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48 docs tagged with "Business Process configuration"

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Add CSS rules

To customize the Answer style, perform the following actions:

Add links to S3 buckets

You can use links to secure S3 buckets in the input data files for Manual Tasks and Business Processes.

Administer Data Stores

The Data Store module is a web interface for managing database (DB) tables in the Work.AI platform. A field scheme defines the Data Store table structure and column data format.

Apply FreeMarker

The article focuses on applying the FreeMarker Template Language to deliver a legacy Manual Task design via Code Editor.

Configure AI Agent

A crucial aspect of installation and further support is implementing an AI Agent (or AI Digital Worker) so that you can change any setting outside of the implementation code without recompiling, updating, or re-deploying your AI Digital Worker. Typically, this is achieved by making your configuration external to the source code.

Configure custom attributes

Custom attributes are user-defined data fields that extend or customize task and process data. These attributes rely on Field Schemes to determine how data is stored and interpreted.

Configure ETL bot (legacy)

The article describes the legacy bot step configuration flow. For the recommended approach, refer to Configure bot steps in UI.

Correlated fields

The Correlated Fields Answer Type allows you to repeat a block of answer fields, enabling workers to dynamically add answers. This feature is useful when the number of task answers is unknown, for example, "Find all members of the Board of Directors from an annual report".

Customize IE and non-IE Manual Tasks

The instruction contains customization samples for legacy Manual Task designs in some of the most typical scenarios. There're two groups of samples described for the following groups of Manual Tasks:

Define Answer Types

When adding or editing an Answer, you must set an Answer Type. The parameter defines the type and format of the input field.

Develop data management procedures

All stored procedures supporting the Data Management API functionality reside within the dp schema and are divided into the following subsets:

Edit Business Processes collaboratively

When two or more users are editing the same Business Process (BP) or different runs of the same BP, the WorkFusion engine detects the situation and performs the following actions:

Enable AutoML analytics

The topic describes how to enable legacy Tableau-based analytics to collect and visualize model data using an out-of-the-box (OOTB) AutoML Business Process (BP).

Implement FIFO processing

FIFO (First In, First Out) is a prioritization strategy in which the oldest (first) entry is processed first. The FIFO strategy helps improve adherence to the service-level agreement (SLA) for record processing time.

Implement Qualification Business Process

The qualification mechanism is no longer available for access control purposes and is replaced by a new user management approach. However, to support training before employees begin performing actual tasks, WorkFusion provides a special Qualification Business Process (BP), which you can deploy and configure as described below.

Information Extraction

Information Extraction (IE) is a special answer type used for extracting structured content from raw unstructured text. It displays input data as non-editable text where a user can select text chunks and tag them.

Maintain global variables

Global variables are intended to store common values used in different Business Processes (BPs) without hard-coding them in Bot Tasks. Global variables can be used to store the following information:

Manage Answer Types

The Answer Types tab allows creating and managing Answer Types in Control Tower. These Answer Types are used for the following actions:

Manage data lifecycle

Work.AI generates a considerable amount of data. Much of it results from completed Business Processes (BPs) or internal maintenance. Accumulation of obsolete data can lead to the following issues:

Manage templates

Templates allow you to reuse objects. Almost every object in the Work.AI platform, including Manual Tasks and Business Processes, is based on templates.

Manual Task

The guide explains how to add a Manual Task to a Business Process based on ODF 2. When working with Manual Tasks, consider the following aspects:

Modify system preferences

The System Preferences page contains all Control Tower parameters, but it is available only to users with Administrator privileges. To access it, go to System Settings > System preferences.

Orchestrate AI Agent

The instruction describes running, stopping, and scheduling Business Processes based on the ODF 2 example project.

Run AutoML Business Process

After you activate a Cognitive Bot by configuring AutoML in a Manual Task and run the Manual Task, Control Tower automatically launches an instance of the out-of-the-box AutoML Business Process. This BP is auto-created, with the original Manual Task inside it used for those cases when manual processing is still required.

Set filters for collaborative work

Control Tower allows multiple teams to work collaboratively in the same environment. For that, filters are used to give specific user groups access to certain Control Tower items while hiding others. As a result, several teams can use the same Control Tower instance to perform different tasks without interfering with each other's work. To set up filters, go to System Settings > Filters.

Set roles and permissions for Superset Analytics

To manage the access to Superset dashboards and related components, use standard Control Tower roles and permissions. To view or change the Superset-related permissions in Control Tower, navigate to System setting > Role management.

Set run options

To configure the settings for a specific Business Process (BP) run, select it in the BP list and navigate to the Run page.

Software development life cycle

Software development life cycle (SDLC) is a process for planning, creating, testing, and deploying an information system. The instruction focuses on a recommended SDLC approach for the Work.AI automation solution implementation.

Start Business Process by internal event

If you have several Business Processes (BP) where one BP produces data for another, you can apply the event-based communication mechanism and easily configure data transfer between them. To do it, you can start a sub-process from another BP based on a specific event or initiate transaction processing from another transaction within a different BP.

Start task and Business Process from Data Source

A Data Source is a mechanism providing input data and configuration for your Business Processes (BPs) and tasks. The input format is best suited for those use cases where the data resides on an external source, such as an SFTP Server or Amazon S3 Cloud.

Track transactions

The article describes how to enable tracking the Service-Level Agreement (SLA) and Straight Through Processing (STP) metrics for the legacy Analytics component.

Troubleshoot server ODF

The guide is intended for IT Operations Support Engineers who own the Work.AI platform environment. Those engineers are expected to have access permissions to configure servers for the Open Development Framework (ODF).

Use Split-Join rule

The Split-Join rule is used to separate every single record (or document) from Input Data into a few records to let them pass through different steps (either Bot or Manual Tasks) of a Business Process (BP) in parallel (in the split point) and then combine the processed records back into a single record or a document (in the join point) to process the consolidated results from the previous steps further.