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65 Mortgage Lending docs published in the last 7 days

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1460 docs with 2637 extracted obligations from the last 7 days
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new Proposed and Final Rules were published in the past 7 days

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5953 new docs in pro.compliance.ai within the last 7 days

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All Courses > Advanced Search

Advanced Search

Compliance.ai’s Advanced Search feature allows you to further filter content with an exclude option. Use the toggle next to the Search bar to switch to Advanced Search at any time.

Advanced Search Bar

To create fine-grained queries without having to learn advanced syntax, use Advanced Search Filters. This gives you access to all possible filters as well as a full array of comparison functions (is, is not, greater than, less than, and true/false).

  1. Use the search toggle to select Advanced, then click Filters.. Simply click “+” to begin adding filters.Advanced Search Filter
  2. Once you have added a filter, you can select the Attribute, Comparator, and Values from drop down lists. In some cases, for example Text, the value can be a free-form text. There’s no need to add quotes around multiple words. Advanced Search does this for you.Using Advanced Search Filter
  3. To add another filter to the same group, choose the “+” immediately below your existing filter. This allows you to use the same “Operator” (AND/OR) between the filters.Using Advanced Search Filter2
  4. If you want to combine And and Or functions in a query, you can add a new Filter Group by selecting the “Add filter group” button. Change any AND/OR by clicking on the comparator.Using Advanced Search Filter3
    Using Advanced Search Filter4
  5. You can even add a nested group using the “Add filter group” button immediately beneath any filter group. This will allow you to add a set of filters using a different comparator within your main group. This might be helpful if you are trying to include or exclude multiple text values from your search.Using Advanced Search Filter5Using Advanced Search Filter6

Using the “Convert to Advanced Search” feature is also a great way to leverage the simplicity of our Basic Filters, while also allowing you to take advantage of Advanced Search syntax. For example, if you wish to search for all enforcement documents published by the agencies you follow, but wish to exclude AWCs, add filters within the Basic Search filters, include title = AWC, then Convert to Advanced search so you can customize.

Convert to advanced search

Once you have converted, you can simply change the final “AND” to “AND NOT” to exclude AWC and click enter to search.

Advanced Search Filter1

Note: You can type into the search bar directly, but remember that you must use the correct terms for attributes (e.g., “Agency”) and comparators (e.g., “AND”)

  • Any text longer than 1 word must be contained in quotations, e.g. title = “Agencies Announce Dollar Thresholds”
  • You can add Boolean search terms such as “and/and not,” “or/or not,” in between any of the filter types
  • All date fields follow the follow format yyyy-mm-dd
  • For lists of attributes within the same filter, you can use the IN function instead of AND (see below).
  • Value must be exact matches if there is a list (See Table) associated with the attribute
    • Such as = Rule vs. = rule

If you wish to type your search query directly into the search bar, you will need to input the correct sequence of attributes, comparators, and values. Please refer to the table below:

Advanced Search Structure

If you want to include many values for a particular attribute, it’s more efficient to use the IN function rather than multiple clauses with AND comparators:

Search Clauses

Table: Filter Attributes

Attribute Comparator Example Lists
agency =(is) / !=(is not) agency = “FDIC” Click here
doc_type =(is) / !=(is not) doc_type = Rule Click here
full_text =(is) / !=(is not) full_text != “Self-Regulatory Organization”
jurisdiction =(is) / !=(is not) jurisdiction = US-TX Click here
Published_from (published after) =(is) / !=(is not) published_from = “2020-01-01”
Published_to (published before) =(is) / !=(is not) published_to = “2020-03-13”
title =(is) / !=(is not) title = “Truth in Lending Act”
topic =(is) / !=(is not) topic = 72 Click here
act =(is) / !=(is not) act = 3244
act_id =(is) / !=(is not) act_id = 3244 Click here
agency_id =(is) / !=(is not) agency_id = 164 Click here
bank =(is) / !=(is not) bank = 15 Click here
bank_id =(is) / !=(is not) bank_id = 15 Click here
business =(is) / !=(is not) business = 15 Click here
category =(is) / !=(is not) category = “Mortgagee Letter” Click here
citation =(is) / !=(is not) citation = “12 CFR 1026.19” Click here
citation_id =(is) / !=(is not) citation_id = “12 CFR 1026.19”
comments_close_from (close after) =(is) / !=(is not) comments_close_from = “2020-01-01”
comments_close_to (close before) =(is) / !=(is not) comments_close_to = “2020-03-13”
compliance_from (rule effective date after) =(is) / !=(is not) compliance_from = “2020-01-01”
compliance_to (rule effective date before) =(is) / !=(is not) compliance_to = “2020-03-13”
diffing_available =(is) / !=(is not) diffing_available = true
doc_id =(is) / !=(is not) doc_id = 4127070
monetary_penalty (exact match search) =(is) / !=(is not) monetary_penalty = 150000
monetary_penalty_max (no more than) =(is) / !=(is not) monetary_penalty_max = 100000000
monetary_penalty_min (no less than) =(is) / !=(is not) monetary_penalty_min = 10000
news_source =(is) / !=(is not) news_source = “American Banker” Click here
obligations =(is) / !=(is not) obligations = true
premium_content =(is) / !=(is not) premium_content = true
regulation =(is) / !=(is not) regulation = 37 Click here
regulation_id =(is) / !=(is not) regulation_id = 37 Click here
respondent =(is) / !=(is not) respondent = “Compliance.ai”
text =(is) / !=(is not) text = “Self-Regulatory Organization”
topic_id =(is) / !=(is not) topic_id = 72 Click here
violation =(is) / !=(is not) violation = “FINRA Rule”