Firm settings - Caseware AiDA

Knowledge Bases

Administrators with either the Admin or Settings Admin role can create custom knowledge bases using datasets of their choice to tailor AiDA's prompt responses to their firm’s requirements.

To create a custom knowledge base:

1. Confirm you have the Settings Admin or Admin role. For more information, see Built-in roles and Assign security roles.

2. From the Cloud menu (), select Settings () | Caseware AiDA | Knowledge Bases

   Note: The Settings menu will display Caseware AiDA instead of Caseware Verity until a future update. The Knowledge Bases configuration applies to both products.

3. Select New knowledge base.

4. Complete the fields to define your new custom knowledge base:

   Field	Description
   Name	This name identifies the knowledge base in Settings and may appear in Verity citations when the knowledge base is used as a source.
   Source file	Upload any relevant source PDFs to build the knowledge base dataset. For example: guidance, training materials, and style guides. You can upload multiple files to create a comprehensive dataset for the knowledge base.
   Relevant products	Select the products in which you want the knowledge base to be available. Choosing All products makes the knowledge base available site-wide, while Selected products lets you specify one or more products from your list of available products. Note: You must either select All products or specify Working Papers or IDEA as a relevant product to make the knowledge bases available in those desktop applications.
   Disclaimer	Select the checkbox to agree to the disclaimer.

5. Select Save.

The custom knowledge base is added to your Cloud site. Users who launch AiDA from a relevant product can select it from the knowledge base menu and begin entering prompts.