When an alert is opened, the Alert Modal displays two sections — Alert Summary and Alert Synopsis, 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.
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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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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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.
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.