Smart assessments in Privacy Case Management

  • Release version: Xanadu
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Smart Assessments in Privacy Case Management

    The Smart Assessment Engine allows privacy teams to conduct assessments on privacy case action tasks. This functionality aids analysts in identifying affected areas during investigations and ensures compliance with regulations. Analysts can gather evidence and observations to reach resolutions effectively.

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    Key Features

    • Assessment Template Configuration: Customize templates for privacy case assessments.
    • Responder Identification: Specify who will respond to the assessments.
    • Due Date Definition: Set deadlines for assessment responses.
    • Assessment Workspace: Access and manage published templates categorized under Privacy Case Assessment.

    Key Outcomes

    To enable smart assessments, ensure the following:

    • Install the Privacy Case Management plugin, which includes the GRC smart assessment template.
    • Activate required scoped applications: Smart Assessment core, Migration tools, Connected, and Designer.
    • Set the system property sngrccasemgmt.enablesmartassessments to true.

    Administrators can configure the assessment questionnaire, which is triggered when an action task transitions from Draft to Assigned. Based on the results, necessary remediation actions can be identified and executed.

    Utilize the Smart Assessment Engine to perform smart assessments on privacy case action tasks.

    Using the abilities of the Smart Assessment Engine, you can empower the privacy teams to initiate privacy case assessments. These assessments assist privacy case analysts in identifying impacted and related areas during a privacy case investigation. They also help determine whether employees in your organization adhere to the required regulations. The analyst can then collect observations and evidence from the stakeholders and arrive at a resolution. The Smart Assessment Engine provides numerous benefits some of which are listed as follows:
    • Configuring the assessment templates
    • Identifying the assessment responders
    • Defining the due date for responding to the assessment

    In the Assessment Workspace, you can view the templates available for Privacy Case Management. You must ensure that the assessment template category is set to Privacy Case Assessment and the assessment targets are set to Action task and Privacy case. Only the assessment templates that are published are available for performing the assessments.

    For more information about Smart Assessment Engine, refer to Exploring Smart Assessment Engine

    Pre-requisites to enable smart assessment in Privacy Case Management

    Smart assessment scoped applications
    The base system ships the GRC smart assessment template to the users when the Privacy Case Management plugin is installed. However, the following scoped applications are required:
    1. Smart Assessment core (sn_smart_asmt)
    2. Smart assessment Migration tools (sn_smart_asmt_mig). For more information, see Migrate a legacy metric type to an assessment template
    3. Smart Assessment Connected (sn_smart_asmt_conn)
    4. Smart Assessment Designer (sn_smart_asmt_desg). For more information, see Using the template designer
    Enable smart assessments system property
    The administrator sets the sn_grc_case_mgmt.enable_smart_assessments system property to true for the privacy case manager to assess the action tasks using the smart assessment method.
    Migrate the template
    Create a new template in Smart Assessment Engine. For more information, see Creating an assessment template from legacy assessment metric types.
    To get started with smart assessments, the privacy case administrator (sn_comp_case.compliance_case_admin), configures the assessment questionnaire. When an action task moves from the Draft state to the Assigned state, the assessment is sent. Based on the assessment results, appropriate remediation measures are identified and implemented. To learn more about how to configure a questionnaire in the Exploring Smart Assessment Engine, refer to Configuring Smart Assessment Engine. To learn how to perform smart assessment on action tasks, refer to Perform smart assessment on action tasks.