Regulatory Change Management Product Implementation Expert
A course will be available for 365 days upon enrollment
Certifications / Product Implementation Expert

Regulatory Change Management Product Implementation Expert


This certification curriculum includes both the product implementation course and the platform administration course. Successfully completing the course content and certification exam will yield the user a Regulatory Change Management Product Implementation Expert Certificate.

Level – Advanced

Duration – 42 Hours

Course Completion Requirement – 2 weeks from date of assignment

Pre-requisites: Familiarity with Regulatory concepts


Practice, Assessment & Certification:

Once courses 1 & 2 have been completed, please reach out to your trainer at [email protected] for the following:

  1. Practice Instance: MSU will provide access to a practice instance for a duration of 2 weeks.
  2. Facetime with Instructor: Collate all questions you may have on the course and send to your trainer; the trainer may host a dedicated 1hr session to address any questions.
  3. Assessment & Certification: You are expected complete the assessment in 2 weeks from the assignment of this course

Curriculum content

  • The MetricStream Regulatory Change Management (RCM) app provides a centralized framework to aggregate regulatory content from many trusted content sources, including external subscription data and freely available data sources. It provides the capability to triage regulatory alerts, determine applicability and impact to the organization and issue remediation. Level – Advanced Course Duration – 6 Hrs of Training Content + 4 hrs of Practice + 2 Hours of Q&A with MSU Instructor Course Completion Requirement – 2 weeks from date of assignment Pre-requisites: Familiarity with Regulatory concepts   Learning Objectives:  The training is focused on the features, process, workflows, and functionalities of the Regulatory Change Management application. At the end of the training, practice and certification, resources will be able to understand:  §       Product Functionality & Use Case - Workflow Usage ·           Understand how to navigate the app ·           Create and/or upload regulatory content ·           Create and approve Library Content ·           Subscribe to Regulatory alerts and feeds ·           Monitor, Triage and Review regulatory developments ·           Review and monitor the impact of regulatory changes ·           Work on regulatory tasks ·           Log, approve, manage, monitor, and close issues §       Product Configuration ·          Configuration Workbooks ·          Updating RCM LOVs ·          Updating RCM Data Tables ·          RCM Configuration Parameters §        Product/Use Case Setup, User Management & Basic Administration ·          Create Channels, Adhoc Alert, Content Rules ·          Subscribe to channels ·          Perform Data Upload ·          Provision/Deactivate Users ·          RCM Role Activities & Objects ·          Map Users to RCM Org-Role Pairs  
    • Lesson Regulatory Change Management App - Comprehensive Course (200 Minutes)

    • Lesson Overview and Navigation

      Regulatory Change Management provides a centralized framework to aggregate regulatory content from many trusted content sources, including external subscription data and freely available data sources.
    • Lesson Libraries/Compliance Repository

      Libraries/Compliance Repository helps you build and structure laws and regulations that are relevant for the organization or business unit.
    • Lesson Regulatory Alerts/Regulatory Changes

      The Regulatory Alerts/Regulatory Changes helps you identify best sources that provide feeds on ongoing regulatory developments and changes, for example, regulator websites, law firms, consulting firms, newsletters, and blog. Use the Regulatory Alerts page to review and triage alerts and determine its applicability to perform impact analysis.
    • Lesson Regulatory Development

      The Triage Analysts perform first level of triage, determine applicability, and set the scope for impact analysis for applicable regulatory or GRCIntelligence alerts. Use the Regulatory Developments page to monitor, triage and review regulatory developments triggered for impact analysis.
    • Lesson Impact Analysis

      As a lead auditor or audit manager, you can initiate different types of surveys to gather information about policies and procedures. To request for documents that specify the scope of audit, and to obtain feedback from the auditee to understand the efficiency of the audit process.
    • Lesson Regulatory Tasks

      The Triage Analyst assigns the survey response plan to relevant subject matter expert to document impact analysis response notes for applicable regulatory developments. The subject matter experts provide responses to the impact analysis survey. Use the Regulatory Tasks page to monitor the progress status of reported regulatory tasks based on applicable regulatory developments.
    • Lesson Issues

      The Issues module supports the identification and evaluation of issues as well as case investigation and tracking leading to an elaborate remediation or corrective action process.
    • Lesson RCM Product Setup

      Use the Setup page to set up and manage repository of channels (content sources) that allows you to monitor and triage regulatory change updates from various content sources such as RSS Feeds, Email Newsletters, Manual, Subscribed, and Structured. The Setup page is available for an administrator and Triage Analyst
    • Lesson RCM Product Configuration

      This unit covers configuration topics enabling you to populate configuration workbooks, updating LOVs and Data Table on forms and defining workflow parameters. 
    • Lesson RCM Product Administration

      This unit will enable you to provision, deactivate and map users to various roles in the RCM app.
    • Lesson RCM Practice

      Please reach out to your trainer for credentials to the practice instance before starting this unit.
  • This course enables users to learn the Platform Features, Navigation and key terminologies.  It helps the administrators to understand setup the organization and its attributes like Hierarchy and Location . It equips them in managing roles and provision users efficiently which is most appropriate for their business scenarios. This course enables participants administer the MetricStream platform independently after the training.   Level – Advanced Course Duration – 6 Hrs of Training Content + 4 hrs of Practice Course Completion Requirement – 2 weeks from date of assignment Pre-requisites: Functionality of the Apps and Business entities Course Objectives At the end of this course, you will: Understand MetricStream’s Platform and its key terminologies Understand how to navigate the MetricStream Portal Understand how to setup an Organization, location and its hierarchy,  matching the business usecase. Create and Manage Roles, Activities and Infocenters Administer users and Manage access to the resources
  • Course Overview:  The MetricStream Platform provides a framework that enables customers and partners to configure the application based on customer use case. The framework ensures that the configurations or changes made remain intact, while incorporating the updates from a new App patch or feature pack. The framework has been enabled for components like Forms, Configuration Parameters, List of Values (LOV), Workflow Emails, and Email Templates   Level Intermediate Content 12 Hours Practice 6 Hours Q&A with MSU 2 Hours Pre-Requisites Practical Knowledge in SQL, PL/SQL, Data Modelling, Java, JavaScript, Product Setup, Features and Functionality, Certification Awarded* MetricStream Certified Configuration Specialist   Learning Objectives:  At the end of the training, resources will be able to understand: How to setup the applications How to perform basic configurations How to create, modify reports and charts How to configure forms How to Create and Manage Infocenters How to Manage Emails & Email Templates *(Training will cover how to configure all apps, so it is app neutral)   Practice Instance: Once you start the course, please reach out to MSU at [email protected] to get a practice instance allocated.   Facetime with Instructor: Upon completion of course content and sufficient practice, reach out to your MSU instructor for your 4 hr Q&A session to clarify and address any open questions.   Certification (Optional): To be certified, you need to score a minimum of 75% on both the objective and practical assessment. You are allowed a maximum of 2 attempts to pass the certification tests. Please reach out to the instructor once you are ready for assessment. The maximum duration allowed for appearing for assessment is 2 weeks from the course assignment date.
  • This certification requires the following assessments to be completed:   Assessment – I: The test has 60 questions that need to be answered and you will have 120 minutes to complete the assessment once started. You may start this at any time before the closure date, however once started the test cannot be paused. Hence ensure that you have set aside time to complete this assessment before you hit the  START  button. 2.   Assessment – II: This is a scenario-based assessment that ought to be completed before the assessment closure date. Since there is no time limit, you may start the test right away and complete it in any order you see fit. Please ensure that all results are captured and filled before the assessment closure dates.