User Defined Notifications (Alerts)

Monitor regulatory content and news by creating custom alerts. You can add any number of custom alerts based on search criteria to identify specific sets of documents that impact your business. Once you’ve established your alerts, you won’t need to search again because you’ll be notified automatically once new documents that meet your alert criteria are published.

Creating a New Alert

Step 1:

Select Filter in the search bar and enter search criteria using parameters such as Agency, Jurisdiction, Dates, and free text entry fields such as Title and Full Text, then click Search. Remember to save time by selecting a preferred view based on your own personal defaults, the organization’s defaults, or the defaults of a specific team.

Please refer to our Basic Search and Advanced Search guides for tips on how to optimize your search results.

Step 2:

Check your search results, and once you’re satisfied that you’re receiving the expected results, select “Create Alerts”, which you will find in the toolbar section of every search view.

Please note: Depending on your search and filter criteria, there might not be any documents listed, yet. This can happen, for example, for new regulatory topics and upcoming legislation. However, if you are expecting some results to be shown, then it is likely you have a conflicting item selected in your filter.

For example: If you select Document Type “Rule” and conduct a Title search for something that is currently only a Proposed Rule, no results will be returned. Once the Rule is published, you will receive an alert.

Step 3:

Save your Search and click “Create.” Then save the alert. It will automatically be populated with the keywords listed in the Search bar, you can rename the alert without affecting the search criteria.

Step 4:

Next, you can update the frequency of your notifications via the Email Frequency dropdown in the Reporting > Regulatory Reports > User Defined Notifications page. Note that when you create your new alert, you will be directed to this page via your success notification.

Once you’ve created your alert, you can associate it to one or more workflows so that your workflow is automatically added to new documents identified by the alert.

Alert associated to a workflow

Another way you can automate processes using your alerts is to associate it with one or more labels so that your documents are automatically added to new documents identified by the alert. Note that you will need to implement a specialized service connector and toggle the “Automatically tag documents based on alerts” toggle on for documents to be labeled.

Alert associated to a label

Common ways to use Assurance AI Alerts and Notifications

Email Alerts: Rely on email alerts to indicate when you need to log into the product to review new relevant documents.
Sharing Alerts: You can share alerts with other members of your team so that you can all receive notifications and leverage the same set of saved searches. (Please note, this is limited to individuals within your organization who have a Compliance.ai login ID.)
Create your own Dashboard Widget: You can create your own custom dashboard widget for any alert. Simply click the three dot more features icon for the alert and choose “Create Widget”. A new widget will be automatically added to your dashboard. The widget is automatically kept in sync with any changes you make to the alert, so once it’s been added, it’s always up-to-date.
RSS Feed: Team Edition users have access to RSS links for alerts. You can use these links to review resulting documents in popular RSS reads or to integrate with many platforms you may use in your organization such as your GRC or document management system. Access the RSS link for an alert by clicking more features icon for the preferred alert. See information about our Developer Program for more information on integrations.
Product Notifications: Log into the product on a regular basis and manually check for updates. The red “NEW” flag means that new documents have been added since you last accessed the notification.
Saved Searches: You can also treat your alerts as saved searches. Simply hover over the name of the alert and click the Go to notification link to search.
Add Custom View: You can create your own Custom View within Regulatory Intelligence. If you have alerts you rely on frequently, adding them as custom views makes them easily accessible within Regulatory Intelligence

Accessing Notification Features

Accessing Custom Views

Editing your Alert

You can change your alert parameters at any time by clicking the three dot “more features” icon next to any alert. This will direct you to filters. Simply modify your filters and other search parameters as needed and click “Update this Alert”.

If you are making significant changes to your search and aren’t sure of the potential impact, it’s a good idea to preview your changes first. To preview, simply select “Preview”. Next review your results and if you’re satisfied, click “Save Alert”. If you realize you’ve taken a mis-step, click Edit Alert and you can reopen your filter and try again.

Previewing before Updating your Alert

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