Sweep digest — 2026-09-13
Window: 2026-09-12 06:30 → 2026-09-13 06:30 ET Run: 2026-09-13 06:30 ET, about 8 minutes
Counts
| Source | Items seen | Record-worthy | Noise |
|---|---|---|---|
| Calendar | 0 | 0 | 0 |
| Outlook — Inbox | 17 | 2 (one record) | 15 |
| Outlook — Sent | 5 | 0 | 5 |
| Teams | 1 | 0 | 1 |
| Box Zoom | 0 new subfolders | 0 | 0 |
| Notion | 0 | 0 | 0 |
_inbox\ |
0 | 0 | 0 |
A quiet Saturday-into-Sunday window. The Outlook noise is the usual automated traffic: Black Diamond reporting notices and a device-registration/auth-code pair, the AppRiver quarantine report, two Box Sign daily custodian approvals (Security Benefit and Fidelity for 2026-09-11), the NAS daily report, an FMG social-integration notice, a HubSpot export notice, a newsletter, and four informational Microsoft Defender alerts on a device that is not JT's. Sent items are the five daily Options Report notifications (Derek, Brandon, Brent, Christopher, Mike) — routine distribution, not correspondence. The single Teams message is personal chatter from Brandon on a Saturday evening.
Records written
- Kephart solicitor due diligence submitted, approved by the CCO, and archived — Brandon Drespling, Jim Peters — JT submitted the write-up at 5:25 PM ET and Brandon approved it 58 minutes later; cleared to continue, archived to JT, Brandon, Derek and the compliance mailbox.
Profiles touched
- Brandon Drespling: Kephart ask moved from open to done; snapshot line rewritten; decision logged for his same-evening approval; meeting log row; header dates.
- Jim Peters: added as referring IAR on the Kephart matter (no direct contact); snapshot line, crossover bullet, meeting log row, header dates.
Series updated
- none — no series occurrence in the window.
New people, confirm tier
- none. Jessica B. Kephart appears in the record as the subject of the due diligence but is not a correspondent, meeting attendee, or chat member, so no profile was created. If she becomes a working contact, she would be a new
external\profile.
Updates applied
- none —
_inbox\UPDATES.mdholds only its template examples, no live instructions.
Needs JT
- The two in-house file items noted for remediation in the Kephart submission have no owner and no date. They are now named in an archived compliance record, so they sit in the firm's own file unassigned. Added to OPEN-ITEMS under "I promised them"; worth setting a target with Brandon.
- Carried over, unchanged this window: Rheece's FINRA licence question (JT's reply target 2026-09-15), the Zakir package date and credit decision, Chad's port order (which number order 2026090823375823913 covers), and the Jamar documentation-process reply.
Errors
- Microsoft Graph returned HTTP 429 three times: twice on the Teams chat scan (first pass covered 32 of 50 chats, an immediate retry covered 1 of 50) and once on an Outlook message read. A 70-second wait cleared it and the re-run covered 49 of 50 chats, so Teams coverage for this window is effectively complete — one chat failed to scan on both passes. This is the sixth consecutive run with throttling.
- The OAuth token that failed on 2026-09-10 and 2026-09-11 worked throughout this run.