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About monitoring alerts

Abstract

Explains how monitoring alerts track dataset changes, group updates into alerts, and progress as items are acknowledged.

Monitoring alerts help you keep track of meaningful data changes for your entities. Alerts highlight what has changed so that you can review updates efficiently and take appropriate action.

How monitoring works

Monitoring runs on a schedule set by your data configuration, starting from the date the entity was added to your portfolio. During each monitoring run, the platform compares the most recent version of a dataset with the previous version.

The platform evaluates the full dataset snapshot rather than individual field-level edits. A single monitoring run can detect multiple changes. These changes are grouped into one or more alerts to make them easier to review.

How monitoring alerts are structured

Each monitoring alert is associated with a single entity and represents the result of a monitoring run for that entity.

A single monitoring run can generate one or more monitoring alerts. Each alert groups related changes of the same type together, so you can review them separately and in context.

Separate alerts are created for changes in the following areas:

  • Firmographics: Legal details, contact details, identifiers, industries, and activities

  • Officers: Individuals associated with the entity

  • Ownership: Shareholders, controlling shareholders, beneficial owners, other ultimate beneficiaries, and subsidiaries

  • Source: Changes to the data source for firmographics, officers, or ownership data.

Not every monitoring run produces all alert types. Alerts are created only for the data areas where changes are detected.

How monitoring alerts change over time

Monitoring alerts reflect the current state of the monitored data.

While an alert is open, newly detected changes for the same entity are added to the existing alert. The alert updates to show the latest information rather than preserving each intermediate change. This keeps your review focused on what’s true now.

Once all items in an alert are acknowledged, the alert is completed. Completed alerts remain closed. If further changes happen later, the platform creates a new alert.

Acknowledging changes

Each monitoring alert contains one or more individual change items.

You acknowledge items as you review them. As items are acknowledged, the alert progresses automatically. When all items have been acknowledged, the alert completes automatically.

Additional information