Set Up AI Agent Template to Create Recall Notices from Supplier Letters

You can upload supplier recall letters in PDF format directly from the user interface and let the AI agent automatically curate them into recall notices.

To set up the AI agent template to create recall notices from supplier letters, do the following:
  1. Make sure you have the ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY role. Following steps are required to provision this duty role:
    • Go to Home > Setup and Maintenance > Tasks > Search > Manage Administrator Profile Values, then set the profile Enable Security Console external application integration (ORA_ASE_SAS_INTEGRATION_ENABLED) to Y at the site level.
    • Enable the permission groups for the configured job role .
    • Navigate to Role Hierarchy > Roles and Permission Groups tab to provision the above mentioned duty role.
  2. Make sure you have the following duty roles under Role Hierarchy > Roles and Privileges tab:
    • ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY

    • ORA_RCS_SCM_AI_AGENT_ MANAGEMENT_DUTY_HCM

  3. Go to Home Page > Tools > AI Agent Studio, set the Family to SCM, the Product to Product Recall Management, search for Recalls Curation Assistant, then click Copy Template on Recalls Curation Assistant.
  4. Enter the number 1 for the suffix, then click Continue. We recommend that you use the suffix to indicate versions, such as 1, 2, 3.
  5. Click . . . > Edit.
  6. Use the predefined values on the Details tab or modify them to meet your needs.
  7. Click LLM, then examine the predefined prompt. If necessary, you can modify it, then click Update.
  8. Click Security, then assign the configured job role or seeded role which would be used to create a recall notice by uploading the recall letter.
  9. Click Publish.
  10. Click Agent Teams, search for and open Recalls Curation Assistant 1, then verify the status is Published.
  11. Go to Home > Setup and Maintenance > Tasks > Search > Manage Profile Options, then define a profile option as follows:
    • Profile Option Code should be SCH_RECALL_SUPPLIER_LETTER_AI

    • Profile Display Name: It is an user-defined name

    • Application: Supply Chain for Healthcare

    • Module: Recall Management

    • Start Date: Current date

    • Enable this profile at site level

  12. Go to Home > Setup and Maintenance > Tasks > Search > Manage Administrator Profile Values, then search for the above defined profile and set the value with agent team code,PUBLISHED,version number. For example, RECALLS_CURATION_ASSISTANT1,PUBLISHED,1.