Combined Compliance Case Management release notes for upgrades from Vancouver to Xanadu

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Compliance Case Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Vancouver to Xanadu.

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 Compliance Case Management to Xanadu

Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

New features

Between your current release family and Xanadu, new features were introduced for Compliance Case Management.


Release	Release notes
Vancouver	Reporting a compliance case in GRC: Compliance Case Management Report any violation of the organization's policies or guidelines by using the Compliance Case Management application. You can reduce and avert the adverse regulatory actions that could impact the company's financials, reputation, and growth. Creating a case task Create case tasks to investigate, gather evidence, and perform an assessment for the reported compliance cases. The Compliance Case Management application provides you with a user-friendly interface that makes it easy to create, assign, and track the case tasks. Raising a compliance request in GRC: Compliance Case Management Raise a compliance request to seek advice or guidance on the organization's policies and guidelines. By seeking guidance, clarification, or an approval, you can contribute toward maintaining a culture of compliance within the organization. 360° Relationship Visualization of a compliance case Use the 360-degree compliance case view to explore the relationship between your compliance case and the key areas that are identified during its life cycle. The key areas include regulations, citations, impacted areas, related areas, entities, and case tasks. Compliance case management workspace See a comprehensive overview of all your compliance case-related information in the Compliance Case Management workspace. The Compliance Case Management workspace enables you to create cases, requests, and issues. Configure case workflow Configure the compliance case workflow by using the Compliance Case Management application. The following features enable you to configure the compliance case workflow for your requirements: Create a case type: As a compliance case administrator, you can configure multiple case types by using the Compliance Case Management application. Each case type is mapped with a state model that specifies the workflow states and transition conditions for the compliance case so that you can address various compliance scenarios. The Compliance Case Management application can adapt to your needs, whether you're handling fraud cases, regulatory violations, or any other compliance cases. After creating a case type, compliance analysts and managers can select the required case type on the case form, making it easier to categorize and manage compliance cases. Create a view rule: Show or hide fields on the compliance case form by the selected case type. This customization streamlines the form completion process and eliminates unnecessary clutter. By defining the rules, you can control how the compliance case form appears. Create an assignment rule: Create an assignment rule and apply it to a compliance case type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case. Create an assessment template: Create an assessment template to request responses from the assessor or reviewer. These templates provide predefined sets of questions and criteria to evaluate compliance cases efficiently. You can create, manage, and reuse assessment templates that are customized for specific case types. These templates help to ensure consistent and thorough evaluations. Configure request workflow Configure the compliance request workflow by using the Compliance Case Management application. The following features enable you to configure the compliance request workflow for your requirements: Create a request type: As a compliance case administrator, you can configure multiple case requests by using the Compliance Case Management application. Each request type is mapped with a state model that specifies the workflow states and transition conditions for the compliance request, enabling you to address various compliance scenarios. The Compliance Case Management application can adapt to your requirements, especially when dealing with various request types, such as policy modifications, clarifications, and inquiries. After creating a request type, the compliance analysts and managers can select the required request type on the request form, making it easier to categorize and manage compliance requests. Create a view rule: Show or hide fields on the compliance request form by the selected request type. This customization streamlines the form completion process and eliminates unnecessary clutter. By defining the rules, you can control how the compliance request form appears. Create an assignment rule: Create an assignment rule and apply it to a compliance request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance request. Create an approval workflow: Create an approval workflow to approve or reject a compliance request. Requests can be sent for approval to multiple users and can be approved or rejected by any one of them. The Any Approvers option enables the request to be closed as soon as it receives approval or rejection from any of the assigned approvers.
Washington DC	Export a report to PDF Create PDF reports for compliance cases or requests by using predefined templates so that the stakeholders who may not have access to the application can still access the data. Sharing vital information via email becomes quicker with PDF reports and enables collaboration with audit teams, partners, or internal committees without the need for application access. PDF reports serve as offline reporting. They can provide you with the flexibility to present comprehensive data in a condensed and readable format. You can select a predefined template or create a customized document template to generate reports. Compose emails in GRC: Compliance Case Management Compose and send emails for compliance cases and requests by using the GRC: Compliance Case Management application to communicate with different stakeholders within or outside your organization. Enhance the user experience in managing multiple impacted and related areas Add and manage multiple impacted and related areas in a compliance case more efficiently. You can use a unified dialog box by selecting the Add button. By using this button, you can eliminate repetitive actions and reduce the time you spend navigating between different screens. As you select the impacted and related areas, you get visibility into the compliance case record in the background and you can make informed selections that are based on the details within the record. For more information, see Add an impacted area to a compliance case and Add a related area to a compliance case. Remove multiple impacted and related areas Delete one or multiple impacted and related areas by using the Remove button that has been added on the compliance case form. You can delete impacted and related areas more conveniently without navigating through multiple menus or sections.
Xanadu	Regulatory Agency Library Establish a centralized library of agencies for identifying the relevant regulatory authorities that are responsible for overseeing particular industries or sectors within each jurisdiction. The centralized library consolidates all the regulatory communications via emails and implements the notification rules for the data privacy or security breaches for the reported compliance cases. Auto-calculate future dates Set up future auto-calculations to track your compliance cases or requests.

Changes

Between your current release family and Xanadu, some changes were made to existing Compliance Case Management features.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	A new graphical chart enables your compliance case managers to monitor and access their compliance cases by the subtype classification.

Removed

Between your current release family and Xanadu, some Compliance Case Management features or functionality were removed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	The New button in the Impacted and Related areas on the Compliance case form has been removed and replaced by the Add button.
Xanadu	No updates for this release.

Deprecations

Between your current release family and Xanadu, some Compliance Case Management features or functionality were deprecated.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Activation information

Review information on how to activate Compliance Case Management.


Release	Release notes
Vancouver	Install Compliance Case Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website 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.
Washington DC	Install Compliance Case Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website 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.
Xanadu	Install the Regulatory Agency Library by requesting it from the ServiceNow Store. Visit the ServiceNow Store website 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.

Additional requirements

If any additional requirements were introduced or changed for Compliance Case Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Compliance Case Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Accessibility information

Review details on accessibility information for Compliance Case Management, such as specific requirements or compliance levels.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Localization information

If there are specific localization considerations for Compliance Case Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

If there are specific highlight considerations for Compliance Case Management we have noted them here.


Release	Release notes
Vancouver	Report, investigate, and resolve a compliance case or event, such as a complaint or breach. Raise a compliance request, such as a policy modification, clarification, or inquiry. Gain operational insights into the current state of the compliance cases and requests from the Compliance Case Management landing page. Elevate your compliance management with a highly customizable workflow that meets your organization's requirements. Gain comprehensive insights into your compliance case by using the 360-degree compliance case view. See Compliance Case Management for more information.
Washington DC	Seamlessly create Portable Document Format (PDF) reports that use the data from compliance cases or requests. Communicate with multiple stakeholders with the compose email functionality on the compliance case and request record pages. Enable case managers to manage the scope of one or multiple impacted and related areas. See Compliance Case Management for more information.
Xanadu	Establish a centralized library of agencies for identifying the relevant regulatory authorities that are responsible for overseeing particular industries or sectors within each jurisdiction. The centralized library consolidates all regulatory communications via emails and implements the notification rules for data privacy or security breaches for the reported compliance cases. Auto-calculate the notification dates for the reported compliance cases. Monitor and access your compliance cases by the subtype classification through a new graphical chart. Enable your compliance analysts to access a homepage so that your compliance analysts can manage reported compliance cases or requests. See Compliance Case Management for more information.