Enterprise Conduct Policy Creation
Format
Web-based training
Duration
2 hours
Intended Audience
Compliance support professionals. Business users who are responsible for managing the organizations regulatory compliance process.
Prerequisites
To get the most out of the course, attendees should have general familiarity with computers, web-based applications as well as a good understanding of regulatory compliance requirements.
Overview
This web-based course provides a comprehensive introduction to Enterprise Conduct policy creation. Attendees will gain a good understanding of policy creation within the Enterprise Conduct environment. They will learn how to create policies to flag communications that are potential violations and have them assigned to Queues for review.
Course Topics
- Basic Policy Overview
- Flag vs. Ignore Policy
- Words & Phrases vs. Filters
- Indexing
- Stop Words
- Disclaimers
- JSON Syntax
- Filters in JSON
- Words & Phrases in JSON
- List References in JSON
- Lexicon Operators
- Global Whitelist
- Use Cases for Policy Design
- Troubleshooting Policies & Queues
- Sampling Profiles
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