Alerts Modal

When an alert is opened, the Alert Modal displays several sections, each shown as a collapsible accordion — Reggi Relevance, Alert Reason, Comments, Attachments, and History — along with quick-access controls at the top of the modal for View Document, Pagination, Citation, and Link.

Alert Summary Section 

The Alert Summary provides key details about an alert, allowing users to understand its relevance at a glance.

At the top of the alert modal, users can access View Document, Pagination (up to 50 alerts per page), Citation, and Link for quick reference and navigation.

Alert Summary Fields

• Owner: Displays who is responsible for handling the alert. By default, it may be unassigned.

• Doc Status: Categorizes the document type, such as Publications/Communications.

• Published Date: Shows when the alert was published.

• Agency: Specifies the regulatory body or organization issuing the alert.

• Alert Reason: Explains why the alert was generated, providing context based on the alert category and its relevance.

• Reggi Relevance: Highlights how relevant the alert is to your organization based on Reggi’s analysis, helping prioritize critical updates.

• Comments & History:

  • Comments: Allows users to leave notes or discuss the alert internally.

  • History: Provides a log of changes and interactions related to the alert.

Reggi Relevance

The Reggi Relevance section helps you understand why an alert is considered relevant to your organization and which topics on the alert are relevant to your team. It provides both the overall company-wide relevance assessment and topic-level relevance results, along with the reasons behind those results.

To view relevance information, open an alert and expand the Reggi Relevance section.

Company-Wide Relevance

Company-Wide Relevance reflects Reggi's overall relevancy verdict for the alert.

• A relevance badge — High, Medium, Low, or Not Relevant — indicates the verdict, along with Reggi's reasoning below it.

• The relevance reason explains why the alert received its rating.

• Select Show more to expand a longer reason and Show less to collapse it.

• Select the Copy icon to copy the reason text.

Topic Relevance

The Topic Relevance section shows how Reggi evaluated the topics assigned to the alert.

Shown with a colored letter badge (High, Medium, Low, Not Relevant, or Unassigned) and Reggi's reasoning. Your team's topics appear first, followed by all other topics, each group sorted by relevance level and then alphabetically.

Note: Topic relevance is only evaluated when Company-Wide Relevance comes back as relevant. If the company-wide result is Not Relevant, or if no company prompt is configured, topic-level relevance won't run for that alert.

Relevance States

• High, Medium, or Low: Reggi has evaluated the topic and determined its relevance level.

• Not Relevant: Reggi has determined that the topic does not apply to the alert. The reason provided by Reggi explains the determination.

• Relevancy determination in progress: A prompt is configured for the topic, but Reggi has not yet completed the relevance evaluation.

• Topic prompt hasn't been configured yet: No prompt is currently configured for the topic, so a relevance determination is not available.

Topic Removal

When Reggi determines that a topic is Not Relevant, the topic may be automatically removed from an active alert. The topic's relevance result and reason remain available in the Reggi Relevance section so you can understand why it was removed.

Removed topics are displayed with a visual indication of their removed status, along with the reason and removal timestamp where available.

Note: Reggi does not automatically remove topics from finalized alerts. Topics without a configured prompt remain assigned to the alert.

Alert Synopsis Section

The Alert Synopsis provides additional context about the alert, offering a concise summary and direct access to the source document.

Key Details in Alert Synopsis:

• Alert Title: Displays the title of the alert.

• Feed Name: Specifies the subscribed feed that triggered the alert (applicable only to feed alerts in the Agency Updates category, e.g., Securities and Exchange Commission – Speeches & Statements).

• Description: A brief summary of the document or update, giving users a high-level understanding of its content.

• Source Link: Provides a direct URL to the original document for further review.

• Bill Progression Chart: For bill alerts, a visual chart is included to show the bill's progression through legislative stages.

How to Use These Sections Effectively

1. Assess Severity Quickly: Prioritize alerts based on their severity level.

2. Review the Summary: Check the alert reason, document status, and published date to determine relevance.

3. Check Reggi Relevance: Review the company-wide verdict and topic-level breakdown to understand why an alert matters — and to whom.

4. Refer to the Synopsis: Read the description and access the source link for more details.

5. Utilize Comments & History: Collaborate with your team by adding comments or checking previous interactions with the alert.

By understanding these sections, users can efficiently manage and respond to regulatory updates in Regology’s system.