Completing the AI Tab (Cloud Only)

Use the AI tab to enable specific business processes (BPs) with AI features and make them available to your users.

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

  • Cost
  • Line Item
  • Simple
You can select data elements (DEs) that you want made available in the Upper Form of the BP for records summarization. By doing so, you can help ensure DEs that are confidential or are not meant to be used for record summaries are not made available for selection by users.

Note:

Even if the feature is disabled at the company level, you can still configure summarization if the BP design supports it.

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

Invoice Data Extraction allows your users to scan and upload Invoice PDFs to create Classic Payment Application BP records with a populated Upper Form and relevant line items.

Procedure

To configure BPs with specific AI features, complete the fields on the AI tab of the Configuration - <BP NAME> window.

Note:

Even if you configure the AI tab 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 AI Tab (Cloud Only).

To complete the AI tab:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Configuration, and then select Business Process.
  3. Open the applicable BP.
  4. In the Configuration - <BP NAME> window, select the AI tab to enable any of the following features:
    • To generate AI-assisted record summaries:
      1. In the Records Summarization area, select the Enable checkbox.
      2. For Available Data Elements for Summarization, choose Select.
      3. 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.
      4. For Default Data Elements for Summarization, click Select.
      5. In the Data Elements From Available Data Elements for Summarization dialog box, select up to five elements, and then select OK.

        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.

      6. From the Summarization Grouping Element list, select the element that should be used as the default.
      7. To enable summarization from the Master Log - Business Processes node, select the Enable Summarization from Master Log checkbox.
    • To use AI to auto-fill classic Payment Application BP records from uploaded Invoice PDFs, select the Enable checkbox in the Invoice Data Extraction area
  5. When you are finished, select Apply or OK.