Activate the get regulatory analysis agentic workflow

Configure and activate the get regulatory analysis agentic workflow that uses AI agents to enrich regulatory alerts with external context, classification, summarization, and recommended potential impacted items.

Before you begin

Install the Now Assist for IRM plugin (sn_irm_gen_ai).

The regulatory alert recommendation and summarization skills are required to generate enriched insights and identify impacted areas. For more information, see AI-generated recommendations for a regulatory alert skill and AI-driven regulatory alert summarization skill.

Role required: sn_nowassist_admin.nsa_admin or sn_aia.admin

About this task

Important:

This agentic workflow is active by default. All fields are read-only except for the Triggers and Channels and status sections. To modify other fields, clone the workflow. Currently, you can't edit agent prompts or provide feedback for training.

If you have the RCM user [sn_grc_reg_change.user] role and the sn_grc_comp_genai.reg_change_ai_agent_user role, you can get regulatory analysis using the get regulatory analysis agentic workflow in the Now Assist panel.

This workflow uses web search to enhance alert context, summarizes the alert, and recommends potential impacts on citations, policies, and control objectives to support faster and more accurate compliance decisions. The regulatory alert must be in the New or In Progress state to generate analysis.

Note:

You can add or remove AI agents from this workflow by making a copy and customizing it. For more information, about copying agentic workflows, see Duplicate an agentic workflow.

You can perform the following actions on Now Assist workflows if you have the sn_generative_ai.nsa_admin role:

• Duplicate an agentic workflow
• Modify an agentic workflow
• Delete an agentic workflow

Procedure

1. Navigate to All > AI Agent Studio > Overview.
2. In the Recent agentic workflows and AI agents activity section, open the workflows configuration page by selecting Get Regulatory Analysis.
3. Select the Define key requirements section to review the following fields and confirm that the Get Regulatory Analysis workflow meets your requirements.

   Table 1. Write a clear description and list of steps

   Field	Description
   Workflow Name	Get regulatory analysis.
   Workflow description	The get regulatory analysis agentic workflow assists regulatory change management professionals by analyzing regulatory alerts, enriching them with relevant contextual data, and recommending potential impacts on internal Citations, Policies, Control objectives, and so on. This workflow streamlines the review process, enabling faster and more accurate decision-making to maintain compliance with evolving regulatory requirements.
   List of steps	Instructions for the LLM service.

   Table 2. Add AI agents that can perform these steps

   Name	Description	Tools and knowledge sources	Model support	Active
   Regulatory alert recommendation agent	The process of generating recommendations for impacted areas when a regulatory alert is raised. It involves fetching recommendation contexts, retrieving template-specific recommendations, and summarizing the results for the user.	Get Recommendation Context Getting recommendation related to a template	Available	Active
   Regulatory alert enrichment agent	The Regulatory alert enrichment agent is responsible for enriching the regulatory alert by adding more context collected using web search.	Regulatory alert enriched insights updater	Available	Active

   Table 3. Unsupported model providers

   Field	Description
   LLM providers	Model providers that this agentic workflow doesn’t support. All model providers are supported by the get regulatory analysis agentic workflow.

4. Review how user and data access is defined to confirm that the default settings meet your requirements by selecting Define security controls.

   Table 4. Define who can access this agentic workflow (ACLs)

   Field	Description
   Decision type	Allow if
   Roles	sn_grc_comp_genai.reg_change_ai_user
   User Authenticated	Not applicable
   Active	Active

   Note:

   This section defines which users can access and interact with this agentic workflow. An access control list (ACL) has been automatically generated.

   Table 5. Define data access

   Field	Description
   User identity type	Dynamic user
   Approved role(s)	sn_grc_reg_change.user sn_grc_comp_genai.reg_change_ai_agent_user snc_required_script_writer_permission

   Note:

   The user identity type that this agentic workflow runs under determines the roles and the data access permissions derived from them. Remember, when agentic workflows can access data, they can also share that data with the human user who interacts with them. Learn more about access control list rules.

5. Select Add triggers and configure conditions that start the workflow, such as when a new regulatory alert is created.

   Triggers can include record conditions, schedules, or inbound email.

   For more information, see Add a trigger to an agentic workflow.
6. Define where alerts and summaries are delivered (for example, the Now Assist panel or Regulatory alert record) by selecting Channels and status.
   For more information, see Select channels and access for an agentic workflow.
7. Select Save and test.

What to do next

Use the Testing playground to test your new agentic workflow using example utterances.

Verify that the enriched insights and recommendations are generated. If activation fails, check roles and skill configuration.

After confirming the workflow performs as expected, you can get started by selecting Get analysis from the Ask Now Assist action menu on a regulatory alert page or by selecting Get Regulatory Analysis from the Now Assist panel. The regulatory alert must be New or In Progress to generate analysis.

If you have not already set up the Now Assist panel, for more information see, Activate the Now Assist panel standard chat.