01
What it found
A plain-language description of the signal, such as an AUM gap or a phrase in an email.
Alerts and reports
Every Report Shows Its Source And Its Reason
Something is checked automatically, and anything worth attention becomes a report with a severity.
Anatomy of a report
What A Reviewer Sees
02
Why it surfaced
The reason and, where it applies, the threshold it crossed.
03
Where it came from
The source and the date or quarter it used. Vendor findings carry a citable link.
04
How urgent it is
A severity of low, medium, high or critical.
05
Where it stands
Open until a person closes it as Action Taken or No Action Needed.
Severity
The More Urgent, The More Visible
Critical and high-severity reports are raised right away, in the alerts feed and the moment you open chat with Ava.
Low
Worth knowing. Raised quietly.
Medium
Needs a look. Surfaced in the alerts feed.
High
Raised right away, in the feed and in chat with Ava.
Critical
The most visible. Raised the moment you open Ava.
- Low
- Medium
- High
- Critical
Lifecycle
Open, Then Closed For Good
Closing is final and cannot happen by accident. Reports appear in the alerts feed and in chat with Ava. Marketing reports are grouped one per firm, per day, per issue type.
- Open: raised, with its evidence
- Action Taken: the reviewer acted
- No Action Needed: reviewed, nothing to change
Thresholds
Lines Your Firm Sets
The numbers that trigger a report, and who can change them.
| Check | Threshold | Who changes it |
|---|---|---|
| ADV AUM gap | Flagged above 5%, high above 50% | Firm admin |
| Clone-risk overlap | Flagged at 0.75, high at 0.90 | Firm admin |
| Crowded position | Flagged at 50+ filers and 5%+ of the book; high at 150+ | Set by Glynac |
| No client contact | 15 days check-in, 45 declining, 60 critical | Any user, by asking Clara |
Questions
About Reports
No. Closing is final, and it records the outcome and the reviewer’s reason.
When a gap looks unusually large and Glynac is not confident it sees the full picture, it raises a low-priority data-coverage note instead of a false alarm.
One report per firm, per day, per issue type, so a busy day does not bury your reviewer.
The report, the evidence it carried, the severity and the closing decision stay together as the review trail.
Request a demo
See A Report From Open To Closed
We will walk through one from each workflow, with the evidence behind it.
