---
sourceDocument: Zurich Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Setup checklist

# Setup checklist for Regulatory Change Management {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Complete the tasks that are required to set up the Regulatory Change Management application. When you have completed these tasks, the base system is ready for operation. Optional setup procedures are also included to enhance Regulatory Change Management application functionality.

## Before you begin

Role required: sn_grc_reg_change.admin  
Ensure that the following applications are installed:

* ServiceNow® GRC: Policy and Compliance Management application
* ServiceNow® Advanced Risk application
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## Procedure

1. Install the Regulatory Change Management (RCM) application from the Store.  
   For details, see [Download and install GRC: Regulatory Change Management](https://www.servicenow.com/docs/ZG_af_yc~cp9_oskZQ~MfQ "Download the GRC: Regulatory Change Management application from the ServiceNow Store and run it in your ServiceNow instance.").
2. Assign RCM roles to the users.  
   For details, see [User roles in Regulatory Change Management](https://www.servicenow.com/docs/K6lSe2_55l24eqWr_uHwWw "Stakeholders in the Regulatory Change Management (RCM) application have different roles and responsibilities.").
3. To set up the feeds, choose one of the following options.

   | Step | Description |
   | Set up the RSS feeds by using the RCM application. | For information on setting up the RSS feeds by using the RCM application, see [Setting up the RSS feeds infrastructure](https://www.servicenow.com/docs/laiq0fX1mCRmFSmDCSwSSg "To ensure you can obtain all the necessary Really simple syndication (RSS) feeds in your ServiceNow instance, you must set up the infrastructure required to seamlessly obtain the feeds.") . |
   | Set up the feeds by integrating with the GRC integration with Thomson Reuters Regulatory Intelligence application. | For more information on setting up third-party integration with the RCM application, see [GRC integration with Thomson Reuters Regulatory Intelligence](https://www.servicenow.com/docs/3d5~hUP6WjLidVLoYm5o1w "The ServiceNow Regulatory Change Management application helps you to gather, monitor, and analyze regulatory data and track developments in a complex regulatory environment."). |
   |-|-|

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4. Create and validate the connections and credentials.  
   For details, see [Establish an SFTP or REST API connection](https://www.servicenow.com/docs/~nujWFVnp5Dgwpn4g25hMw "Establish an SFTP or REST API connection for the GRC integration with Thomson Reuters Regulatory Intelligence application. You can create an SFTP or REST API connection with the SFTP server by using the Connection & Credential aliases that are shipped with the Thomson Reuters platform.").
5. Activate the integration flows.  
   For details, see [GRC integration with Thomson Reuters Regulatory Intelligence](https://www.servicenow.com/docs/3d5~hUP6WjLidVLoYm5o1w "The ServiceNow Regulatory Change Management application helps you to gather, monitor, and analyze regulatory data and track developments in a complex regulatory environment.") and [Setting up the RSS feeds infrastructure](https://www.servicenow.com/docs/laiq0fX1mCRmFSmDCSwSSg "To ensure you can obtain all the necessary Really simple syndication (RSS) feeds in your ServiceNow instance, you must set up the infrastructure required to seamlessly obtain the feeds.").
6. Create an internal regulatory taxonomy and map the taxonomy.  
   For details, see [Map the taxonomy](https://www.servicenow.com/docs/f~K7v3c90urWe9ooWKOrSQ "Create an internal taxonomy when you are setting up the Regulatory Change Management application. Map the external taxonomy to the internal taxonomy so that the Regulatory Change Management application refers to only one taxonomy.").
7. Assign regulatory feeds.  
   For details, see [Manage and assign regulatory event alerts](https://www.servicenow.com/docs/De~zcqf~WFVyPkPkunrGyQ "Assign regulatory event alerts that are received from the regulatory intelligence provider to an appropriate user. You can review other properties of the regulatory event alert.").
8. Assess the impact and assign related regulatory tasks.  
   For details, see [Manage the regulatory change tasks](https://www.servicenow.com/docs/qSyIJijXdZIoSAeNgPx11w "Manage the regulatory action tasks in the Regulatory Change Tasks module so that you can use these tasks to identify and comply with the regulatory changes.").
9. Prepare an action plan to identify the changes that must be done.  
   For details, see [Action tasks in Regulatory Change Management](https://www.servicenow.com/docs/Pe2_O3w3_VWxU8JAZb75CQ "The action tasks facilitating the change management process are associated with Regulatory Change. The ownership of these action tasks is managed by the respective business owners affected due to the regulatory change.").
10. Create action tasks to implement the identified changes, and complete them.  
    For details, see [Create an action task](https://www.servicenow.com/docs/4JbObrMnhNe1wf9HVj3VnA "Create an action task that is related to the regulatory change tasks and source document import tasks so that you can complete the regulatory tasks.").
11. Provide an overview of the regulatory changes via dashboards and reports.  
    For details, see [Regulatory Change Management dashboard](https://www.servicenow.com/docs/K0h1czEMHOZFDvjRZqOpTg "The  Regulatory Change Management dashboard provides the current view of the regulatory landscape.").
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