Managing prompts for GenAI-based report summaries

Currently, the administrator can manage prompts for GenAI-based report summaries for Entity and Group Balance Sheet and Income Statement reports.
  1. Select EPM Administration > Dashboards > Data Integrations > Relational Modeling.
  2. In the Target Connection, select Staging.
  3. Expand the Staging Tables node and click DEPMAPPS_GENAI_PROMPTS.
    The DEPMAPPS_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 DEPMAPPS-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.
    • Temparature: 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 DEPMAPPS_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 DEPMAPPS_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 DEPMAPPS_GENAI_PROMPTS table
    1. In the toolbar of the table, click Export.
    2. In the Export Table DEPMAPPS_GENAI_PROMPTS dialog box, select the delimiter and decimal separator. Optionally, clear the Include Column Headers option.
    3. Click Export.

      The data from the DEPMAPPS_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 datasets for added prompts.
    Importing data to the DEPMAPPS_GENAI_PROMPTS table
    1. In the toolbar of the table, click Import.
    2. In the Import Table DEPMAPPS_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 DEPMAPPS_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 reimported or modified after deletion.