---
schema_version: "1"
id: dc7286f5be4907dadc4f2eb1574b5a99cc1e6ba23c5ff457fd71fb94c7733290
title: AI-Based Summaries for Risk Records in IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_ai_risk_summaries.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_ai_risk_summaries.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 171900b931340d60b266eec1766a564c1162f62b51785476fd776f3bb7c9b7bb
description: Agentforce summarizes risk data, evaluations, and treatment history into a concise narrative for compliance leaders. This helps your team analyze potential impacts and understand current mitigation strategies without opening every related record. By providing clear rationales and suggested next steps, these summaries simplify stakeholder communication and help you decide treatment plans.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# AI-Based Summaries for Risk Records in IT Compliance

Agentforce summarizes risk data, evaluations, and treatment history into a concise narrative for compliance leaders. This helps your team analyze potential impacts and understand current mitigation strategies without opening every related record. By providing clear rationales and suggested next steps, these summaries simplify stakeholder communication and help you decide treatment plans.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with AI IT Compliance add-on.</td></tr></tbody></table>

Use the Proactive Assistance card on a Risk or a Risk Evaluation record to summarize information. You can regenerate a summary whenever critical details change.

- Risk Summary: Typically used when you need a high-level overview of a risk's current posture, including its mapped controls and responsible stakeholders. It's the go-to resource for periodic reporting or when preparing for a leadership briefing on the state of the risk register.
- Risk Evaluation Summary: Typically used during the active assessment phase to see how specific stakeholder survey responses have recalculated the risk scores. It helps reviewers understand the specific reasons behind a suggested treatment direction.

These summaries are most effective when used in combination with autonomous background processes to assess your overall risk posture. While autonomous processes proactively create evaluations, suggest treatment plans, and recalculate scores whenever there are changes to policies or controls, the summaries capture the latest information to give stakeholders a quick way to digest the most relevant changes. Ideally, teams use both of these capabilities together to stay ahead of their compliance requirements.