Using alerts in screening cases

Alerts overview

An alert is a collection of risks (e.g., screening profiles) surfaced to clients in Mesh.

Alerts are displayed within cases and group risk information, such as results from a specific monitoring search.

Where alerts are shown 

Alerts are visible within a case in two places:

1. Alert list:

• Displays one or more alerts within a case, depending on whether the grouping of alerts in open cases is enabled.

• Defaults to showing open alerts. Use the filter to toggle between open and closed alerts.

• Depending on screen size, the alert list appears:

  • At the bottom of the customer information sidebar.

  • Or in its own sidebar.

Each alert card includes:

• Alert title: Name of the alert (e.g., "Customer screening").

• Alert status: Updated automatically based on the status of screening results:

  • Not started: All alerts start in this status and remain until all screening results are reviewed.

  • In progress: Some screening results are still marked as "not started" or have mixed results.

  • False positive: All screening results are marked as "false positive."

  • True positive: All screening results are marked as "true positive."

• Time elapsed: Since the alert was created or last updated.

• Viewed status: A blue dot indicates if the user is seeing the alert for the first time.

2. Alert header:

• When an alert is selected, it appears in the alert header.

• The header shows the same information as the alert card.

3. Audit log

• Initial alerts and new alerts added after case creation are logged in the audit log.

• Changes to alert status are also recorded in the log.