Working with Identified Risks

This guide explains how to collaborate on, respond to, and manage risks identified by Marketing Compliance.

Collaborating on Risks

After risks have been identified, you can collaborate with team members to address them:

1. Click on a risk comment in the markup panel
2. Click Reply to add your response
3. Use @mentions to tag team members for input
4. Discuss the issue and determine appropriate actions
5. Dismiss Risks if being updated locally or not a risk
6. All comments are preserved for audit and reference purposes

Using RiskGPT Suggestions

For certain risks, AI-powered suggestions are available:

1. Look for risks that have a Get Suggestion option
2. Click Get Suggestion within the risk comment
3. Review the alternative text provided by RiskGPT
4. Copy the suggestion if you want to use it in your revision

Managing Spelling & Grammar Risks

When spelling or grammar issues are identified:

1. Review the highlighted text
2. If it's a valid term (e.g., brand name, industry term):
   • Click Add to Dictionary (indicated by a book icon)
   • The term will be added to your organization's dictionary
   • Once added, the word will no longer trigger as a Spelling & Grammar error for anyone in your organization
3. To undo adding a word, click the icon again
   • View more Spelling and Grammar FAQs here.

Dismissing Risks

If a flagged issue is not relevant or doesn't require action:

1. Review the risk and consider adding a comment explaining why it can be dismissed
2. Click Dismiss on the risk comment
3. The risk will be greyed out but remain visible for reference
4. Dismissed risks are still tracked in reporting for audit purposes

Making Revisions Based on Identified Risks

After reviewing risks, you can make necessary revisions:

1. Make any necessary changes in the original version of the document outside IntelligenceBank
2. Click Add Revision to upload an updated version
3. Upload your revised file
4. Click Save to submit the revision for another compliance check
5. The system will automatically check your revision against the same rules

Viewing Revision History

View revision history to track document changes and access previous Risks.

1. Use the comments drop down to view comment threads including previous risk review threads
2. All risk reviews for each revision are preserved in the Review Comment Threads
3. Select "Risk Review Threads" from the dropdown to see the history of reviews

4.  

5. Use the comments dropdown to find all comments, including risk review threads

6. Click on a Risk Review thread to switch to that document revision and associated Risk Review

7. Similarly you can use the "Revision" dropdown to view a revision and associated Risk Reviews

Working with Grouped Risks

For rules with grouped risks enabled:

1. All risks of the same type are grouped together in the risk pane
2. Each item shows the sentence containing the risk with the trigger term highlighted
3. Click on any item to navigate to that location in the document
4. You can dismiss or reply to an individual risk
5. Click Dismiss All to dismiss the whole group

Best Practices for Risk Management

1. Document Your Decisions: When dismissing risks, add comments explaining your reasoning
2. Consistent Approach: Handle similar risks in the same way across documents
3. Prioritize Revisions: Address critical legal/compliance risks before addressing stylistic issues
4. Clear Communication: Use precise language when discussing risks with team members
5. Review All Versions: Check all revisions to ensure no new risks were introduced

Sending for Approval

When you've addressed all necessary risks, and if Workflows is enabled on the Upload Field

1. Click Request Approval on the file in the record list view
2. Configure approvers if required
3. Add any additional comments explaining what changes were made
4. Submit the approval request
5. Approvers will have access to all risk review results and comments
6. Click here for more detail on Submitting for Approval

For any questions about advanced configuration options, please contact your Admin or support@intelligencebank.com.