New and Enhanced Features on Compliance.ai: March 2022
April 13, 2022
Over the past month, we have continued to focus on aligning our platform with your practices and systems, further improving our workflow functionality and completing the suite of SCIM endpoints. In addition, we launched a new Training Center to help you become a Compliance.ai platform expert through a series of self guided courses.
We also continued enriching our coverage of US state legislation and regulations, plus added regulatory updates for Banking, Insurance, Employment, and Taxation. We’ve also enhanced our coverage of sources from the EU, Bahrain, Cayman Islands, Ireland, UK, and Japan.
Elevate your Compliance.ai skills using our new Training Center
Whether you are a new Compliance.ai user or a seasoned pro, you’ll find training courses to suit your needs in our new Training Center.
Scan available training courses or search for specific topics to fine tune your understanding of Compliance.ai. Courses are designed to allow you to learn at your own pace and include both extensive videos and how-to documentation.
Watch this short video to learn more about the Training Center.
Manage full user lifecycle with enterprise identity management: New SCIM endpoints
If your IT team is considering incorporating Compliance.ai into your company’s centralized roles and entitlement management system, we are pleased to announce Compliance.ai now has full user lifecycle management capabilities available via our SCIM 2.0 (The System for Cross Domain Identity Management) compliant endpoints. Not only can you manage Compliance.ai user roles, now you can provision and deprovision users for a more comprehensive control experience using your corporation’s identity management systems like OKTA, SailPoint, etc.
If you or your IT team would like to manage users via your own corporate identity access/roles management system rather than using Compliance.ai’s web-based user management capabilities available in our Team and Pro editions, visit Compliance.ai SCIM Identity Management to get started as well as test the experience using our Interactive API under the SCIM dropdown.
Take your Compliance.ai workflows to the next level by incorporating approvals
Many of you have told us that certain key decisions within your regulatory change process require approval. Until now, you needed to add special approval steps into your Compliance.ai workflows to reflect these decision points.
If your regulatory change process requires approvals, try our new approval functionality. Simply access your existing workflow, select the “Require approval” checkbox and add the preferred approver for any task requiring a secondary approval. Next, simply delete your existing “approval” task from the workflow.
Once your workflow is updated as desired, using the approval feature is easy. If you are the assignee, simply complete the task as required and once you’re satisfied, click “Submit for Approval” and the task will automatically be assigned to the approver.
If you are the approver, simply review the task and click “Approve” or “Reject”. If the task is approved, it is automatically marked completed. If you reject the task, it is automatically reassigned to the original assignee so that they can rectify any problems you may have noticed.
One Source for Regulatory Intelligence: Expanding Regulatory Coverage
We continued our expansion of US and International regulatory sources. You can now follow recent regulatory updates for:
Insurance related updates from Alabama
Banking related updates from Arizona, Alabama, California, Arkansas, Connecticut, Iowa, Massachusetts, Maine, Mississippi, Nevada, Ohio, Pennsylvania, South Carolina, and Wyoming.
Employment related updates from Nevada, and Pennsylvania.
Taxation related updates from Connecticut and Nebraska.
Bahrain: Bahrain National Assembly (BHR-NA) and Central Bank of Bahrain (BHR-CBB)
Cayman Islands: Department of International Tax Cooperation (CYM-DITC) and Cayman Islands Legislative Assembly (CYM-LA)
Update your Default Filters at any time to take advantage of our new international sources.
Tip of the Month.
Looking to streamline your regulatory change process? Compliance.ai’s diffing feature might be the hidden gem you’re looking for.
Diffing allows you to compare any two related regulatory documents within the platform by selecting the documents and choosing the diffing icon in the toolbar. The diffing view shows a text comparison of the two documents, highlighting the additions and deletions. For example, if you are familiar with a model law, diffing allows you to quickly review a state law to see whether there are any critical differences that require special attention.
In addition, if you are following a specific regulation with a docket, the platform automatically displays a Changes right panel that allows you to compare any two versions of the regulation. If you’re already familiar with a previous version of a regulatory document, Changes allows you to hone in on changes in the newer version more efficiently.
Client feedback is always welcome. Please contact our support team with any questions or feedback or schedule a time to review our new features. Remember that you can always access the Training Center under the Help (?) section of the platform for more information.
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