Accept or dismiss recommendations for regulatory alert impacted citations

Accept recommendations to mark specific business areas as impacted, helping compliance practitioners capture and address relevant regulatory alerts for citations. Dismiss recommendations to filter out irrelevant or unnecessary information.

Before you begin

Important:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: To view your assigned regulatory alerts, you need the sn_grc_reg_change.user and sn_grc_comp_genai.reg_change_ai_user roles.

For more information on related roles and regulatory alerts, see Types of alerts, user roles, and states of regulatory alerts.

Important:

Be sure to check AI-generated recommendations for accuracy. If no information is available, the generated recommendations display "No recommendations available", "None", "No records to display", and so on.

Procedure

1. Navigate to one of the following locations:
   • Workspaces > Compliance Workspace, select the list icon and then navigate to Regulatory alerts.
   • Workspaces > Compliance Workspace select the Regulatory Change Management dashboard icon and then in the Activity overview, Tracking, or Trends section, select any segment or value in an Alerts related widget to open the list of regulatory alerts with that state.
2. Select the regulatory alert that you want and review the recommendations by selecting the Recommendations tab.
   Note:

   If recommendations haven’t already been generated, you can generate recommendations for a regulatory alert in any state except Closed or Cancelled by completing one of the following.

   • On the Overview tab, select Recommend.
   • On the Recommendations tab, select Show recommendations.

   For more information, see Generate recommendations for regulatory alert impacted citations, control objectives, controls, and policies.
3. Review potential impact areas by selecting the Citations tab in the Recommended areas of the impact section.
   The recommended citations only include citations that are part of the existing inventory.

   

   Note:

   The Suggest business operations affected by regulatory alert recommendation context provides the recommendations that you see here. For more information, see Recommendation contexts and templates.

   If recommendations are available, you can scroll through the generated list of citation recommendation cards and review the information about each control, such as its name and compliance status.

4. Review potential impact areas by selecting the Citations tab in the Recommended areas of impact section.

   If recommendations are available, you can scroll through the generated list of citation recommendation cards and review information about each citation, such as its name and authority document.

5. Select the citations recommendation card that you want and review the following sections:

   Field	Description
   Name	Name of the citation.
   Reference	Unique numerical identifier or secondary name.
   Description	Description and summary of the citation.
   Supplemental Guidance	Additional guidance on how to address the citation.
   Evaluate Affected Associations
   Child citations	Individual requirements within an authority document that are tied to this recommended parent citation. For each child citation, the following information is provided if available. Reference Name of the citation Authority document associated with the citation Description
   Control objectives	Related goal or requirement that can be associated with the citation. For each control objective, the following information is provided if available. Reference Name of the control objective Category that the control objective is associated with Classification for the control objective

   For full descriptions of these fields, see Create or deactivate a citation and Create a control objective.

6. To associate child citations or control objectives with your recommendation, navigate to the corresponding tab and select the check box for each record you want to include as part of the impacted areas.
   Each selected record will be added as an impacted area after you accept the recommendation.

   Note:

   The citation you’re reviewing may not have anything associated with it. Child citations or control objectives must be mapped to citations in the inventory for them to appear.

   

7. Optional: View the record for a citation, refresh your recommendations, or review related activity for each recommendation.

   Option	Description
   Select the details icon .	View the record for a citation.
   Select the refresh icon .	Refresh the recommendations to reflect the latest data.
   Select the summary icon .	Open the Feedback trail side-panel to review the related activity for the recommendation.

8. Accept or dismiss the recommendations and their associations.
   • Select Accept and then Confirm to accept a recommendation as an impacted area.
   • Select Dismiss and then Confirm to avoid a recommendation from being shown again.

   Before you act on a recommendation, you see a summary of the impact areas and associations that you’re accepting or dismissing.

   If you accept the recommendation, it’s marked as an impacted area and is added to the list of impacts. If you dismiss the recommendation, it’s marked as dismissed and isn't shown again for that specific regulatory alert.

What to do next

If you accepted any recommendations, confirm the creation of an impacted area by navigating to the Impacted areas tab. If you dismissed all recommendations or must add more impacted areas, you can manually add impacted areas. For more information, see Add impacted areas manually to a regulatory alert.