Regwise
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Help & Guide

Regwise automatically monitors regulatory publications from financial authorities, summarises them with AI, and presents the results in a clear, prioritised feed — so your team can stay on top of regulatory change without spending hours reading newsletters and tracking RSS feeds manually. Every AI-generated summary is traceable, explainable, and subject to a documented human review before it is acted on.

Who is it for?

  • Compliance managersTrack regulatory obligations across jurisdictions and spot critical changes before they become urgent — with a formal review trail your team can sign off on.
  • Legal counselMonitor new rules and guidance affecting financial products without subscribing to every regulator individually.
  • Product ownersUnderstand the regulatory impact on your roadmap early, with plain-English summaries instead of dense legal prose.
  • CCOs and General CounselReport upward with confidence — the Dashboard gives you a real-time view of sources monitored, update volume, review queue health, and team activity, all in one place.
  • AI governance officersVerify that every AI output is traceable, its reasoning is transparent, and human review is recorded — meeting your organisation's AI governance requirements.

Business value

Save time

Replaces 2–4 hours a week of manual monitoring across regulator websites, email digests, and RSS feeds.

Reduce risk

Critical updates are surfaced immediately and rated by severity, so nothing falls through the cracks.

Prioritise intelligently

AI-assigned severity, action level, and topic tags let your team focus on what matters most to your business.

Audit-ready by design

Every summary includes a full provenance record, the AI's own reasoning, and a structured human review — giving your compliance team a paper trail they can stand behind.

Multi-language coverage

Sources in French, German, Spanish, and other languages are automatically translated and summarised in English — no language barrier to regulatory coverage.

Filter memory

Save any combination of filters as a named view and restore it in one click — no need to re-apply the same filters every session.

Getting access

Regwise is currently in Alpha and open to compliance professionals, legal counsel, and risk teams in regulated industries. Access is by application — reviewed personally and typically approved within two working days.

1

Submit a request

Visit the sign-in page and click Request access →. Fill in your name, work email, company, and job title. Optionally, tell us which regulators matter most to you and why you're interested.

2

Select your industry

Pick your industry sector from the dropdown on the request form. This is used to pre-configure your source recommendations when your account is created.

3

Accept the privacy notice

Tick the consent checkbox to confirm you've read the Privacy Notice — required under UK/EU GDPR. You can also opt in to occasional product updates.

4

Receive your credentials

Once approved, you will receive your login email and a temporary password. Sign in, go to My Profile to set your preferences, and you're ready to go.

AI governance — built for compliance sign-off

Regwise is designed to meet the three core requirements that compliance teams and AI governance frameworks ask for when adopting an AI-assisted workflow: traceability, explainability, and human oversight. Here is how each is implemented.

🔍

Traceability — every AI output has a full audit trail

Every summary carries a provenance record: which AI model produced it, the exact timestamp, how many tokens were used, and the length of the source document. The same information appears in the AI Governance Metadata block at the bottom of every Confluence preview.

💡

Decision logic — the AI explains its own reasoning

Each summary includes a one-sentence rationale for the confidence rating and for the severity rating — making the AI's decision logic transparent and challengeable.

Review workflows — structured human oversight before action

Every update goes through a formal compliance review. From the detail page, your team can Approve, Reject, or Escalate each update — with an optional note. The outcome is permanently recorded.

How to use Regwise

1

The Feed — your main workspace

The feed lists all recent regulatory updates, newest first. At the top is a search bar and a row of filters:

  • Search — full-text search across titles, summaries, topics, and impacted functions. Matching terms are highlighted inline.
  • Source — show only updates from a specific regulator.
  • Severity — focus on Critical or High priority items when time is short.
  • Document type — filter by Consultation, Guidance, Enforcement, Legislation, or Speech.
  • Function — show updates relevant to Compliance, Legal, Product, or Ops.
  • Review status — show Pending, Approved, Rejected, or Escalated updates.
  • Flags — show only updates that have been flagged as inaccurate.
  • Period — limit results to the last 7, 30, or 90 days. Defaults to Last 30 days. An inline Show all time link appears if no updates match.

Click any update title to open the full detail view.

2

Compact vs Detailed view — choose your density

A toggle button in the filter bar switches between two feed layouts:

  • Compact (default) — each update is a single dense row showing the severity badge, source, date, headline, action level, and review status. Fits 8–10 items on screen at once.
  • Detailed — the full card layout with summary text, key-point preview, topic tags, and all badges. Ideal when you want to read context without clicking into each item.

Updates are grouped by recency: Today, Yesterday, This week, and Earlier. The feed loads 25 updates at a time; a Load 25 more button appends the next batch.

3

Saved Views — remember your filters

The Saved Views row lets you save the current combination of all filters as a named chip.

  • Click + Save current view, type a name, and press Save.
  • Click any chip to restore all its filters instantly.
  • Click the × on a chip to delete that view permanently.

Saved views are personal — each user only sees their own. They persist across sessions.

4

Source preferences — filter your feed permanently

Go to My Profile My regulatory sources and tick the sources you want. Only selected sources appear in your feed. Leaving all unchecked shows everything.

