Routing Rules

Routing Rules in Alert Settings allow users to define how incoming regulatory change alerts are automatically assigned to specific users or groups. By setting up routing rules, organizations can streamline alert management and ensure the right stakeholders receive relevant alerts.

Accessing Routing Rules

1. Navigate to Administration > System Configuration.

2. Click Alerts Settings.

3. Select the Routing Rules tab.

Creating a Routing Rule

1. Click the New button in the top-right corner.

   

2. In the "Choose a routing rule template" modal, select a template that fits your requirements.

   • Examples of routing templates include:

     • Route by alert category and multiple jurisdictions

     • Route by document status and master data

     • Route by keyword set matches

     • Route by authoritative document owner

     • Route all remaining alerts

3. Click the plus (+) button to add the selected rule.

4. Configure the rule by specifying the necessary parameters such as:

   • Alert Category

   • Jurisdictions

   • Keyword Sets

   • Master Data

   • Agency Feeds

   • Recipients (Users or Groups)

5. Click Save to apply the rule.

Managing Routing Rules

• The Routing Rules list displays all existing rules.

• Each rule shows details such as assigned categories, jurisdictions, and recipients.

• Users can:

  • Edit an existing rule by clicking the corresponding action button.

  • Delete a rule if it is no longer needed.

Best Practices

• Use keyword-based routing to direct alerts with specific terms to relevant stakeholders.

• Ensure comprehensive coverage by setting up a catch-all rule for remaining alerts.

• Regularly review and update rules to align with evolving compliance needs.