Portfolio quota allocator
RoadmapEnforce per-recipient and per-group caps across an entire batch.
Status
On the roadmap
This capability is designed and planned as part of the headless routing readiness work. The shipped strategies above are available today; this one is on the way.
How it works
Enforces per-recipient and per-group count or share caps across a batch — hard caps are never violated, soft caps are penalized, and items are left unassigned when constraints require. Concentration control at batch scale.