The following activities describe the responsibilities associated with deploying, enabling, validating, and administering Supplier Exchange GenAI capabilities. Each activity identifies the responsible party and the evidence used to confirm successful completion.
| Activity |
Responsibility |
Evidence |
| Deploy approved Global Package |
Authorised CloudOps deployment user |
Successful CSP/SSP deployment job |
| Verify agents and MCP tools |
Target-tenant administrator |
Agents and Tools sections in GenAI Factory |
| Enable agents |
Target-tenant administrator |
Enabled and saved agent |
| Validate roles |
System Administrator |
Security Console and IFS |
| Run smoke test |
Administrator or test user |
Successful supported query |
One-time administrator tasks
| Task |
Description |
| Enable tenant feature |
Coordinate with Infor Cloud Ops to activate GenAI for the tenant |
| Assign roles |
Assign relevant roles to eligible users in addition to functional roles |
| Validate connectivity |
Confirm ION is active and agents can access transactional data |
| Verify data readiness |
Confirm required master and transactional data is available |
| Confirm entitlements |
Validate GenAI coverage under the tenant’s commercial agreement |
| Validate user experience |
Confirm the chat panel appears and complete a supported smoke test |
Ongoing administrator tasks
| Task |
Frequency |
Description |
| User role management |
As needed |
Assign or revoke respective IFS role for relevant SE User when user access changes |
| Monitor agent usage |
Periodic |
Review GenAI chat usage logs when available through Infor OS analytics |
| Handle escalations |
As needed |
Investigate incorrect, incomplete, or failed responses |
| Master data hygiene |
Ongoing |
Maintain current supplier, part, facility, and related master data |
| Release validation |
Per release |
Verify GenAI capabilities after Supplier Exchange updates |
| User training |
Ongoing |
Onboard users with supported capabilities and sample prompts |
Post-deployment checklist
| Complete |
Validation |
| ❑ |
Deployment job completed successfully |
| ❑ |
Expected agents are listed in the target tenant |
| ❑ |
Required MCP tools are visible for each agent |
| ❑ |
Required agents are enabled and saved |
| ❑ |
Quick test queries complete successfully |
| ❑ |
Role names and assignments are validated in Infor OS and IFS |
| ❑ |
No security claim relies solely on agent configuration |