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How to upload a risk management document

Upload compliance documents for AI analysis and categorisation.

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Written by Harriet Christie

Summary

In MirrorWeb Insight, you share a compliance document with Mira (the AI risk assistant) so it can help draft a matching risk category. You start this from the Risks page in the Risk Management area: selecting Upload documentation (or Add new category) opens the Mira chat, where you share the document. Documents are then listed under Documentation within Risk Management.

There is no standalone document-upload form in the Risk Management pages themselves; the upload happens inside the Mira chat.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Access to the Risk Management area

  • A risk policy or compliance document you want Mira to use

Step-by-Step Instructions

Step 1: Open the Risks page

In the Risk Management area, go to the Risks page.

The Risks page in Risk Management

Step 2: Open the Mira chat

On the first-run welcome panel, select Upload documentation. If you already have categories, use Add new category on the slim banner instead. Either opens the Mira chat drawer.

The Upload documentation and Add new category buttons

Step 3: Share your document in the chat

Follow Mira's prompt to share your risk policy or compliance document. The "Upload documentation" path seeds the chat with: "I'd like to get started by sharing my risk policy or other compliance docs with you. How do I add them to this chat?"

The Mira chat prompting you to share a document

Step 4: Find the document under Documentation

Documents appear in Risk Management under Documentation, where you can search and sort them. Each row shows the document Name, Document Type, Filename, and Uploaded date.

The Documentation list showing an uploaded document

Notes

  • The onboarding panel describes the intent as: "Mira reads your regulatory documents to learn the baseline" and "Upload your regulatory documentation to create custom detection rules."

  • This article overlaps with the Mira collection articles "How to upload documents to Mira" and "How to use Mira to manage risk documents and drafts."

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