreach claims.

Tick 120 current-status personnel promotion gate


Route tick 121 to hour 11 audit/scoring/next-hour routing with current-status person gaps and SME priorities carried forward.

Personnel expansion needs audit/scoring to decide which gaps dominate the next cycle.

Which unresolved person gaps should route next?

Tick 120 next-hour audit scoring handoff gate


Split consultant firms into current-title, manager-database, client retrieval, ODD veto, field owner, and workflow-admin proof rows.

Named consultants need workflow authority to be actionable.

Tick 120 consultant reviewer personnel row


Attach current title, board, committee, disclosure, consultant-of-record, and before/after owner proof to allocator rows.

Current-title proof prevents stale relationship maps.

Tick 120 allocator authority personnel row


Attach PM move, fund closure, wind-down, replacement, refill, and lifecycle owner rows to historical motion.

Historical motion needs owners before and after the event.

PM lifecycle and replacement owner proof

Tick 120 manager PM lifecycle personnel row


Backfill owners of profile fields, export paths, data lineage, taxonomy, diligence, document source of truth, and first-result rank.

First-result visibility is controlled by field and taxonomy owners.


Convert private wealth routes into named-owner rows or explicit monitor-only blockers.

Private wealth route maps overstate pitchability without owner proof.


Backfill current owners and sleeve owners for ATP, NBIM, UK LGPS pools, GPIF/PIF gates, and sovereign route rows.

International route cues need first-party owner proof.

Which official source proves owner and sleeve?

Tick 120 international allocator owner row


Separate prime-broker cap-intro, placement-agent, OCIO access, and family-office coverage owner rows with route packet requirements.

Allocator introductions are controlled before public records show motion.


AEO/GEO fixes require accountable evidence and content owners.

Tick 120 answer engine content owner row


Create SME rows for historical motion, workspace first result, platform field owner, and decision-maker chatbot usage.

SME validators turn inferred influence into verified behavior.


Map personas to public, platform-native, finance-workspace, or internal-copilot surfaces before prioritizing content.

AEO/GEO strategy changes with the actual decision-maker surface.

Which chatbot or workspace does the decision maker use?

Tick 120 decision-maker surface user row


Execute hourly lane 11 and route the next cycle from audited counts, top actionable signals, and repeated personnel blockers.

The loop stays useful only if audit output changes routing decisions.


Preserve 100% citation coverage across nodes, edges, and signals.

Every graph row must remain source-backed.

Are any rows source-weak despite having citations?


Use PageRank, communities, freshness, and transcendence outputs to route the next cycle.

CalPERS, Citadel, NEPC, Millennium, Mercer, AlphaSense, Man Group, Bridgewater, Harvard Management Company, and AQR remain high-bridge expansion points.

Which high-bridge node has the weakest current owner proof?


Route tick 122 to hour 00 and prioritize NYC BAM, iCapital/private wealth onboarding, CalPERS/eVestment, GPIF registration, and active replacement-capital rows.

The top ranked actionable signals are live intake, onboarding, registration, and replacement rows; the next cycle should harden pitch packets and current-owner proof.

Which open intake row has the highest chance of near-term action?


Carry current-title proof, database-owner proof, ODD veto ownership, platform metadata ownership, workspace lineage, before/after owner proof, and actual chatbot/workspace-user proof into tick 122.

Personnel expansion is only actionable when the next pitch-window packet names owners, surfaces, and proof gates.

Tick 121 repeated personnel blocker lane


Treat the 32 stale nodes as recheck tasks before using them in active outreach or answer-engine content.

Stale personnel and opportunity rows can create false pitch signals.

Which stale row should be refreshed first?


Keep loop_state values tied to audited database counts only after calendar export.

A stale tick or stale count makes the long-running loop unreliable.

Does the state reflect the audited graph?


Commit only after validation, ingestion, audit, export, score, count, loop-state update, and scoped diff.

Each tick must leave a durable artifact and a clean next action.

Is there any uncommitted required output?


Route tick 122 to hour 00, starting with NYC BAM and carrying current-owner and source-lineage proof gates.

The strongest actionable row is a dated open search with a response deadline.


Build the response packet from deadline, attachments, addenda, replacement-cycle proof, current owner, and SME fit check.

A dated search requires a packet, not a generic outreach note.

Is the opportunity broader than passive indexing?


Attach platform field labels, metadata owner, DDQ, reporting, advisor education, portfolio-fit language, and SME owner proof.

Platform-native listability depends on exact diligence fields and owner path.

Tick 121 iCapital private wealth next route row


Attach incumbent, weakness signal, sleeve, date, replacement/refill path, and before/after owner proof.

Terminations are actionable only when capital destination can be traced.

Tick 121 replacement capital next route row


Refresh eVestment strategy/contact records and preserve the direct proposal fallback route.

Manager registration is pitchable only if thresholds and current records are correct.

Does this manager meet the eVestment path threshold?

Tick 121 CalPERS registration next route row


Build registration-ready packet with official intake surface, local compliance fields, risk fields, owner/title proof, and sleeve proof.

Official registration surfaces are pre-RFP gates.

Is alternative-assets registration the correct first-touch surface?

Tick 121 GPIF registration next route row


Attach workspace capture, profile export proof, field owner, taxonomy path, source lineage, and first-result rank.

