--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-zurich-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3bz bundleId : - delta3bz --- # Combined Operational Sustainability Management (formerly Environmental, Social, and Governance) release notes for upgrades from Zurich to Brazil # Combined Operational Sustainability Management (formerly Environmental, Social, and Governance) release notes for upgrades from Zurich to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Operational Sustainability Management (formerly Environmental, Social, and Governance) Release Notes for Upgrades from Zurich to Brazil This consolidated release notes document provides ServiceNow customers with key information about upgrading Operational Sustainability Management (OSM), formerly known as Environmental, Social, and Governance (ESG), from the Zurich release family through Australia to Brazil. It highlights new features, changes, activation guidance, and other important upgrade considerations to help customers effectively prepare for and implement the Brazil release. Show full answer Show less ## New Features * **Campaigns Management:** Introduced in Australia release, campaigns allow grouping manual, calculated, and automated metrics by entity and/or group. Campaigns progress through data collection, approval, and closure as a single unit, improving efficiency in managing sustainability metrics. * **Editable Calculated Metrics:** Post-execution editing of calculated metric formulas is now possible with versioning and application from a specified date, maintaining historical data integrity. * **Microsoft Word Audit Report Templates:** Document Designer enhancements consolidate Microsoft 365 tools into one plugin, increasing repeater limits and adding a "Create Claim" button for streamlined reporting. * **AI Integration in Document Designer:** An AI reporting assistant can generate report content directly within Microsoft Word using prompts, enabling faster and richer sustainability reports. * **Role Mapping and Access Control:** OSM roles are now aligned with Risk and Compliance Library roles to enforce functional domain separation, restricting users' access to authorized risk and compliance records only. * **Campaign Data Owner and Approver Configuration:** Simplified single-page management of assignments and bulk task actions within campaign cycles. * **Utility Invoice Document Intelligence:** Automatic extraction of unit values from invoices reduces manual data entry and improves metric data accuracy. * **Integration with Socialsuite:** Enables CSRD-compliant double materiality assessments following GRI and ESRS standards, with automatic synchronization of results into OSM. * **Metric Thresholds:** Support for multi-level, multi-range thresholds with immediate automated actions upon breaches for granular metric monitoring. ## Changes * **ServiceNow Otto AI Platform:** Formerly Now Assist, ServiceNow Otto is the new conversational AI platform integrated into ServiceNow workflows, supporting multi-channel interactions and autonomous orchestration. The AI platform offers three licensing tiers---Foundation, Advanced, and Prime---granting access to features based on license level. * **Campaigns Workspace Enhancements:** Campaign list and record views, related lists, and declarative management actions were added to the Operational Sustainability Workspace to streamline campaign handling. * **Metric Definition Improvements:** Introduction of configurable variance base values ensures meaningful variance calculations even when prior period data is missing or zero. * **Role and Access Adjustments:** Refined role inheritance and access restrictions improve security by limiting access to only necessary resources and configuration tables. * **Template Configuration Update:** Business domain references in template-related tables now point to GRC business domains instead of Microsoft 365 business domains for better alignment with ServiceNow governance structures. ## Activation and Upgrade Preparation * To use campaigns, customers must activate specific system properties related to campaign enablement, bulk actions, and approval modes. * Operational Sustainability Management is available through the ServiceNow Store. Customers should request installation from the store and review version history release notes for cumulative updates. * Review pre- and post-upgrade tasks carefully to ensure smooth transition to Brazil release. ## Additional Notes * No features were removed or deprecated in the upgrade path from Zurich to Brazil. * There are no changes to browser requirements, accessibility, localization, or additional requirements for the Brazil release. * Important naming updates: the Now Assist AI experience is now called ServiceNow Otto across Operational Sustainability Management. ## Key Outcomes for ServiceNow Customers * Enhanced capability to manage sustainability metrics efficiently via campaigns and bulk actions, accelerating data collection and approval workflows. * Improved reporting productivity and accuracy through AI-driven content generation and automated invoice data extraction. * Stronger security and governance with refined role mappings and access controls aligned with compliance domains. * Seamless integration with external sustainability assessment tools (Socialsuite) supporting compliance with global reporting standards. * Flexible metric monitoring with configurable thresholds and meaningful variance calculations to support proactive sustainability management. Consolidated page of all release notes for Operational Sustainability Management (formerly Environmental, Social, and Governance) from Zurich to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Operational Sustainability Management (formerly Environmental, Social, and Governance) release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Brazil. