Managing prompts for Infor GenAI-based report summaries

Currently, the administrator can manage prompts for GenAI-based report summaries.
  1. Select EPM Administration > Dashboards > Data Integrations > Relational Modeling.
  2. In the Target Connection, select Staging.
  3. Expand the Staging Tables node and click GL_GENAI_PROMPTS.
    The GL_GENAI_PROMPTS table contains these standard columns:
    • PromptID: Unique identifier of a prompt.
    • Active: Setting that indicates whether a prompt is active.
    • DashboardUN: Setting that specifies the prompt location. To find that setting, perform these steps:
      1. Select EPM Administration > Dashboards > OLAP > Edit Attributes and Levels.
      2. In the Data Source field, select GL-EPM.
      3. Expand Configuration Navigation > Navigation.
      4. Click Navigation.
      5. On the Elements tab, in the table, expand Total Navigation > Consolidation > Reporting.

        A prompt location for a specific Balance Sheet or Income Statement report is displayed in the REPORTUN column.

    • PromptName: Prompt name that is displayed in a report.
    • System: Information about a user who initiates prompts.
    • Temperature: Setting that controls response randomness. For example, low values such as 0.1-0.3 indicate focused responses and high values such as 0.7-1.0 indicate creative responses. The default value is 0.00.
    • Question: Business requirement that defines the wanted response.
    • Dataset: Data retrieved with an Application Engine process based on coordinates, including context, cubes, elements, and account structure.
    Note: You cannot modify the standard columns of the GL_GENAI_PROMPTS table because this can affect queries, tasks, and mapping references.
  4. On the Schema tab, perform one of these actions as required:
    Action Procedure
    Adding custom columns to the GL_GENAI_PROMPTS table
    1. In the toolbar of the table, click Edit Columns.
    2. In the Edit Table Columns dialog box, click Add Column.
    3. Specify this information:
      Name
      Specify the column name.
      Type
      Select the column type, for example, Number (Integer) or Boolean (Bit).
    4. Click Save.
    Exporting the data from the GL_GENAI_PROMPTS table
    1. In the toolbar of the table, click Export.
    2. In the Export Table GL_GENAI_PROMPTS dialog box, select the delimiter and decimal separator. Optionally, clear the Include Column Headers option.
    3. Click Export.

      The data from the GL_GENAI_PROMPTS table is exported in the .csv format. You can modify the .csv file by adding custom prompts or editing existing prompts. Use existing data-sets for added prompts.
    Importing data to the GL_GENAI_PROMPTS table
    1. In the toolbar of the table, click Import.
    2. In the Import Table GL_GENAI_PROMPTS dialog box, select the .csv file to import and the delimiter.
      Note: The selected delimiter must match the delimiter that is used in the imported file.
    3. Click Import.
    Deleting data from the GL_GENAI_PROMPTS table
    1. In the toolbar of the table, click Delete Data.
    2. To confirm the data deletion, click Delete.

    We recommend that you store a backup .csv file with the data in case the data must be re-imported or modified after deletion.