The Regulatory Change Management application processes the feeds sourced externally that provide a source document. It can be a regulatory or legislative document.

When a source document type of Regulatory Feed is received, it provides the citation title and number of the citation. The citation can already be available in the GRC library or a new citation should be created. Each feed record contains meta data about the source document including the citation name that helps the key stakeholders import the same in the regulatory library. The source document import life cycle starts from the regulatory feed record.

Source document import workflow is managed through a Source Document Import Task. It is created from a Regulatory Feed record. All the feed records that are of type source document can be assessed for applicability. After that, if they are marked as Applicable, a Source Document Import Task is automatically created.

When the RCM Manager marks an unassigned feed of source document type as applicable, a Source Document Import Task gets created. A Source Document Import Task is used to ingest a particular source document that is received from the provider into the regulatory library.

The RCM Manager can view and sort the Source Document Import Tasks:

• All tasks
• Unassigned tasks
• All assigned tasks
• Ready to Import tasks
• In-progress tasks
• Implementation tasks
• Pending approval tasks
• Closed tasks
• My approvals

The RCM Manager views the import document task under Source Document Import Tasks > My Approvals and clicks Approve to approve the task. The RCM User views the import document task under Implementation Tasks.

In the Related list of the import document task, the state of the Action Task changes from Draft state to Ready state. After completion of the Action Tasks related to the import document task, either the existing citation gets updated or a new citation gets inserted under the parent authority document in the GRC library based on the chosen action.

The RCM User logs in and views the new feed of source document type under Regulatory Feeds > New Feeds module. The state of the feed is automatically marked as New.

The RCM User can optionally reassign the feed to another RCM User or defer it to a future date.

The RCM Manager logs in, views the unassigned Source Document Import Tasks under Source Document Import Tasks > Unassigned Tasks, and assigns it to an RCM User.

The RCM User views the import document task in Ready to Import state, evaluates the citation associated with the feed, and decides the future course of action for the import document task.

The RCM User either chooses the Update action under Action and the target citation under Target Citation in the Import Task panel. The RCM User can also choose to insert a new citation using Insert action under Action.