Archer Compliance Management Evolv Integration Guide
This guide details the integration points, components, data feeds, and fields between Archer Compliance Management and Evolv Compliance.
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Integration with Evolv Compliance
Evolv Compliance is Archer’s AI-powered regulatory intelligence platform designed to simplify how organizations stay compliant with constantly changing regulations. The platform provides:
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A comprehensive regulatory change library that's continuously updated with global and industry-specific regulatory content.
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AI-enhanced parsing and analysis, which identifies regulatory obligations, detects themes, and structures requirements for easier review.
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Automated obligation extraction (when licensed with Evolv Compliance Professional), allowing organizations to quickly identify the specific requirements they must meet.
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Automated mapping to internal controls (when licensed with Evolv Compliance Enterprise) so organizations can quickly determine coverage and gaps.
Evolv Compliance transforms dense, complex regulatory updates into organized, actionable insights that seamlessly feed your Archer compliance program.
Main Integration Points
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Regulatory alerts can populate into regulatory intelligence items.
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This enables users to review data from Evolv Compliance, determine an impact assessment, and follow up on actions for regulatory change management. This is an optional integration that is available on the Archer Exchange.
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Citations are automatically populated from the law library
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When integrated, Evolv Compliance becomes the system of record for regulatory content in Archer.
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The law library from Evolv Compliance pushes regulatory information directly into the Citations application.
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The law library is filtered based on the business profile definition.
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Each citation record includes metadata, document hierarchy, publication, and source details
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Citations are self-referencing. Each section and sub-section are unique records that are connected using a cross reference to another citation
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Important citations should be marked as Reportable to show on reports and dashboards.
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Automated creation of obligations and sub-obligations (Evolv Professional and Enterprise only)
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Obligations that are extracted from documents in Evolv compliance are automatically ported into the Obligations and Sub-Obligations applications.
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Sub-obligations are created as more granular requirement components and are typically exact text.
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Automated control mapping (Evolv Enterprise Only)
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Controls from Evolv map to sub-obligations, though controls mapped at the obligation level also report properly.
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AI-Generated Controls (Evolv Enterprise Only)
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Any controls suggested by Evolv input into the AI-Generated Controls application.
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Within Archer, a data feed ports AI-generated controls into the controls application and marks them as Proposed.
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If clients have customized control applications, they can adjust the data feed from AI-Generated controls to controls to properly map fields.
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|
Evolv Tier |
Evolv Compliance Component |
Archer Application |
Description |
|---|---|---|---|
|
Evolv Compliance Standard |
Horizon Scanning Timeline |
Regulatory Intelligence Items |
Optional integration available on the Archer Exchange that will bring over horizon scanning timeline items into Archer to facilitate an in-depth analysis done by compliance managers. |
|
Evolv Compliance Standard |
Law Library |
Citations |
Regulations, standards, frameworks are automatically populated. Users can flag citations as Reportable. |
|
Evolv Compliance Professional |
AI Obligation Extraction |
Obligations & Sub-Obligations |
Detailed requirement records created automatically. Users can map to controls to track compliance. |
|
Evolv Compliance Enterprise |
Automatic Control Mapping |
Obligations & Controls |
Obligations automatically mapped to internal controls. |
|
Evolv Compliance Enterprise |
AI-Generated Control Suggestions |
AI-Generated Controls to Controls |
Suggested controls created in AI-Generated controls application via integration, then an Archer to Archer data feed copies those to the controls application with the status set as Proposed. |
Evolv Compliance Data Feeds
These data feeds support the integration between the Evolv Compliance platform and Archer. They automatically bring in regulatory content, extracted obligations, AI-generated controls, and associated mappings. These feeds should run on a schedule and should not be modified without careful planning.
