Alerts & review queues
Turn a notification into a reviewable next step.
The alerts concept focuses on relevant context, assigned responsibility and documented follow-up. A notification should help a person understand what to review and why.
Product concept: this page describes an illustrative workflow. Contact FinAI to confirm current capabilities and availability for your use case.
The problem in practice
Repeated or unexplained alerts can add noise to a team’s work. A defined review queue helps distinguish the event, supporting evidence and appropriate next action.
A reviewable workflow
- 01
State the reason for attention
Show the record, event or missing information that created the review item.
- 02
Identify the responsible reviewer
Agree who should review the item and what information they need.
- 03
Document the follow-up
Record the outcome, any correction and the remaining action.
Keep the review in context
Any notification channels, trigger rules and timing commitments must be confirmed as part of the product scope.