Create a recommendation context

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create a recommendation context to define a configuration that builds a template for recommending relevant records.

    Before you begin

    Role required: sn_reco_template.recommendation_writer or sn_grc_comp_genai.reg_change_ai_user

    About this task

    For information about the roles required for the recommendation contexts, see User roles for recommendation contexts.

    Procedure

    1. Navigate to All > GRC Administration > Recommendation contexts > New.
    2. On the form, fill in the fields.
      For a description of the field values, see form.
    3. Select Submit.

    Result

    A new recommendation context is created. You can now create a recommendation template.