Compliance Case Management landing page

  • Release version: Zurich
  • Updated July 31, 2025
  • 4 minutes to read
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    Summary of Compliance Case Management landing page

    The Compliance Case Management landing page in ServiceNow's GRC module provides a centralized interface for managing and monitoring all compliance case-related activities. Accessible via the launcher icon, this landing page is designed for users with the rolessn-compliance-case-managerorsn-compliance-case-analyst. It enables users to create, review, and track compliance cases, requests, and related tasks efficiently.

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    Cases Section

    This section offers a comprehensive view of compliance cases through various cards:

    • Needs attention: Highlights overdue cases, cases due within 7 days, and unassigned cases, allowing quick identification of urgent items.
    • Case overview: Displays active cases graphically by state (such as investigation), breach status (detected or potential breaches), and priority, helping prioritize work.
    • Trends: Provides insights into cases by affected business units, geographic locations, sub-types, primary causes, and open/closed status over the past year, supporting analysis and decision-making.
    • Tracking: Monitors open, overdue, and upcoming issues related to compliance cases, enabling proactive management.

    Each card includes drill-down capabilities that navigate users to detailed list views for deeper context and action.

    Requests Section

    This section focuses on compliance requests with similar cards:

    • Needs attention: Identifies active and unassigned requests requiring immediate focus.
    • Request overview: Visualizes active requests by workflow state, priority, and associated business units, facilitating workload distribution and prioritization.
    • Trends: Tracks request statuses (open, approved, rejected, canceled) and sub-types over the last 12 months, aiding trend analysis and resource planning.

    Like the Cases section, all cards support drill-down to detailed views for comprehensive management.

    My Tasks Section

    This personalized section lists all compliance cases and requests assigned to the logged-in user:

    • Cases: Includes open cases, overdue cases, assigned case tasks, and case tasks pending the user’s review—supporting task management and accountability.
    • Requests: Covers open requests and requests awaiting the user’s approval, streamlining workflow and decision-making.

    Practical Benefits for ServiceNow Customers

    • Provides a single, intuitive interface to monitor and manage compliance cases and requests, improving visibility and response times.
    • Enables prioritization of work based on state, priority, and breach status, ensuring critical compliance issues are addressed promptly.
    • Offers trend analytics to help identify patterns and areas requiring attention or improvement.
    • Facilitates task management with personal task lists and approval queues, promoting accountability and efficiency.
    • Drill-down capabilities empower users to access detailed information easily, enhancing decision-making and case resolution.

    See an overview of all your compliance case-related information on your GRC: Compliance Case Management landing page. You can also create the cases, requests, and issues from this GRC: Compliance Case Management landing page.

    Roles required: sn-compliance-case-manager or sn-compliance-case-analyst

    Overview of compliance case management landing page

    You can launch the compliance case management landing page by using the launcher () icon.

    The GRC: Compliance Case Management landing page consists of the following sections:
    • Cases
    • Requests
    • My tasks

    Cases section

    The Cases section includes the cards that offer information on compliance cases. You can see the cases that require attention, an overview, trends, and monitoring information.

    The following example shows the cards that are available for the cases on the GRC: Compliance Case Management landing page.

    Figure 1. GRC: Compliance Case Management landing page
    Compliance case management landing page cases view.

    The following table describes the cards that are available for the cases on the GRC: Compliance Case Management landing page.

    Table 1. Cases section
    Card Description
    Needs attention Overview of the events or cases that need immediate attention:
    Overdue cases
    Cases where the closure date has been passed.
    Cases due in 7 days
    Cases where the closure date is in the next seven days.
    Unassigned cases
    Cases not assigned to a case analyst yet.

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.
    Case overview Graphical representation of all the active cases by their state, breach status, and priority:
    By state
    Shows the number of active cases by the workflow states that they're in. For example, as a compliance case manager, you can view the number of active cases that are under the investigation state.
    By breach status
    Shows the number of active cases only when a breach is detected, a chance of a breach is in the future, or the breach status is determined yet.
    By priority
    Shows the number of active cases by the priority that is defined at the case level.

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.
    Trends Trends about your cases:
    • Reported cases by the affected business units and geographical locations.
    • Cases by Syb-type.
    • Number of reported cases for each primary cause.
    • Number of open and closed cases in the last 365 days.
    Tracking Items to track:
    • Number of open issues for a compliance case
    • Number of overdue issues
    • Number of issues due in the next seven days

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.

    Requests section

    The Requests section includes the cards that offer information on compliance requests. You can see the requests that require attention, an overview, and trends.

    The following example shows the cards that are available for the requests on the GRC: Compliance Case Management landing page.

    Figure 2. GRC: Compliance Case Management landing page
    Compliance case management landing page requests view.

    The following table describes the cards that are available for the requests on the GRC: Compliance Case Management landing page.

    Card Description
    Needs attention Overview of the requests that need immediate attention:
    Active requests
    All open requests.
    Unassigned request
    Requests that aren’t assigned yet.

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.
    Request overview Graphical representation of all the active requests by their state, priority, and business units:
    By state
    Shows the number of active requests by the workflow states that they're in. For example, as a compliance case manager, you can view the number of active cases that are under the in progress state.
    By priority
    Shows the number of active requests by the priority that is defined at the request level.
    By business units
    Shows the number of active requests categorized by the business units.

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.
    Trends Number of compliance requests that are open, approved, rejected, and canceled in the last 12 months, and requests by sub-types.

    There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information.

    My tasks section

    My tasks section consists of the individual sections for cases and requests.

    In the Cases section, you can access all the cases and tasks that are assigned to you:
    Open cases
    All the cases that are assigned to you.
    Overdue cases
    Any overdue cases that are assigned to you.
    Case tasks
    All the case tasks that are assigned to you to work on.
    Case tasks to review
    Pending case tasks that you need to review. For example, let's say that as a case analyst, you’ve created a case task and assigned it to a case task owner to work on it. The case task owner completed the case task and submitted it to you for review. Now, you need to review and complete these case tasks.
    In the Requests section, you can access all the requests that are assigned to you:
    Open requests
    All the requests that are assigned to you.
    Approvals
    All the requests that are awaiting your approval.