New and Enhanced Features on Compliance.ai: June 2022
July 18, 2022
Over the past month, we have focused on adding functionality that helps you understand regulatory change documents in context and share that information with your colleagues.
We also continued enriching our coverage of US state legislation and regulations, plus added regulatory updates for Banking, Employment, Insurance, and Securities. We’ve also enhanced our coverage of regulatory sources from Bermuda, China, the European Union, United Arab Emirates, and Germany.
Related Documents helps you share context across your organization
We know that understanding regulatory change requires collaboration and context. With that in mind, we’ve added a new “Related Documents set by Oorganization” capability that allows you and your team to establish and leverage relationships between documents in Compliance.ai for an improved research experience.
To add document relationships, simply select the document to which you want to add relationships, and conduct a simple search to find and add the relevant documents. Searching based on labels, concepts, or citations is a great way to find documents of interest.
Once you’ve added related documents, additional context is just a click away for you and your colleagues.
Review our informational video to learn more about how you can leverage Related Documents.
Speed up tagging/labeling using our new Add a multi-document label assignment capabilityto multiple documents with the new Label search tool
Adding your own custom labels to documents is a great way to codify key documents within Compliance.ai using terminology that’s relevant to your organization. Once documents are labeled, you and your colleagues can easily search for documents by label using basic and advanced search and even create alerts that rely on your labels to ensure immediate notification of important new documents.
You can already add labels to specific regulatory documents either by using the “Add Label” feature found on Details, Annotations, and Obligations tabs of our solution or by using a special bulk label workflow capability. Now, you can add relevant labels to documents found via search.
Adding a label to multiple documents
One Source for Regulatory Intelligence: Expanding Regulatory Coverage
We continued our expansion of International regulatory sources. You can now follow recent regulatory updates for:
Insurance related updates from Connecticut.
Banking related updates from the US Federal Reserve System, Indiana, New Jersey, and Kansas.
Employment related updates from the US Employee Benefits Security Administration, California, Illinois.
Securities related updates from Alabama, Arkansas, New Hampshire, and Nevada.
Bermuda: The Bermuda Monetary Authority, Guidance (BMU-MA)
China: People’s Bank of China, Regulations (CHN-PBC)
Update your Default Filters at any time to take advantage of our new regulatory sources.
Tip of the Month: Create tailored alerts quickly using Concepts
Do you rely on Compliance.ai to help filter out the noise? If so, you’re in good hands. You probably already use filters such as agency, jurisdiction, publication date, and document type when you’re searching on pro.compliance.ai, but for an added research boost, explore our Concepts – pre-curated searches that help you create tailored alerts more easily.
To get started, access Default Filters > Topics, then review and follow concepts of interest.
Now you’re ready to incorporate concepts into your searches. For example, if you want to follow ESG developments in the United States, just open Filter, add Jurisdiction = United States and enter ESG as your concept, search and create an alert.
If you want to use our concept as a launch pad for your own unique search, switch to advanced search, add the concept and customize by adding additional search terms, topics, agencies, and other filters.
We hope you enjoyed this product update!
Client feedback is always welcome. Please contact our support team with any questions or feedback or schedule a time to review our new features. Remember that you can always access the Training Center under the Help (?) section of the platform for more information.
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