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Build your Monitoring Universe in Overview

Overview is the starting point in the Regulations module. Use it to define your monitoring universe (the countries, industries, topics, and optional text queries that describe the regulatory developments you want to track) and save it as a View.

Once you have your scope set the way you want it, save it as a View. From that point on, the View appears in Monitoring, where you and your colleagues return to track what has changed. For the Save View flow, see Saving a View and switching on notifications.

Why this matters

  • Start with an intentional definition of what regulatory change matters to your organisation
  • Replace one-off searches with reusable Views that flow into Monitoring
  • Build multiple Views for different perspectives, such as global, regional, or topic-specific
  • Share your monitoring setup with your team automatically: every View is visible across your team

Where to find Overview

  1. In the main menu, select Regulations.
  2. Click Overview.

What you see on first visit

The first time you open Overview, Datamaran pre-fills:

  • one country, based on your organisation's headquarters
  • one industry, based on your organisation's primary industry

This is a starting point, not your final monitoring universe. Use Overview to replace these defaults with the scope you actually want to track.

Building your scope

Build your monitoring universe by applying filters. The filters available in Overview are the same set available in Research: country, industry, topic, status, enforcement level, regulatory flags, issuer, targeted entity, update window, and text query. For full detail on what each filter does, see Using filters.

When building a View, focus on the structural filters that describe your organisation's regulatory footprint.

Countries

Open the country selector to choose one or more countries.

  • Select an entire region (e.g. Europe) by clicking the region name. Faster than picking countries one at a time.
  • To exclude specific countries within a region, expand the region and uncheck them.
  • Add additional countries using the search bar inside the selector.
  • Save your selection as a country list with a descriptive name (e.g. "Acme: EU Operating Countries") to reuse it across Views.

Note: Saved country lists are visible to every user in your workspace. Use descriptive names and avoid editing lists created by others. See Using Shared Countries, Industries, and Peer Lists

Industries

Open the industry selector and use the search bar to find the relevant industries. Datamaran uses the SASB SICS classification, so search for the closest match if you are unsure.

Cross-Sectoral Match, at the bottom of the industry selector, controls whether regulations that apply across all industries are included alongside sector-tagged regulations.

Tip: Switch on Cross-Sectoral Match in most cases. Many regulations apply across all industries and would be excluded by a sector filter alone. Cross-Sectoral Match brings them back in, so you see the complete picture for your sector.

Topics (optional)

Open the topic filter and select the ESG topics that matter most to your organisation (for example, Climate change, Human rights, Alternative fuels).

Text query (optional)

Use the text query field to narrow your scope further with free-text keywords (e.g. "eco-modulation", "due diligence"). Text queries search the full body of every regulation, not just titles.

The platform operates in English. Non-English regulations are translated into English at ingestion, so always search using English keywords. For more on how text queries are ranked and how the full-text experience works, see Using full-text search.

Best practices

  • Start broad. Set the country footprint first, then narrow with industry, topic, or text query. A broad starting point reveals blind spots; a narrow one risks missing relevance.
  • Don't over-filter when saving a View. A View with a tightly constrained filter set risks excluding relevant developments. The filters that work for one-off exploration in Research can be too restrictive when applied to ongoing monitoring.
  • Save multiple Views. A broad "global" View, a regional View, and one or two topic-focused Views give you flexibility to switch between zoom levels in seconds.

Next step

Once your scope is set the way you want it, save it as a View. See Saving a View and switching on notifications.