What a Signal is
A Signal is Luscent telling you that something in a Client relationship changed and needs a decision. Each one says what changed, how urgent it is and where the evidence sits.
Common questions
Is a Signal the same as a Task? No. A Signal says that something changed. A Task is an action you take. A Signal can carry one linked Task, and Tasks can also exist without a Signal.
Does the Client ever see a Signal? No. Signals are internal to your firm.
Why did a Signal close without anyone acting on it? Compliance Signals close automatically when the breach they describe no longer exists, for example after the suitability profile is updated.
Before you start
There is nothing to set up. Signals appear for the Clients in your book once Microsoft 365 is connected for your firm and the Client's data is in Luscent.
Where Signals come from
Luscent raises a Signal in one of three ways, and the Signal shows which.
From the rules engine. Luscent checks each Client's profile and portfolio against regulatory rules, MiFID II for Clients in the EU. A breach raises a Compliance Signal. These Signals are deterministic: the rule either fired or it did not, and no AI is involved.
From reading communications. When an email, a Teams message or a meeting transcript arrives, Luscent reads it for changes that matter to the relationship: a liquidity event, dissatisfaction, a question about moving assets. These Signals carry a confidence badge, because a reading can be wrong.
From Patterns. After the other Signals are raised, Luscent looks across the last 90 days of a Client's Signals for shapes that mean more together than apart, such as a competitor mention followed by signs of dissatisfaction. A Pattern links to the Signals that formed it.
What every Signal carries
A type: Compliance, Engagement, Churn, Revenue, Portfolio or Pattern.
An urgency: Critical, High, Medium or Low.
A headline and a summary of what changed.
A confidence badge that says how sure Luscent is of its reading.
Where an action follows, one linked Task on the Client's Execute tab.
Where you find them
Dashboard: the Signals that need you today, across your book.
Signals: every Signal in your book, with search, a type filter and grouping by urgency or date.
Detect tab on Client Detail: every Signal for one Client, Critical first.
Selecting a Signal opens its detail on the right. The link to a Signal opens the same Client and Signal for a colleague, so you can point compliance at it without describing it.
What happens to a Signal
A Signal stays open until someone acts on it. Acknowledging it says you have seen it and are handling it; it does not mean the issue is solved. Archiving it, which is what dismissing does, removes it from your default views. A Compliance Signal closes on its own once the breach it describes no longer exists, for example when an out-of-date suitability profile is brought up to date.
COMPLIANCE NOTE. A Signal is a proposal, not a decision. Luscent raises it; a Relationship Manager or a compliance officer decides what happens next, and the decision is recorded with their name and the time.