GRC case summarization skill for compliance cases

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of GRC Case Summarization Skill for Compliance Cases

    The GRC case summarization skill leverages a large language model (LLM) to create structured AI-generated summaries of compliance case records in ServiceNow. This skill helps case analysts and managers quickly grasp essential case details by condensing information from multiple tasks, stakeholders, and regulatory requirements into a concise summary. Summaries are generated on demand using data collected from predefined fields and related lists within the case record and can be saved for future reference.

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    To use this skill, it must be activated via the AI Admin Hub console. Only users with the appropriate roles can trigger the summarization on compliance cases.

    User Roles and Permissions

    • snnowassistadmin.nsaadmin: Admin role to activate or configure the skill.
    • sncompcase.compliancecaseanalyst: Grants access to compliance case records.
    • sngrcsharegenai.grccaseaiuser: Required to run the GRC case summarization skill; must be explicitly assigned (not inherited).

    LLM Service Providers

    Administrators must set a default LLM provider before using the skill. Supported providers include Azure OpenAI, AWS Claude, and Google Gemini. Setting the default provider is done through the model provider management interface in ServiceNow.

    Compliance Case Summary Structure

    The AI-generated summary captures relevant case information at the time of generation and can be regenerated to reflect updates. Users can review and edit the summary before saving it to the case record. The summary is organized into the following sections:

    • Case Overview: Core details like name, description, start date, priority, and assigned analyst.
    • Events Timeline: Dates related to occurrence, discovery, investigation, and remediation phases.
    • Scope of Impact: Breakdown of impacted areas (entities, controls, companies, users), related areas (policies, controls, risks), and regulations/standards affected.
    • Causes & Consequences: Confirmed and suspected causes, along with resulting impacts or penalties.
    • Actions & Outcomes: Summary of investigative tasks, assessments, and additional actions taken.
    • Evidence & Worknotes: Captured work notes and comments from investigation activities.
    • Lessons Learned: AI-driven analysis of investigation velocity and effort, including time to detect, investigate, remediate, and complexity assessment.

    Using the GRC Case Summarization Skill

    Once activated, case analysts with the necessary roles can generate AI-powered summaries directly within compliance case records. This provides a consolidated view to expedite understanding and decision-making. The skill supports ongoing case management by enabling summary regeneration as the case evolves.

    The GRC case summarization skill uses a large language model (LLM) to generate a structured AI summary of a compliance case record. The summary is generated on demand from case data and can be saved to the record for future reference.

    Overview of the GRC case summarization skill

    Compliance cases can span multiple action tasks, stakeholders, and regulatory requirements. The GRC case summarization skill generates a concise AI summary of key case details, so case analysts and managers can quickly understand the context and take informed action.

    The skill collects data from predefined fields and related lists across the case record. This data is assembled into a prompt and sent to the configured LLM service provider, which then returns a structured summary.

    To summarize compliance case records, the skill must be activated from the AI Admin Hub console. Once it's activated, case analysts with the appropriate user role can trigger the skill on a compliance case.

    User roles

    The user roles required to activate, configure, and use the GRC case summarization skill are:
    • sn_nowassist_admin.nsa_admin: Grants an admin access to activate or edit a ServiceNow Otto skill.
    • sn_comp_case.compliance_case_analyst: Grants access to compliance case records.
    • sn_grc_sharegenai.grc_case_ai_user: Grants users access to use the GRC case summarization skill.
      Note:
      The sn_grc_sharegenai.grc_case_ai_user role must be explicitly assigned and isn’t inherited through the case analyst role.

    LLM service providers

    An administrator must set a default LLM provider before the skill can be used. The following providers are supported:

    • Azure OpenAI
    • AWS Claude
    • Google Gemini

    To set a default provider for the GRC case summarization skill, see Manage model providers.

    Components of a compliance case summary

    The summary reflects case data at the time of generation. As the case progresses, you can regenerate the summary to capture the latest information. Once generated, you can review and edit the summary before saving it to the case record.

    Table 1. Compliance case summary structure
    Section What it captures
    Case Overview Core case details, such as name, description, start date, priority, and assigned analyst, captured from the Details tab.
    Events Timeline Date of occurrence, date of discovery, investigation start and end dates, and remediation start and end dates, captured from the Schedule section on the Details tab.
    Scope of Impact Impact breakdown- Summary of the areas and regulatory frameworks that are impacted by a compliance case, captured from the Impacted Areas, Related Areas, and Regulations tabs.
    • Impacted areas- Number of areas, such as the entities, controls, companies, and users, impacted by the reported compliance case.
    • Related areas- Number of areas, such as policies, citations, control objectives, control, and risk events, related to the compliance case.
    • Regulations/Standards- Number of regulations that are or can be impacted by the reported compliance case.
    Causes & Consequences Causes and consequences of the compliance case, captured from the Causes and Consequences tab.
    • Cause (Confirmed)- Confirmed cause of the incident.
    • Contributing Cause (Suspected)- Suspected cause of the incident.
    • Consequences- Resulting impact or penalties arising from the incident.
    Actions & Outcomes Summary of actions taken during the investigation, captured from the Action Tasks tab.
    • Investigation- Initial investigation tasks to examine the reported incident.
    • Assessment- Impact, loss, breach scope, and breach assessments to evaluate the incident.
    • Additional Actions Taken- Supplementary actions to support a resolution.
    Evidence & Worknotes Work notes and comments recorded during the investigation, captured from the Activity section on the Details tab.
    Lessons Learned AI-powered analysis of the case timeline and overall investigation effort.
    • Velocity analysis- Time to detect, investigate, and remediate.
    • Investigation effort level- Effort assessment ranked as low, medium, or high, based on case complexity, activity log, and timelines.