Private workspace visibility can dominate public answer-engine discovery.

Which private database result would an analyst see first?

hidden database first-result owner proof


Assign raw-answer capture, citation path, target persona, surface used, content asset owner, and retest date.

Which chatbot or workspace does the decision maker use before diligence?


Promote only rows with current role, organization, authority or workflow, source, route, and evidence status.

Role-only rows are useful as gaps but dangerous as outreach claims.

Which additional personnel influence this decision?

Tick 121 current personnel next route row


Downgrade rows that cannot attach current official source, owner, workflow, or SME proof in tick 122.

A ranked route should shrink weak hypotheses as aggressively as it promotes pitchable rows.


Execute hour 00 and produce packet gates for open/current intake rows before any active outreach.

Open windows are only useful when packet fields, owners, and source proof are attached.

Who is accepting quant manager materials now?

Tick 122 open pitch window control plane


Capture notice, attachments, addenda, submission method, consultant database requirements, question deadline, award path, and replacement-cycle proof.

The July 15 search is the top open window but needs attachment/addendum completeness before final response.

Does the passive indexing replacement cycle indicate broader roster refresh or only a narrow passive mandate?


Normalize fund data, subscription workflow, DDQ/ODD, reporting, advisor education, portfolio-fit language, field labels, and metadata-owner proof.

Platform compatibility controls private-bank and RIA distribution.

Who owns iCapital platform diligence metadata?

Tick 122 iCapital platform onboarding packet lane


Refresh eVestment strategy/contact records, qualification thresholds, and direct proposal fallback packet.

CalPERS intake remains pitchable only when threshold route and fallback route are distinct.

CalPERS eVestment and direct proposal intake


Prepare registration-ready packet with official intake, quantitative risk, ESG, liquidity, operational controls, owner/title, and sleeve proof.

Official registration systems are pre-RFP gates.

GPIF registration and international owner proof


Attach incumbent, weakness signal, sleeve, date, replacement/refill destination, and before/after owner proof.

Replacement rows downgrade when capital destination is not traceable.

Tick 122 replacement capital follow-through lane


Require current role, organization, authority/workflow, source, route, and evidence status before active outreach.

Pitch-window rows overstate actionability when owner proof is missing.


Block outreach until required packet fields and official source proof are complete.

A high-ranked opportunity still fails if the packet cannot answer the actual intake requirements.


Verify whether top open rows fit the actual quant hedge-fund strategy or should be narrowed/downgraded.

Open intake does not imply strategy fit.

Is this route pitchable for this strategy now?


Route tick 123 to funding and rebalance cycles unless pitch-window packet blockers dominate after audit.

Open-window packet work should flow into capital-motion timing once packet gates are clear.

Which funding cycle creates near-term capital motion?

hour 01 funding and rebalance cycle routing

Tick 122 next-hour funding cycle handoff gate


Execute hour 01 and attach dated capital-motion evidence to current intake and pitch-window rows.

Pitchability improves when open routes are timed to funding, rebalance, or board-cycle evidence.

What funding cycle creates near-term capital motion?

Tick 123 funding rebalance control plane


Resolve whether PCS is manager-facing, consultant-facing, or internal-only, then attach route owner and risk/transparency appendix.

Managed-account and completion sleeves can make transparent systematic strategies timely.

Is PCS a pitchable manager-facing route?

portfolio completion and managed-account route timing

Tick 123 MassPRIM PCS funding cycle lane


Extract July 16-17 agenda, board book, summary, recording URLs, approvals, commitments, manager changes, and committee routing.

Board materials expose manager-change evidence before generic outreach lists do.

Which board item creates capital motion?

board material capital-motion extraction


Normalize manager, mandate, asset class, selection date, allocation or commitment, consultant, and document URL fields.

New-manager reports show current deployment behavior and consultant routes.

Which mandate shows fresh capital deployment?

Tick 123 Florida SBA new-manager tape lane


Normalize hires, terminations, transaction type, asset class, placement-agent status, amount, close date, and emerging-manager route.

Monthly disclosure tapes can reveal hires and terminations before annual summaries.

Which monthly row changes outreach timing?


Keep board meetings, eVestment path, direct proposal portal, and total-fund completion memo distinct.

A board rhythm can explain when an open manager-intake route should be used.

Which CalPERS cycle creates near-term capital motion?

board rhythm and total-fund completion timing

Tick 123 CalPERS board and intake cycle lane


Promote only when liquidity or pacing pressure is source-backed and tied to owner/source proof.

Private-market pacing pressure can create demand for liquid, transparent systematic substitutes.

Does pacing pressure make a liquid-alts substitute pitchable now?

Tick 123 private-market liquidity substitute lane


Promote only rows with dated board, report, tape, annual report, pacing plan, target allocation, or rebalance evidence.

Funding-cycle narratives without dated capital evidence should not drive near-term outreach.


For each capital-motion row, state which owner, packet, route, answer-engine asset, or SME question changes.

Capital-motion evidence matters only if it changes the action plan.

What packet changes because of this evidence?

Tick 123 owner and packet implication gate


Route tick 124 to low-performer replacement motion unless funding-cycle proof gaps still dominate after audit.

Funding cycle evidence should flow naturally into incumbent vulnerability tests.

hour 02 low-performer replacement motion

Tick 123 next-hour low-performer handoff gate