Generating case summaries using BWF HelixGPT Summary component

The BWF HelixGPT Summary component is available in the Shared Components section of the View designer and is visible only if the Shared Components bundle is deployed.

The BWF HelixGPT Summary component automatically generates concise and structured case summaries. This component helps grasp essential information and enhances collaboration across teams.

Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator. However, they cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer.

To configure the Summarize case by using the BWF HelixGPT Summary component

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you want to add a BWF HelixGPT Summary component.
On the Views tab, select the name of the view definition to which you want to add the BWF HelixGPT Summary component.
From Palette, drag the BWF HelixGPT Summary component to the canvas.

In the Properties pane, click Settings, and then specify the properties.
The following table provides information about the properties:

Property	Description	Example
General tab
Name	Enter the name of the component. This value is used in expressions and logic references.
Initial Message	Enter the default message that appears when the component loads, for example, Generate summary.
Button Label	Enter the label that appears on the action button, for example, Summarize case.
Show Refresh button	Use the toggle key to show the Refresh button at runtime, and then select one of the following options: At all times—Select this option if you want to display the Refresh button at all times. When condition is true—Select this option if you want to display the Refresh button only if a certain condition is met. Condition—Build an expression to define a condition. This option is displayed only after you select the When condition is true option.
Hidden	Use the toggle key to hide the component at runtime, and then select one of the following options: At all times—Select this option if you want to keep the component hidden at all times. When condition is true—Select this option if you want to keep the component hidden only if a certain condition is met. Condition—Build an expression to define a condition. This option is displayed only after you select the When condition is true option.
Disable	Use the toggle key to disable the component at runtime, and then select one of the following options: At all times—Select this option if you want to disable the component at all times. When condition is true—Select this option if you want to disable the component only if a certain condition is met. Condition—Build an expression to define a condition. This option is displayed only after you select the When condition is true option.
Summary Data	Click the link to build an expression that stores the summarized data. You can summarize specific fields such as case description, resolution notes, or custom attributes based on your use case.
Summary Title	Enter a title that appears at the top of the summary section. Consider using a descriptive title such as Case summary or Resolution overview to help users quickly understand the purpose and content of the summary.
Show full Summary	Use the toggle key to display the full summary content in the component. If the option is enabled, users can view all summarized details without needing to expand the section manually. When it is disabled, only a partial summary is shown, with a Show more option to view the rest of the summary.
Show Feedback button	Use the toggle key to display a feedback button in the summary component. If the option is enabled, users can provide input or rate the usefulness of the summary.
Enable copy summary	Use the toggle key to enable users to copy the summary content for quick sharing or reuse in other tools.
Enable email summary	Use the toggle key to enable users to email the summary directly from the interface.
Actions tab
Generate	Define the behavior triggered when the user clicks Summarize case or Refresh.
Edit actions	Use the Edit actions option to define actions triggered by the Generate event.
Email	Define the behavior triggered when the user selects the option to email the summary. This action is available only if Enable email summary is enabled.
Edit actions	Use the Edit actions option to define actions triggered when an email event occurs, such as sending notifications or updating records.
Copy	Define the behavior triggered when the user selects the option to copy the summary. This action is available only if Enable copy summary is enabled.
Edit actions	Use the Edit actions option to define actions triggered when the Copy event occurs, such as duplicating data, copying content to the clipboard, or initiating related processes.
On Load	Define the behavior triggered when the component is loaded in the view.
Edit actions	Use the Edit actions option to define actions triggered when the Load event occurs, such as fetching summary data automatically when the component initializes.
On Feedback	Define the behavior triggered when the user submits feedback through the component. This action is available only if Show feedback button is enabled.
Edit actions	Use the Edit actions option to define actions triggered when the feedback is received, such as updating records or triggering notifications.
Security tab
Record Definition Name	Select a specific record definition, such as case, task, or knowledge article, that the component uses. This ensures users only see what they’re allowed to, based on their role. The view component remains hidden if the user does not have the necessary permissions for the specified record definition.