AI
Overview
finPOWER Connect v6.00.03 introduces native artificial intelligence integration — a first-class capability built into the heart of the application. It is delivered through three tightly integrated sub-features: a new Cost Centre AI Services framework that selects and authenticates against external AI providers, on-demand Document Manager file summaries, and an Insights surface that lets users ask natural-language questions about an individual Client, Account or Account Application.
Cost Centres now host four new AI service pages — Anthropic Claude, Google Vertex/Gemini, Ollama and OpenAI — and the General page exposes two new defaults, AI (Simple) and AI (Advanced). Splitting "simple" from "advanced" lets organisations route inexpensive workloads (such as short summaries) to a lightweight model while reserving a stronger, more expensive model for richer reasoning tasks like Record Insights. Ollama is included for sites that need a fully local, on-premises model. All four providers — including Ollama — require the Artificial Intelligence Add-On licence.
Once a Cost Centre is configured, users can press Summarise File using AI in the Document Manager to generate a concise summary of any supported file, or open Insights on a record to converse with the AI about its current state. Every interaction is auditable, every surface is gated by granular permission keys, and every prompt can be standardised through reusable Quick Prompts defined globally or per Role.
Prerequisites
AI.Access permission allowed for any user expected to use AI featuresSetup & Configuration
AI is configured in two places — the Global Settings form (which turns AI on for the database and gates the Document Manager / Insights surfaces) and the Cost Centres form (which holds provider credentials and defaults).
The Global Settings, AI page (and its General and Logs & Documents sub-pages) is only available in the Desktop Global Settings form. The Cloud Global Settings form does not currently expose an AI tab — it only includes General, Accounts, Account Apps, Clients, External Parties, Messaging, Securities, Tasks and Users. AI must therefore be enabled and tuned from the Desktop application, even though the AI features themselves run on both platforms once turned on.
The same applies to Role-scoped AI Quick Prompts: the Cloud Role widget does not surface AI Prompts, so per-Role prompt libraries can only be authored from the Desktop Role form.
Open Global Settings, AI, General and tick Use AI. This is the master switch — every AI surface in the application checks it before doing anything else. While you are on this page, also tick Allow AI Insights for individual records? if you intend to enable Record Insights.
Switch to Global Settings, AI, Logs & Documents and tick Allow AI summaries to be created for Document Manager Files. Without this setting the Summarise File using AI button is hidden, regardless of permissions.
Open the Cost Centres form (Desktop or Cloud) and pick the Cost Centre that should host AI credentials — typically your default Branch Cost Centre. Up to four new pages are now available depending on licensing:
- AI - Anthropic Claude
- AI - Google Vertex/Gemini
- AI - Ollama (local / on-premises model)
- AI - OpenAI
Configure at least one provider with valid credentials and a model name. In Cloud, each provider has its own widget — for example, the OpenAI page is rendered by HtmlWidget_CostCentreEdit_OpenAI.
Switch to the Cost Centre's General page and set the two new dropdowns:
- AI (Simple) — the service used for low-cost, short-context tasks. Document Manager file summaries always use this default.
- AI (Advanced) — the service used when a richer model is needed (Record Insights conversations, longer prompts).
Both defaults can point to the same service, or to different providers — for example a cheap Ollama model for Simple and Anthropic Claude Sonnet for Advanced. The Cloud General widget for Cost Centres was bumped to v1.02 to expose these dropdowns (J036582).
In Tools, User Security, Roles (Desktop) or Administrator, User Security, Roles (Cloud), allow the AI.Access root permission for any Role that needs AI features, then opt-in to the specific feature keys (see the Permission Keys table). All AI permission keys are UserInterface targets — scripts and background processes retain AI capabilities regardless.
From Global Settings, AI (Desktop) or from a Role record (Desktop), define reusable Quick Prompts. Each prompt has a Caption (max 50 characters) shown on the button and Prompt Text (max 8192 characters, Markdown supported) sent to the model. Prompts surface as buttons on the Insights tab.
AI service summary
| Service | Add-On required | Hosting | Cost Centre page |
|---|---|---|---|
| Anthropic Claude | Artificial Intelligence Add-On | Anthropic API (cloud) | AI - Anthropic Claude |
| Google Vertex / Gemini | Artificial Intelligence Add-On | Google Cloud Vertex AI | AI - Google Vertex/Gemini |
| Ollama | Artificial Intelligence Add-On | Local / on-premises | AI - Ollama |
| OpenAI | Artificial Intelligence Add-On | OpenAI API or Azure OpenAI | AI - OpenAI |
How to Use
Workflow A — Summarise a Document Manager file
From any Client, Account or Account Application, open the Files grid (Document Manager). On Cloud, the grid now includes an AI column that displays previously generated summaries.
Select one or more files and click Summarise File using AI. On Desktop, dragging supported files into the grid can also trigger summarisation automatically. Summaries are produced using the Cost Centre's AI (Simple) service.
Once generated, the summary is shown alongside the file and (on Cloud) in the AI column. The summary is also surfaced inside the Log Summary block when the file is attached to a Log — the Log_Summary Standard Block was updated to v1.19 and the HtmlWidget_LogEdit widget to v1.09 to display these summaries.
Workflow B — Get Record Insights on a Client, Account or Account Application
Open any Client, Account or Account Application form. On Desktop, an Insights action appears in the Form Actions bar. On Cloud, an Insights tab appears as the first tab on the form (it is not selected by default — click it explicitly to start a session).
Use the source link at the top of the Insights surface to view the structured snapshot of the record that will be sent to the AI. This lets you confirm exactly what data leaves your environment before you ask anything.