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Operational Sustainability Management (formerly Environmental, Social, and Governance) to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__2} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | Upgrade information : To use campaigns, activate the following system properties: * sn_esg.metric_campaign: Enables campaigns on the Operational Sustainability Management workspace. * sn_esg.campaign_bulk_action_enabled: Enables bulk submission, approval, and rejection for campaigns. * sn_esg.metric_approval: Sets the approval mode for campaigns. Set the value to Simple for a single data owner and approver, or Advanced for multi-level approval chains. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Operational Sustainability Management (formerly Environmental, Social, and Governance). {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__10} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | [Campaigns](https://www.servicenow.com/docs/access?context=campaigns&family=australia&ft:locale=en-US) : After upgrading GRC: Metrics to version 22.5.2, you can group manual, calculated, and automated metrics into a campaign by entity, by group, or both. The unique combination of Group, Frequency, Calendar type, and Entity defines each campaign's metric set. When bulk actions are enabled, the campaign moves through different states as a single unit. Each measurement period generates a campaign cycle that tracks Data collection, Approval, and Closed states for every metric in the campaign together, instead of each metric progressing independently. [Edit a calculated metric definition formula](https://www.servicenow.com/docs/access?context=edit-a-calculated-metric-definition-formula&family=australia&ft:locale=en-US) : After upgrading GRC: Metrics to version 22.3.1, you can edit a calculated metric definition formula after it has been executed. When you save an edited formula, select a date from which the updated formula applies. Each saved edit creates a new formula version. [Microsoft Word based audit report templates using Document designer](https://www.servicenow.com/docs/access?context=document-designer-template&family=australia&ft:locale=en-US) : After upgrading Document Designer to version 22.3.2, the Microsoft 365 reporting and Document Designer add-ins are consolidated into a single Document Designer plugin. A Create Claim button is added to the manifest. The repeater limit per document increases from 2 to 5, and the repetition limit per repeater increases from 200 to 500. [AI for document designer](https://www.servicenow.com/docs/access?context=ai-reporting-assistant&family=australia&ft:locale=en-US) : With AI for Document Designer, you can use the AI reporting assistant to generate report content from ServiceNow data using prompts directly within Microsoft Word. The assistant inserts the output into your document as stories, tables, charts, or data points. [Components installed with Environmental, Social, and Governance Management (formerly ESG Management)](https://www.servicenow.com/docs/access?context=components-installed-with-esg&family=australia&ft:locale=en-US) : After upgrading Operational Sustainability Management to version 22.3.1, Operational Sustainability Management roles are mapped to Risk Library and Compliance Library feature roles to enforce functional domain separation. Users assigned these roles can access only risk and compliance records tagged to the functional domains they are authorized for. [Configure data owner and approver assignments for a campaign](https://www.servicenow.com/docs/access?context=configure-data-owner-and-approver-assignments-for-a-campaign&family=australia&ft:locale=en-US) : Configure data owner and approver assignments for a campaign from a single page. Submit, approve, or reject every task in a campaign cycle together instead of working through tasks one at a time. [Document intelligence for utility invoices](https://www.servicenow.com/docs/access?context=ai-driven-document-intelligence-for-utility-invoices&family=australia&ft:locale=en-US) : After upgrading ServiceNow Otto for Operational Sustainability Management to version 22.0.1, unit values from invoices and updates metric data are extracted automatically, reducing manual data entry and improving data accuracy. [Integrating Environmental, Social, and Governance Management with Socialsuite](https://www.servicenow.com/docs/access?context=integrate-operational-sustainability-with-SocialSuite&family=australia&ft:locale=en-US) : After upgrading Operational Sustainability Management to version 22.0.1, streamline sustainability reporting and compliance processes by conducting CSRD-compliant double materiality assessments in Socialsuite and automatically syncing the results with Operational Sustainability Management. This integration supports impact and financial materiality assessments following Global Reporting Initiative (GRI) and European Sustainability Reporting Standards (ESRS) standards. [Create a threshold for a metric](https://www.servicenow.com/docs/access?context=create-a-threshold-for-a-metric&family=australia&ft:locale=en-US) : After upgrading Operational Sustainability Management to version 22.0.1, you can configure thresholds with multiple levels and ranges for granular monitoring. When thresholds are breached, automated actions trigger immediately. | | Brazil | No updates for this release. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Operational Sustainability Management (formerly Environmental, Social, and Governance) features. