Introduction
We are pleased to introduce AI capability - Record Summary in Production environment for New UI .
The AI-powered record summary utility analyses individual records to provide concise summaries highlighting key information.
- Improved Efficiency: Saves time for users by providing quick insights into records.
- Enhanced Clarity: Helps users understand the current record state without scrolling through the entire record details.
Key Features
- On-Demand Summary: Generate near real-time summaries for records as requested by users.
- Data Privacy: The data is not used to train models. We ensure the AI model retains no data.
- Role based Access: Feature honours existing user access permissions. If a user doesn’t have access to a field, it won’t show up in the summary.
Key Consideration
- Language Support: This feature is available in English Language only.
- Feature Opt-In:- The feature is disabled by default. You only enable them when you’re ready, via configuration flag in AIM.
- Usage Limit:- Users can generate a total of up to ten AI summaries per session across all AI Summary features.
- Record Size Limits:- Records up to approximately 20,000 words are supported. Larger data triggers a summary with a note. “This summary is based on a shortened version of the record due to content size.”
Feature Enablement via AIM
User needs to enable the AIM flag "Enable record summaries" as showcased in screenshot above to start using the feature.
Capability Overview
After enabling Record 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 this features available for usage?
A: The feature is available only in the Archer SaaS environment and can be accessed only via New UI.
Q. Will Record Summary work for Cross-reference Records?
A. Yes, cross-reference records will be considered for Record Summary. However, only specific fields which are explicitly specified in the record will be used for summary generation.
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
Q. Does the client 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. 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. 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. 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 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
1 comment
When will this be available for on-prem?
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