DIRECT ANSWER
Definition
AUMSearch uses source-specific dates instead of one ambiguous “updated” timestamp. Published data should distinguish the reporting period, filing date, source acceptance time, retrieval time, normalization time, and page review date.
01
Date vocabulary
| Date | Purpose |
|---|---|
| Reporting period | When the disclosed information applies |
| Filed date | When the filer submitted the record |
| Accepted time | When the source system accepted it |
| Retrieved time | When AUMSearch collected it |
| Normalized time | When AUMSearch processed it |
| Reviewed date | When page explanations and sources were checked |
02
Source cadence
Form 13F is a quarterly disclosure with filing lag. Form ADV changes through initial filings, annual updating amendments, and other amendments. Source cadence does not guarantee AUMSearch processing cadence; the public coverage dashboard will publish validated refresh status when the production pipeline is ready.
03
Stale-data behavior
- Keep the last known source date visible.
- Warn when an expected refresh is delayed.
- Do not silently substitute an old value as current.
- Preserve historical editions of research pages.
- Update schema last-modified dates only for material changes.
SRC
Primary sources
Definitions and regulatory claims on this page are grounded in the following official public resources.