Question 1

Creating an Account & Logging In

Accepted Answer

Visit our homepage (https://www.regalytics.ai)and click "Sign Up.(https://www.app.regalytics.ai/signup)"

Enter your details and submit to receive a confirmation email.

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Note: If you were provided an access code from your Customer Success team, please select the "Access code" radio option. Otherwise, leaving it at the default will allow you to purchase a RegAlytics® Essentials subscription on your first log in.

Click the verification link from the email to activate your account.
Note: Be sure to check your junk mail or spam folder!

Log in (https://www.app.regalytics.ai/login)using your email and password.

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Question 2

Understanding the Dashboard

Accepted Answer

Your dashboard displays recent alerts, quick-access filters, and saved searches. Click any alert to view details, or use filters to refine the displayed information.

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Question 3

Searching for Regulatory Alerts

Accepted Answer

To access the Search Modal, select the magnifying glass icon in the top right corner of your dashboard.

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Enter keywords or phrases into the specific keyword categories provided:
 • Includes (any of these words): Alerts containing any listed keywords (acts as OR).
 • Includes (all of these words): Alerts containing all listed keywords (acts as AND).
 • Excludes (any of these words): Alerts excluding any listed keywords (acts as AND NOT).

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IMPORTANT: After typing each keyword or phrase, press Enter/Return so that it appears with a grey box around it. If the keyword or phrase doesn't appear in a grey box, the system will not recognize your input.

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Refine searches further using options like agency, region, date range, or industry by selecting the other modal pages using the selection icons on the left side of the modal window:

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Question 4

Viewing and Interacting with Search Results

Accepted Answer

Search results display alert titles, publication dates, agencies, and brief summaries (any keywords you used in your search will be highlighted in yellow).

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Results are sorted from newest to oldest by default. You can change the sort order by clicking the third icon from the left in the top navigation bar, and selecting from options such as Newest, Oldest, or Comments Due.

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Results returned default to the last 90 days. You can adjust the lookback period from the "Last Updated" filter on the left side, selecting options such as last 48 hours, last 7 days, last 30 days, last 90 days, last 1 year, or all time.

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Click an alert to view comprehensive details and full regulatory documents.

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Use the "Add to Folder" icon in the bottom-right corner of each alert card to save an alert to one of your personal folders.

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Question 5

Filtering & Organizing Alerts

Accepted Answer

After a search, use the left-side panel to apply filters by categories including:
 • Last Updated
 • Comments Due
 • Agency
 • Agency Classification
 • Country
 • Sector
 • Alert Classification
 • Alert Type
 • Tags
 • In Federal Register
Filters sort results based on highest to lowest count for each category. Note: These filters cannot be saved or automatically reapplied to subsequent searches.
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Organize alerts into custom folders for individual or team reference. Use the "Add to Folder"
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 icon located in the bottom-right corner of each alert card to save alerts to any of your personal folders.
 • To view your folders, select the "Folders" option from the left navigation pane.
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• To create a new folder, go to the "All Folders" page and click the "Create Folder" button in the top right corner.
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• To export the contents of any folder to Excel, click into the desired folder and use the download icon at the top right of the folder navigation bar.
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Question 6

Exporting Data & Reports

Accepted Answer

The Saved Searches modal includes a "delta" feature: purple numbers displayed next to each saved search indicate the number of new alerts that match the search criteria since the last time that search was run. Clicking on the purple delta number will filter results to show only the new alerts that have appeared since your last view of that search.

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Export search results directly to Excel format from the results page.

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Enterprise-level users can also access results via API, returning responses in JSON format. Access our API documentation (https://documenter.getpostman.com/view/15670322/TzRVeRER#intro)for easy reference.

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To set up an email distribution, first run and validate your search. Then click the "Save Search" button (right side of the top navigation bar), enter a name in the dialogue box, and select either:
 • Save: After saving, click the "All Saved Searches" button next to the save button, locate your saved search, click the pencil (edit) icon, go to the envelope icon (fourth panel in the vertical list), set distribution frequency (daily/weekly/monthly), optionally set a start date, and click "Update Distribution Setting."
 • Save and Edit: After saving, you will be taken directly to the settings modal. Click the envelope icon, set your desired distribution frequency and start date (optional), then click "Update Distribution Setting."

