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Overview

AI Summarization is a feature that automatically transforms case data (including Attachment data) into clear, easy-to-read summaries, creating intelligent narratives, speeding up reviews, improving reporting quality, and helping ensure that compliance outcomes are documented clearly and consistently.

To use this feature, a new Summary button will appear on forms, enabling users to generate three AI-generated summary types:

• Chronological: Reconstructs a time-ordered sequence of events, ideal for audits, investigations, and internal reviews.
• Executive: Distills complex case information into a concise narrative focused on outcomes, accountability, and next steps—perfect for leadership or compliance reporting.
• Full: Provides a comprehensive, field-level breakdown for teams that need the entire picture, like risk, ethics, or legal reviewers.

Note: By default, users are allowed 500 summaries per day per org. A Warning message will appear in the Summary pop-up, indicating that the allowed limit has been exceeded.

User Account Requirements

The user must have Administrator or Settings Management advanced permissions to access the Feature Access screen.

Related Information/Setup

Please refer to the following articles for further information:

• Configuring the AI Summarization Section on a Data Definition
• Enabling the AI Summarization Feature on a Configurable Form

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Feature Access link.

Administrator Settings Menu

Enabling the AI Summarization Feature on an Org

If the Enable AI Summarization toggle switch does not appear on the Feature Access screen. You will need to contact Support to get the feature set up on your org.

1. From the Feature Access screen, click on the Enable AI Summarization toggle switch.

Enable AI Summarization Toggle Switch

2. From the Disclaimer pop-up, carefully read through the disclaimer and click the Accept button to accept the terms and conditions and activate the feature.

Accept Button

Disabling the AI Summarization Feature on an Org

• From the Feature Access screen, click on the Enable AI Summarization toggle switch to disable the feature. 

Enable AI Summarization Toggle Switch

Note: You will need to accept the terms and conditions on the Disclaimer screen again when re-enabling the AI Summarization feature.