Alerts¶

CalcBridge alerts notify you when important events occur, such as compliance threshold breaches, calculation errors, or workbook changes. This guide covers creating alerts, configuring conditions, setting up notification channels, and managing alerts.

Overview¶

Alerts help you stay informed without constantly monitoring the platform:

Proactive Monitoring - Get notified before issues become problems
Multi-Channel Delivery - Email, Slack, webhooks, and more
Customizable Conditions - Set thresholds that matter to your business
Audit Trail - Complete history of all alert triggers

Compliance Alerts

For CLO managers, compliance alerts are critical. Set up alerts for cushion thresholds to catch potential breaches before they occur.

Creating Alerts¶

Via UI¶

Navigate to Alerts in the main menu
Click Create Alert
Configure the alert:
- Name - Descriptive name for the alert
- Type - What to monitor (see Alert Types below)
- Condition - When to trigger
- Channels - Where to send notifications
Click Create

Via API¶

curl -X POST https://api.calcbridge.io/api/v1/alerts \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "CCC Bucket Warning",
    "type": "compliance_threshold",
    "workbook_id": "550e8400-e29b-41d4-a716-446655440000",
    "condition": {
      "test_name": "ccc_bucket",
      "operator": "greater_than",
      "threshold": 6.0,
      "cushion_warning": 1.5
    },
    "channels": ["email", "slack"],
    "recipients": {
      "email": ["compliance@example.com"],
      "slack": ["#compliance-alerts"]
    },
    "enabled": true
  }'

Alert Types¶

Compliance Alerts¶

Monitor compliance test results and cushion levels.

Alert Type	Triggers When
Threshold Breach	A compliance test fails
Cushion Warning	Cushion falls below threshold
Status Change	Test status changes (pass to fail, etc.)
Trend Alert	Cushion trending toward breach

Example - Cushion Warning:

{
  "type": "compliance_threshold",
  "condition": {
    "test_name": "single_obligor",
    "cushion_warning": 2.0
  }
}

This alert triggers when the single obligor test cushion falls below 2%.

Calculation Alerts¶

Monitor calculation status and errors.

Alert Type	Triggers When
Calculation Error	A formula produces an error
Calculation Complete	Recalculation finishes
Calculation Timeout	Calculation exceeds time limit

Example - Calculation Error:

{
  "type": "calculation_error",
  "condition": {
    "error_types": ["#DIV/0!", "#REF!", "#VALUE!"],
    "cell_count_threshold": 1
  }
}

Workbook Alerts¶

Monitor workbook changes and activity.

Alert Type	Triggers When
Workbook Modified	Data changes in workbook
Workbook Uploaded	New workbook is uploaded
Workbook Deleted	Workbook is deleted
Schema Change	Column structure changes

Example - Workbook Modified:

{
  "type": "workbook_modified",
  "condition": {
    "sheets": ["Portfolio", "Holdings"],
    "change_types": ["value_change", "formula_change"]
  }
}

System Alerts¶

Monitor system health and usage.

Alert Type	Triggers When
API Error Rate	Error rate exceeds threshold
Rate Limit	Rate limit is approached
Quota Warning	Usage quota nearing limit

Alert Conditions¶

Operators¶

Operator	Description	Example
`equals`	Exact match	`status equals "failed"`
`not_equals`	Does not match	`status not_equals "passed"`
`greater_than`	Exceeds value	`cushion greater_than 5.0`
`less_than`	Below value	`cushion less_than 2.0`
`contains`	Contains substring	`name contains "CCC"`
`in`	In list of values	`status in ["failed", "warning"]`
`between`	Within range	`cushion between [1.0, 5.0]`

Compound Conditions¶

Combine multiple conditions with AND/OR logic:

{
  "condition": {
    "operator": "and",
    "conditions": [
      {
        "field": "test_name",
        "operator": "equals",
        "value": "ccc_bucket"
      },
      {
        "field": "cushion",
        "operator": "less_than",
        "value": 1.5
      }
    ]
  }
}

Time-Based Conditions¶

Add time constraints to alerts:

{
  "condition": {
    "test_name": "oc_ratio",
    "operator": "less_than",
    "threshold": 120.0
  },
  "time_constraints": {
    "active_hours": {
      "start": "08:00",
      "end": "18:00",
      "timezone": "America/New_York"
    },
    "active_days": ["monday", "tuesday", "wednesday", "thursday", "friday"]
  }
}

Notification Channels¶

Email¶

Send alert notifications via email.

Configuration:

{
  "channels": ["email"],
  "recipients": {
    "email": [
      "user@example.com",
      "team@example.com"
    ]
  },
  "email_options": {
    "include_details": true,
    "format": "html"
  }
}

Email Contents: - Alert name and type - Condition that triggered - Current value and threshold - Link to view details in CalcBridge - Timestamp

Slack¶

Send alerts to Slack channels.

