Article Details
Id:22510
Product:finPOWER Connect
Type:NEW
Version:6.00.03
Opened:17/03/2026
Closed:30/03/2026
Released:30/04/2026
Job: J036700
High Importance

AI; Record Insights

The new AI Record Insights feature, allows you to ask questions about a specific record, e.g., a Client.

This requires the Artificial Intelligence Add-On.

If available, the following forms (in desktop and finPOWER Connect Cloud) will make "Insights" available:

  • Account
  • Account Application
  • Client

The following will appear in the User Interface to allow Users to use AI:

  • finPOWER Connect desktop
    • An "Insights" action will appear in the Form Actions bar
  • finPOWER Connect Cloud
    • An "Insights" tab will appear as the first tab (for consistency) but will not be selected by default (either a summary page or the General page will be, as before)

In the top-right of the Insights window is a "source" link. Clicking this shows you what information the AI has access to.

The following have been added: Global Settings, AI

  • Record Insights page

Roles

  • AI Record Insights page

Permission Keys

  • AI.RecordInsights
    • AI.RecordInsights.Account
    • AI.RecordInsights.AccountApp
    • AI.RecordInsights.Client

The following Settings determine whether a User will see "Insights":

  • Global Settings
    • "Use AI" must be checked
    • "Allow AI Insights for individual records?" must be checked
  • Permission Keys
    • AI.Access (this is the root permission key for ANY AI functionality to be available)

Also, an AI service must be configured and set as the default "Simple" method for a Cost Centre.

The Record Insights tab and form are implemented by the following, built-in HTML Widget:

  • AIRecordInsights

This can be overridden and/or configured using the finPOWER Connect Cloud Configuration form, Form & Actions, AI.

This widget has the following configuration options:

  • Show built-in "Auto Prompts"?
    • True (checked) by default
    • Shows a few built-in Auto Prompt buttons under the "Insights" group. Mainly for demonstration purposes so should generally be unchecked in a production environment
  • Enable conversation mode (uses far more AI tokens)?
    • False (unchecked) by default
    • If enabled, Users can ask follow-up questions just like a normal chat-bot
  • Debug
    • False (unchecked by default)
    • If checked, any AI tool calls, e.g., if the AI askes for a list of Logs, are shown in the browser console which can be useful for prompt engineering

NOTE: Since record insight interactions are logged to files (see below), they will only be available if the Document Manager is available.

Quick Prompts

AI Prompts are best defined using Markdown.

Quick Prompts appear as buttons above the search field on the Record Insights form and are generated from the following:

  • Global Settings, AI, Insights page
    • These will be grouped and labelled "General" in the Quick Prompts region at the top of the Widget
  • Role, AI Insights page
    • These will be grouped and labelled based on the Role Description (and also ordered by the Role Id) in the Quick Prompts region at the top of the Widget

Plus, the HTML Widget comes with sample 'Quick Prompts' which, by default, will only appear if no Global or Role-based Prompts are found. This can however be configured on the Widget under finPOWER Connect Cloud Configuration, Forms & Actions, AI.

Quick Prompts have a Caption (the button text, up to 50 characters long but the shorter, the better) and a Prompt which is the question to send to AI and can be up to 8192 characters long. A drilldown button is provided in the Quick Prompts grids to allow easier editing of Prompts.

NOTE: AI Prompt Engineering is a massive topic and outside the scope of this article. Many online resources can be found to help when creating AI prompts.

WARNING: Since Roles did not have a specific database field to store AI Prompts of other data, the UserData field has been co-opted with several new entries. When the next database upgrade occurs, this information will be moved to it's own field.

Auditing

Every interaction is appended to a special JSONL file in the record's Document Manager folder, finAudit sub-folder. Files are named AI_Interaction_[userId].ai.jsonl.

If the audit file is deleted, it will simply be recreated the next time an AI interaction occurs.

The /finSystem folder will not be listed in Files grids for non-Administrator Users.