Natural Language Filtering with Generative AI

GenAI

You can now use natural language to filter data on the following User Interface pages: Profiles list, Reconciliations list, Transactions list, Reconciliation Balances tab, Detail Balances tab, and Matching page. Instead of manually selecting filter attributes, operators, and values, you enter a request using natural language. Generative AI interprets your request, converts it to valid filter conditions, and then applies them using the existing filter bar.

Business Benefit: This feature makes filtering faster and easier for business users, reduces the need to understand complex filter configuration, and helps users find the required information more efficiently.

Steps to enable and configure

From the Home page, select Application and then Configuration. In System Settings, select Artificial Intelligence, and then Generative AI. 

Key resources