This documentation supports the 20.02 version of BMC Helix Platform. 
To view an earlier version, select 19.11 from the Product version menu.

Enabling cognitive insights in an application

As an administrator or application business analyst, you can configure cognitive insights (cognitive search) as an alternative to full-text search (FTS). Cognitive insights merges data in different locations and formats, and enriches the data. Your application users are more likely to find answers to questions because more of your scattered organizational information is made available to them. This enables your application to search in more than one data set—a collection of documents. 

BMC Helix Platform cognitive service provides support for external and internal data sets in the cognitive insights configuration of your application. BMC Helix Platform supports the following types of data sets:

  • External data sets—An external data set is information created outside of BMC Helix Platform. You can link multiple external data sets from multiple sources to your application. For example, you can create a data set of the articles in Remedy Knowledge Management; you can create a data set from the content of one or more websites; you can also create a data set that contain PDF, Word, PowerPoint, Excel, PNG, TIFF, JPG, JSON, and HTML content.

  • Internal data sets—An internal data set is the record instance data from BMC Helix Platform. You can create your own collections of knowledge articles specific to your business needs and include the internal data sets in the cognitive insights configuration of a chatbot application. 

Note

When you search for numeric terms (for example, 1234), the cognitive search ignores the search query and the search results show all the documents within the IBM Watson Discovery collection.

Begin you begin

  • Ensure that you have purchased cognitive insights from BMC to use this service. 

  • If you want to use cognitive insights in a chatbot, you must also purchase BMC Helix Chatbot.

Process for enabling cognitive insights in an application

You must perform the following tasks to enable cognitive insights in your BMC Helix Platform applications:

TaskActionReference
1As an administrator, configure the cognitive search service.Configuring a service provider for cognitive insights
2

As an application business analyst or an administrator, enable cognitive insights on the application's data defined by record definitions and indicate which fields are searchable.

Enabling cognitive insights in fields
3

If you want to include external datasets in cognitive insights, create an IBM Watson Discovery collection and use the IBM Watson Discovery data crawler to upload this data to the IBM Watson Discovery collection.

Creating file system and database collections for searching external data

If you want to include articles from Remedy Knowledge Management in cognitive insights, use the BMC crawler to upload this data to the IBM Watson Discovery collection.

Installing and configuring the cognitive search data crawler for Remedy Knowledge Management articles
4

As an application business analyst, create an in-bundle setting in the application so that administrators can define the search data sets.

The search data set is an abstraction of the IBM Watson Discovery collection.

Creating an application configuration for defining search data sets

5

As an application business analyst, define search data sets for BMC Helix Platform data and external data.

One search data set corresponds to one IBM Watson Discovery collection.

Defining search data sets

After you have completed the above setup, your application can use the cognitive insights functionality.

Related topic

Configuring cognitive insights for BMC Helix Chatbot

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