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You can modify distribution settings at any time by returning to the edit menu for a saved search.

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Question 7

Collaboration & Team Functionality

Accepted Answer

Sharing Individual Alerts: Users can share a specific alert using LinkedIn, X, or email. These options are available at the bottom of each alert card. The recipient does not need a RegAlytics® account and will be directed straight to the original source material. Note that RegAlytics® enrichment features are not available in this view.

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Sharing Folders: Users cannot share folders directly within the app. However, they can download all alerts within a folder as an Excel file and then share the file externally.

Sharing Saved Searches with Your Organization: To make a saved search available to others in your company, click the "Share with company" button in the "My Saved Searches" modal. The search will appear under the "Shared Searches" tab for all other RegAlytics® users in your organization. They can run the search directly or copy it to their account to customize it or set up an email distribution.

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Question 8

Account & User Management

Accepted Answer

Update your profile settings and preferences by clicking on your user icon.

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Users subscribed to the RegAlytics Essentials plan can manage their billing preferences by clicking the "Manage Billing" button in the Account License section. This will redirect to the Stripe billing portal where payment methods, billing details, and subscription status can be reviewed and updated.

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Question 9

Best Practices & Tips

Accepted Answer

All users (except those on RegAlytics Essentials) receive two hours per month of data-as-a-service support. During this time, users can meet directly with their Customer Success Account Manager—a trained regulatory subject matter expert and platform technologist—to:
 • Build and refine searches
 • Define or request custom tags
 • Develop visualizations or dashboards
 • Get strategic guidance on regulatory monitoring and data use

Regularly update saved searches and alerts for optimal monitoring efficiency.

Utilize folders and sharing capabilities for effective team collaboration.

Regularly review enriched data insights to stay ahead of regulatory trends.

Question 10

Troubleshooting & Support

Accepted Answer

• Visit the "Help" tab for troubleshooting common issues and accessing FAQs.
 • Contact our support team via the built-in chat or support email provided on the Help page.
 • Users can also send a message directly to their Customer Success Account Manager for prompt assistance with issues such as:
    • Subscription issues
    • Missing article
    • Request a regulator
    • Article issue
    • Account query
    • Another topic

Question 11

Glossary and Key Terms

Accepted Answer

Each regulatory alert includes multiple structured data fields to support analysis and filtering:

Agency Information
 • Agency: The organization issuing the alert (public, private, or quasi-private).
 • Classification: Identifies the agency as Federal, State, SRO (self-regulating organization), etc.
 • Country: Country in which the agency operates.
 • State/Province/Department/etc.: Subnational division governing jurisdiction.

Alert Information
 • Title: The official or enhanced title of the alert.
 • Summary: A 3–5 sentence explanation summarizing the alert content, reviewed by RegAlytics.
 • Direct URL: Link to the full original source document.
 • Source Language: Language in which the original alert was published.
 • Status: Indicates if the alert is "New" or "Updated."

RegAlytics® Enrichment
 • Alert Classification: Categories include news, event, filing, rule, and enforcement.
 • Alert Type: Specific type defined by the issuing agency.
 • Sector(s): One or more sectors relevant to the content of the alert.
 • Tags: Custom labels created by RegAlytics to support advanced filtering.

Important Dates
 • Original Publication: Date the issuing agency published the alert.
 • Latest Update: Date RegAlytics first indexed the alert (may lag publication date).
 • Proposed Rule Comments Due: Deadline to submit comments.
 • Rule Effective Date: Date the rule becomes enforceable.

Citations
 • US Federal Register Publication Date: Publication date in the US Federal Register (if applicable).
 • US Federal Register Number: Unique identifier in the US Federal Register.
 • Docket File Number: Docket number assigned by the regulator.
 • Order Notice Number: Citation for a topic or regulation.
 • SEC Release Number: Unique number from the SEC.

Additional Fields
 • Filing Type: Indicates whether the alert is from a single or joint agency.
 • RegAlytics® Alert ID: Unique identifier used within the RegAlytics dataset.

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