GRC case summarization skill configuration fields

Review the skill details on each configuration tab before activating the GRC case summarization skill. Even after activation, these fields can be edited to refine the AI-generated summary.

Table 1. GRC case summarization configuration fields

Configuration tab	Description
Skill config prompts	Large language model (LLM) prompts for generating the summary.
General details	Skill details including name, description, product workflow, product name, LLM service, and skill template.
Choose input	Data the LLM considers when creating the summary. The input fields and rule conditions form an input template. The template can be edited to control what data is sent to the LLM. The configurable fields are: Base input table: Source table from which the skill pulls case data for the LLM. Base input fields: Case record fields sent to the LLM as context for generating the summary. Add rule conditions to the input template: Rule conditions that determine when this input template is applied. Add additional input data sources: Additional data sources, such as related tables, activity streams, and relationships, that provide more context to the LLM.
Define availability	Conditions that control how and when the skill is available to users. Skill is always available: Skill runs regardless of conditions. Customize skill availability: Skill is only available when conditions are met.
Define access	User roles that can access the skill.
Select display	Display location of the skill and the user roles that see the display.
Review and activate	Summary of the skill configuration.