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Alerts Integrated Workflow

Alerts Integrated Workflow - new alerts workflow using Fenergo Alert Object, new Alerts Dashbaord with associated alerts permissions set. Configurable Alert journey. Transaction and alerts view from Entity Profile.

Alert Dashboard​

New Alert dashboard available for users with the Alert Access permission. Here users can see "All Alerts" or "My Alerts". Actions on this dashboard include Alert Assignment or Unassignment, Alert group creation and bulk operations. This dashboard shows the relevant details for the alert, including Alert Id,status, Main Entity, Business rule,Created Date, Assignee, Previous Assessment, no. of transactions and Total Monitoring Amount.

Alert Assessment Journey​

New Journey type which can be configured with Alert Assessment tasks which will allow permissioned users to assess transactions contained in an alert. The new journey should be configured using relevant Alert Scoping conditions and Alert relevant event triggers.

Alert Assessment Task​

New Alert Assessment task, once an Alert is assigned to the relevant team member they can assess the alert from this task. This task will show an Alert details summary and the transactions that are contained in this alert. Transactions can be assessed using the configurable AlertsAssessmentCategory/AlertsAssessmentOutcome lookup. Transactions details can be access from the transaction id link. Assessment comments and documents can be added, assessment can be submitted.

Entity Transactions in CLM​

Transactions are available from the Entity Profile Page with the correct "Entity Profile Transaction View" permission. This will include all transactions for an entity.

Entity Alerts​

Alerts are available from the Entity Profile Page.

Entity Whitelisting​

Whitelisting a combination of Entity, counterparty and business rule for a set period of time, an alert will be trigger but flagged with status Whitelisted. An assessment journey will not be triggered for these as investigation is not required.

Event Ingress, external Alerts​

Alerts with transactions can be triggered from the API using event ingress.