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Documentation Index

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Internal draft — not for external publication yet. This page is structured for client documentation but currently holds working content while the rules feature is finalised. Update or remove this notice before publishing externally.

Overview

Every flag Adclear raises during a review traces back to a rule. Rules are how your organisation’s policies — regulatory obligations, internal standards, tone-of-voice guidelines — get translated into something the platform can apply consistently across every promotion. This guide covers what rules are, how they relate to your policies, and where you can see them in the product. It’s written for compliance leaders and marketing leads who want a clear picture of what the platform is checking, not a deep technical breakdown.
The rules feature gives you visibility, not direct edit access. Rules are configured by Adclear in collaboration with your compliance team during onboarding and refined over time based on reviewer feedback. See Helping Adclear Learn for how that refinement happens day to day.

What a Rule Is

A rule is a single, applied check the platform runs against the content of a promotion. It has three parts:
PartWhat it does
TriggerThe condition that determines when the rule applies — for example, a specific product, channel, or jurisdiction
CheckThe thing the rule looks for — for example, the presence of a required risk warning, or the absence of a prohibited claim
SourceThe policy, regulation, or internal standard the rule comes from
When a rule is triggered and the check fails, Adclear raises a flag on the promotion. The reviewer sees the flag, the reasoning, and the source — and decides how to respond.

How Rules Come from Policies

Rules don’t appear from nowhere. Each one is grounded in something specific:

Regulatory rules

Translated from regulatory frameworks your business operates under — for example, financial promotions guidance from the FCA, or jurisdiction-specific advertising standards.

Internal policies

Reflect your organisation’s own standards — for example, claim substantiation requirements, brand standards, or tone-of-voice principles.
The full process — from a policy document landing in the platform, to it becoming a working rule that flags content — is handled through the Compliance User Guide’s Policies workflow. Once a policy is in place, Adclear works with your compliance team to translate the relevant requirements into rules.

Where to See Rules

1

Open the Rules page

From the main navigation, open Rules. This shows the full list of rules currently active for your workspace.
2

Filter by scope

Filter by product, channel, jurisdiction, or source to focus on the rules relevant to a specific area of your business.
3

Open a rule for detail

Click any rule to see its trigger conditions, the check it performs, the source policy or regulation, and any examples of how it’s been applied.
Rules are visible to Compliance Admin, Compliance, and Marketing Admin roles. Marketing users see the outcome of a rule (the flag on a promotion) but not the rule itself. See How Roles Work for the full permission breakdown.

How Rules Get Refined

Rules are not static. Every reviewer response to a flag — agree, disagree, dismiss with context — feeds into how the rule is calibrated over time. A rule that flags too aggressively gets tightened; a rule that misses cases gets adjusted to catch them. For the mechanics of how this works in day-to-day reviewing, see Helping Adclear Learn. The short version: the substance of the comment matters as much as the click. A reviewer who explains why a flag is wrong gives Adclear something to learn from. A reviewer who just dismisses without context teaches the agents nothing.

Frequently Asked Questions

Not from the Rules page itself. Rules are configured during onboarding and refined through reviewer feedback over time. If you believe a rule is wrong or missing, raise it via the Get Help bot or tag @adclear-support on a specific comment — see Helping Adclear Learn for which route to use when.
Rules can be over-applied, especially early on. The most useful thing you can do is have the reviewer click Relevant - Not Required or Dismiss with a substantive comment explaining the context. Over time, this is how the rule gets recalibrated. See Helping Adclear Learn.
The agents may not yet have learned that pattern. Use a sticky comment on the promotion (the + icon at the top right of the asset viewer) to mark what was missed, and tag @adclear-support. The Adclear team uses these signals to expand the relevant rule.
Yes — use the filters on the Rules page to narrow by product, channel, or jurisdiction. The filtered list shows exactly what’s active in that scope.
No. Each organisation has its own rule set, configured to its own policies, products, channels, and jurisdictions. Even within an organisation, different workspaces may have different rule configurations.


Still need help?

Contact the Adclear support team via the chat icon in the bottom-right of the screen, or tag @adclear-support on a specific rule or promotion.