{ "openapi": "3.0.1", "info": { "title": "RIA Change Radar: Form ADV Alerts & GTM Triggers", "description": "Watch the RIA firms you name (by CRD or name+state) or a state/AUM filter and get typed changes from the filed SEC Form ADV on your schedule: crossed AUM band, advisers added/removed, custody, new registrant, scope, disclosure. 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Each item is a CRD number (e.g. 105958) or a {\"name\": \"...\", \"state\": \"XX\"} object. Name+state resolves to a CRD only on an unambiguous match; an ambiguous name returns a needs_confirmation row and is NOT watched or charged." }, "cohortFilter": { "title": "Cohort filter (report / cohort watch)", "type": "object", "description": "Match a set of firms by {state, minAum, maxAum, registrationScope: 'sec'|'era'}. A cohort watch runs a free preview first (matched count + monthly price) and enrolls nothing until confirmCohort is true; a 500-firm hard cap and a volume step-down above 100 firms bound an unguarded filter. In report mode the predicate is applied at BOTH feed endpoints and the CRD union is diffed." }, "reportStartDate": { "title": "Report start date (report mode)", "type": "string", "description": "report mode only: the earlier of the two SEC feed snapshots to diff, as YYYY-MM-DD. Leave blank to use a trailing default window ending at the newest available feed. The report compares these two point-in-time snapshots only; it does not claim coverage of the days between them." }, "reportEndDate": { "title": "Report end date (report mode)", "type": "string", "description": "report mode only: the later of the two SEC feed snapshots to diff, as YYYY-MM-DD. Leave blank to use the newest available feed." }, "confirmCohort": { "title": "Confirm cohort enrollment", "type": "boolean", "description": "A cohort watch enrolls (and starts billing per matched firm) only when this is true. Leave false to get the free preview first.", "default": false }, "triggers": { "title": "Triggers to fire", "type": "array", "description": "Subset of: crossed_aum_threshold (an actual upward band crossing, old < band <= new), regulatory_aum_changed (a filed RAUM move that stays within a band), advisers_added, advisers_removed, custody_changed, new_registrant, registration_scope_changed, new_disclosure, office_moved. Default is all. 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