Type a free-form question, or click a Quick Prompt button to fire a pre-authored prompt. With conversation mode enabled in the widget options, you can ask follow-up questions that retain context from earlier turns.
The Cloud HtmlWidget_AIRecordInsights widget exposes a debug option that surfaces request/response detail — useful when validating prompts or troubleshooting why a model is misbehaving. Auto Prompts can also be configured to fire automatically when the tab is opened.
Workflow C — Use Quick Prompts
From the Desktop, open Global Settings, AI for organisation-wide prompts, or open a specific Role for Role-scoped prompts. Add prompts with a short Caption (≤ 50 characters) and the full Prompt Text (≤ 8192 characters). Prompt text supports Markdown, so you can structure instructions, headings and lists for the model.
Open Insights on any supported record. Available prompts appear as buttons. Clicking a button sends the prompt to the configured Advanced AI service against the current record's data — no typing required.
Platform Differences
| Aspect | Desktop | Cloud |
|---|---|---|
| Cost Centre AI service config | Native Cost Centre form pages for each provider | HTML Widgets — e.g. HtmlWidget_CostCentreEdit_OpenAI — one per service |
| Cost Centre General defaults (AI Simple / Advanced) | Native General page | HtmlWidget_CostCentreEdit_General v1.02 (J036582) |
| Global Settings AI config | Available — Global Settings, AI, General and Logs & Documents | Not exposed — must be configured from Desktop |
| Role AI Prompts config | Available on the Role form | Not exposed — must be configured from Desktop |
| Document Manager file summary | "Summarise File using AI" button; dragging files into the grid can summarise automatically | "Summarise File using AI" button; Files grid includes an AI column showing existing summaries |
| Record Insights surface | "Insights" action in the Form Actions bar | "Insights" tab as the first tab on the form (not auto-selected); rendered by HtmlWidget_AIRecordInsights |
Permission Keys
All AI permissions are UserInterface-scoped. They control whether the buttons, tabs and actions appear in the application — they do not block scripts or background processes from invoking the AI service layer directly.
| Permission Key | Description |
|---|---|
AI.Access | User can access AI features. Required as the root gate for every other AI permission. |
AI.DocumentManagerFileSummarise | User can invoke the summarisation of a file in the Document Manager. |
AI.RecordInsights | User can see the "Insights" tab/action for individual records (root for the per-entity keys below). |
AI.RecordInsights.Account | User can see the "Insights" surface for Account records. |
AI.RecordInsights.AccountApp | User can see the "Insights" surface for Account Application records (requires the Account Applications Add-On). |
AI.RecordInsights.Client | User can see the "Insights" surface for Client records. |
Settings
| Setting | Location | Description |
|---|---|---|
| Use AI | Global Settings, AI, General Desktop only | Master switch for AI. Must be ticked before any AI surface is functional. |
| Allow AI Insights for individual records? | Global Settings, AI, General Desktop only | Enables the Insights tab/action on Client, Account and Account Application forms. Combined with the relevant AI.RecordInsights.* permission. |
| Allow AI summaries to be created for Document Manager Files | Global Settings, AI, Logs & Documents Desktop only | Enables the "Summarise File using AI" button. File summaries are never generated automatically for document logs (e.g. loan statements) — users must trigger them explicitly. |
| AI (Simple) | Cost Centres, General | Default AI service for low-cost tasks such as Document Manager file summaries. |
| AI (Advanced) | Cost Centres, General | Default AI service for richer tasks such as Record Insights conversations. |
| AI - Anthropic Claude options | Cost Centres, AI - Anthropic Claude | API key, model name and per-service options. Hidden unless the Artificial Intelligence Add-On is licensed. |
| AI - Google Vertex/Gemini options | Cost Centres, AI - Google Vertex/Gemini | Project, region, model and credentials. Hidden unless the Artificial Intelligence Add-On is licensed. |
| AI - Ollama options | Cost Centres, AI - Ollama | Endpoint URL and model name for a local Ollama server. Hidden unless the Artificial Intelligence Add-On is licensed. |
| AI - OpenAI options | Cost Centres, AI - OpenAI | API key, organisation, model and (for Azure OpenAI) deployment URL. Hidden unless the Artificial Intelligence Add-On is licensed. Cloud uses HtmlWidget_CostCentreEdit_OpenAI. |
Tips & Best Practices
The Record Insights widget supports a conversation mode that retains prior turns. This is invaluable for "drill-down" review workflows — e.g. ask "Summarise this Client's risk profile", then "Now suggest three additional verification steps" without re-supplying the record context.
Quick Prompts use Markdown, so you can build well-structured prompts with headings, numbered checklists and explicit output formats. Pair this with Role-scoped prompts to give credit officers a different starting library than collections staff.
The Insights widget's debug option surfaces the raw request and response detail, making it much easier to iterate on a prompt's wording or to diagnose why an unexpected answer was returned.
For document Logs such as generated loan statements, AI deliberately never creates a file summary automatically. If a summary is needed for that kind of file, a user must press Summarise File using AI explicitly. This avoids running an AI call against every system-generated document.
Every AI interaction is appended to a JSONL audit file inside the record's Document Manager folder, under a finSystem subfolder, named AI_Interaction_<userId>.ai.jsonl. AI service files (*.ai.json, *.ai.jsonl) are deliberately ignored by finDocumentFiles and the ISDocumentManagerServiceFileSystem service, so they will not appear in the Files grid — but they are present on disk and form your authoritative audit trail. Treat the Document Manager root with the same retention and backup care as any other regulated artefact.
Knowledge Base References
Browse the live KB listings for v6.00.03 on the Intersoft support site:
The Knowledge Base articles consolidated into this release notes page: