Overview

The AI-Generated Regulatory Summarization feature uses AI/ML to summarize regulation statements, making them easier for users to interpret and understand. 

User Account Requirements

To view the Summarize Regulatory Text button on a form, the user must have permission to access the specific form where the feature is enabled. When using this feature, the list of similar requirements will only display library Requirement objects that are in a non-archived workflow state, and that the user has permission to view.

Using the Regulatory Summarization Feature on a Form

1. From the AI Quick Actions card on the form, click the Summarize Regulatory Text button.
   

   Summarize Regulatory Text Button

2. An AI-Generated Regulatory Summary palette will display showing a summary.
   

   AI-Generated Regulatory Summary Palette

Important Notes

• The summary cannot be edited by a user.
• The summary doesn't persist amongst users; this means that each user who reviews a form will have to generate their own summary.
• The summary is not eligible to be exported on to reports.
• The summary is not available in an Org’s Data Warehouse.