Harmonize Requirements

Overview

The Harmonize Requirements feature allows users to launch an Agentic Workflow directly from the Requirements module. This feature enables grouping, refining, and managing regulatory requirements from multiple authority documents into key actionable insights.

Accessing Harmonize Requirements

1. Navigate to the Requirements Module in the left navigation bar.

2. Filter requirements by Topic (e.g. Privacy)

3. Click on the Reggi icon beside the Filters button.

4. Select Harmonize Requirements (Agentic Workflow) from the dropdown.

Note: If a topic is selected in the filter panel and has no associated Requirements, the Reggi icon is disabled with a tooltip.

Selecting Topics and Requirements

Once Harmonize Workflow is initiated:

1. A pop-up window appears displaying all available Topics along with the count of associated Requirements.

2. Select one or more Topics.

   • Selecting a Topic automatically selects all Requirements under that Topic.

   • You may deselect individual Requirements.

3. Topics with partial selection show a partially selected checkbox.

4. After making your selections, click Proceed to continue.

Creating the Agentic Workflow

After clicking Proceed:

1. A prompt appears asking for Workflow details:

   • Workflow Name (mandatory: Enter a unique and descriptive name).

   • Selected Requirements: A read-only summary of the total requirements chosen.

2. Click Generate Workflow to launch the Agentic Workflow.

3. Or use:

   • Cancel to abort the workflow creation and close the dialog.

   • Back to return to the topic and requirement selection window for modifications.

Using the Agentic Workflow Interface

After generating the workflow, the user is directed to the Agentic Workflow screen. Here you can:

• View Authority Documents on the left.

• See selected Requirements in the center.

Key available actions:

• Generate Key Requirements

• Generate Controls

• Generate Policies

• Fine-Tune Requirements

Fine-Tuning Requirements

To refine the selected Requirements before harmonization:

1. Click on Fine-Tune Requirements.

2. A pop-up opens (no prompt), showing:

   • Applicable Entities

   • Conditions (contextual qualifiers for the requirement)

3. Mark Requirements as:

   • In-Scope

   • Out-of-Scope

Note: By default, only In-Scope Requirements are shown. Use the checkbox Show Out of Scope in the Filter Panel to view hidden requirements.

Bulk Actions

Use the Bulk Select dropdown located at the top right of the list view to perform bulk scope actions.

Available options:

• Mark all as In-Scope

• Mark all as Out-of-Scope 

Each option includes an info icon that provides a brief explanation of its impact.

Note: Key Requirements are generated only from Requirements marked as In-Scope.

Harmonize via Topic Filter

You can streamline the process by pre-selecting Topics using filters:

1. Apply Topic Filters in the Requirements module to narrow down the list.

2. If the selected topics have associated requirements:

   • Click the Reggi icon → Select Harmonize Requirements.

3. A pop-up will appear with pre-selected topics and their mapped requirements.

4. Click Proceed, fill in the workflow details, and generate the workflow.

Note: Topics without any mapped requirements will appear as disabled in the popup.