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How to Resolve Alerts

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Note: Alert notes are displayed under the Notes tab.

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Alternatively, alerts Alerts can also be resolved addressed by clicking selecting the APPROVE button in the Transaction Monitor’s eBlotter tab of the Transaction Monitor. For more information, refer to the /wiki/spaces/DOHTS/pages/1860960283 further details, please consult the Transaction Monitor guide.

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Search To search for an alert: , first configure the filter options (select Status by selecting either Open or In-process) for the Status (1) and . Then, click on FILTER (2) to proceed.

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Select a particular alert from the list.

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In the Alert Detail window, click RESOLVE.

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In the Status Update window, enter the notes and click OK.

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How to Add Notes to Investigated Alerts

Account alerts are processed at the end of each month-end. Adding notes to alerts significantly reduces research time for these alerts can greatly minimize the time spent researching recurring issues. To view access these notes, select the Alert Notes column via using the Column Selector.

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In the Alert Search tab, look for locate the alert you needrequire by following these steps:

Define

  1. Set the filter parameters and click FILTER (1).

Select

  1. Choose the alert (2) from the list of results.

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In the Alert Detail window, right-click anywhere in within the grid and choose select the ADD option from the menu.

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In the Notes window, enter your comments and click OK.

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In the Alert Detail window, click SAVE.

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Go to Reporting > Account Monitor.

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In the Account Search tab:

  • Define the Set your filter parameters and click FILTER (1).

  • Select Choose the Account (2) with where you would like to add your comments.

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Go To view your notes, including creation dates and authors, navigate to the Alert Notes tab.Your notes, the creation date, and the author are displayed on the grid, where all information will be displayed in a grid format.

How to Evaluate Alerts

Evaluating Alerts means alerts involves running /or generating the Alertsthem. This function process can be manual or scheduled for automatic alerts. Clicking Filter displays all alerts.

...

carried out either manually or configured to occur automatically on a schedule. To view all available alerts, click on Filter. The example below demonstrates how to evaluate Account Value Change alerts.

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While in To use the Alert Monitor, click follow these steps:

  1. Click on the Alert Search Tab

, and enter

  1. .

  2. Input the following values:

    • Status = All*

    • Approver = All*

    • Source object = [Account]

*These are the default values of in the dropdown menu.

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Click on EVALUATE ALERTS_._

Note
Note

Important: If you

have

are using multiple monitors

in

with your jCore instance, the dialog box may

appear

open on a different screen.

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In the Choose Alert Generation Type dialog, select the Alert Source Type and click OK.

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In the Alert Generation Setup for Accounts dialog, select choose Account Type (1) from the dropdown menu and click OK (2).

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Tip

Tip: You can also click Exclude Closed Accounts (3).

New Feature for Employee Frequency Alert Type

Starting in 2025, alerts with the type Employee Frequency have multi-select capabilities in the Account Number not Start With function.

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In the Alert Monitor, select Type Employee Frequency.

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For the Account Number field, click on the icon and select the option Starts With from the dropdown.

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In the Account Number field, enter multiple account prefixes and click SAVE FILTER for later use.

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When the alert is re-run, it does not trigger any flags.Image Added