Infor GenAI-based report summaries

Use the predefined prompts to view the AI-generated summary of your reports. Prompts are predefined and you can reach them anytime.

The AI summary is available for these reports:

  • Aggregated Financial Statement
  • Comparative Financial Statement
  • Income Statement - Budget versus Actual
  • Summary Trial Balance
  • Cash Flow Statement
  1. Select the required report.
  2. On the report page expand the AI Summary list and select the required prompt.
  3. In the summary report dialog box click Export to PDF to export the summary report.
  4. Click Close.
    The summary reports are based on the Infor data, but AI-generated. Verify the information.

Activating GenAI Assistant

  1. In the EPM Administration, select Administration > Farm Administration > Tenant Overview
  2. On the Tenant Overview page, select the tenant.
  3. Click the Tenant Features tab.
  4. Enable the GenAI Assistant option.

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.