Configuration:

{
  "channels": ["slack"],
  "recipients": {
    "slack": [
      "#compliance-alerts",
      "@john.doe"
    ]
  },
  "slack_options": {
    "include_chart": true,
    "mention_users": ["U123ABC"]
  }
}

Slack Integration

You must first connect your Slack workspace in Settings > Integrations > Slack.

Webhooks¶

Send alerts to any HTTP endpoint.

Configuration:

{
  "channels": ["webhook"],
  "recipients": {
    "webhook": {
      "url": "https://your-service.com/alerts",
      "method": "POST",
      "headers": {
        "X-API-Key": "your-api-key"
      }
    }
  }
}

Webhook Payload:

{
  "alert_id": "alt_abc123",
  "alert_name": "CCC Bucket Warning",
  "triggered_at": "2025-01-15T10:30:00Z",
  "type": "compliance_threshold",
  "severity": "warning",
  "details": {
    "test_name": "ccc_bucket",
    "current_value": 6.2,
    "threshold": 7.5,
    "cushion": 1.3
  },
  "workbook": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "name": "Q1 Portfolio"
  }
}

PagerDuty¶

Escalate critical alerts to PagerDuty.

Configuration:

{
  "channels": ["pagerduty"],
  "recipients": {
    "pagerduty": {
      "routing_key": "your-pagerduty-routing-key",
      "severity": "critical"
    }
  }
}

Microsoft Teams¶

Send alerts to Microsoft Teams channels.

Configuration:

{
  "channels": ["teams"],
  "recipients": {
    "teams": {
      "webhook_url": "https://outlook.office.com/webhook/..."
    }
  }
}

Managing Alerts¶

Viewing Alerts¶

Navigate to Alerts to see:

Tab	Description
Active	Currently enabled alerts
Triggered	Recent alert triggers
All	All alerts including disabled

Alert Actions¶

Action	Description
Enable/Disable	Toggle alert on/off
Edit	Modify alert configuration
Test	Send test notification
Duplicate	Copy alert with modifications
Delete	Remove alert permanently

Alert History¶

View the complete history of alert triggers:

Click on an alert
Select the History tab
See all trigger events with:
- Timestamp
- Trigger reason
- Notification status
- Value at trigger time

Alert Suppression¶

Temporarily suppress alerts to avoid noise:

{
  "suppression": {
    "enabled": true,
    "duration_minutes": 60,
    "reason": "Scheduled maintenance"
  }
}

Alert Severity¶

Alerts have severity levels that affect notification behavior:

Severity	Description	Typical Use
Info	Informational, no action needed	Workbook uploaded
Warning	Attention recommended	Cushion approaching threshold
Error	Action required	Calculation error
Critical	Immediate action required	Compliance breach

Severity Escalation¶

Configure escalation for unacknowledged alerts:

{
  "escalation": {
    "enabled": true,
    "escalate_after_minutes": 30,
    "escalate_to": {
      "channels": ["pagerduty"],
      "recipients": {
        "pagerduty": {
          "severity": "critical"
        }
      }
    }
  }
}

Best Practices¶

Alert Fatigue Prevention¶

Set meaningful thresholds - Avoid alerts that trigger too frequently
Use warning levels - Alert before breaches, not just on breach
Group related alerts - Use single alert with multiple conditions
Review and tune - Regularly review alert effectiveness

Critical Alert Setup¶

For compliance-critical alerts:

Use multiple channels - Email + Slack + PagerDuty
Configure escalation - Auto-escalate if not acknowledged
Include stakeholders - Notify all relevant team members
Document response - Create runbooks for each alert type

Testing Alerts¶

Always test new alerts:

Create the alert
Click Test to send test notification
Verify notification received on all channels
Adjust formatting and content as needed

Example Alert Configurations¶

Compliance Breach Alert (Critical)¶

{
  "name": "Compliance Test Failed",
  "type": "compliance_threshold",
  "severity": "critical",
  "condition": {
    "status": "failed"
  },
  "channels": ["email", "slack", "pagerduty"],
  "escalation": {
    "enabled": true,
    "escalate_after_minutes": 15
  }
}

Cushion Warning Alert¶

{
  "name": "Cushion Below 2%",
  "type": "compliance_threshold",
  "severity": "warning",
  "condition": {
    "cushion": {
      "operator": "less_than",
      "value": 2.0
    }
  },
  "channels": ["email", "slack"]
}

Daily Summary Alert¶

{
  "name": "Daily Compliance Summary",
  "type": "scheduled_summary",
  "severity": "info",
  "schedule": {
    "frequency": "daily",
    "time": "08:00",
    "timezone": "America/New_York"
  },
  "channels": ["email"]
}

Next: Column Mappings