Overview
Auto-assigning company monitoring alerts is a firm-wide setting that automatically assigns new monitoring alerts to a reviewer. This removes the need to manually assign alerts and helps firms review ongoing monitoring updates more quickly by ensuring that alerts are automatically assigned to the correct reviewer.
Before you start
Before enabling auto-assignment, note that:
You must be an Admin user in Legl
This is a firm-wide setting
How to auto-assign company monitoring alerts
Go to Settings in Legl.
Navigate to the Monitoring section.
Go to Alert assignment settings.
Toggle Auto-assign alerts on.
Once enabled, auto-assignment applies immediately to all new monitoring alerts.
Important
Note that any unassigned alerts that have already been received will not be automatically assigned. They will still need to be manually assigned.
What happens next
When auto-assignment is turned on, monitoring alerts are assigned automatically as follows:
Company monitoring alerts
Alerts are assigned to the user who created the company report.
Business sanctions alerts
Alerts are assigned to the user who created the sanctions screening.
Individual watchlist alerts
Alerts are assigned to the assigned CDD reviewer.
If no reviewer is assigned, alerts are assigned to the user who created the CDD request.
If a reviewer is later changed or added, future alerts are assigned to the new reviewer.
For all alert types
The assigned user receives an email notification for each alert
Emails are the same as those sent for manually assigned alerts
Most alerts are generated overnight, with emails typically received the following morning
Each alert includes an audit trail showing it was automatically assigned and to whom
Important information
Auto-assignment does not mark alerts as reviewed; a firm user must still complete the review.
This setting applies to company updates, business sanctions alerts, and individual monitoring alerts.
Because this is a firm-wide setting, only Admin users can enable or disable it.
Turning this setting on only affects new alerts generated after it is enabled.