Completing the AI Summarization tab

The AI Summarization tab lets you select the data elements (DEs) that you want made available to your users for records summarization. This helps you ensure that DEs that are confidential or otherwise not applicable for use by summarization are not available for selection by users. Even if the feature is disabled at the company level, you can still configure summarization if the BP design supports it.

Records Summarization is available for the following types of business processes (BPs):

Cost
Line Item
Simple

You can select any DEs that are available on the upper form of the BP. The following data definition (DD) types are subject to selection:

Multiple Text Lines
Text Box (regardless of Data Size)
SYS Rich Text
Pulldown
Currency
Decimal

Use the following procedure to complete the fields on the AI Summarization tab of the Configuration - <BP NAME> window.

Note: Even if you configure AI Summarization for specific BPs, the feature is not available for users until you enable it at the company level. For more information, see Updating Company Settings on the General Tab in the Unifier General Administration Guide.

To complete the AI Summarization tab:

Go to the Company Workspace tab, and switch to Admin mode.
In the left Navigator, select Configuration, and then select Business Process.
Open the applicable BP.
In the Configuration - <BP NAME> window, select the AI Summarization tab.
Select the Enable AI Summarization checkbox.
For Available Data Elements for Summarization, click Select.
On the Data Elements From Upper Form dialog box, select the applicable elements, and then select OK.
The elements that you select here determine which elements you can choose from in the next steps.

Note: If you subsequently remove any of the selected DEs that your users have included in a summarization, one of following scenarios occurs:
- If the summary contains other valid DEs, the summary is created or updated using the remaining DEs but omits the removed DEs.
- If the summary no longer contains any valid DEs, the selection is reset to the default settings you provide.
For Default Data Elements for Summarization, click Select.
On the Data Elements From Available Data Elements for Summarization dialog box, select up to five elements, and then select OK.
(Optional) From the Summarization Grouping Element list, select the element that should be used as the default.
If you selected multiple elements in the Available Data Elements for Summarization field, users have the option to select a different grouping element when they perform summarization. If you do not select an element, the system applies a logical grouping.

See Also