Generating Custom Properties from a Sample File

You can use generative AI (GenAI) to create and configure custom property definitions based on a sample data file.

When you upload a sample data file containing samples of the custom properties that you want to create, the file is analyzed by the AI assistant and the properties are created in the Custom namespace. You can review and modify the created properties before applying them to your node type.

You must enable GenAI in order to generate properties using the AI assistant. See Enabling Generative AI in Cloud EDM.

Note:

The AI assistant is powered by GenAI and is intended as a starting point for quickly creating and configuring properties. Always review AI-generated content and verify its accuracy before using or relying on it.

Generating Properties from a Sample File

To generate properties using a sample file, you must be on the Properties for Dimension Node Type page. You access this page when you perform any of the following tasks:

• Add or modify a node type, see Adding or Modifying a Node Type for a User Defined Dimension.
• After you add an existing property, create a custom property, or modify a property.

Sample File Considerations

• In order to generate property definitions, you must upload a sample file that contains the properties that you wish to have analyzed by the AI assistant. The file must be in CSV format, and it must have column headers.

  Tip:

  If you download a viewpoint to use as your sample file, make sure you save the download file in CSV format. By default, viewpoints are downloaded in XLSX format.
• Only the first 10 rows of the sample file are analyzed by the AI assistant in order to generate the properties. For best results, ensure that there is meaningful data for determining property data types and parameters in the first 10 rows.
• If a property in your sample file already exists in the current node type, that property is not displayed in the Generate Properties dialog box.
• If a property in your sample file already exists with the same name but a different data type, when you apply your changes a Name Uniqueness validation error is displayed. To resolve this, in the Generate Properties dialog box you can either rename or delete the new property, or else you can change the new property's data type to be the same as the data type of the existing property.

To generate custom properties in a registered node type:

1. Click Generate.
2. In Generate Properties, drag or select a sample file. The file must be in CSV format.

   After you select a file, the AI assistant analyzes the file and generates the properties. This process can take a few minutes.

Reviewing the Generated Properties and Applying Changes

After the AI assistant analyzes the file, the generated properties are displayed in the Generate Properties dialog box, with the following elements:

• The Tab bar displays the properties by data type, with a count of each data type.
  • All tab: Displays all of the properties, along with the common parameters for all properties (such as Inheritance and Sync Direction). In Actions, click Navigate to Data Type in a row to navigate to the data type tab for that property.
  • Data Type tabs: Display properties of a specific data type, along with parameters for that data type. In Actions, click Navigate to All in a row to navigate back to the All tab.
• Click Search and enter search text to search for a property on the current tab.
• Click Edit on any tab to edit the parameters for a property.

  Note:

  If you change the data type for a property, the default parameter values for that data type are displayed. You can modify these values before applying the changes.
• Click Apply after you have reviewed and edited the property parameters to apply the changes and return to the registration wizard. The system validates all of the properties to ensure that the all required parameters exist and all parameter values are valid before applying the changes.
• Click Close to close the Generate Properties dialog box and return to the registration wizard without applying any changes.

• To delete a property, click Edit and then click X in the Actions column for that property.

Generated Properties Considerations

• By default, the property level for all generated properties is set to Node by the generation process. For Relationship level properties, you must change this level in the Generate Properties dialog box before applying your changes. You are unable to change a property's level after the property has been created by the registration process.
• Because the AI assistant analyzes only a sample of data in order to generate properties, property parameters such as Invalid Characters, Allowed Values, and Default Value are not defined when the properties are generated. You can add these parameters when you review the generated properties or in the registration wizard.
• For string properties with the Address subtype, the subtype-specific parameters (for example, Enable Address Verification and Standardize Verified Address) are not available in the Generate Properties dialog box. You can modify those parameters in the registration wizard after applying your changes.