--- sourceDocument: Yokohama Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Source document import tasks # Source document import tasks {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Source document import tasks The Regulatory Change Management (RCM) application in ServiceNow processes external regulatory alerts containing citation details and references to legislative or compliance materials. These alerts include metadata that enables proper classification and traceability when importing source documents into the regulatory library. The system automatically creates source document import tasks from applicable alerts to manage ingestion and review workflows, ensuring organized compliance content management. Show full answer Show less ## Key Features * **Source Document Alerts:** Alerts provide citation titles and numbers linked to relevant regulatory materials, helping compliance teams identify applicable changes. * **Automatic Task Creation:** When a source document alert is marked applicable by a user with the *sngrcregchange.manager* role, an import task is generated to initiate the import lifecycle. * **Import Task Lifecycle:** Tasks progress through defined states---Ready to Import, In Progress, Implementation, Awaiting Approval, and Closed---supporting structured review and execution of regulatory updates. * **Multiple Tasks per Alert:** Several import tasks can be associated with a single regulatory alert, improving management, tracking, and traceability of regulatory content ingestion. * **Compliance Team Responsibility:** Compliance members evaluate citations, import documents, and maintain the regulatory library's consistency. * **Upgrade Requirement:** The new workflow requires upgrading the GRC: Common Workspace Elements (sngrcworkspace) and GRC: Regulatory Change Management (sngrcregchange) applications to version 19.0.x or higher. ## Key Outcomes * Streamlined and automated import of source documents into the regulatory library, ensuring comprehensive capture of compliance-relevant materials. * Improved traceability and organization of regulatory changes through task grouping and lifecycle management. * Enhanced collaboration and review processes by defining clear task states and responsibilities for compliance teams. * Better control and visibility over the regulatory change management process, reducing risk and ensuring governance adherence. The Regulatory Change Management application processes external alerts that may include citation titles, citation numbers, and references to legislative or regulatory materials relevant to compliance. Each alert record contains metadata that supports the import of the document into the regulatory library. The metadata includes citation names and other relevant reference information for proper classification and traceability. Regulatory alerts of the source document type provide citation titles and citation numbers when received. Source documents may reference legislative or regulatory materials relevant to compliance and governance. Unassigned source document alert records are assessed to determine applicability. If marked as applicable, a source document import task is created automatically. The import task originates from the regulatory alert record and follows a defined workflow or life-cycle. The source document import life-cycle begins when the alert is marked applicable by a user with the `sn_grc_reg_change.manager` role. The import document task then appears in the Ready to import state for stakeholder review. Compliance team members evaluate the citation associated with the alert and determine the appropriate action. Each import task facilitates ingestion of a specific source document into the regulatory library. Compliance team members are responsible for importing the document and maintaining consistency within the regulatory library. You can associate multiple source document import tasks with a single regulatory alert. This configuration simplifies management and improves tracking of regulatory content ingestion processes. Each task adds relevant documents to the regulatory library for comprehensive capture and organization. Grouping tasks under one alert enhances traceability throughout the regulatory change management process. ## New workflow of a source document import task {#source-document-import-tasks__section_wf4_1h2_zfc} Upgrade the following applications to get the new workflow: * GRC: Common Workspace Elements (`sn_grc_workspace`) * GRC: Regulatory Change Management (`sn_grc_reg_change`) {#source-document-import-tasks__ul_l4l_n52_zfc} Starting with version 19.0.x, a source document task progresses through the following states: * Ready to Import- The task has been identified and prepared for import into the system. No work has started yet. * In Progress- The task is actively being worked on. This includes analyzing the source document and defining necessary regulatory changes. * Implementation- Identified changes are being executed. This may involve creating related tasks such as policy updates, control modifications, or process changes. * Awaiting Approval- All implementation activities are complete, and the task is pending review and approval from the appropriate stakeholders or compliance team. * Closed- The task has been reviewed, approved, and all required actions are completed. No further work is needed. {#source-document-import-tasks__grc-regulatory-change-management-rn_ul_j43_zqg_tfc} **Related concepts** * [Regulatory Change Management application landing page](https://servicenow-prod.fluidtopics.net/E~0_CAc63YSMYDrjoZhF7A "The Regulatory Change Management application landing page view provides the overview of the regulatory activities in your organization. Users with the sn_grc_reg_change.manager roles only can view the Regulatory Change Management landing page in the primary navigation in the Compliance Workspace.") * [Tasks page in the Compliance Workspace](https://servicenow-prod.fluidtopics.net/0uZJDwJzEQNKMMsxpHB3FQ "The Tasks page within the Compliance Workspace provides a centralized, task-centric interface for managing all activities related to regulatory events, source documents, and compliance workflows. It helps you stay organized, ensures timely and accountable action, and promotes overall regulatory readiness.") * [Regulatory process flow and tasks](https://servicenow-prod.fluidtopics.net/2QkEZKYrKHfCxf2t~Ey4rg "The Regulatory Change Management process flow includes the tasks that different users can perform to help your organization manage and comply with regulatory changes.") * [RSS feeds overview](https://servicenow-prod.fluidtopics.net/9lnEl~Kxw~wJJ9XpWWoqIw "A Really simple syndication (RSS) feed in Regulatory Change Management is like a subscription service for updates about new or changed rules and regulations. Instead of visiting multiple websites to check for updates, you can subscribe to feeds from regulatory bodies or industry news.") * [Impact assessments for the regulatory alerts](https://servicenow-prod.fluidtopics.net/wEfYcMNZSIAk92vuljb4lA "A regulatory event alert may result in a regulatory change to an organization. You can evaluate the impact of the regulatory change on your organization by performing impact assessments.") * [Regulatory assessment for a regulatory alert](https://servicenow-prod.fluidtopics.net/GMH4yLzn_kcxxZ41LGyoig "Utilize the Smart Assessment Engine to perform smart assessments on regulatory alerts. This ability enhances regulatory decision-making by enabling impact assessments directly at the regulatory alert level, streamlining processes through a unified core assessment framework, and assigning analysis to multiple stakeholders for improved collaboration and efficiency.") * [Next Experience Discuss and Chat Collaboration](https://servicenow-prod.fluidtopics.net/aQcU7xu5_1a_XzFnTCEaxg "On a regulatory change management case, select Discuss from other options. Collaborate with virtual agents by using Next Experience Chat Collaboration and Discuss.") * [Regulatory Change Management application in the Compliance Workspace](https://servicenow-prod.fluidtopics.net/lxW4gcNtqIwoAMFxYcU39A "Starting with GRC: Regulatory Change Management, version 13.0.1, the Regulatory Change Management application is available in Compliance Workspace. Compliance Workspace provides your users with a single-pane view so that they can check upcoming regulatory changes, assess their impact, and implement risk and compliance-related changes for the organization.") * [Exploring Now Assist in Regulatory Change Management (RCM)](https://servicenow-prod.fluidtopics.net/8QK3VpRq6YAxfbtxpqVmDQ "With Now Assist in Regulatory Change Management, part of the ServiceNow Otto for Integrated Risk Management (IRM) application, you can use agentic workflows and generative AI skills that streamline the analysis, summarization, and impact assessment of regulatory alerts. These capabilities empower compliance teams to act swiftly and accurately on regulatory changes.")