Keep the petition receipt and approval notices, birth information and the records identifying the investment category. The priority date and chargeability analysis are central to deciding which official information is relevant.
Preserve the basis for the comparison
Ask counsel to record the applicable category and any chargeability exception, with supporting civil documents. Track dated official instructions rather than saving only a promotional screenshot. Update the review when petition status or family circumstances change.
The document file should support the actual immigration route, because consular processing and adjustment use instructions that must be checked for the relevant stage. Keep a file that can be re-read years later by someone who was not present. Retain the petition receipt and approval notices, the birth information and the records identifying the investment category, and have counsel record the applicable category and any chargeability exception with the supporting civil documents.
Track dated official instructions rather than saving a promotional screenshot, since the screenshot carries neither date nor authority. Update the review whenever petition status or family circumstances change, and note the date of each update. The file should follow the actual route, because consular processing and adjustment use instructions that must be checked for the relevant stage.
Note who is responsible for refreshing the file and how often.