maintain and replenish: hold a ratio, hold a floor

maintain and replenish: hold a ratio, hold a floor A workflow diagram generated by Archify. 01 / Read 02 / Ratio path 03 / Floor path 04 / Outcome Measure Correct Confirm Read balances · current holdings · Read › Measure Read balances current holdings maintain · current vs target allocation · Ratio path › Measure · drift only maintain current vs target allocation drift only Rebalance · buys or sells the gap · Ratio path › Correct Rebalance buys or sells the gap replenish · current vs floor · Floor path › Measure replenish current vs floor Top up · refills to the target · Floor path › Correct Top up refills to the target Within bounds · nothing left to correct · Outcome › Confirm Within bounds nothing left to correct out of band under the floor maintain replenish Legend Agent logic Context / trace Cloud service

Target versus floor

  • • maintain cares about the shape of the book: the ratio between holdings
  • • replenish cares about one number: the balance must not sit under its floor
  • • maintain corrects both directions, replenish only adds

Both run repeatedly

  • • Neither is a one-shot action, which is why pause and resume matter more than delete