Page Comparison

Create requirements from:

• Requirements list view

• Authoritative documents

• Reggi view

From Requirements List View

To get started:

1. Click Requirements in the main menu.

2. Click the Add icon in the top-right corner.
   The ‘Add New Requirement’ modal appears.

3. Enter a Name and Description for the Requirement.

4. Click Save to create the requirement.

Follow to the Requirement Details page.

5. Add citations using the Create icon and the Citation modal.

6. Search and select the required citation.

7. Click on Map Citation(s) to map the citation(s) to the requirement.

8. Use the Requirement Information section to update details associated with the Requirement.

   1. Click and select a Requirement Category.

   2. Click and provide a Requirement Citation.

   3. Click and provide a Requirement.

   4. Click and provide a Requirement Notes.

9. Use the Stakeholders section to update the stakeholders associated with the requirement.

   1. Click and select an Advisor.

   2. Click and select an Editor.

   3. Click and select a Reviewer.

   4. Click and select a Business Risk Officer.

From Authoritative Documents

In any Authoritative Document, users can simply click on the requirements icon to create them, and use the Reggi icon to generate or draft requirements.

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From the Law Library or an Authoritative Document

Leverage Reggi to extract requirements from an authoritative document in the law library.

To create Requirements using Reggi:

1. Go to the Law Library and select an authoritative document, e.g. ‘Equal Credit Opportunity’.

2. Click the Reggi icon.

3. Click on the prompt “Draft the requirements”.

4. Reggi will display the generated requirements in its side panel.

5. Review the multiple requirements available.

6. Click "Save Draft" to store a particular requirement. 

7. After saving, an "Open" button becomes available.

8. Click it to view detailed information about the stored requirement. 

Manual Requirement Creation from an Authoritative Document

In any authoritative document, simply click on the Requirement icon to create or link the requirement manually.

To create a Requirement from an Authoritative Document:

1. Navigate to the Authoritative Document, click the Requirement dropdown in the right-side panel, and click on Assign Requirement.

2. Use the Search bar to find and assign an existing requirement.

3. To create and assign a new requirement, click Create.

Alternatively, extract requirements directly from text sections in an Authoritative Document authoritative document by selecting the Requirements iconfrom the menu options. Complete the description details and save the Requirement form.

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Requirements can also be generated from Reggi. Simply search for a regulation, review source links, select one of the authority documents, and generate requirements based on the selected source.

To create Requirements in Reggi:

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Go to the Reggi page.

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Enter a search term to generate the requirement. E.g. ‘Equal Credit Opportunity’

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Click on the prompt “Draft the requirements”.

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Review related source links and choose one.

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Clicking on the source link will navigate to the corresponding Authoritative Document.

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Requirements List View

You can also create a requirement manually from the Requirements List View.

1. Click Requirements in the main menu.

2. Click the Add icon in the top-right corner.
   The ‘Add New Requirement’ modal appears.

3. Enter a Name and Description for the Requirement.

4. Click Save to create the requirement.