Identify similar records using Now Assist for Strategic Portfolio Management (SPM)

Detect similar demand records using the identify similar records Now Assist skill. The skill detects similar demand records based on contextual similarity in the name, description, and business case content.

始める前に

重要:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

If you have custom roles that require access to this skill, update the ACLs (access control lists) for those roles that require access. For more information, see Implement access control in Now Assist AI agents.

Role required: it_demand_user

手順

1. Navigate to All > Demand > Demands > Create New.
   Alternatively, you can create a demand from Self-Service > Demands > Create New.
2. On the Demand form, fill in the Name, Description, and Business case fields.
   For a description of the field names, see Demand form.
3. Save Save.
4. Select the Identify similar demands button to detect similar demand records.

タスクの結果

The similar demands identified by Now Assist are displayed in the top banner and the Similar Demands related list.

注:

• If any similar records are present on the demand record, the related list is updated to display the list of identified similar records.
• If there are no identified similar records for a demand, a message is displayed to convey the same and the related list remains empty.

次のタスク

View the full details of the identified similar demand records by selecting the demand number link from the Similar Demands related list.