Alert Summary Section
The Alert Summary provides key details about an alert, allowing users to understand its relevance at a glance.
Key Fields in Alert Summary:
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
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Severity: Indicates the importance of the alert using a color-coded priority system.
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Red – Very High / High
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Orange – Medium
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Blue – Low / Very Low
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Owner: Displays who is responsible for handling the alert. By default, it may be unassigned.
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Doc Status: Categorizes the document type, such as Publications/Communications.
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Published Date: Shows when the alert was published.
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Agency: Specifies the regulatory body or organization issuing the alert.
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Alert Reason: Explains why the alert was generated, providing context based on the alert category and its relevance.
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Reggi Relevance: Highlights how relevant the alert is to your organization based on Reggi’s analysis, helping prioritize critical updates.
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Comments & History:
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Comments: Allows users to leave notes or discuss the alert internally.
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History: Provides a log of changes and interactions related to the alert.
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Navigation Tip: The Workflow Status dropdown allows users to mark the alert as read or unread for tracking purposes.
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:
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Alert Title: Displays the title of the alert.
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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).
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Description: A brief summary of the document or update, giving users a high-level understanding of its content.
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Source Link: Provides a direct URL to the original document for further review.
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Bill Progression Chart: For bill alerts, a visual chart is included to show the bill's progression through legislative stages.
Navigation Tip: Click the title, source link, or View Document to open the full document for deeper analysis.
How to Use These Sections Effectively
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Assess Severity Quickly: Prioritize alerts based on their severity level.
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Review the Summary: Check the alert reason, document status, and published date to determine relevance.
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Refer to the Synopsis: Read the description and access the source link for more details.
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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.