Video: Review and remediate a monitor case

Last updated: October 13, 2026

In this guide, you will learn how to review and remediate a monitor case in Mesh.

When logging in to your account, please ensure you select the correct region, which will be one of the following:

You can find the link to your region in the onboarding email you received (look for the "Welcome to ComplyAdvantage" email).

If you can't find the email, don't worry! You can always contact our support team at support@complyadvantage.com.

1. Click "Cases"

Go to the "Cases" tab, where you find all cases in your account.

The Mesh navigation with the Cases tab highlighted above the case list

2. Click "Filters"

To find monitoring cases quickly, click "Filters".

The case list with the Filters button highlighted

3. Select "Case type and stages"

In the filter menu, select "Case type and stages".

The filter menu open with

4. Tick "Customer monitoring"

Tick the "Customer monitoring" box to show only monitoring cases.

The Case type and stages filter with the Customer monitoring checkbox highlighted

5. Click the monitoring case

Once you have found the monitoring case you want to remediate, click on it.

The filtered case list with a Customer monitoring case highlighted

6. Review the screening results

The Screening results show one update: new adverse media matches on the profile matched to this customer.

The monitoring case with the Screening results table highlighted, showing one changed profile

7. Click the screening result

Click the result. All new data sources for this profile appear at the top.

The profile details with the new adverse media entries at the top highlighted

8. Look for the "Added" icon

New data is easy to identify by the "Added" icon on the right.

A close-up of the Added icon next to a new adverse media entry

9. Click "All results"

Once you have analysed the new information for this risk profile, click "All results" to return to the case overview.

The profile details with the All results link highlighted

10. Click the profile notes icon

From the case overview you can act on each risk profile directly, for example by adding profile notes.

The Screening results row with the Profile notes icon highlighted

11. Enter a note

Enter a note, for example that the new data is not relevant to this case.

The Profile notes pane open with a note being typed

12. Open the status list

You can also review each risk profile individually. Click the status control on the row.

The status control on the Screening results row highlighted

13. Select "False positive"

In this example, we mark the profile as "False positive".

The status list open with False positive highlighted

14. Select "In Progress" in the stage prompt

Mesh prompts you to change the case stage, because you are now actively working the case. If the prompt appears, select "In Progress", or the stage your account uses for work that has started.

The Change stage prompt with the In Progress stage highlighted

15. Confirm the stage change

Click "Change stage" to confirm. Before you do, you can disable this automatic prompt by toggling off the option below the note field.

The Change stage prompt with the reminder toggle highlighted above the Change stage button

16. Mute the risk profile

You can also mute this risk profile, so new data related to it does not make it appear in future monitoring cases for this customer.

The mute icon on the Screening results row highlighted, with the tooltip Mute monitoring alerts for changes on this profile

17. Click "Decision"

Once all risk profiles have been remediated, make a decision on the case, which closes it.

The case header with the Decision button highlighted

18. Select "No Risk - Accept"

In this example the only risk profile was a false positive, so we choose "No Risk - Accept" to close the case without further action.

The Case decision dialog with the decision options

19. Enter a decision note

A note is mandatory to close the case.

The Case decision dialog with a decision note being typed

20. Click "Close case"

Click "Close case". The case closes and its header shows your decision.

The Case decision dialog with the Close case button highlighted

We hope this guide helped you learn how to review and remediate a monitor case in Mesh.