How to Resolve Alerts
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To search for an alert |
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, first configure the filter options |
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by selecting either Open or In-process |
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for the Status (1) |
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. Then, click on FILTER (2) to proceed. 
Select a particular alert from the list. 
In the Alert Detail window, click RESOLVE. 
In the Status Update window, enter the notes and click OK.  |
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Note: Alert notes are displayed under the Notes tab.  |
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Alerts can also be |
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addressed by |
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selecting the APPROVE button in the |
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eBlotter tab of the Transaction Monitor. For |
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further details, please consult the Transaction Monitor guide. |
How to Add Notes to Investigated Alerts
Account 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, |
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locate the alert you |
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require by following these steps: |
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In the Alert Detail window, right-click anywhere |
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within the grid and |
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select the ADD option from the menu. 
In the Notes window, enter your comments and click OK. 
In the Alert Detail window, click SAVE.
Go to Reporting > Account Monitor. 
In the Account Search tab: |
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To view your notes, including creation dates and authors, navigate to the Alert Notes tab, where all information will be displayed in a grid format. |
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Your notes, the creation date, and the author are displayed on the grid.
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Trade Alerts
The procedure for adding notes for trade alerts is slightly different. The system displays Account alert notes in the Alert Notes column, but Trade Alert Notes are displayed in the Trade Approval Notes column.
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First, verify if the Trade Approval Notes column (1) is present in the Alert Monitor window. If not, click the COLUMN SELECTOR button (2) on the lower left corner of the window. 
In the Column Selector window, check the Trade Approval Notes column. 
Create a Trade Approval note. 
To view your notes, navigate to the Transaction Detail window > Transaction Notes > Approval Status Notes tab.  |
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.
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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:
*These are the default values of in the dropdown menu. 
Click on EVALUATE ALERTS_._
In the Choose Alert Generation Type dialog, select the Alert Source Type and click OK. 
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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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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