Auto-assign configuration for regulatory alerts
Set up an assignment configuration record to enable auto-assignments for regulatory alerts of the type regulatory event.
Before you begin
The GRC: Assignment and Approval Configurations (sn_grc_appr) application for approval and assignment configurations is installed with the GRC: Compliance Case Management application.
Role required: sn_grc_appr.admin, sn_compliance_ws.corporate_compliance_analyst, sn_compliance_ws.corporate_compliance_manager
About this task
You can now route regulatory alerts to domain experts who can promptly address compliance issues within their ares of specialization. This ensures proactive management of regulatory risks and obligations.
Procedure
Navigate to All > Assignment and Approval Configurations > Assignment Configurations.
Select New.
The Assignment configuration New Record is displayed.
On the form, fill in the fields.
For information on the fields in the form, see Assignment Configuration New Record.
Note: You cannot have more than one approval configuration applying to the table with the same priority.
Select Submit.
Parent Topic:Train and use the similarity solution to recommend citations on regulatory alerts