--- sourceDocument: Australia Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance Release : - australia ft:locale : - en-US ft:publication_title : - Australia Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Generate regulatory action plan workflow # Generate regulatory action plan agentic workflow {#ariaid-title1} * Release version: Australia * * Updated November 10, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Generate regulatory action plan agentic workflow The generate regulatory action plan agentic workflow in ServiceNow uses generative AI to create structured, actionable compliance steps for regulatory alerts. It supports organizations in managing risk mitigation activities and ensuring alignment with regulatory requirements by generating detailed change and action tasks. Show full answer Show less Users with the roles **sngrcregchange.user** and **sngrccompgenai.regchangeaiagentuser** can access this workflow via the ServiceNow Otto panel. The workflow analyzes the impacted areas of a regulatory alert and references historical similar alerts to produce a categorized action plan with clear ownership, timelines, and source references for traceability. ## Key Features * **Input Data:** Uses impacted areas identified by recommendation skills, regulatory alert details (title, description, effective and compliance dates), and historical alerts for pattern matching. * **Processing:** The regulatory change task planning agent validates inputs, analyzes past alerts, and generates a structured action plan grouped by task types such as control updates, policy revisions, and citation amendments. * **Output:** Action plans are displayed under the Regulatory tasks tab with categorized tasks, assigned ownership, and timelines. Users can accept or dismiss the proposed plan. * **Integration:** Fully integrated within the ServiceNow Otto panel to streamline workflow initiation and management. * **Supported Task Types:** Enables creation of multiple regulatory and source document import tasks per alert. ## Practical Benefits for ServiceNow Customers * **Automation:** Eliminates manual drafting by automatically generating structured regulatory action plans. * **Data-Driven Accuracy:** Leverages historical alert data to recommend proven and consistent compliance tasks. * **Efficiency:** Consolidates and organizes tasks by impacted areas for easier assignment, tracking, and faster implementation. * **Improved Compliance:** Reduces variability in responses through AI-driven recommendations, supporting regulatory adherence. * **User Experience:** Provides seamless access to generative AI capabilities within Regulatory Change Management via the Otto panel. ## Access and Usage To generate a regulatory action plan, authorized users can select "Generate action plan" from the Ask ServiceNow Otto menu on a regulatory alert page or directly from the ServiceNow Otto panel. This workflow supports multiple regulatory domains and task types, enhancing the compliance management process. ## Related Workflows in ServiceNow Otto for Regulatory Change Management (RCM) * **Get regulatory analysis agentic workflow:** Enhances regulatory alerts by web searching and recommending impacts on citations, policies, and controls to facilitate compliance decisions. * **Generate regulatory action plan agentic workflow:** Creates actionable plans based on impacted areas and historical data to implement regulatory changes effectively. Both workflows require the **sngrcregchange.user** and **sngrccompgenai.regchangeaiagentuser** roles. 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 {#rcm-agent-actions-workflow__section_ph3_fcd_hhc} 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 {#rcm-agent-actions-workflow__ul_s55_g55_3hc} 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 {#rcm-agent-actions-workflow__ul_qb3_w55_3hc} 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)](https://servicenow-prod.fluidtopics.net/N5xjaEAn9_dq8v8qliS1_A "Use agents within an agentic workflow or as standalone agents to achieve specific automated outcomes."), [Activate the Generate regulatory action plan agentic workflow](https://servicenow-prod.fluidtopics.net/SbWYg7DTjid2QxUA18M9zQ "Configure and activate the Generate regulatory action plan agentic workflow. This workflow uses AI agents to transform regulatory insights into actionable compliance strategies by analyzing impacted areas and historical alerts, then generating structured tasks with clear ownership and timelines."), and [Generate regulatory action plans](https://servicenow-prod.fluidtopics.net/k~hMowL4sl~WafY7EuQMPg "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."). ## Benefits of the workflow {#rcm-agent-actions-workflow__section_benefits_reg_action_plan} * 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-agent-actions-workflow__section_nkm_2lg_dhc} RCM uses the following ServiceNow Otto agentic workflows: {#rcm-agent-actions-workflow__table_okm_2lg_dhc__entry__3} | 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 workflow](https://servicenow-prod.fluidtopics.net/haeRhRQlcIRz29ZJ7DYVeg "Configure and activate the get regulatory analysis agentic workflow that uses AI agents to enrich regulatory alerts with external context, classification, summarization, and recommended potential impacted items.")and [Analyze and enrich regulatory alerts](https://servicenow-prod.fluidtopics.net/foe9nDLlxVJVBoWazib7Zg "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."). | 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](https://servicenow-prod.fluidtopics.net/SbWYg7DTjid2QxUA18M9zQ "Configure and activate the Generate regulatory action plan agentic workflow. This workflow uses AI agents to transform regulatory insights into actionable compliance strategies by analyzing impacted areas and historical alerts, then generating structured tasks with clear ownership and timelines.") and [Generate regulatory action plans](https://servicenow-prod.fluidtopics.net/k~hMowL4sl~WafY7EuQMPg "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."). | sn_grc_reg_change.user and sn_grc_comp_genai.reg_change_ai_agent_user | [ ] {#rcm-agent-actions-workflow__table_okm_2lg_dhc} **Related concepts** * [Explore ServiceNow Otto skills and agentic workflows in Regulatory Change Management](https://servicenow-prod.fluidtopics.net/vgwKrTAcK39Erhd2en3GNQ "With ServiceNow Otto skills and agentic workflows in Regulatory Change Management (RCM), you can streamline the analysis, summarization, and impact assessment of regulatory alerts. These capabilities empower compliance teams to act swiftly and accurately on regulatory changes.") * [Supporting information for ServiceNow Otto for Integrated Risk Management (IRM)](https://servicenow-prod.fluidtopics.net/9tLl0Q_OiRzsjWjrRETY0w "Get a quick overview of the important information that is related to the ServiceNow Otto for Integrated Risk Management (IRM) application.") **Related tasks** * [Analyze and enrich regulatory alerts](https://servicenow-prod.fluidtopics.net/foe9nDLlxVJVBoWazib7Zg "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.") * [Generate regulatory action plans](https://servicenow-prod.fluidtopics.net/k~hMowL4sl~WafY7EuQMPg "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.")