Input and output data

Input

There are two options for how you can send data to the Kayla AI Agent:

• From a shared file location

• From an email box

You can set the input method in the Input step during configuration. For details, read Install and configure.

The input file should be of the CSV format and correspond to the following requirements:

• It should contain a header row.

• Any subsequent rows should each represent an entity that needs to be reviewed, for instance, a pension plan or mutual fund.

• It should have the following three columns:

  • Unique Identifier representing the ID of the entity for Kayla to review.

  • Entity Name identifying the name of the entity to review.

  • Entity Type standing for the type of the entity in the row.

• The Unique Identifier, Entity Name, and Entity Type column headers in the CSV file should match the values for the same fields in the Input step.

Output

As part of the default workflow, Kayla creates the following reports:

• Periodic review status report sent ad hoc or on a predefined schedule. It pulls the status from all periodic review cases. Once an entity's periodic review report link is included, the review is considered complete.

  You can trigger the report generation manually in Control Tower by running the Periodic Report BP (available out of the box) or by setting up a schedule to run the same BP as frequently as you need. For more information on scheduling, see Orchestrate AI Agent | Schedule Business Process.

  

  Click the link to download a sample periodic review status report.

• Batch summary report created per batch of entities (or an input file) and emailed to the email address configured for the AI Agent variation on the Output step. The report is sent only if human-in-the-loop is disabled in all cases.

  The report is also available in MinIO and Control Tower on the Results tab of the respective Business Process.

  note

  If the input file is invalid, an error is thrown, which you can review in Control Tower.

  Click the link to download a sample batch summary report.

• Periodic review report created per entity (a row in an input file). A link to each entity report file is included in the summary report that is available in MinIO and Control Tower.

  If documents were sourced as part of the requirements for an entity, the report is placed in the appropriate folder in MinIO with a direct link to the documents included in it.

  Click the link to download a sample periodic review report.