Workflow blocks
A short index of the blocks you can add to a workflow.
The builder groups blocks under Kimpton and Integrations. A block's available settings and connections determine what you can run. Test the full draft before publishing.
Triggers
| Block | Use |
|---|---|
| Schedule | Start at a chosen cadence |
| Corporate actions | Start when a selected corporate action appears; needs Enterprise FactSet market data |
| Filings | Start for a selected filing; needs Enterprise FactSet market data |
| Price movement | Start when a selected price threshold is newly crossed |
See What starts a workflow for conditions and manual runs.
Data
| Block | Use |
|---|---|
| Search Vault Documents | Find authorized Vault or connected-source documents for later steps |
Kimpton AI
| Block | Use |
|---|---|
| Ask Kimpton | Analyze the selected context using your prompt |
| Generate trade proposals | Research proposals for a model portfolio; needs a model |
Notifications
| Block | Use |
|---|---|
| Notify | Send a saved result in-app, by email, Slack DM, or subscribed Slack channel |
Without Notify, the result is still saved in History. A completed run does not prove delivery. See Delivering results.
Integrations: Detail Blocks
These blocks need an approved Ridgeline connection and portfolio scope. They produce private run artifacts, not a live view in Portfolio.
| Block | Use |
|---|---|
| Get Holdings - Ridgeline | Read authorized account holdings for a run |
| Get Transactions - Ridgeline | Read authorized transactions for a chosen period |
| Post Trade Exceptions - Ridgeline | Review available post-trade exceptions |
| CSA Tracking Report | Create a monthly or quarterly commission report with year-to-date figures and review items |
| Monitor Reconciliation — Ridgeline + US Bank | Compare available position and cash records with an approved custody source |
Specialist reports
CSA Tracking Report runs manually; scheduling is rejected by the current executor. The reconciliation pilot also rejects scheduled execution. Work with your Kimpton account team to confirm the intended configuration and sources before running either one. Review the saved report's source dates and exceptions; a completed run does not prove the records agree.
The CSA report shows recorded commissions, not proof of payment or receipt. Check Review Items for missing or inconsistent source amounts. Reconciliation compares quantities and cash, not security prices. Its source notes disclose older-price warnings; Audit detail labels any supported zero-balance assumption.
Blocks you'll see but can't add
Portfolio Scope and Portfolio Scope - Ridgeline can appear in a draft or template. They set the authorized portfolio context for later blocks; they are not separate palette choices.
Retired blocks
Email me and Notify me are old delivery blocks. Saving an older workflow converts them to Notify with the same destination. Use Notify for new workflows.