Alerts and notifications
Get an email when a potential match needs review, a summary after every monthly run, and a note when a report is ready. Each person chooses what they receive.
What you can do
Potential-match alerts
An email names the record and links straight to the evidence. Alerts always reach at least one person in your organization, so a match cannot go unseen.
Monthly summary
After each monthly run, a summary of what was screened and what needs review.
Report ready
A note when your monthly audit report or an on-demand report is ready to download.
Per-person preferences
Each team member chooses which emails they receive, so compliance leads get alerts and executives get summaries.
How to use it
- Step 1
Invite your team
Add the people who review matches or need the monthly summary from the Members page.
- Step 2
Open Notifications
Each person opens the Notifications page in the app.
- Step 3
Choose what to receive
Switch each email type on or off. Changes apply from the next email.
- Step 4
Act from the email
An alert links straight to the review page for that match, where the evidence is waiting.
Questions
Not all at once. Potential-match alerts always reach at least one person in the organization, so a match is never left without someone to review it.
It names the record and links to the review page. The full evidence stays inside Exclia, behind sign-in.
Yes. With the API, signed webhooks notify your own system when a monitored record’s status changes.
See it on your own list
Start a free trial and screen your first records today, or run a free check on one name first.