PartnerAlly Docs
Compliance Intelligence

Managing Intelligence Sources

Configure and manage your compliance intelligence sources.

Managing Intelligence Sources

Intelligence sources determine what updates and changes you receive. Configure sources to focus on what's most relevant to your organization.

Default Sources

PartnerAlly includes built-in sources for:

Regulatory Sources

SourceCoverage
Federal RegisterUS federal regulations
SECSecurities regulations
HHS/OCRHIPAA updates
FTCConsumer protection, privacy
State RegulatorsState-specific rules

Framework Sources

SourceCoverage
AICPASOC 2 updates
ISO27001 and related standards
PCI SSCPCI DSS updates
NISTCybersecurity framework

International Sources

SourceCoverage
EU Official JournalGDPR, EU regulations
UK ICOUK data protection
GDPR AuthoritiesEU DPA guidance

Viewing Active Sources

Go to Intelligence

Navigate to the Intelligence section.

Click "Sources"

Opens source management.

Review Active Sources

See all sources currently monitored.

Source Configuration

Enabling/Disabling Sources

Toggle sources on or off:

  1. Find the source
  2. Click the toggle switch
  3. Enabled sources appear in your feed
  4. Disabled sources are excluded

Source Priority

Set priority levels:

PriorityEffect
HighImmediate alerts
NormalStandard feed placement
LowIncluded but de-prioritized

Source Categories

Group sources by type:

  • Regulatory
  • Industry
  • News
  • Custom

Focus on high-priority sources for your enabled frameworks. Too many sources can create noise.

Adding Custom Sources

RSS Feeds

Add custom RSS feeds:

Click "Add Source"

Opens source creation.

Enter RSS URL

Paste the feed URL.

Configure Settings

Set name, priority, category.

Test and Save

Verify feed works, then save.

Suggested Custom Sources

IndustrySuggested Sources
Financial ServicesFinCEN, OCC, Federal Reserve
HealthcareCMS, state health departments
CryptoFinCEN, state regulators
EU BusinessNational DPAs

Source Relevance

Automatic Relevance Scoring

Sources are scored based on:

  • Your enabled frameworks
  • Historical reading patterns
  • Organization profile
  • Industry alignment

Manual Adjustments

Improve relevance by:

  • Rating articles helpful/not helpful
  • Adjusting source priorities
  • Providing feedback on recommendations

Source Updates

Monitoring Frequency

Source TypeCheck Frequency
RegulatoryMultiple times daily
FrameworkDaily
NewsEvery few hours
CustomBased on feed settings

Change Detection

The system detects:

  • New publications
  • Updated guidance
  • Effective date changes
  • Withdrawal notices

Troubleshooting Sources

Source Not Updating

If a source isn't showing updates:

  1. Check if source is enabled
  2. Verify source URL is valid
  3. Check for source-side issues
  4. Try refreshing manually

Too Many Irrelevant Items

Reduce noise by:

  1. Disable low-value sources
  2. Lower source priorities
  3. Refine relevance feedback
  4. Focus on framework-specific sources

Missing Important Updates

If you're missing updates:

  1. Check source is enabled
  2. Review filter settings
  3. Verify notification settings
  4. Consider adding additional sources

Source Recommendations

By Framework

FrameworkRecommended Sources
SOC 2AICPA, industry news
HIPAAHHS, OCR, CMS
GDPREDPB, ICO, CNIL
PCI DSSPCI SSC, payment news
SOXSEC, PCAOB

By Industry

IndustryAdditional Sources
BankingOCC, FDIC, Fed
InsuranceState insurance depts
CryptoFinCEN, state regulators
HealthcareCMS, state health

Common Questions

How many sources should I enable?

Quality over quantity:

  • 5-10 high-quality sources is often enough
  • Focus on your primary frameworks
  • Add industry-specific sources as needed
  • Review and prune quarterly

Can I share sources with my team?

Source configurations are organization-wide:

  • All team members see the same sources
  • Admins can modify source settings
  • Personal filtering is available

What about paywalled sources?

For paywalled content:

  • Headlines and summaries are shown
  • Full content may require subscription
  • Some sources have public feeds

Next Steps

Compliance Intelligence

Stay informed about regulatory changes and compliance updates.

Tracking Regulatory Changes

Monitor and respond to regulatory and framework changes.

On this page

Managing Intelligence SourcesDefault SourcesRegulatory SourcesFramework SourcesInternational SourcesViewing Active SourcesGo to IntelligenceClick "Sources"Review Active SourcesSource ConfigurationEnabling/Disabling SourcesSource PrioritySource CategoriesAdding Custom SourcesRSS FeedsClick "Add Source"Enter RSS URLConfigure SettingsTest and SaveSuggested Custom SourcesSource RelevanceAutomatic Relevance ScoringManual AdjustmentsSource UpdatesMonitoring FrequencyChange DetectionTroubleshooting SourcesSource Not UpdatingToo Many Irrelevant ItemsMissing Important UpdatesSource RecommendationsBy FrameworkBy IndustryCommon QuestionsHow many sources should I enable?Can I share sources with my team?What about paywalled sources?Next Steps