Introduction: This user guide will help guide you through the setup and monitor surveillance for trades, sales, addresses, orders, accounts, data changes, licenses, and appointments.
Table of Contents
Changelog
Date | Changes |
|---|---|
February 2022 | Comprehensive documentation for the Alert Monitor. |
Audience: All jCore Users
Alert Monitor
To access the Alert Monitor, click the Compliance tab (1), then click on Alert Monitor (2). The Alert Monitor allows you to view and manage alerts in your system.
Alert Search
How to Evaluate Alerts
Note: The example below demonstrates how to evaluate Account Value Change alerts.
| 1 | While in the Alert Monitor, click the Alert Search Tab. |  |
| 2 | Enter the following values: *These are the default values of the dropdown. | |
| 3 | Click EVALUATE ALERTS. This opens a new dialog box. Note: If you have more than one monitor, the dialog box may appear on a different screen. |  |
| 4 | On the Trades Tab, de-select the Trades checkbox (1). Then click OK (2). |  |
| 5 | Click on the Accounts Tab then enter the following values: Tip: You can also click Exclude Closed Accounts. Click OK. |  |
Setup
Click the tabs below for an overview of each setup subtab.
Examples of Alert Types Tasks
Click the tabs below for step-by-step instructions for creating common tasks on the Alert Types tab.
Session Management
The Session Management window shows a list of active alerts in the current session, as well as the alert generation history. Click REFRESH to display the latest changes. To filter the history results, enter the Start Date, End Date, User ID, and click FILTER. Select the Task and click DETAIL to display the Queued Task Detail window. |  |
The Queued Task Detail window contains more details about the selected task. |  |