My Signals is your working list of compliance signals — adverse media findings, website changes, transaction flags, and other items that need review. Use it to triage new signals, assign them to team members, merge duplicates, and track progress across your portfolio.
Open it from Alerts > Signals. The tabs above the list switch between the alert lists of the Alerts section.
Default View
By default, the page shows only your own signals and excludes completed ones. This keeps your personal queue focused on active work. To see all signals across the team, uncheck Only show my signals in the filters panel. To include closed signals, uncheck Exclude completed signals.
On an institution that also holds a screening or monitoring product the page lists that institution's signals only, with the same columns and defaults; its screening and monitoring alerts stay under Alerts.
The header shows how many signals match the current filters — by default your open ones, labelled Signals assigned to me — followed by · N closed, the number of closed signals across the whole team.
Filtering Signals
Click Show Filters to open the filters panel. Filters let you narrow the list by institution, title, description, status, closure reason, assigned user, category, label, date range, and more.
The Category filter is a multi-select list — click multiple categories to include signals from any of them. Category Confirmed filters by whether the AI-suggested category has been confirmed by a reviewer.
The Created After and Created Before date fields let you scope the list to a specific time window — useful for investigating a batch of findings that arrived together.
The Closure Reason filter includes an Exclude Automatically Closed option, which hides the signals EFI closed on its own while keeping the ones your team closed.
Click Apply Filters to update the list, or Clear Filters to reset everything. Reset filters in the toolbar restores the defaults and also clears any column sort; it is greyed out while nothing is filtered.
The Search by ID box next to Show Filters finds a signal by its # number regardless of the Open/Closed filters — type the number and press Enter. Filters, sort and page are kept in the page address, so a filtered view can be shared as a link.
Assigning Signals
Select one or more signals using the checkboxes, then use the Assign users... dropdown in the toolbar to pick a team member. Click Assign (N) to save; you can pick more than one person.
For a quick shortcut, click assign yourself to take ownership of all selected signals in one click — no dropdown needed. The link disappears when every selected signal is already assigned to you.
Merging Signals
When two or more signals cover the same underlying issue (e.g., multiple news articles about the same event), select them and click Merge Signals (N selected) — the button appears once two or more are ticked. If the selected signals have different categories, you'll be asked to choose which category the merged signal should keep.
Merging moves the articles of all selected signals into the first one you selected and rebuilds its summary; the other signals are closed as Merged, their titles prefixed "[Merged]", and keep their own comments. You are taken to the merged signal afterwards.
Exporting Signals
Click Export to download the current signal list. The Export Alerts modal lets you choose CSV or Excel, All records or Limit to a number of records (100 by default, at most 10,000), and which columns to include — ID, Sequence #, Title, Status, Closure Reason, Category, Assigned To, Created By, Owner, Article Count, Created At, Updated At and Comments. The export respects the active filters and sort.
Signal Detail
Click the magnifying glass or the # number to open the signal's full detail view, where you can read linked articles, add comments, change the status, and update the category. Clicking elsewhere on a row only highlights it; ↑/↓ move the highlight and Enter opens it. Hold Ctrl (or Cmd on Mac) while clicking, or middle-click, to open the detail in a new tab.
The Owner column names the counterparty the signal is about; the magnifying glass opens the signal itself.
Columns with sort arrows (Owner, Status, Closure Reason, Category, Comments, Articles, Reopen At, Created at, Updated at) can be clicked to reorder the list. The list shows 100 signals per page; Per page offers 25, 50, 100 or 200.
Statuses
A signal is Open until someone closes it; closed signals carry a Closure Reason, shown in its own column. Completed signals are hidden by default but can be shown via the filters.
A signal closed as Monitoring shows its reopen date in the Reopen At column — click Set date, or the date itself, to schedule or change it.