The situation
A regulation is amended. The legal team understands the change quickly. The organisation then has to find every policy, contract template, procedure and customer-facing document affected by it.
That inventory does not exist. The documents are distributed across teams and systems, and only a fraction are where anyone expects.
Why it is hard
Affected documents do not cite the regulation
A procedure built around a requirement rarely names the instrument. Searching for the citation finds the few documents that happen to reference it.
Templates propagate
A clause in a template is in every agreement executed from it. The remediation scope is the executions, not the template.
Partial remediation is the dangerous outcome
Updating the obvious documents and missing the rest produces an inconsistent position that is harder to defend than the old one.
How we approach it
Agentix finds documents affected by a change on the substance of what they say rather than on whether they cite the instrument, and reports them with the specific passage in each.
Where a template is affected, executions from it are identified so remediation scope is the real population.
What changes
- Affected documents found by substance, not by citation
- Template changes traced through to executed agreements
- Each finding cites the passage that needs attention
- Scope established before remediation starts, not during
Next
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