Service monitor to integrate with other sections of Client record data to eliminate manual add/remove/update of the service level.Expand on mapping & configurations of Service Monitors & Service Levels to look at things like total managed asset value, Classification & record Type.

            *Classification - When a Client is tagged as EX-Client the service monitor will automatically stop

            * Total Market Value - Place record in a service level based on total managed market value

            * Record Type - Also use this to place a record in a Service Level based on designation.

Examples:

-Record Type is Person / Classification is Client / Assets are $2Mil = Gold Service Level

-Record Type is Person / Classification is Client / Assets are $100k = Silver Service Level

-Record Type is Business / Classification is Interested Party / Assets are $0 = No Service Level

-Record Type is Person / Classification is EX-Client = No Service Level