Risk Levels help your team work through compliance reviews faster by making it clear which flagged issues need attention first. This article answers the most common questions about how Risk Levels work, how to set them up, and what's coming next.
Table of Contents
What are Risk Levels?
What are Risk Levels?
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 detected issue shows its priority label, so reviewers can see at a glance which issues need urgent attention and which can follow.
Why does this matter?
When a reviewer opens a document with 50+ flagged issues, every flag currently looks identical. A critical legal disclaimer could sit alongside a font inconsistency with no way to tell which to fix first. Risk Levels give reviewers a clear triage order so high-urgency issues get resolved first and reviews move faster.
Does a "Low" priority mean that rule doesn't matter?
No. Every flagged issue is a real compliance flag that needs to be reviewed and resolved. The priority level tells your reviewers which issues to address first, not which ones to skip. A Low flag still needs to be resolved before content is approved. Think of it as a queue order, not a measure of importance.
What are the four priority levels?
There are four levels, each serving a different purpose in your review workflow:
| Level | What it means |
|---|---|
| High | Critical regulatory or legal rules that must be fixed first. |
| Medium | Important brand and compliance rules to address after High items. |
| Low | Formatting and style guidance to address after High and Medium items are resolved. |
| Advisory | The default state for any rule your admin hasn't assigned a priority to yet. The flag still appears in the review - it just doesn't carry an urgency indicator. |
Setting Up and Configuring
How do I get started?
Contact your IntelligenceBank Customer Success Manager or implementation team. There are a couple of configuration steps required before your Main Admin can start assigning priorities. Once those are in place, your admin can set levels for each rule in the View Rules panel.
Who can set or change priority levels?
Only Main Admins can assign or change priority levels. Reviewers can see the labels in the review panel but cannot edit them.
Can I enable Risk Levels for some databases but not others?
Yes. Risk Levels is activated per database. Databases where it isn't enabled continue working normally - flags appear but without priority labels.
Can priority levels be changed after they've been set?
Yes, at any time. Main Admins can update any rule's priority in the View Rules panel whenever needed. Changes take effect on new reviews going forward - they don't update reviews that have already been run.
How do I know which rules have been assigned a priority?
In the View Rules panel, the Risk Level column shows the assigned priority for each rule. Rules that haven't been assigned a level yet show as Advisory.
In the Review Panel
Where do priority labels appear during a review?
Each risk flag in the Content Risk Review panel shows the priority label for the rule that triggered it - High, Medium, Low, or Advisory.
Can reviewers sort or filter by priority level?
Yes. You can sort and filter risks by priority level in the Content Risk Review panel, so reviewers can jump straight to the High items first.
What does "Advisory" mean when I see it on a flag?
Advisory means the rule that triggered that flag hasn't been assigned a priority level by your admin yet. The flag is still a real compliance flag and should be reviewed - it just doesn't have a triage priority attached to it yet. Your admin can assign a level to that rule in View Rules at any time.
One of our rules covers many different types of issues. Can each violation type have a different priority?
Not within a single rule. Each rule has one priority level, and all violations detected by that rule receive the same label. If you need different priorities for different violation types, the solution is to use separate rules for each scenario. Talk to your IntelligenceBank team if you're unsure whether that's the right approach for your setup.
Audit and History
Is there a record of who changed a rule's priority?
Yes. Every change to a rule's priority level is captured in the usage log - including who made the change, when, and what the previous and new values were. Changes to rule names and descriptions are also logged.
If we change a rule's priority level, does it update previous reviews?
No. A priority change only applies to new reviews run after the change. All historical reviews retain the priority level that was in place when those reviews ran. This is by design - it preserves the integrity of your compliance audit trail.
What's Included and What's Coming
Is Risk Levels included in our current plan?
Yes. It's included as standard in all Marketing Compliance packages at no additional cost.
Will priority labels appear in the annotated PDF when we download a reviewed document?
Not in the current release. Priority labels appear in the review panel within the platform. We plan to add this to annotated PDF downloads in a future release.
Can we see a summary of how many High, Medium, and Low flags a document has?
Not yet. A document-level aggregate summary is planned in the future.
Can we see risk level data in our compliance reports?
Not yet. Risk priority data will feed into reporting as part of a future initiative.
Can we use Risk level in the Word Add-in or Figma connector?
Not in the current release. Displaying priority labels in connectors is planned in the future.
Can we customise the label names?
Not currently. The labels are fixed as Advisory, Low, Medium, and High.
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