Requesting a Change to a Compliance Rule

Modified on Mon, 24 Aug at 5:22 PM

This article explains how to request a change to a compliance rule, and how to view the history of change requests you've submitted.

Table of Contents

Overview
Who Can Do This
Requesting a Change
Viewing Rule Change History
Frequently Asked Questions
Need More Help?

Overview

Most rule types, disclaimer, logo or visual detection, source-of-truth, and legacy rule types, are changed by submitting a request to the IntelligenceBank Rules Team. The Request Change form shows exactly what's changing, field by field, before you submit it.

Prompt rules are the exception, they can be created and edited directly if desired. See Creating and Editing Prompt Rules for that flow.

[Screenshot: Rules screen showing the Request Change icon]

Who Can Do This

You'll need Admin permission on your IntelligenceBank site, and this feature needs to be switched on for your site. If you don't see the options described below, ask your site administrator to check your permissions, or contact your Customer Success Manager.

Requesting a Change

1Open Rules	Go to Admin > Risk Rules.
2Start a request	Find the rule you want changed and click Request Change.
3Make your edits	As you change fields, you'll see a summary of exactly what's changing, old value and new value, side by side.
4Add detail	Use the Additional Detail box for anything you can't express through the form fields.
5Submit	Click Submit. Your request goes to the Rules Team, and both you and your account manager will receive confirmation.

[Screenshot: Request Change form showing a before and after comparison]

Viewing Rule Change History

Click View History from the Rules screen to see every change you've requested through Request Change, including who requested it, when, and exactly what was asked for. Search or filter by rule name, rule ID, or requester.

Frequently Asked Questions

What happens after I submit a change request?

It's reviewed and applied by the IntelligenceBank Rules Team. Your request shows exactly what's changing, field by field, rather than a single free-text description, so the Rules Team can action it without going back and forth with you.

Can I create a brand-new disclaimer, logo, or source-of-truth rule myself?

Not directly, self-serve creation is currently available for prompt rules only, see Creating and Editing Prompt Rules. Other rule types are still built by the Rules Team on request, using the same Request Change flow described above. They may reach out to you on more complex

I don't see the Request Change or View History option. Why?

You may not have the right permission, or this feature may not be turned on for your site. Contact your Customer Success Manager.

Does requesting a change affect my existing rule count or pricing?

No, this changes how you manage rule changes, not what you're charged for them. Requesting a brand-new rule still counts toward your plan's rule count limit, if it has one.

Need More Help?

Contact your Customer Success Manager, or raise a support ticket through the Help Center.