Transparency

Classification Methodology

Compliance officers who rely on regulatory monitoring tools need to understand not just what the tool produces, but how. This page documents Ruleward's classification approach in full.

Source Selection Criteria

Ruleward's coverage is defined by explicit inclusion criteria, not a "we cover hundreds of sources" claim. Each regulatory body must meet four criteria to be included in active monitoring:

  • Binding relevance: The source issues guidance, rules, or interpretive letters that create compliance obligations for at least one financial services segment we serve.
  • Structured publication channel: The agency publishes through a Federal Register notice, official website bulletin system, or structured RSS/API feed that can be monitored reliably.
  • Temporal specificity: Publications carry sufficient date and document-type metadata to support accurate classification.
  • Materiality threshold: The source has historically produced at least one compliance-material publication per quarter.

Sources that meet criteria but have not yet been implemented are listed as "Roadmap" in our Coverage page. We do not claim coverage we have not built.

Update Cadence by Source

Each monitored source has a defined ingestion interval:

Source Ingestion Interval Publication Types
Federal Register (OCC/FDIC/Fed/CFPB) Every 4 hours Final rules, proposed rules, notices
OCC Bulletins / Issuances Every 6 hours Bulletins, interpretive letters, FAQs
FDIC FIL System Every 6 hours Financial Institution Letters
Federal Reserve SR Letters Every 6 hours Supervisory and Regulatory Letters
CFPB Supervisory Guidance Every 4 hours Rules, guidance, supervisory highlights
SEC Releases Every 4 hours Rules, no-action letters, guidance
FinCEN Advisories Daily Advisories, rulings, guidance
NYDFS Circulars / Guidance Daily Circular letters, regulatory guidance

Classification Taxonomy

Every document is tagged across four classification axes. The complete taxonomy is available to customers upon onboarding. The top-level schema is documented here.

Topic Categories

Primary regulatory subject area of the document:

AML/BSA Capital Requirements Consumer Protection Data Privacy Conduct Risk Climate Risk Disclosures Cybersecurity Liquidity Operational Risk Sanctions / OFAC Derivatives / Margin Investment Management

Obligation Types

The legal status of the document determines how compliance teams should prioritize response:

Type Code Compliance Priority
Final Rule FINAL_RULE Mandatory — effective date triggers obligation
Proposed Rule NPRM Comment period — anticipatory planning
Supervisory Guidance SUP_GUIDANCE Not mandatory but examination-relevant
Interpretive Letter INTERP_LETTER Position clarification — legal analysis warranted
Enforcement Action ENFORCEMENT Peer signal — assess applicability to own practices
Bulletin / Advisory BULLETIN Informational — monitor for pattern signals
Notice of Inquiry NOI Early-stage — long-horizon planning

Business Line Classification

Documents are tagged by which business lines bear the primary compliance obligation. This enables routing within a compliance team and prevents every alert from landing in the CCO's inbox:

Commercial Lending Retail Banking Wealth / Trust Capital Markets Insurance Underwriting Mortgage Origination / Servicing Payments / Remittance Investment Management

Regulatory classification taxonomy showing topic areas, obligation types, and business line mappings

Human Review Layer

Ruleward's classification pipeline is designed with AI-assistance at scale and human specialist review for quality assurance. This is not a marketing claim — it is a structural commitment that defines our operating model.

How the review works: AI classification outputs for each ingested document are reviewed by regulatory specialists before delivery to customers. Reviewers have backgrounds in federal financial regulatory practice — not general compliance. Review is focused on:

  • Obligation type accuracy (the most consequential classification dimension)
  • Business line routing accuracy
  • Topic category edge cases where AI confidence is flagged below threshold

Escalation criteria: Documents meeting any of the following criteria are escalated to senior review before delivery: cross-agency joint guidance, enforcement actions from systemically important institutions, documents with novel regulatory theory, and documents where AI confidence score falls below internal threshold.

Error rate approach: We track classification error rate by obligation type on a rolling 30-day basis. Our current target is fewer than 2 obligation-type misclassifications per 1,000 documents processed. Errors identified post-delivery are corrected and customers are notified of the correction.

Publication Latency Standards

Publication latency is the elapsed time between an agency publishing a document and that document appearing in the Ruleward feed, classified and routed. Our standards by source:

Source Target Latency Notes
Federal Register publications < 8 hours from publication Published at 8 AM ET daily; Ruleward captures same morning
OCC Bulletins < 12 hours Typically published Monday–Friday business hours
FDIC FIL < 12 hours
Federal Reserve SR Letters < 12 hours
CFPB < 8 hours High-volume source; priority monitoring
NYDFS Circulars < 24 hours Daily ingestion cycle
FinCEN Advisories < 24 hours Daily ingestion cycle

Latency commitments are contractual for enterprise customers. We report latency metrics on a monthly basis. Contact [email protected] for SLA documentation.

Questions about methodology? Talk to Wilson.

Schedule a briefing to discuss how our classification approach fits your compliance program's specific requirements.

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