AI; Document Manager file summaries

AI summarisation of Document Manager files is now supported.

The following must be configured:

• Global Settings, AI, General:
• "Use AI" must be checked
• Global Settings, AI, Logs & Documents:
• "Allow AI summaries to be created for Document Manager Files" must be checked

Users must have the following permissions to perform this action:

• AI.Access
• AI.DocumentManagerFileSummarise

NOTE: Both of these permissions are User Interface permissions meaning Scripts and other processes can still use AI functionality regardless of the User's permissions.

For Document Logs, e.g., publishing a Loan Statement, a file summary will never be created automatically, however, the "Summarise File using AI" button will still appear in the Log summary and can be used to summarise the file content, e.g., a PDF file.

The following business layer changes to existing objects have been made to support this functionality:

• finLogRO.SourceBranchId property added for proper Cost Centre identification

NOTE: The Document Manager (and grids on the corresponding forms) has been updated to ignore any ".ai.json" files in the folder. From a business layer perspective, this means the finDocumentFiles and ISDocumentManagerServiceFileSystem objects have been updated.

The following Summary Page Standard Block has been updated to include AI buttons (to generate a file summary and to cancel existing "pending" requests):

• Log_Summary
• Version: 1.19 (19/02/2026)

The following HTML Widget has been updated:

• HtmlWidget_LogEdit
• Version: 1.09 (19/02/2026)