API documentation

Monitoring

Monitoring is the one list of the names your workspace watches, the companies, brands, persons and topics you monitor and the sources and agencies research checks for your desk, each on its own schedule, hourly, daily, every 2 days or weekly. A name added once is watched everywhere. It gets research briefings, new developments each cited to its public source, and, in a workspace where public posts are read, a daily reading of what public posts say about it (Social monitoring). In workspaces where person data is switched on, natural persons can be monitored too.

The page

• Two tabs show the one list, Research and Sentiment. Research is the table of research checks. Sentiment lists every name with its tone over the last 30 days, and a name opens its own page with the posts behind it.
• Monitor a name adds a company, brand, person or topic, with one line saying that the name also gets research briefings. A topic is read for public posts only. Browse catalog in the same panel adds the export credit agencies and other agencies of your desk's verified catalog by region, in bulk (edit access).
• The Research table shows each name's type, how often it is checked (under the setting, the schedule research keeps in your workspace where that differs), its last check, its newest research update and its status, OK, Queued, Checking, Overdue when a check is late, Paused, Retrying, or Failed with the error on hover. It also lists the research check of every deal you follow in the Deal Book.
• On every row, in both tabs, the Active switch pauses or resumes the name, its research and its posts alike, and the bin removes it from the list after one confirmation. A paused name is not checked until it is resumed. In the Research table, select rows to pause, resume or remove several at once (edit access).

What Monitoring is not

Monitoring is research on a schedule. It is not the credit monitoring of your book, which is the Portfolio, and not the register watch on a single company, which Coverage describes. News and social media about the companies of your book are covered in News monitoring and Social monitoring. Deals are followed in the Following tab of the Deal Book.

Over the API

GET /v1/monitoring/targets serves the list with each name's latest run outcome and next due time, GET /v1/monitoring/catalog your desk's catalog and GET /v1/monitoring/sources the sources research reads. The readings of the Sentiment tab are served by GET /v1/social/names. See the API reference.