Article Content

Overview

After creating an AI Summarization Configuration users can select a Form or Form data (fields, formulas, and properties) used to generate case summaries.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to use the AI-Settings feature.

Related Information/Setup

Please refer to the Creating an AI-Summarization Configuration article for more information.

Navigation

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

Administration Icon

2. From the Administration Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin: Overview screen, click the AI-Settings tile on the Data Model section.

AI-Settings Tile

4. From the Admin: AI-Settings screen, click the AI-Summarization link. 

AI-Summarization Link

5. From the Admin: AI-Summarization Configuration screen, enter and AI-Summarization Configuration name in the Search field to narrow down the search results.

Search Field

6. Click an AI-Summarization Configuration link.

AI-Summarization Configuration Link

Adding a Form and Form Data to an AI-Summarization Configuration

When selecting the data used to create the AI Summarization (fields, formulas, and properties), the process for adding these elements to the AI Summarization is the same, except that you must click the corresponding tab to access a specific area (e.g., the Fields, Formulas, or Properties tabs). For this illustration, we will be adding fields to the AI-Summarization Configuration.

1. From the Admin: Edit AI-Summarization Configuration screen, users can edit the AI-Summarization Configuration Name and Description fields by clicking on the corresponding field and entering a new name or description. 

Name and Description Fields

2. The Data Definition field is greyed out because it cannot be edited once the AI Summarization Configuration has been created. To change the Data Definition, you must delete the existing configuration and create a new one.
3. (Optional) Select a form from the Forms dropdown menu. Selecting a form will add the fields, formulas, and properties from the form to the AI Summarization Configuration. Only the fields, formulas, and properties associated with the objects selected in the Data Definition will appear in the AI Summarization Configuration on the Fields, Formulas, and Properties tabs.

1. From the Fields tab click the + Add Fields button.

1. From the Add Fields pop-up, enter a field name in the Search field to narrow down the search results.
2. Click on a Field to include the field in the AI-Summarization Configuration. Included fields will be highlighted and also have a checkmark next to the name of the field.

5. (Optional) Click the Select All radio button to include all listed fields.

Select All Radio Button

Note: As you select fields, the + Add Selected button will keep track of the number of fields you are adding.

6. Once you have selected the fields you want to use, click the + Add Selected button to add them to the AI Summarization section, under the corresponding tab.

+ Add Selected Button

7. The AI Summarization section will appear, listing the selected fields under the Fields tab. 

Fields Tab