Account Surveillance
Articles
- How to view a rule run's results
- How to reopen a closed exception in Account surveillance
- How to save and reuse a custom trade search
- How to close a flagged compliance exception
- How to archive a flagged exception
- How to escalate a flagged compliance exception
- How to create a new surveillance rule from a template
- How to search and filter representatives
- How to bulk-assign or set severity for multiple exceptions
- How to edit a surveillance rule's configuration
- How to Set Up Sandbox Rules
- How to bulk close multiple flagged exceptions at once
- How to manually run a surveillance rule
- How to activate, deactivate, or sandbox a surveillance rule
- How to create a manual exception from selected trades