II.
Responsibility JSON
Structured · liveresponsibility:portfolio-rebalancing
Portfolio rebalancing json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "responsibility:portfolio-rebalancing",
"_kind": "Responsibility",
"_file": "role/responsibilities/responsibilities-finance-trading.yaml",
"_cluster": "role",
"attributes": {
"displayName": "Portfolio rebalancing",
"cadence": "scheduled",
"description": "Execute portfolio rebalancing per investment policy and risk limits.\n"
},
"outgoingEdges": [
{
"from": "responsibility:portfolio-rebalancing",
"to": "role:portfolio-manager",
"kind": "held_by",
"attributes": {}
}
],
"incomingEdges": [
{
"from": "role:portfolio-manager",
"to": "responsibility:portfolio-rebalancing",
"kind": "holds_responsibility",
"attributes": {}
},
{
"from": "workflow:trading-performance-attribution",
"to": "responsibility:portfolio-rebalancing",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:portfolio-rebalancing-cycle",
"to": "responsibility:portfolio-rebalancing",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:portfolio-risk-attribution",
"to": "responsibility:portfolio-rebalancing",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:investment-thesis-review",
"to": "responsibility:portfolio-rebalancing",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:asset-allocation-strategy-review",
"to": "responsibility:portfolio-rebalancing",
"kind": "triggers_responsibility",
"attributes": {}
}
]
}