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__18} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | [ServiceNow Otto® name announcement](https://www.servicenow.com/docs/access?context=sn-ai-implementation-landing&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows.The Now Assist for IRM (sn_irm_gen_ai) plugin, which provides generative AI capabilities for RCM, has been renamed to ServiceNow Otto for IRM. [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&family=australia&ft:locale=en-US) : The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. [Campaigns](https://www.servicenow.com/docs/access?context=campaigns&family=australia&ft:locale=en-US) : The Campaigns list and record views were added to the Operational Sustainability Workspace. Related lists for entities, metrics, campaign tasks, owners, and approvers are included, along with declarative Add/Remove actions for managing campaign entities and metrics. [Metric definition setting record fields](https://www.servicenow.com/docs/access?context=metric-definition-setting-record-fields&family=australia&ft:locale=en-US) : After upgrading GRC: Metrics to version 22.5.2, Metric definitions now support a configurable variance base value, resolved from the individual metric, its metric definition, or a global default. Variance percentages remain meaningful when a previous-period value is missing or zero. [Components installed](https://www.servicenow.com/docs/access?context=components-installed-with-grc&family=australia&ft:locale=en-US) : After upgrading Operational Sustainability Management to version 22.3.1, role inheritance is updated to restrict access only to the resources required for each role. These changes apply to new installations only. * The connection_admin role is removed from sn_esg.integration_admin inheritance. * The workspace_user role is removed from Formula Builder configuration table access and from sn_esg.reader and sn_esg.data_owner inheritance. * The sn_align_core.ap_read_only role in sn_esg.reader is replaced with sn_ppm.reader. * Read access to the sn_esg_gen_ai_emission_calculation_guidelines table is restricted to sn_esg_gen_ai.cmd_agent_user. * Metric reader access to Sustainable IT tables is restricted to required configuration tables only. [Configure templates](https://www.servicenow.com/docs/access?context=configure-template-for-document-designer&family=australia&ft:locale=en-US) : After upgrading Operational Sustainability Management to version 22.3.2, the Business domain field in the Template configuration and Data relationship tables now references the GRC business domain (sn_grc_business_domain). Previously, these fields referenced the M365 business domain. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Operational Sustainability Management (formerly Environmental, Social, and Governance) features or functionality were removed. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__26} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Operational Sustainability Management (formerly Environmental, Social, and Governance) features or functionality were deprecated. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__34} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Operational Sustainability Management (formerly Environmental, Social, and Governance). {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__42} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | Activation information : Install Operational Sustainability Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Operational Sustainability Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Brazil | No updates for this release. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Operational Sustainability Management (formerly Environmental, Social, and Governance) we have noted them here. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__50} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Operational Sustainability Management (formerly Environmental, Social, and Governance) we have noted them here. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__58} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Operational Sustainability Management (formerly Environmental, Social, and Governance), such as specific requirements or compliance levels. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__66} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Operational Sustainability Management (formerly Environmental, Social, and Governance) we have noted them here. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__74} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Operational Sustainability Management (formerly Environmental, Social, and Governance) we have noted them here. {#dfrn3-operationalsustainabilitymanagementformerlyenvironmentalsocialandgovernance-summary__entry__82} | Release | Release notes | |-|-| | Zurich | No updates for this release. | | Australia | * ServiceNow Otto is the new name for the Now Assist experience in Operational Sustainability Management. All Now Assist references have been updated to ServiceNow Otto. * You can group manual, calculated, and automated metrics into a campaign by entity, group, or both. When bulk actions are enabled, you can move an entire campaign through its lifecycle as a single unit, instead of tracking each metric independently. * Set a variance base value for a metric, so percentage-based threshold calculations stay meaningful even without prior-period data or if the previous value is zero. * Edit calculated metric definition formulas after execution and apply updated formulas from a specific date, preserving historical data integrity with formula versioning. * Use the AI reporting assistant in Document designer to generate report content from ServiceNow data using prompts directly within Microsoft Word. * Perform CSRD-compliant double materiality assessments in Socialsuite and automatically sync the results with the Operational Sustainability Management application. See [Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance)](https://www.servicenow.com/docs/access?context=esg-landing-page&family=australia&ft:locale=en-US) for more information. | | Brazil | No updates for this release. | [ ]