Settings
Console preferences, Lucy operating hours, data sources and audit log.
Morningstar MCP connection
Morningstar Direct
Not connectedAuthorise Lucy to call Morningstar via the Model Context Protocol. The access token never reaches the browser — only the results of each tool call do.
Advisor profile
Sophie Lehmann
Senior Relationship Manager · Privatbank Frankfurt · DACH
sophie.lehmann@privatbank.de
Role
Senior Relationship Manager
Region
DACH · Frankfurt
Book size
87 active mandates
Languages
German, English
Time zone
CET (UTC+1)
Lucy operating hours and skills
Lucy runs each skill on the schedule defined here. Disable a skill to pause it without removing its history. Confidence thresholds are set on each individual skill.
Portfolio drift scan
Compare actual vs. policy allocation across all client portfolios.
Every night at 04:00 CET
Fair Value monitor
Flag holdings trading at >20% premium or <15% discount to Morningstar Fair Value.
Every night at 04:30 CET
Sustainability scan
Identify holdings dropping below the configured Morningstar Globes threshold.
Every night at 05:00 CET
Suitability refresh reminder
Surface suitability assessments approaching the 12-month MiFID II deadline.
Every Monday at 06:00 CET
Client lifecycle alerts
Flag upcoming birthdays, retirements, mandate anniversaries — relationship triggers.
Every morning at 06:00 CET
Tax-loss harvesting scan
Identify positions with unrealised losses suitable for offset within the calendar year.
Every Friday at 06:30 CET
Analyst report digest
Summarise overnight Morningstar Analyst publications relevant to your book.
Every weekday at 07:00 CET
Macro event impact modelling
Model client-portfolio impact of major macro events (rate decisions, currency moves).
Event-triggered
Data sources
Morningstar Direct (MCP)
OAuth token refreshes every 50 minutes. 9 tools active.
Connected
Last sync 19 May, 07:42 CET
Morningstar Sustainability Atlas
Globes data refreshed hourly.
Connected
Last sync 19 May, 07:30 CET
Internal CRM (Mock)
Sales Logix replica — read-only.
Connected
Last sync 19 May, 07:42 CET
Bank Custody Feed
Last 4 hours of trades unconfirmed. Lucy flagged 2 positions for manual verification.
Degraded
Last sync 19 May, 06:14 CET
Langdock Workspace
Lucy assistant configured with read access to all views.
Connected
Last sync Live
Recent Lucy activity (audit log)
Full audit log retained for 7 years per MiFID II record-keeping requirements.