---
sourceDocument: Yokohama Enterprise Architecture (formerly Application Portfolio Management)
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/application-portfolio-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Enterprise Architecture (formerly Application Portfolio Management)

ft:clusterId :

    - appportman

bundleId :

    - appportman

workflow :

    - Technology


---

# AI Search on the TRM catalog

# AI Search on the TRM catalog {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 17, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Now Assist panel to search published Technology Reference Model (TRM) catalog records using natural language queries.

Installing the May 2026 EA Workspace update with ServiceNow Otto for EA automatically registers the TRM catalog as a searchable source in AI Search. You can then use the Now Assist panel to ask natural language questions about your published TRM catalog records and get answers with citations linked to the source knowledge articles.

For example, you can ask the Now Assist panel questions such as *List all published TRM products* and receive a summarized response with references to the relevant catalog records.

Sample queries:

* What is the approved software for databases?
* Which technologies are pending retirement?
* What is the approval status of EC2?
* List all published TRM products in the infrastructure category.
* What is the lifecycle status of Oracle Database?

{#ai-search-trm-cat__ul_xll_sgm_cjc}

## How AI Search works with the TRM catalog {#ai-search-trm-cat__section_y1v_3fd_z3c}

EA Workspace ships with an AI Search configuration record that registers the TRM catalog \[sn_apm_ws_kb_template_trm_product\] as an indexed source.

After you install the May 2026 update, the indexing behavior depends on when your TRM catalog records were published:

* Records published after the update: Automatically indexed and searchable through the Now Assist panel. No additional configuration is required.
* Records published before the update: Not automatically indexed. You must manually trigger indexing. See [Index previously published TRM catalog records for AI Search](https://www.servicenow.com/docs/4Rf4r657LYQZwpJlfBigcw "Manually trigger indexing for TRM catalog records that were published before you installed the May 2026 EA Workspace update, so that they are searchable through the Now Assist panel.").
{#ai-search-trm-cat__ul_z1v_3fd_z3c}

## Prerequisites {#ai-search-trm-cat__section_abv_3fd_z3c}

Before you can search TRM catalog records using AI Search, verify the following are configured on your instance:

* AI Search is activated. Navigate to All and search for AI Search Status. The status page must display AI Search is ready.
* Now Assist panel is enabled. Navigate to Now Assist adminNow Assist ExperiencesNow Assist panel and verify that the panel is turned on. For instructions, see [Activate Now Assist panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
* Install the ServiceNow Otto for EA plugin. For instructions, see [Configure ServiceNow Otto for Enterprise Architecture (EA)](https://www.servicenow.com/docs/0aJurskIJi1AKJJxam0RvA "If you have the admin role, you can configure the ServiceNow Otto for Enterprise Architecture (EA) to enable generative AI skills in Enterprise Architecture Workspace (EA).").
* At least one TRM catalog is published to a knowledge base. AI Search returns results only for published records. See [Publish a TRM catalog to the knowledge base](https://www.servicenow.com/docs/qZcNOLSLwVLEbSWlYbBu3w "Publish a Technology Reference Model (TRM) catalog to the ServiceNow Knowledge Base, making approved technology standards available for broader discovery and consumption.").
{#ai-search-trm-cat__ul_hnl_5gm_cjc}
* **[Index previously published TRM catalog records for AI Search](https://www.servicenow.com/docs/4Rf4r657LYQZwpJlfBigcw)**   
  Manually trigger indexing for TRM catalog records that were published before you installed the May 2026 EA Workspace update, so that they are searchable through the Now Assist panel.

**Related tasks**   

* [Index previously published TRM catalog records for AI Search](https://www.servicenow.com/docs/4Rf4r657LYQZwpJlfBigcw "Manually trigger indexing for TRM catalog records that were published before you installed the May 2026 EA Workspace update, so that they are searchable through the Now Assist panel.")
* [Publish a TRM catalog to the knowledge base](https://www.servicenow.com/docs/qZcNOLSLwVLEbSWlYbBu3w "Publish a Technology Reference Model (TRM) catalog to the ServiceNow Knowledge Base, making approved technology standards available for broader discovery and consumption.")
* [Access the published TRM catalog knowledge base](https://www.servicenow.com/docs/jtUFaN0qN7knDkdT_v4L6g "Access the published TRM catalog to view approved technology standards and lifecycle information in the knowledge base.")

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