Introduction
We are pleased to introduce AI capability - Record Change Summary in Production environment for New UI .
The Record Change Summary utility analyses changes in a record to provide concise summaries highlighting key updates in the information.
- Improved Efficiency: Enhance efficiency in auditing/ reviewing key changes in a record.
- Enhanced Clarity: Help users quickly understand what has changed in a record page without manually comparing logs or reading the full content.
- Enhanced Awareness: Improve awareness and visibility of recent updates to reduce oversight.
Key Features
- On-Demand Summary: Generate near real-time summaries for records as requested by users.
- Flexible Time Selection: User can choose different time frame options including “Last Visited”, “Past 7 days”, “Past 30 days” and a “Custom Time frame”.
- Data Privacy: The data is not used to train models. We ensure the AI model retains no data.
Key Consideration
- Usage Limit:- This feature limits users to ten summaries per user per session.
- Record size limits: Supports data up to about 20,000 words. Larger data triggers a summary with a note. “This summary is based on a shortened version of the record due to content size.”
- Language Support: This feature is available in English Language only.
- History Logs Dependency: Enable history logs to use this feature. When history logging is disabled for a record, the feature remains unavailable. Summaries are generated only for the fields included in the history log.
- Feature Opt-In:- The feature is disabled by default. You only enable them when you’re ready, via configuration flag in AIM.
Feature enablement via AIM
User needs to enable the AIM flag "Enable record change summaries" as showcased in screenshot above to start using the feature.
Capability Overview
After enabling Record Change Summary, an AI icon appears in the right panel of each record page. Click it to open the panel.
Generated summary appears on the screen after clicking “Summarize” button
User Feedback
The interface will have an option for users to provide a feedback. For improvement areas, user can specify the reason while submitting the response.
FAQs
Q. Where is the feature available
A. The feature is available only in the Archer SaaS environment and can be accessed only via New UI.
Q. Is my Record data used for training models?
A. No, we are not using the record data to train any of the third party models
Q. Are all these feature available only for specific application or is it available at platform level?
A. These are going to be platform level capability and will be available across all Out-of-the-box and On-Demand applications in Archer SaaS Platform
Q. Is my data used for generating summary stored anywhere in the ecosystem?
A. No, we are not storing any client data anywhere in the Archer SaaS ecosystem
Q. Should I review the answers generated by AI?
A. Yes. It's important to review all AI-generated responses before submitting the assessment to ensure accuracy and completeness.
Q. Does feature showcases hidden fields in the generated summary?
A. The capability can showcase hidden fields. Hiding fields with DDE does not mean user does not have access to those fields. Users can still access the fields by running reports and selecting them there. If you want to restrict access to specific fields for certain users, please make the fields private and explicitly share them only with the users who require access.
Q. How does the feedback capability works in the AI Features?
A. The provided feedback is recorded in telemetry and is monitored by engineering and product team. If we are getting similar feedback from multiple clients we will engineer prompts to take feedback in consideration.
Q. Does AI in Archer Platform respect existing permissions?
A. Archer honours all existing permissions within each feature. Users will not be able to create or generate content based on resources they do not have access to. E.g., A user would not see content in Record Change Summary for any content the user does not have read access to in the record.
Q. Will there be any cost involved with the AI Features usage?
A. This feature is currently included as part of the standard offering, with no additional licensing or charges at this stage.
Comments
0 comments
Please sign in to leave a comment.