Knowledge Intelligence Settings

Knowledge Intelligence is configured from the following tabs on the Knowledge Intelligence page: Jobs, Scopes, Insights, Duplicate Scoring, and Regulatory Areas. The Dashboard and Analytics tabs show the results of your jobs.

Knowledge Intelligence honors existing Knowledge Base read and edit permissions and does not introduce new roles or permissions. Partition Administrators and Knowledge Managers can create and manage jobs, scopes, insights, duplicate scoring formulas, and regulatory areas. Article visibility within findings is governed by existing Knowledge Base read permissions, so authors see only the articles they have access to.

Create Menu

Select the + (Create) button in the top-right corner of any tab to create a Job, Insight, Scope, Duplicate Scoring Formula, or Regulatory Area without first switching tabs. Each tab also has its own create button.

Jobs Tab

Jobs define what to analyze, which articles to analyze, and when to run the analysis. The Jobs tab has two views:

  • Jobs: Lists all saved jobs. You can filter by type and status, run a job, and edit, duplicate, or delete it.

  • History: Lists past job runs. Select See report to view the results of a run.

For more information, see Managing Jobs and Run History and Creating an Intelligence Job.

Scopes Tab

A scope is a reusable set of articles for jobs to analyze. A scope can select articles by folder, by search criteria, or by a combination of both, and can include up to 2,500 articles. For more information, see Managing Scopes.

Insights Tab

Insights are the checks that Knowledge Insights jobs run against articles, grouped by category such as Compliance, Consistency, Correctness, and Accessibility. You can create custom insights from Prompt Library prompts, allow bulk fix, and choose which insights show on the Dashboard. For more information, see Managing Insights.

Duplicate Scoring Tab

Duplicate scoring formulas set the duplicate score for article pairs in Duplicates and Conflicts jobs. Each formula weights Title, Article Dimensions, Topics, and Q&A, and sets a duplicate threshold and an identical score. The default formula applies to new jobs. For more information, see Managing Duplicate Scoring Formulas.

Regulatory Areas Tab

A regulatory area is a named set of regulators and obligations that the Regulatory Compliance Check insight checks articles against. You select the area when you create a Knowledge Insights job. For more information, see Managing Regulatory Areas.

Recommended Setup Order

If you are setting up Knowledge Intelligence for the first time, use the following order:

  1. Create the scopes that define which articles to analyze.
  2. Review the insights and create any custom insights you need.
  3. If you plan to run the Regulatory Compliance Check insight, create a regulatory area.
  4. If you plan to run Duplicates and Conflicts jobs, review the duplicate scoring formulas.
  5. Create a job and run it.
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