AI — richer Record Insights
Overview
The headline change for AI in v6.00.04 is Record Insights — the surface that lets a user ask natural-language questions about an individual Client, Account or Account Application. This release meaningfully deepens what Record Insights can see and do: it can now pull a Client's Accounts and Bank Transactions on demand through tool calling, and reference the latest Bank Account Enquiry and Credit Enquiry, so its answers are grounded in the record's real data rather than a fixed, up-front snapshot.
Record Insights sits within the wider AI module, which is delivered through a Cost Centre AI Services framework that selects and authenticates against external providers (Anthropic Claude, OpenAI, Google Vertex/Gemini and the local Ollama) and provides on-demand Document Manager file summaries. The AI Add-On also graduates from Beta in this release: introduced in v6.00.03 as Beta, it is now fully supported and no longer carries a "(beta)" label in the Licence and About screens.
What's New in v6.00.04
get_accounts and get_banktransactions on demand. Small datasets are supplied inline; larger ones are fetched via the tools instead, which limits token usage and lets the model search the source data.I_finAISemanticKernelService.Prerequisites
AI.General)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 and Record Insights surfaces) and the Cost Centres form (which holds provider credentials and defaults).
The Global Settings, AI pages (General, Record Insights and Logs & Documents) are available only in the Desktop Global Settings form. The Cloud Global Settings form does not expose an AI page in this release, so AI must 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, which are authored on the Desktop Role form.
Open Global Settings, AI, General and tick Use AI. This is the master switch — every AI surface checks it before doing anything else. Enable Allow AI Insights for individual records? if you intend to use Record Insights.
On Global Settings, AI, Logs & Documents, tick Allow AI summaries to be created for Document Manager Files. Without this, the Summarise File using AI button is hidden regardless of permissions.
Open the Cost Centres form (Desktop or Cloud) and configure at least one provider with valid credentials and a model name. Each provider has its own page / widget:
- AI - Anthropic Claude (
HtmlWidget_CostCentreEdit_Anthropic) - AI - OpenAI (
HtmlWidget_CostCentreEdit_OpenAI) - AI - Google Vertex/Gemini (
HtmlWidget_CostCentreEdit_GoogleVertex) - AI - Ollama — local / on-premises model (
HtmlWidget_CostCentreEdit_Ollama)
If the Cost Centres Add-On is not licensed, the Global Cost Centre is used — AI no longer requires that Add-On to function.
On the Cost Centre's General page set AI (Simple) (used for low-cost tasks such as file summaries) and AI (Advanced) (used for richer tasks such as Record Insights conversations). Both can point to the same service or to different providers.
Allow AI.Access for any Role that needs AI, then opt in to the specific feature keys (see Permission Keys). The AI UI permission keys now only surface when the AI Add-On is licensed.
From Global Settings, AI (Desktop) or a Role record (Desktop), define reusable Quick Prompts that appear as buttons on the Insights surface. Prompt text supports Markdown.
How to Use
Workflow A — Record Insights
Open a Client, Account or Account Application. On Desktop an Insights action appears in the Form Actions bar; on Cloud an Insights tab appears on the form (click it to start a session). Cloud renders it through HtmlWidget_AIRecordInsights.
Use the Source page to view the structured snapshot that will be sent to the AI. In v6.00.04 the Source page has a collapsible Table of Contents, making it easier to navigate long snapshots. This is also where you confirm exactly what data leaves your environment.
Type a question or click a Quick Prompt. For a Client, the AI can now call tools to pull the Client's Accounts and Bank Transactions on demand, and reference the latest Bank Account Enquiry and latest Credit Enquiry (subject to the relevant Add-Ons). Large datasets are fetched via tools rather than dumped into the prompt, which keeps token usage down and lets the model search for what it needs.
Workflow B — Summarise a Document Manager file
From a Client, Account or Account Application, open the Files grid, select a supported file and click Summarise File using AI. Summaries use the Cost Centre's AI (Simple) service and are shown alongside the file (and in the AI column on Cloud).
Platform Differences
| Aspect | Desktop | Cloud |
|---|---|---|
| Cost Centre AI service config | Native Cost Centre form pages per provider | HTML Widgets — e.g. HtmlWidget_CostCentreEdit_OpenAI |
| Global Settings AI config | Available — Global Settings, AI (General, Record Insights, Logs & Documents) | Not exposed — configure from Desktop |
| Role AI Prompts config | Available on the Role form | Not exposed — configure from Desktop |
| Record Insights surface | "Insights" action in the Form Actions bar | "Insights" tab; rendered by HtmlWidget_AIRecordInsights |
| Document file summary | "Summarise File using AI" button | "Summarise File using AI" button; Files grid AI column |
Permission Keys
The user-interface AI permissions control whether the buttons, tabs and actions appear; they now surface only when the Artificial Intelligence Add-On is licensed. The new AI.RecordInsights.TestTools key is a Business-Layer permission gating the Source-page tool tester.
| Permission Key | Description |
|---|---|
AI.Access | Root gate — user can access AI features. Required for every other AI permission. |
AI.DocumentManagerFileSummarise | User can summarise a file in the Document Manager. |
AI.RecordInsights | User can see the Insights tab/action (root for the per-entity keys below). |
AI.RecordInsights.Account | Insights for Account records. |
AI.RecordInsights.AccountApp | Insights for Account Application records (requires the Account Applications Add-On). |
AI.RecordInsights.Client | Insights for Client records. |
AI.RecordInsights.TestTools | New. User can directly invoke the callable AI tools from the Record Insights Source page for testing and troubleshooting. |
Settings
| Setting | Location | Description |
|---|---|---|
| Use AI | Global Settings, AI, General Desktop only | Master switch for AI. |
| Allow AI Insights for individual records? | Global Settings, AI, General Desktop only | Enables the Insights tab/action on Client, Account and Account Application forms. |
| Allow AI summaries to be created for Document Manager Files | Global Settings, AI, Logs & Documents Desktop only | Enables the "Summarise File using AI" button. |
| AI (Simple) / AI (Advanced) | Cost Centres, General | Default AI services for low-cost tasks and richer tasks respectively. |
| Record Insights Quick Prompts | Global Settings, AI (Desktop) and Role form (Desktop) | Reusable prompts for Account, Account Application and Client Insights. |
Tips & Best Practices
With tool calling, you don't need to pre-load everything into a prompt. Ask a broad question about a Client and the model will call get_accounts or get_banktransactions as needed — keeping token usage (and cost) down while still reaching the detail.
Where you licence Bank Account Enquiry or Credit Enquiry, Record Insights can now reference the latest enquiry for a Client — useful for questions like "does the recent bank data support the stated income?" without leaving the record.
Use the Source page (now with a collapsible Table of Contents) to review exactly what will be sent to the AI before you ask a question — especially now that Accounts, Bank Transactions and enquiry reports can be included.
Knowledge Base References
Browse the live KB listings for v6.00.04 on the Intersoft support site:
The Knowledge Base articles consolidated into this release notes page: