GRC case summarization skill for compliance cases
The GRC case summarization skill uses a large language model (LLM) to generate a structured AI summary of a compliance case record. The summary is generated on demand from case data and can be saved to the record for future reference.
Overview of the GRC case summarization skill
Compliance cases can span multiple action tasks, stakeholders, and regulatory requirements. The GRC case summarization skill generates a concise AI summary of key case details, so case analysts and managers can quickly understand the context and take informed action.
The skill collects data from predefined fields and related lists across the case record. This data is assembled into a prompt and sent to the configured LLM service provider, which then returns a structured summary.
To summarize compliance case records, the skill must be activated from the AI Admin Hub console. Once it's activated, case analysts with the appropriate user role can trigger the skill on a compliance case.
User roles
The user roles required to activate, configure, and use the GRC case summarization skill are:
-
sn_nowassist_admin.nsa_admin: Grants an admin access to activate or edit a ServiceNow Otto skill.
-
sn_comp_case.compliance_case_analyst: Grants access to compliance case records.
-
sn_grc_sharegenai.grc_case_ai_user: Grants users access to use the GRC case summarization skill.
Note: The sn_grc_sharegenai.grc_case_ai_user role must be explicitly assigned and isn’t inherited through the case analyst role.
LLM service providers
An administrator must set a default LLM provider before the skill can be used. The following providers are supported:
- Azure OpenAI
- AWS Claude
- Google Gemini
To set a default provider for the GRC case summarization skill, see Manage model providers.
Components of a compliance case summary
The summary reflects case data at the time of generation. As the case progresses, you can regenerate the summary to capture the latest information. Once generated, you can review and edit the summary before saving it to the case record.
|
Section |
What it captures |
|---|---|
|
Case Overview |
Core case details, such as name, description, start date, priority, and assigned analyst, captured from the Details tab. |
|
Events Timeline |
Date of occurrence, date of discovery, investigation start and end dates, and remediation start and end dates, captured from the Schedule section on the Details tab. |
|
Scope of Impact |
Impact breakdown- Summary of the areas and regulatory frameworks that are impacted by a compliance case, captured from the Impacted Areas, Related Areas, and Regulations tabs.- Impacted areas- Number of areas, such as the entities, controls, companies, and users, impacted by the reported compliance case.
|
|
Causes & Consequences |
Causes and consequences of the compliance case, captured from the Causes and Consequences tab.- Cause (Confirmed)- Confirmed cause of the incident.
|
|
Actions & Outcomes |
Summary of actions taken during the investigation, captured from the Action Tasks tab.- Investigation- Initial investigation tasks to examine the reported incident.
|
|
Evidence & Worknotes |
Work notes and comments recorded during the investigation, captured from the Activity section on the Details tab. |
|
Lessons Learned |
AI-powered analysis of the case timeline and overall investigation effort.- Velocity analysis- Time to detect, investigate, and remediate.
|
Parent Topic:AI in Compliance Case Management
Related topics
Activate the GRC case summarization skill
Summarize a compliance case using GRC case summarization skill
---
title: GRC case summarization skill for compliance cases
description: The GRC case summarization skill uses a large language model \(LLM\) to generate a structured AI summary of a compliance case record. The summary is generated on demand from case data and can be saved to the record for future reference.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/compliance-case-management/compliance-case-summarization-skill.html
release: australia
product: Compliance Case Management
classification: compliance-case-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [AI in Compliance Case Management, Compliance Case Management, Governance, Risk, and Compliance]
---
# GRC case summarization skill for compliance cases
The GRC case summarization skill uses a large language model \(LLM\) to generate a structured AI summary of a compliance case record. The summary is generated on demand from case data and can be saved to the record for future reference.
## Overview of the GRC case summarization skill
Compliance cases can span multiple action tasks, stakeholders, and regulatory requirements. The GRC case summarization skill generates a concise AI summary of key case details, so case analysts and managers can quickly understand the context and take informed action.
The skill collects data from predefined fields and related lists across the case record. This data is assembled into a prompt and sent to the configured LLM service provider, which then returns a structured summary.
To summarize compliance case records, the skill must be activated from the AI Admin Hub console. Once it's activated, case analysts with the appropriate user role can trigger the skill on a compliance case.
## User roles
The user roles required to activate, configure, and use the GRC case summarization skill are:
- sn\_nowassist\_admin.nsa\_admin: Grants an admin access to activate or edit a ServiceNow Otto skill.
