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Setting Up Search-Based Monitoring Notifications

Why Monitoring Notifications Are the Core of Regulation Search

Search-based monitoring notifications are the primary way Regulation Search delivers ongoing value. They turn the platform into a continuous regulatory monitoring system, rather than something you need to check manually.

Instead of following one regulation at a time, monitoring notifications watch for change across your defined Monitoring Universe and notify you automatically when something relevant happens.

If you do only one thing in Regulation Search, it should be setting up at least one monitoring notification.

Before You Create a Monitoring Notification: Define What You’re Monitoring

Effective monitoring notifications start with a clearly defined Monitoring Universe. Before creating a notification, confirm:

  • Which jurisdictions matter to your organization

  • Which topics or regulatory themes you want to monitor

  • Whether your goal is broad awareness or more focused coverage

You don’t need to get this perfect on day one. Monitoring notifications are designed to be refined over time.

Step 1: Start with a Broad Search

Begin by creating a search that reflects your Monitoring Universe:

  • Select one or more relevant topics

  • Add the jurisdictions where you operate

Best practice is to start broad. It is safer to narrow notifications later than to realise that important regulatory change never triggered a notification.

Step 2: Refine Using Filters

Filters help balance coverage and noise in your monitoring notifications. Common refinements include:

  • Mandatory vs voluntary initiatives

  • Sanctions-related developments

  • Industry relevance

  • Jurisdictional scope

Apply filters gradually. Over-filtering too early is a common reason monitoring notifications miss relevant developments.

Step 3: Save & Enable a Monitoring Notification

Once your search reflects what you want to monitor:

  1. Click Save & Notify

  2. Turn Recieve Email Notifications on

  3. Click Save

Your monitoring notification is now active and will notify you when relevant regulatory developments are added or updated.

What Triggers a Search-Based Monitoring Notification

A search-based monitoring notification is triggered when there is a new regulatory development within your monitored topics and jurisdictions.

🔗 For notifications triggered by updates to a single regulation or initiative, see: Following an Individual Regulation or Initiative

Refining Monitoring Notifications Over Time

Monitoring notifications are not static. As regulatory priorities evolve, you can:

  • Adjust topics or keywords

  • Add or remove jurisdictions

  • Refine filters to reduce noise or expand coverage

Many organizations review notification relevance after initial updates and refine them iteratively.

Best Practices for Monitoring Notifications

  • Start broad and refine over time

  • Use monitoring notifications as your default workflow

  • Avoid relying on manual searches for ongoing monitoring

  • Revisit notifications as your business footprint or regulatory priorities change

Next Steps

Once notifications are active:

  • Use expert-curated searches to identify additional areas worth monitoring

  • Apply filters to fine-tune alert relevance

  • Use full-text search for discovery and deeper investigation

Notifications provide the foundation for confident, ongoing regulatory awareness.