Submitting your data kicks off a chain of events behind the scenes — the period locks, scores get drafted, and your advisor is notified. Knowing what happens next helps you understand when to expect your scores and commentary. This guide walks through the post-submission flow.
💡 Tip — Who can use this Relevant to all clients who submit data.
Quick reference
| Step | What happens |
|---|---|
| 1 | Your data locks and goes to your partner |
| 2 | Pulse AI drafts scores and commentary |
| 3 | Your partner reviews and publishes |
After you click Submit
1. The period locks and is handed to your advisor. Your submitted data becomes read-only on your side, and the period's status moves to "Submitted." Your advisory partner is notified that there's data waiting for review.
2. Pulse AI drafts an analysis. On the first submission for a period, Fortis Pulse automatically runs a Pulse AI advisor pass that drafts the health scores, diagnostic flags, and advisory commentary. This is a platform service — it doesn't cost you tokens. You may see a "Pulse AI is analyzing" banner on your dashboard while it runs.
3. Your partner reviews and publishes. What happens next depends on your plan:
- Trial plans: the AI draft is published automatically, so you'll see the scores and commentary shortly after submitting.
- Paid plans: the AI draft goes to your partner as a draft. They review it, adjust the scores and commentary as needed, and then publish the period. You won't see the advisory until they publish — this lets your advisor shape the narrative first.
💡 Tip — When to expect your commentary On a Trial plan, expect your scores within minutes of submitting. On a paid plan, expect your commentary once your partner has reviewed and published — normally as part of their regular cadence with you. If it's taking longer than expected, message your partner for an update.
📝 Note — You can keep using the app While a period is under review, everything else works normally — you can submit another period, message your partner, view documents, and so on. The locked period simply waits for your partner's review alongside your other activity.