Map the taxonomy

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • 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.

    Before you begin

    Role required: sn_grc_reg_change.admin

    About this task

    The Regulatory Change Management application stores the taxonomy and it provides a way to map the taxonomies using the UI component.

    Procedure

    1. Navigate to Application > Regulatory Change Management > Taxonomy > Taxonomy Classes.
      The taxonomy classes available that are shipped out-of-the-box are displayed:
      • Regulatory Bodies
      • Content Types
      • Jurisdictions
      • Themes
      • Sectors
    2. Navigate to the following taxonomy tables if you want to view or update the taxonomy class name:
      • Regulatory Bodies
      • Content Types
      • Jurisdictions
      • Themes
      • Sectors
      As an example, when you click Jurisdiction, the Class name field displays Jurisdiction as the taxonomy class.
      Note:
      Only users with the sn_grc_reg_change.admin roles can update the taxonomy tables.
    3. Click Update to update the class name.
    4. Click New under Taxonomy class related list.
      A new Taxonomy class record is displayed on a separate page.
      Table 1. Taxonomy class record
      Field Description
      Name Name of the taxonomy class.

      The new taxonomy class is displayed on the Taxonomy Class page.

    5. Open the Taxonomy Class page to create a new Taxonomy class mapping record.
    6. On the form, fill in the fields.
      Depending on what regulatory table was previously selected, the form title is different.
      Table 2. Taxonomy class mapping record
      Field Description
      Provider Provider of the alerts.
      External taxonomy class External taxonomy class that is mapped with the internal taxonomy class.
      Taxonomy class Taxonomy class provided that is out-of-the-box such as Jurisdictions or Content type.
    7. Click Submit to map the external taxonomy class to the internal taxonomy class.
      The external taxonomy class is mapped to the internal taxonomy class.