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Update covenant scores in portfolio tracker for deals

Update covenant scores in portfolio tracker for deals

Your covenant entries in the deal sheet lag after edits, leaving analysts without current compliance metrics. Keep covenant scores current so analysts act before portfolio reviews.

Update covenant scores in portfolio tracker for deals

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Overview

Stale covenant scores slow analysts and hide compliance risk ahead of reviews. This flow keeps covenant values updated in your portfolio workspace within minutes, so analysts can spot breaches and act before review meetings.

Update covenant scores in portfolio tracker for deals