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Process Compliance Navigator
Create a Regulation Clause and a Regulation Clause Version

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Create a Regulation Clause and a Regulation Clause Version

Store granular details of every provision or section within a regulation. Create regulation clause records and capture information such as name, description, associated regulation, and parent regulation clause. You can also add comments and references to supporting documents to provide comprehensive information and context.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To configure Process Compliance Navigator: Compliance Admin permission set

For every regulation clause record you create, a corresponding regulation clause version record automatically gets created to ensure version control and traceability. When capturing regulation amendments, always create a new regulation clause version record to track changes over time.

  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Regulation Clauses.
  3. Click New.
  4. Enter a name and description for the regulation clause.
  5. Specify details such as the regulation and the parent regulation clause.
  6. Add comments and reference document links, if necessary.
  7. Click Save & Next.
  8. In the Edit Regulation Clause Version window, specify details such as the clause text, change summary, and the validity period of the regulation clause version.

    For every regulation clause you create, a corresponding regulation clause version is automatically created in draft status to ensure version control and traceability.

  9. Save your changes.

The compliance officer maps regulation clause versions to regulation version.

 
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