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How to create and manage risk drafts

Create and manage risk policy drafts from document uploads.

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Written by Harriet Christie

Summary

A risk "draft" in MirrorWeb Insight is a proposed policy update that Mira generates for a risk category, for example after you share a compliance document. Drafts are not managed from a standalone drafts list; instead, each proposal surfaces against the relevant category. A category with an outstanding proposal shows a Needs review status on the Risks page, and the proposal itself appears as a Proposed Policy Update on the category's Activity tab, where you can Approve or Dismiss it.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Access to the Risk Management area

  • A document or request shared with Mira that results in a proposed policy update

Step-by-Step Instructions

Step 1: Create a draft with Mira

From the Risks page, select Add new category or Upload documentation to open the Mira chat, then share your compliance document. The "Add new category" path seeds the chat with: "Help me create a new risk category. To get started, I'd like to upload my compliance documentation or a list of keywords so you can help me set it up." Mira uses this to draft a category or a policy update. See "How to upload a risk management document."

The Add new category button that opens the Mira chat

Step 2: Find categories that need review

On the Risks page, categories with an outstanding proposal show a Needs review status pill. A "Policy updates require your review" banner lists them and links to each one.

The Risks page showing categories that need review

Step 3: Open the proposal on the Activity tab

Open the category and select the Activity tab. The proposal appears as a Proposed Policy Update showing a diff across Detection Patterns, Regulatory Framework, and Exclusions, plus the direction it applies to.

The Proposed Policy Update entry on the Activity tab

Step 4: Approve or dismiss the draft

Click Approve to apply the proposed policy as a new version, or Dismiss to reject it. See "How to confirm a risk draft" for details.

The Approve and Dismiss buttons on a proposed policy update

Notes

  • There is no drafts list, draft "editing" screen, or document "processing status" page in the source. Drafts are surfaced per category as proposed policy updates and acted on with Approve/Dismiss.

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