Review triggers alert you to real-time changes in your portfolio, adding companies back to Review according to your rules.

Managers can head to "Team features" in Strise to set up their team's triggers. Triggers will add a company to review when the given conditions are fulfilled.

Example of a trigger without additional filters.

Some triggers offer extra filtering, as noted by a "+" button next to the trigger. Filters makes your triggers more targeted. For example, you could set the "new flag" trigger to only alert you for specific flags you find risky.

Example of a trigger with additional filters.

Some triggers come with operators like "equal to," "greater than," etc. Think of these as additional fine-tuning. Set your thresholds and let the trigger do its thing!

Every trigger can have extra conditions. Adding a condition tightens the trigger's focus but all conditions must be met for activation. You can tweak conditions just like you do with other triggers.

This example ruleset will trigger a new KYC check on high-risk customers, but only after 4 months.

If you've got more than one condition in a single trigger, all those conditions need to be met for the trigger to activate. That's what we call an "AND" scenario.

On the flip side, when you've got multiple triggers, just one of them has to meet its conditions to kick off a new Review! We call this an "OR" scenario.

You'll get a heads-up in Strise when a company is flagged for Review. The notification will tell you which trigger add what company back to Review.

Example of a triggered review notification.

The company’s status will change to “in qualification”, but the assignee will remain the same.

The company will be at the top of Review, but the Review card will be collapsed - signalling you've seen it before! A "Added by a review trigger" tag clues you in on why it's there.

Example of companies added to review by a trigger in its collapsed state