Create requirements from:
Requirements list view
Authoritative documents
Reggi view
From Requirements List View
To get started:
Click Requirements in the main menu.
Click the Add icon in the top-right corner.
The ‘Add New Requirement’ modal appears.
Enter a Name and Description for the Requirement.
Click Save to create the requirement.
Follow to the Requirement Details page.
Add citations using the Create icon and the Citation modal.
Search and select the required citation.
Click on Map Citation(s) to map the citation(s) to the requirement.
Use the Requirement Information section to update details associated with the Requirement.
Click and select a Requirement Category.
Click and provide a Requirement Citation.
Click and provide a Requirement.
Click and provide a Requirement Notes.
Use the Stakeholders section to update the stakeholders associated with the requirement.
Click and select an Advisor.
Click and select an Editor.
Click and select a Reviewer.
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:
Go to the Law Library and select an authoritative document, e.g. ‘Equal Credit Opportunity’.
Click the Reggi icon.
Click on the prompt “Draft the requirements”.
Reggi will display the generated requirements in its side panel.
Review the multiple requirements available.
Click "Save Draft" to store a particular requirement.
After saving, an "Open" button becomes available.
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:
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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:
Go to the Reggi page.
Enter a search term to generate the requirement. E.g. ‘Equal Credit Opportunity’
Click on the prompt “Draft the requirements”.
Review related source links and choose one.
Clicking on the source link will navigate to the corresponding Authoritative Document.
Use the instructions for creating a requirement from Authoritative Documents.
Requirement Creation Workflow by using Reggi
Reggi can generate requirements in a standardized format, using the provided information or selected text.
To create a Requirement by using Reggi:
Go to the Law Library.
Select the authoritative document of interest.
Click the Reggi icon within the document to start generating requirements for a chosen section or part.
Reggi will display the generated requirements in its side panel.
Review the multiple requirements available.
Click "Save Draft" to store a particular requirement.
After saving, an "Open" button becomes available.
Click it to view detailed information about the stored requirement.
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Requirements List View
You can also create a requirement manually from the Requirements List View.
Click Requirements in the main menu.
Click the Add icon in the top-right corner.
The ‘Add New Requirement’ modal appears.Enter a Name and Description for the Requirement.
Click Save to create the requirement.