Generate regulatory action plan agentic workflow

  • Release version: Zurich
  • Updated November 10, 2025
  • 3 minutes to read
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    Summary of Generate Regulatory Action Plan Agentic Workflow

    The Generate Regulatory Action Plan agentic workflow in ServiceNow uses generative AI to create actionable compliance steps for regulatory alerts. Designed for users with thesngrcregchange.userandsngrccompgenai.regchangeaiagentuserroles, this workflow helps organizations plan and track regulatory change tasks by analyzing impacted areas and historical alerts. It produces structured, categorized tasks with ownership, timelines, and traceability references, all accessible through the ServiceNow Otto panel.

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    Key Features

    • Automated Action Plan Creation: Automatically generates detailed regulatory action plans, eliminating manual drafting.
    • Historical Data Leveraging: Uses pattern matching against past alerts to recommend proven compliance tasks.
    • Task Organization: Groups tasks by impacted area type, including change tasks and action tasks, for clear assignment and tracking.
    • Improved Consistency and Accuracy: AI-driven recommendations reduce variability in compliance responses.
    • Efficient Implementation: Converts compliance requirements into actionable steps with clear ownership and key dates.
    • Integration with ServiceNow Otto Panel: Provides seamless access to generative AI capabilities within Regulatory Change Management (RCM).
    • Support for Multiple Regulatory Domains and Task Types: Enables adding various regulatory and source document import tasks to one alert.

    How It Works

    Users initiate the workflow via the ServiceNow Otto panel or regulatory alert pages. The regulatory change task planning agent then:

    • Validates impacted areas identified by recommendation skills.
    • Analyzes historical alerts for similar compliance actions.
    • Generates a structured action plan grouped by task types such as control updates, policy revisions, and citation amendments.

    The action plan appears under the Regulatory Tasks tab, allowing users to accept or dismiss the proposal.

    Access and Roles

    Only users assigned both the sngrcregchange.user and sngrccompgenai.regchangeaiagentuser roles can generate regulatory action plans via this workflow.

    Related Agentic Workflows in ServiceNow Otto for RCM

    • Get Regulatory Analysis Agentic Workflow: Enhances regulatory alerts with web search to recommend impacts on citations, policies, and controls.
    • Generate Regulatory Action Plan Agentic Workflow: Creates actionable regulatory change tasks based on impacted areas and historical alerts.

    Practical Benefits for ServiceNow Customers

    • Streamlines regulatory compliance by automating task planning and reducing manual effort.
    • Increases accuracy and consistency of compliance activities through AI-driven insights.
    • Facilitates faster regulatory change implementation with clear, actionable tasks and timelines.
    • Enhances traceability and accountability by linking tasks to source references and impacted areas.
    • Improves user experience by integrating AI capabilities directly in the ServiceNow Otto panel within the RCM application.

    The generate regulatory action plan workflow uses generative AI to create actionable compliance steps for regulatory alerts. It supports organizations in organizing risk mitigation activities and maintaining alignment with regulatory requirements.

    Generate regulatory action plan agentic workflow overview

    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 generate regulatory action plans using the generate regulatory action plan agentic workflow in the ServiceNow Otto panel.

    This workflow analyzes impacted areas and similar historical alerts to create change tasks and action tasks that help implement regulatory change.

    After the workflow is started, the regulatory change task planning agent identifies the optimal steps for working on a regulatory alert by referencing the past similar regulatory alert details and impacted areas of the current regulatory alert, so that the output includes a clear, categorized set of tasks grouped by type, complete with key dates and source references for traceability.

    Key Inputs:
    • Impacted areas identified by recommendation skills
    • Regulatory alert details (Title, Description, Effective date, Compliance date)
    • Historical alerts for pattern matching

    Processing Jobs:

    Regulatory change task planning agent: Validates impacted areas, analyzes historical alerts for similar compliance actions, and generates structured action plans grouped by task type (control updates, policy revisions, citation amendments).

    Key Outputs:
    • Action plan displayed in the Regulatory tasks tab
    • Tasks categorized by impacted area type with ownership and timelines
    • Option to accept or dismiss the proposed plan

    You can get started by selecting Generate action plan from the Ask ServiceNow Otto action menu on a regulatory alert page or by selecting Generate Regulatory Action Plan from the ServiceNow Otto panel.

    Integrated within the ServiceNow Otto panel, this workflow provides a seamless experience for users, helping to reduce manual effort and improve accuracy while supporting multiple regulatory domains and task types.

    For more information, see Use agentic AI in ServiceNow Otto for Integrated Risk Management (IRM), Activate the Generate regulatory action plan agentic workflow, and Generate regulatory action plans.

    Benefits of the workflow

    • Automated action plan creation: Eliminates manual drafting by generating structured regulatory action plans for each alert.
    • Leverages historical data: Analyzes similar past alerts and action plans to recommend accurate, proven tasks.
    • Consolidated and organized tasks: Creates change tasks and action tasks grouped by impacted areas for easier assignment and tracking.
    • Improved consistency and accuracy: Reduces variability in compliance responses through AI-driven recommendations.
    • Faster implementation: Converts compliance strategies into actionable tasks with clear ownership and timelines.
    • Integration with ServiceNow Otto panel: Provides a seamless experience for accessing generative AI capabilities within Regulatory Change Management ( RCM).
    • Supports multiple task types: Enables adding multiple regulatory tasks and source document import tasks to a single alert.
    Note:
    Only users with sn_grc_reg_change.user and sn_grc_comp_genai.reg_change_ai_agent_user roles can access this workflow.

    ServiceNow Otto in RCM agentic workflows

    RCM uses the following ServiceNow Otto agentic workflows:

    Workflow Description User
    Get regulatory analysis agentic workflow Analyze and enrich regulatory alerts by using the get regulatory analysis agentic workflow in the ServiceNow Otto panel. This agentic workflow uses web search to enhance alert context and recommends potential impacts on citations, policies, and control objectives to support faster and more accurate compliance decisions.

    For more information, see Activate the get regulatory analysis agentic workflowand Analyze and enrich regulatory alerts.

    		 sn_grc_reg_change.user and sn_grc_comp_genai.reg_change_ai_agent_user
    Generate regulatory action plan agentic workflow Generate regulatory action plans by using the generate regulatory action plan agentic workflow in the ServiceNow Otto panel. This agentic workflow analyzes impacted areas and similar historical alerts to create change tasks and action tasks that help implement regulatory change.

    For more information, see Activate the Generate regulatory action plan agentic workflow and Generate regulatory action plans.

    		 sn_grc_reg_change.user and sn_grc_comp_genai.reg_change_ai_agent_user