- sn\_comp\_case.compliance\_case\_analyst: Grants access to compliance case records.
- sn\_grc\_sharegenai.grc\_case\_ai\_user: Grants users access to use the GRC case summarization skill.
**Note:** The sn\_grc\_sharegenai.grc\_case\_ai\_user role must be explicitly assigned and isn’t inherited through the case analyst role.
## LLM service providers
An administrator must set a default LLM provider before the skill can be used. The following providers are supported:
- Azure OpenAI
- AWS Claude
- Google Gemini
To set a default provider for the GRC case summarization skill, see [Manage model providers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/edit-model-providers.md).
## Components of a compliance case summary
The summary reflects case data at the time of generation. As the case progresses, you can regenerate the summary to capture the latest information. Once generated, you can review and edit the summary before saving it to the case record.
<table id="table_gxr_dwc_k3c"><thead><tr><th>
Section
</th><th>
What it captures
</th></tr></thead><tbody><tr><td>
Case Overview
</td><td>
Core case details, such as name, description, start date, priority, and assigned analyst, captured from the **Details** tab.
</td></tr><tr><td>
Events Timeline
</td><td>
Date of occurrence, date of discovery, investigation start and end dates, and remediation start and end dates, captured from the **Schedule** section on the **Details** tab.
</td></tr><tr><td>
Scope of Impact
</td><td>
**Impact breakdown**- Summary of the areas and regulatory frameworks that are impacted by a compliance case, captured from the **Impacted Areas**, **Related Areas**, and **Regulations** tabs.- **Impacted areas**- Number of areas, such as the entities, controls, companies, and users, impacted by the reported compliance case.
- **Related areas**- Number of areas, such as policies, citations, control objectives, control, and risk events, related to the compliance case.
- **Regulations/Standards**- Number of regulations that are or can be impacted by the reported compliance case.
</td></tr><tr><td>
Causes & Consequences
</td><td>
Causes and consequences of the compliance case, captured from the **Causes and Consequences** tab.- **Cause \(Confirmed\)**- Confirmed cause of the incident.
- **Contributing Cause \(Suspected\)**- Suspected cause of the incident.
- **Consequences**- Resulting impact or penalties arising from the incident.
</td></tr><tr><td>
Actions & Outcomes
</td><td>
Summary of actions taken during the investigation, captured from the **Action Tasks** tab.- **Investigation**- Initial investigation tasks to examine the reported incident.
- **Assessment**- Impact, loss, breach scope, and breach assessments to evaluate the incident.
- **Additional Actions Taken**- Supplementary actions to support a resolution.
</td></tr><tr><td>
Evidence & Worknotes
</td><td>
Work notes and comments recorded during the investigation, captured from the **Activity** section on the **Details** tab.
</td></tr><tr><td>
Lessons Learned
</td><td>
AI-powered analysis of the case timeline and overall investigation effort.- **Velocity analysis**- Time to detect, investigate, and remediate.
- **Investigation effort level**- Effort assessment ranked as low, medium, or high, based on case complexity, activity log, and timelines.
</td></tr></tbody>
</table>- **[Activate the GRC case summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/compliance-case-management/activate-case-summarization-cocm.md)**
Activate the **GRC case summarization** skill from the AI Admin Hub to generate AI-powered summaries of compliance case records.
- **[Summarize a compliance case using GRC case summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/compliance-case-management/summarize-compliance-case.md)**
Use the GRC case summarization skill to generate an AI summary of a compliance case. The summary provides a consolidated view of a compliance case record.
**Parent Topic:**[AI in Compliance Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/compliance-case-management/ai-compliance-case-mgmt.md)
**Related topics**
[Activate the GRC case summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/privacy-workspace/activate-grc-case-summarization-skill.md)
[Summarize a compliance case using GRC case summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/compliance-case-management/summarize-compliance-case.md)
| title | GRC case summarization skill for compliance cases |
| description | The GRC case summarization skill uses a large language model \(LLM\) to generate a structured AI summary of a compliance case record. The summary is generated on demand from case data and can be saved to the record for future reference. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/governance-risk-compliance/compliance-case-management/compliance-case-summarization-skill.html |
| release | australia |
| product | Compliance Case Management |
| classification | compliance-case-management |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | AI in Compliance Case ManagementCompliance Case ManagementGovernanceRiskand Compliance |