5

Industry source recommendations — personalised for your sector

When you set your industry sector on My Profile, the source preferences panel splits into ★ Suggested for [Your Industry] and Other sources so the most relevant regulators are easy to find.

Supported industries: Financial Services, Banking, Insurance, Asset Management, Capital Markets, Fintech / Digital Finance, Legal & Professional Services, Consulting, Regulatory Body / Government, and Other.

6

Language badges — multilingual coverage

Every feed card shows a small mono language badge next to the source name: EN FR DE

Non-English sources are automatically translated before summarising — all in a single AI call. The summary and key points are always in English regardless of the original language.

7

Severity — how urgent is this?

Every update is rated by the AI based on scope, obligations, and proximity of effective date:

CRITICALHIGHMEDIUMLOW

A one-sentence Severity rationale on the detail page explains why this rating was chosen.

8

Action level — what should your team do?

Alongside severity, each update carries an action level:

ACT NOWPREPAREMONITOR
  • ACT NOW — immediate action required; deadline is imminent or enforcement action is involved.
  • PREPARE — start planning; deadline is approaching or obligations are likely.
  • MONITOR — awareness only; no immediate action needed.
9

Confidence — how reliable is the summary?

Each AI summary includes a confidence indicator:

HIGH CONFIDENCEMEDIUM CONFIDENCELOW CONFIDENCE

A one-sentence Confidence rationale appears on the detail page. Low confidence means the source was sparse or ambiguous — always verify before acting.

10

Update detail page — the full picture

Click any update title to open the detail view. Here you will find:

  • Severity, confidence, action level, and review status at a glance
  • Severity and confidence rationales — the AI's own reasoning, in one sentence each
  • Why this matters — plain-English explanation of who should care and why
  • Key points — 3–5 concise bullet points for quick reference
  • Topic tags, document type badge, and impacted function chips
  • View source — link to the original regulatory publication
  • Confluence preview — preview how this update looks as a formatted knowledge-base page
  • Compliance review — formal Approve / Reject / Escalate decision with optional note
  • Flag as inaccurate — challenge a summary you believe is wrong
11

Compliance review — Approve, Reject, or Escalate

Every update has a Compliance review panel at the bottom of the detail page. Before a review is submitted, the update shows as PENDING in the feed.

  • Approve — confirms the summary is accurate and the update has been actioned.
  • Reject — records that the summary was inaccurate or the update is not relevant.
  • Escalate — flags the update for senior or legal review before a final decision.

The decision, date, and any note are permanently recorded and shown in the feed and Confluence preview.

12

Flag as inaccurate — challenge an AI summary

If an AI summary looks wrong, use the Flag as inaccurate button at the bottom of the detail page. Once flagged:

  • An amber banner appears on the detail page.
  • The update appears as ⚑ Flagged in the feed.
  • Administrators see it in the Open Flags queue on the admin page and can resolve it with a documented response.
13

My Profile — personal info & preferences

Click your name in the header to open My Profile. The page has three cards:

  • Personal information — update your full name, job title, company, and industry sector. Email is read-only.
  • My regulatory sources — choose which sources appear in your feed. Preferences are saved per user and persist across sessions.
  • Security — change your own password at any time. You must provide your current password to confirm.

For administrators

Admin page /admin

Accessible to App Admins and General Admins. From here you can:

  • View and resolve Open Flags — disputed summaries with a resolution note field.
  • Add new regulatory sources — name, RSS URL, language, and industry tags.
  • Enable or disable existing sources.
  • Manually trigger ingestion or re-summarisation.
  • Monitor system health, LLM token usage, costs, and a full event log.

Dashboard /dashboard

A read-only reporting view for CCOs, GCs, and administrators:

  • Coverage stats — sources monitored, total updates, updates this week, critical items awaiting review.
  • Per-source breakdown — update counts, last fetched time, and status for every source.
  • Review queue health — total summaries, approved, rejected, escalated, and pending.
  • Severity distribution — horizontal bar chart of critical / high / medium / low items.
  • Team usage — active users this week, logins last 30 days, average session duration.

User management /users(General Admin only)

Regwise uses per-user accounts with three access roles:

RoleAccess
General AdminFull access — feed, admin, dashboard, and user management.
App AdminFeed, admin page, and dashboard.
UserFeed, update detail pages, Confluence preview, and Help.

From the /users page, General Admins can:

  • Create new users with a name, email, role, and password.
  • Edit a user's name or role.
  • Reset a user's password.
  • Deactivate or reactivate accounts (soft delete — audit trail is preserved).
  • View the login activity log — login time, logout time, duration, and type.
  • User profile data — each user's self-reported job title, company, and industry sector.

Sessions expire automatically after 10 minutes of inactivity.

Important — AI-generated content

All summaries are generated by an AI model and may contain inaccuracies or omissions. Regwise is a decision-support tool, not a source of legal advice. The traceability, rationale, and review workflow features are designed to support human oversight — they do not replace it. Always verify critical information against the original regulatory publication before taking action.