Lexis^® Securities Mosaic^® Alerts

Overview
Creating a new Alert or RSS Feed

    Delivery Method

    Primary Email Address

    Additional Recipients

    Saving Your New Alert

Managing Your Alerts

    Editing Alert Parameters
    Viewing and Editing Delivery Options
    Editing the Alert Name

    Activating and Deactivating Your Alert

    Deleting Your Alert

Troubleshooting

    Alert Reception Issues
    Daily Maximums Exceeded

 

 

Overview   [top]

 

You can set up email alerts and RSS feeds on many content sets. Simply craft a query using any combination of search filters and text search, then create your alert.

 

Creating a new Alert or RSS Feed    [top]

 

First, navigate to the search page that houses the content you want to be alerted to.

 

Craft your search query. You may use any of the filters available on the search form, including advanced text search. The only exception is the date filter, which will be ignored. (You’ll be alerted to all new records going forward that match your search criteria.)

 

Execute your search. Your search results will be displayed. Above the search results area you’ll find a blue text link that says “Create Alert”. Click it.

 

An Alert Confirmation dialog box will open. Use the input box to create a name for your alert, then choose your delivery options.

 

Delivery Method    [top]

 

You may opt to receive your alerts by email, by RSS feed, or both.

 

If you choose email, you can adjust the delivery frequency as follows.

• Real time: An email is immediately sent for each new document or record matching your search criteria.

• Daily digest: One email is sent per day, showing all new documents or records matching your search criteria.

• Weekly digest: One email is sent each Friday, showing all new documents or records matching your search criteria for that week.

If you choose RSS, a URL will be generated once you have saved your alert. Simply copy and paste the URL into the RSS reader of your choice. There are dozens of RSS readers, many of which are free. Popular choices are Feedly, Inoreader, and Newsblur.

 

Primary Email Address    [top]

 

Any email alert you create will go to a primary email address. This field is automatically populated with the email address associated with your personal account. If you need to change this email address, please contact support@intelligize.com or 1-888-925-8627.

 

Additional Recipients    [top]

 

If you would like someone else to receive alert emails for the alert you have created, you may enter the email addresses of up to 10 additional recipients. Separate each additional recipient's email address with a comma.

 

If you choose this option, your name and contact details will be provided to the individuals you are registering to receive those alerts. These individuals will not be able to unsubscribe from or edit these alerts; only you, as the alert owner, have that ability.

 

All additional recipients you designate will receive a confirmation email notifying them that an alert has been set up for them by you.

 

Saving Your New Alert

 

Once you’ve reviewed your alert parameters, named your alert, and set your delivery options, click Save. You’ll see a confirmation screen, and you will receive an email confirming that the alert has been created.

 

Important: If you do not receive this initial confirmation email, you probably won’t receive alert emails either. By far the most likely cause is that the email has been blocked by a spam filter or firewall. See the “Troubleshooting” section below.

 

Managing Your Alerts    [top]

 

At any time, you may view and edit the alerts you’ve set up. You also have the option to temporarily deactivate alerts or delete them altogether.

 

You can view your alerts from the My Alerts section of each specific search page.On some search pages,“My Alerts” is a separate tab. On other search pages, it’s a blue text link, found in the upper right corner of the search form.

 

Editing Alert Parameters    [top]

 

If you would like to change any of the parameters for an existing alert, first locate the alert on the My Alerts page. Then, click the Edit button. Clicking Edit will take you to the search page where you originally set up your alert, with your current alert parameters loaded. At the top of the search page, you will see a yellow banner that notifies you that you’re editing an existing alert. Make any desired changes using the available search filters, then click the Save button on the right side of the yellow banner. Or, you may execute your search before saving – again, use the Save button on the right side of the yellow banner.

 

Once you hit Save, an Alert Parameters dialog box will open. This is essentially identical to the Alert Confirmation popup you saw when you created a new alert, except that it will show the alert name and any existing delivery options. If you are satisfied with your changes, confirm them by clicking the blue Save button. A confirmation screen will then appear, and you’ll receive an email confirming that you’ve made changes to your alert.

 

Viewing and Editing Delivery Options    [top]

 

If you would like to view or change the alert recipients, delivery format, or delivery schedule for an existing alert, first locate the alert on the My Alerts page. To the right of the Delivery Options area is a blue “View/Edit” text link. Click the link, and a dialog box will appear, where you can make your desired changes. When you’re finished, hit the blue Save button.

 

Editing the Alert Name    [top]

 

To rename an existing alert, just click on the alert name and make your changes. To finish, hit the “Tab” or “Enter” key on your keyboard, or just click anywhere outside the alert name area.

 

Activating and Deactivating Your Alert    [top]

 

You can temporarily deactivate an alert without deleting it. To the right of the alert name is a checkbox with the word Active next to it. Just uncheck the box to deactivate an alert, and re-check it to reactivate the alert.

 

Deleting Your Alert    [top]

 

Just click the Delete button to permanently delete an alert.

 

Troubleshooting    [top]

 

Alert Reception Issues    [top]

 

If you have not received an alert email that you were expecting, or if you did not receive a confirmation email for an alert you recently set up, we suggest you take the following steps:

1. Email spam filters may block email from Lexis^® Securities Mosaic^®. The first step is to check your personal spam filter and/or junk mail folder.

 

2. Even if you don’t see the email in your junk mail filter, it may have been quarantined or blocked by your organization’s firewall. If possible, contact your organization’s IT department to see if emails are failing to be received. If they are, then we recommend that both the lexissecuritiesmosaic.com and noreply.lexissecuritiesmosaic.com email domains and the IP address 198.185.25.12 is whitelisted by your company’s server. Once this has occurred, individual users may still find it necessary to mark emails as "not spam", or otherwise whitelist us on the desktop or individual email level.

 

3. If the two solutions above do not solve the problem, please contact us at support@intelligize.com or by calling 1-888-925-8627.

 

Daily Maximums Exceeded    [top]

 

For real-time alerts, we enforce a limit of 100 emails per day per alert. So, for example, if you have 20 different Securities Mosaic real time alerts, you could potentially receive up to 2,000 alert emails in one day – but not more than that.

 

But don’t worry, even if your alert hits the maximum, you’ll still be alerted to the filings or documents you care about. The only difference is that you won’t receive them as real-time alerts after that point. Instead, you’ll get a Daily Digest email at the end of the day with all your relevant records for the day.

 

Your alert will be reinstated as a real time alert the following day. However, if it reaches the maximum three times, it will be converted to a Daily Digest alert going forward. (You can, however, manually change it back to a real time alert.)

 

For Daily Digest alerts, we enforce a limit of 500 records per day per alert. If your alert exceeds that threshold, you may miss being alerted to any additional records. In such a scenario, we recommend you narrow your alert parameters.