Creating the GenAI specific document type

This topic explains which documents are added to vector database.
Note: If GenAI is enabled at the document type level, then all the documents added in that document type are indexed in the vector database. Only Active documents are indexed in vector database.

To enable GenAI at the Document Type level in IDM:

  1. Navigate to IDM > Control Center > Administration > Document Type.
  2. Click Document type for which you want to enable GenAI.
  3. Select the Enable GEN AI check box.
  4. Specify the GenAI URL property which allows you to generate the hyperlink to the document from which the chatbot retrieved the information. These are the options:
    • IDM Drillback: Generates the link to the document stored in IDM
    • URL attribute: Generates the hyperlink based on the selected attribute value
    • Base URL and URL Attribute: Generates the hyperlink based on the base URL provided and the selected attribute value
  5. Click Next to continue the configuration of the Document type.

Now you can start uploading the documents for created GenAI enabled Document Type and start chatting against it through GenAI Assistant and Chat under GenAI for testing.

Note: The Security on who has access to query the document is defined on the document type as part of the ACL configurations

Supported document types

These are the supported file types:

  • .pdf
  • .docx
  • .ppt
  • .xml