Smart assessments in Privacy Case Management

Release version: Australia

Updated March 12, 2026

2 minutes to read

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Summary of Smart assessments in Privacy Case Management

The Smart Assessment Engine enhances Privacy Case Management by enabling privacy teams to conduct smart assessments on privacy case action tasks. These assessments help privacy case analysts identify impacted and related areas during investigations and verify employee compliance with regulations. Analysts can gather observations and evidence from stakeholders to reach resolutions efficiently.

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Key Features

Assessment Template Configuration: Configure templates specifically for Privacy Case Management, ensuring the category is set to Privacy Case Assessment and targets include Action task and Privacy case.
Assessment Responders and Due Dates: Define who responds to the assessments and set due dates for responses.
Template Versioning: Only published templates are used for assessments. New versions can be published to update questionnaires, response options, or automations, maintaining a complete change history and ensuring consistency.
Assessment Workspace: View and manage available templates for privacy case assessments.
Automation: Assessments are triggered when an action task transitions from Draft to Assigned state, initiating the assessment process automatically.

Prerequisites and Setup

Required Scoped Applications: Install the Privacy Case Management plugin along with Smart Assessment core (snsmartasmt), Migration tools (snsmartasmtmig), Connected (snsmartasmtconn), and Designer (snsmartasmtdesg) applications.
Enable Smart Assessments: Set the system property sngrccasemgmt.enablesmartassessments to true to activate smart assessments for privacy case action tasks.
Template Migration: Create new templates in the Smart Assessment Engine or migrate legacy assessment metric types to the new format.
Administrator Role: The privacy case administrator configures assessment questionnaires to tailor assessments appropriately.

Expected Outcomes

Privacy case analysts can efficiently identify impacted areas and verify compliance during investigations.
Automated and consistent assessment processes improve accuracy and timeliness in privacy case resolution.
Clear version control ensures assessments remain consistent even as templates evolve.
Enhanced ability to collect stakeholder input and determine necessary remediation measures based on assessment results.

Utilize the Smart Assessment Engine to perform smart assessments on privacy case action tasks.

Using the abilities of the Smart Assessment Engine, you can empower the privacy teams to initiate privacy case assessments. These assessments assist privacy case analysts in identifying impacted and related areas during a privacy case investigation. They also help determine whether employees in your organization adhere to the required regulations. The analyst can then collect observations and evidence from the stakeholders and arrive at a resolution. The Smart Assessment Engine provides numerous benefits some of which are listed as follows:

Configuring the assessment templates
Identifying the assessment responders
Defining the due date for responding to the assessment

In the Assessment Workspace, you can view the templates available for Privacy Case Management. You must ensure that the assessment template category is set to Privacy Case Assessment and the assessment targets are set to Action task and Privacy case. Only the assessment templates that are published are available for performing the assessments.

You can publish a new version of a smart assessment template when its questionnaire, response options, or automations must change. Each version keeps a complete change history. Only one version is published at a time, so new assessments stay consistent. New assessments use the latest published version, while in-progress assessments finish against the version they were created with. For more information, see Update a privacy assessment template.

For more information about Smart Assessment Engine, refer to Exploring Smart Assessment Engine

Pre-requisites to enable smart assessment in Privacy Case Management

Smart assessment scoped applications

The base system ships the GRC smart assessment template to the users when the Privacy Case Management plugin is installed. However, the following scoped applications are required:

Smart Assessment core (sn_smart_asmt)
Smart assessment Migration tools (sn_smart_asmt_mig). For more information, see Migrate a legacy metric type to an assessment template
Smart Assessment Connected (sn_smart_asmt_conn)
Smart Assessment Designer (sn_smart_asmt_desg). For more information, see Using the template designer

Enable smart assessments system property

The administrator sets the sn_grc_case_mgmt.enable_smart_assessments system property to true for the privacy case manager to assess the action tasks using the smart assessment method.

Migrate the template

Create a new template in Smart Assessment Engine. For more information, see Creating an assessment template from legacy assessment metric types.

To get started with smart assessments, the privacy case administrator (sn_comp_case.compliance_case_admin), configures the assessment questionnaire. When an action task moves from the Draft state to the Assigned state, the assessment is sent. Based on the assessment results, appropriate remediation measures are identified and implemented. To learn more about how to configure a questionnaire in the Exploring Smart Assessment Engine, refer to Configuring Smart Assessment Engine. To learn how to perform smart assessment on action tasks, refer to Perform smart assessment on action tasks.