This article describes how to create manual alerts in the UI. Manual alerts can also be created using an API call - see the API documentation for more details.
Manual alerts can be initiated directly from the following pages:
Person
Counterparty (if you have the counterparty feature enabled)
Transaction
From the chosen entity page:
Navigate to Manual alerts → click "New manual alert"
Select a rationale from the dropdown list
Add a comment (optional). NB! This comment cannot be edited or added later.
Attach files during creation (optional). Additional files can be added later as well.
Once created, the alert:
Appears with NEW status
Is listed in the Manual alerts section of the entity page.
🔎 Manual alerts are not only shown in the entity pages, but are also included in the Alerts queue. You can search, filter, and export manual alerts using the Alert filters by using Alert → Rationale condition.