Using AI to Summarize a BP (Cloud Only)

Using the Records Summarization feature, you can:

• Generate a summary of the records listed in the log for a specific type of business process (BP).
• Tailor the output by using the data elements (DEs) that are relevant to the summary that you want to create.
• Define the level of detail to include.
• Define the output format.
• Copy the data into other applications or documents.
• Save a history of the summaries that you generate.

When the feature is available, the toolbar of the applicable BP log includes the Summarize Records option. If the option is not visible, Records Summarization is disabled, is enabled only for Company Users and you are a Partner User, the BP is not configured for Records Summarization, or the BP type does not support Records Summarization.

You can configure settings you want to use before you generate the summary, or you can generate a summary and then change the settings. You can also save and delete summaries.

Additionally, if a Cost-, Document-, or Line Item-type BP is configured to use query-based tabs (QBTs), you can generate summaries from the records listed on the Query tab. If you use Search or Find on Page to display specific records, the summary is based on the displayed records. If you select specific records, the summary is based on the selected records. Oracle recommends that you limit the summary to 50 or fewer records. If more than 50 records are listed, Oracle recommends that you select the records to summarize before you select Summarize Records. If no records are listed, the Summarize Records option is unavailable. You cannot save summaries that are generated from QBTs. For more information about QBTs, see Query-Based Tab in Business Processes.