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Evolv Tier |
Data Feed Name | Description |
|---|---|---|
|
Evolv Compliance Standard |
DF.ECS.SCH.01.01 Citations Sync |
Loads regulatory documents and sections from the *_AUTH_RECENT_*. Converts the content to XML and imports it into the Citations application. |
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Evolv Compliance Professional |
DF.ECP.SCH.01.01 Generate Relevant Obligations (Coarse-Grain) |
Loads obligations from the *_OBLS_RECENT file that are linked to a citation. These records are imported into the Obligations application. |
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Evolv Compliance Professional |
DF.ECP.SCH.01.02 Generate Relevant Sub-Obligations (Coarse-Grain) |
Loads obligations that are mapped to other obligations from the *_OBLS_RECENT file, creating records in the Sub-Obligations application. |
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Evolv Compliance Professional |
DF.ECP.SCH.01.03 Link Obligations to Citations |
This feed is meant to assure proper mapping is in place regardless of timing issue. Supplemental feed ensuring obligations are correctly linked to their parent citations when creation order or timing prevents initial mapping. |
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Evolv Compliance Professional |
DF.ECP.01.04 Link Sub-Obligations to Citations |
This feed is meant to assure proper mapping is in place regardless of timing issue. Similar catch-all feed ensuring sub-obligations are linked to their parent citations even if import order caused missing relationships. |
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Evolv Compliance Enterprise |
DF.ECE.SCH.01.02 Link AI-Generated Controls to Obligations |
This feed is meant to assure proper mapping is in place regardless of timing issue. Ensures AI-generated controls remain linked to their related obligations if content arrives out of order. Prevents unlinked mappings. |
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Evolv Compliance Enterprise |
DF.ECE.SCH.01.01 Generate Recent Controls |
Imports AI-generated controls from the *_CNTRLS_RECENT_E4C file and stages them in the AI-Generated Controls application. |
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Evolv Compliance Enterprise |
DF.ECE.SCH.01.03 Generate Controls from AI-Generated Controls |
Archer-to-Archer feed that copies AI-generated controls into the Controls application as Proposed controls. |
Evolv Compliance Fields
These fields are important integration points between Evolv Compliance and Archer. They should not be modified by end users without careful care and consideration. Mappings are done at the GUID level, meaning that changes in the name and the alias should not matter.
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Evolv Tier |
Application |
Field Name |
Description |
|---|---|---|---|
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Evolv Compliance Standard |
Citations |
Document Shelf ID |
This is the unique identifier of a given citation and obligation that will persist over changes in the regulation. It is used to determine when a particular citation has been changed or if a new citation has been added. |
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Evolv Compliance Standard |
Citations |
Document Location |
Populated automatically from Evolv Compliance with the hierarchy of the given citation record. |
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Evolv Compliance Standard |
Citations |
Name |
Auto-generated title of the regulation, standard, or framework based on Evolv’s regulatory content library. |
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Evolv Compliance Standard |
Citations |
Description |
Auto-extracted text from the citation within Evolv Compliance |
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Evolv Compliance Standard |
Citations |
Link |
URL link to the source record in Evolv Compliance. Requires a user account to access. |
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Evolv Compliance Standard |
Citations |
Version Date |
Populated with the date that the regulation or standard was made in Evolv Compliance available. |
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Evolv Compliance Standard |
Citations |
Obligations |
Auto-generated Obligation record based on work done in the obligation extractor within Evolv Compliance. |
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Evolv Compliance Standard |
Citations |
Reportable Citation |
User-entered field that will determine if this citation record shows on further reports or not. |
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Evolv Compliance Standard |
Citations |
Upstream Citation Reference |
Populated automatically from Evolv Compliance with any parent citation records based on the law library hierarchy. |
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Evolv Compliance Standard |
Citations |
Downstream Citation Reference |
Populated automatically from Evolv Compliance with any child citation records based on the law library hierarchy. |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Obligation Name |
Truncated version of the obligation field to help showcase obligations on reports. |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Obligation Name |
Truncated version of the obligation field to help showcase obligations on reports. |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Obligation |
Automatically extracted requirement-level text derived from the citation using AI obligation extraction. |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Link |
URL link to the source record in Evolv Compliance. Requires a user account to access. |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Summary and Analysis |
Evolv-provided contextual guidance indicating the typical applicability of the obligation (industry, entity type, activity). |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Citation |
Evolv-provided mapping to the citation where the obligation was derived from in Evolv Compliance |
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Evolv Compliance Professional |
Obligation/Sub-Obligation |
Sub-Obligations |
Evolv-provided sub-requirements for the obligation that usually reflect specific sentence level requirements. |
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Evolv Compliance Enterprise |
Obligation/Sub-Obligation |
AI-Generated Controls |
Automatically suggests controls generated by Evolv Compliance. |
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Evolv Compliance Enterprise |
Obligation/Sub-Obligation |
Controls (Mapping) |
Evolv-provided suggested mappings based on semantic mapping and natural language processing results. |
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Evolv Compliance Enterprise |
AI-Generated Controls |
Name |
Suggested control name generated by Evolv when gaps are identified between obligations and existing controls. |
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Evolv Compliance Enterprise |
AI-Generated Controls |
Description |
Suggested control language generated by Evolv when gaps are identified between obligations and existing controls. |
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Evolv Compliance Enterprise |
AI-Generated Controls |
Responsible Party |
Suggested owner of the control, generated by Evolv. |
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Evolv Compliance Enterprise |
AI-Generated Controls |
Risks |
Suggested Risk Statements that are mitigated by this control, generated by Evolv. |
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Evolv Compliance Enterprise |
AI-Generated Controls |
Test Procedures |
Suggested testing script that could help users understand if the control is operating effectively, generated by Evolv. |