Your first scan

Open the order form

Sign in and choose New scan. The order form opens under the heading “Set regulatory scan parameters, then run.”

On your first visit every section is empty and the Recent scans list at the foot of the page says so — “You haven’t saved any scans yet — your first run will appear here.” From your second scan onwards the form arrives pre-filled from your last run (the header says which scan it carried the configuration from), and Reset to defaults clears the scan shape — who, where, what, when — back to an empty form, leaving the engine choice untouched.

01 Who — say who you are

Section 01 Who offers a row of entity-type pills: Global Asset Manager, Hedge Fund, Private Investment / VC, Insurer, Universal Bank, Retail Bank, Investment Bank, Payments / Fintech, Crypto / DeFi, Custodian / CSD, Market Infrastructure, General / Multi-sector.

Pick as many as apply. Your choice steers what the research looks for and the register the briefing is written in — an asset manager and a payments firm get meaningfully different readings of the same rule.

For our example, select Global Asset Manager.

02 Where — choose jurisdictions

Section 02 Where lists the built-in jurisdictions as pills — US, EU, UK, Singapore, Hong Kong, Japan, Australia, Switzerland, Canada, Brazil, India — with preset chips above them (G7, EMEA, APAC, Americas, EU+, Global Major) that select a whole region in one click.

Two behaviours worth knowing:

• Presets replace the pill selection rather than adding to it — clicking EMEA gives you exactly EU, UK, and Switzerland. Custom jurisdictions you have added by hand (marked ★) are always kept.
• Anything not on the pill list can be typed into Add custom… — it joins the selection as a ★ chip.

Each jurisdiction scales cost and runtime roughly linearly, so start narrow. For our example, click the EMEA preset: EU, UK, and Switzerland light up, and the ticket’s WHERE row updates to match.

03 What — choose regulatory areas

Section 03 What works the same way: the built-in areas — Banking / Prudential, Capital Markets, Digital Assets / Crypto, AML / KYC, Payments, Data Privacy, Operational Resilience, ESG / Sustainable Finance, Sanctions, Research Bundling / Unbundling — plus Add an area… for anything free-form, which joins as a ★ chip (click a custom chip to remove it).

For our example, select AML / KYC and ESG / Sustainable Finance.

04 When — set the horizon

Section 04 When is a single segmented control: 3 · 6 · 12 · 18 · 24 · 36 months. The horizon bounds which deadlines, trends, and watch-list items make the cut — it does not change the price.

For our example, choose 12 mo.

05 Output — language and verification

Section 05 Output controls how the result reads:

• Output language — one of seven: English, French, German, Spanish, Italian, Mandarin Chinese, Japanese. A non-English choice adds a translation pass with a locked glossary, so regulatory terms stay consistent.
• Citation audit — a verification toggle. When it is on, every claim in the narrative is checked against its source before the dashboard renders. It defaults on for the verified engines and can be switched on for the classic one (the engines are compared under Advanced, below).

Leave the language on English and the citation audit at its default for our example.

Below section 05 sits an Advanced accordion (“The machinery”). It lets you compare the three analysis engines — with a live cost figure for each — and inspect the quality-control line your scan rides, station by station. The defaults are deliberately good; for a first scan, leave it closed.

Read the ticket

Glance at the order ticket on the right. For our example it now reads, in compact ticket codes:

Beneath the rows: a live estimate — a dollar range and an expected runtime, recomputed as you change the form — and the scan shape (“3 JURISDICTIONS × 2 AREAS”). The ticket footer is honest about what the number is: “Estimate, not a quote.”

Choose when to run

Still on the ticket, When to run offers two lanes:

• Expedite — run now. Full price, live progress; results stream into the dashboard as they arrive.
• Batch — later today. Roughly 50% lower cost; results typically arrive within a few hours. An optional field lets the scan email you when it’s ready. Not every engine has a batch lane — the ticket tells you when the selected engine can’t run as a batch.

For a first scan choose Expedite — run now, so you can watch it work.

Start the scan

Press Start scan — on the ticket or on the bottom run bar; they are the same button. It stays disabled until the form has a horizon, at least one jurisdiction, and at least one area (the fine print under the button says exactly that).

The dashboard opens and results arrive progressively — a banner notes that the executive summary appears once the analysis completes. Runtime matches the ticket’s estimate; a three-jurisdiction, two-area scan is at the shorter end.

Read the result

When the run finishes you are looking at a populated dashboard: the Overview heatmap of activity by jurisdiction and area, an Analyst Briefing with an executive summary, plus Trends and a deadline Timeline, all scoped to exactly what you ordered — EMEA, AML/KYC + ESG, twelve months out.

The scan is saved automatically. It now appears in Recent scans on the order form and in My Snapshots, and it is the raw material for everything in the Studio.