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An account’s effective settings can come from the account, its assigned model portfolio, or its advisor organization. Dynamic Rules can then change settings according to their conditions and dates. Read the effective result for the specific account before deciding whether to change a setting.
Organization defaults feed a model portfolio and client account; account settings take precedence for scalar values; matching Dynamic Rules resolve settings for a selected date.

An account combines saved settings with any matching Dynamic Rules.

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1. Find a setting’s source

Ask Tilt Agent: “For Taylor Morgan’s account, show the effective USD cash buffer and whether it comes from the account, Aggressive Portfolio, or the organization.”
The organization Configuration screen shows Optimization Settings, including the default risk model and USD and CAD cash buffers.

The organization's Optimization Settings tab sets default cash buffers for new portfolios and accounts.

For ordinary scalar settings, an account value takes precedence over the portfolio’s value, which takes precedence over the organization’s value. A missing value inherits; an explicit zero is a value. Allocation membership and weights follow a different rule: the assigned model supplies them when it defines them. Ask for both the saved value and the effective value when a setting appears not to take effect.

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2. Inspect a Dynamic Rule

Ask: “Show the Dynamic Rules for Taylor Morgan’s account and simulate the effective settings for the date I choose. Do not save a change.” Simulation and preview let you inspect the result without saving a rule. Check the account, date, condition, and resolved value in the response. For a change, describe the rule and ask Tilt Agent to show the complete proposed collection, including rules it will keep. Confirm the material change before saving. Ask for a persisted readback and a new dated simulation afterward. A preview result is not a saved rule. Dynamic Rules resolve optimization settings. Monitoring policies for drift, cash bands, and exposure are separate durable objects for alerts and oversight. Manage monitoring policies when you need to change one.