Generate recommendation for similar control objective

Generate recommendations by identifying, deduplicating, and rationalizing similar control objectives within the compliance library. This enables identification of redundant control objectives, making it easier to maintain a clean and efficient compliance library.

Before you begin

Role required: sn_reco_template.rationalization_process_writer and sn_grc_shared_genai.compliance_gen_ai_user

For more information on related roles, see Roles installed with GRC: Policy and Compliance Management.

About this task

The recommendations are suggested based on the similarity parameters configured which are the names and description. The Gen AI searches for similar names and descriptions, which serve as inputs for providing recommendations.

Important:

Be sure to check AI-generated recommendations for accuracy.

Procedure

1. Navigate to Workspaces > Compliance Workspace.
2. Select .
3. Navigate to Compliance library > Control objectives.
4. Open the control objective which you want to rationalize.
5. On the Overview tab, select Rationalize.
   A new page Create New Rationalization process is displayed.

   Note:

   • A new rationalize process can also be created by opening Compliance workspace list and selecting rationalization process.
   • If a rationalization process is already available for a control objective, the user is directed to the rationalize tab for that specific control objective.
6. On the form, fill in the fields.

   Field	Description
   Name	Name of the rationalization process.
   Owner	User that owns the policy.
   Rationalization table	The record type on which rationalization is being done. Note: Currently rationalization is only available on control objective.
   Rationalization record	The record on which the rationalization is being done.
   Additional comments	Additional information about the rationalization process.

7. Select Save.
   A new button Analyze appears on the screen.
8. Select Analyze.
   • A confirmation message that recommendations are being generated is displayed.
   • Once the recommendations are ready a new Rationalize tab will appear, try reloading the page after some time.
   • The rationalize process state is moved from Initiate to Analyze.

What to do next

Accept or dismiss the generated recommendations. For more information, see Act on the recommendations for similar control objectives.

Note:

You can configure UI form actions in addition to "Accept as duplicate", "Dismiss" and "Retain as primary" as declarative actions for recommendations. Declarative actions help you to modify the list actions and related list actions. For more information about creating declarative actions and how to use them, see.