Risk Levels - Risk Reviews

Modified on Mon, 15 Jun at 1:36 PM

Risk Levels let your Main Admin assign a priority level - High, Medium, or Low - to each compliance rule in your account. When content is reviewed, every flagged issue shows its priority label, so reviewers can work through the most critical items first instead of treating every flag the same.

Table of Contents

How Risk Levels work
Getting started
Enabling Risk Levels on a database
Assigning priority levels to rules
Reviewing content with priority labels
Permissions

How Risk Levels work

Each compliance rule in your account can be assigned one of four priority levels:

Level	What it means
High	Address first - typically legal or regulatory rules.
Medium	Address after High - typically brand compliance rules.
Low	Address last - typically formatting and style guidance.
Advisory	No urgency level set. The flag still appears in reviews but carries no priority indicator. This is the default for any rule that has not been assigned a level yet.

Note: Priority levels indicate triage order - which issues to address first - not whether a flag matters. A Low flag is still a real compliance issue that must be resolved. It just means reviewers handle it after the High and Medium ones. Think of it as a queue order, not a measure of importance.

Getting started

Setting up Risk Levels involves two steps, which your IntelligenceBank implementation team or Customer Success Manager completes with you:

1Enable at platform level	Your IntelligenceBank team enables Risk Levels at the platform level. You don't need to do anything for this step - contact your Customer Success Manager to get started.
2Turn on per database	Enable Risk Levels on each database where you run content reviews. See the next section for step-by-step instructions.

Once both steps are in place, your Main Admin can begin assigning priority levels to your compliance rules.

Enabling Risk Levels on a database

Risk Levels must be activated on each database where you want priority labels to appear in reviews. Databases where you don't enable it continue to work normally - flags appear, but without priority labels.

1Open the database	Go to the Database in IntelligenceBank.
2Open the database menu	Click the menu icon (⋮) on the database tile.
3Select Edit Form Template	Select Edit Form Template from the menu.
4Edit the upload field	Find the upload field used for content reviews and click its edit icon.
5Enable Risk Level	In the Form Elements panel on the left, check Enable Risk Level. (Note: Enable Risk Review on Uploaded Files must be active before the setting will appear.)
6Save the form template	Save the form template to apply the change.

Repeat these steps for each database where you want priority labels active.

Assigning priority levels to rules

Once Risk Levels is enabled, your Main Admin can assign a priority level to each compliance rule. Rules are configured one at a time in the View Rules panel.

1Open View Rules	Go to View Rules in the admin panel.
2Open the rule	Find the rule you want to configure and open its edit modal.
3Select a priority level	Select a priority level: High, Medium, or Low.
4Save the rule	Save the rule to apply the priority level.

Repeat for each rule in your account. You don't need to configure all rules at once - you can start with your most critical rules and work through the rest over time. A useful starting point:

Legal and regulatory rules (disclaimers, regulated claims) - assign High
Brand compliance rules - assign Medium
Formatting and style guidance - assign Low

Note: Priority changes are not retroactive. Changing a rule's priority only affects reviews run after the change. All historical reviews retain the priority level that was in place when the review ran - this protects your compliance audit trail.

Reviewing content with priority labels

Once rules have priority levels assigned, reviewers see a priority label on each flagged issue in the Content Risk Review panel.

Sort or filter by priority level to bring the most critical issues to the top.
Work through High priority flags first, then Medium, then Low.
Advisory flags (rules without a priority set) still appear in the review - they just don't carry an urgency level.

Every flag, regardless of priority, should be reviewed and resolved according to your team's process.

Permissions

Only Main Admins can assign or update priority levels. Reviewers and Marketers can see priority labels in the review panel but cannot edit them.

Role	Set or change priority levels	View priority labels
Main Admin	Yes	Yes
Reviewer	No	Yes