Private Documents Catalog
Now, you can create your own collection of documents in HData’s Library. They’re kept securely within the virtual walls of your own HData Private Catalog. You can add PDF, PPT, TXT, HTML and Doc files and query them with the Librarian, powered by Regulatory AI, using the same question-and-answer interface your team has already become comfortable applying. These documents are secured within your organization’s HData instance, visible only to your teammates.
Interacting with Regulatory AI
Getting Started
Regulatory AI is located within the HData Library product. Click “Library” in HData’s left-hand navigation menu to access the product.
From the Library home page, choose the “Private Documents” option. Any documents you have uploaded to the platform will display on the page. These documents will only be accessible through your organization’s instance of HData—no one outside can see them. Similarly, the information you source from these documents using Regulatory AI will never be made public.
Uploading Documents
To upload documents, click on the Upload File icon on the top right-hand side of the screen.
On the upload screen, you can either drag and drop files or click to select from a local drive on your device.
For each document you select, you can add tags to help organize them.
Once you’ve added tags, click “Upload” to access them in the platform.
Asking Questions, Getting Answers
Click the Librarian icon located on the right-hand side of the filter bar in your top menu. This opens Regulatory AI’s user interface component, called the Librarian. Then, select the documents from your Private Catalog that you want the Librarian to analyze.
Type your request or question into the open text field at the bottom of the screen.
Click the arrow to the right (or hit enter on your keyboard) to submit your request.
Tip: You can use the “Shortcuts” menu on the left-hand side of the page for a list of helpful sample prompts and questions. It includes more detailed prompts grouped by topic.
Once submitted, answers to your questions appear in a matter of seconds. Response times vary slightly based on the number and length of the documents included in your search.
Opportunities for Interaction
Directly below each response, you will see a series of icons that can be used to further refine your results.
There are options to:
- Ask for a longer answer
- Ask for a shorter answer
- Ask for a simpler answer
- View source documents
- Copy the answer to your clipboard
At the top of your screen, you also have options to:
- Turn on Citations
- Reset the chat
- Export the chat
Feedback
Occasionally, you may get a response that is incorrect or doesn't provide enough context. This happens in any AI model.
The best way to help is to provide feedback. You can rate the accuracy of each response using the thumbs up/thumbs down voting buttons in the bottom-right corner of the screen.
Follow prompts to provide additional written feedback, which can then be used to further train the model.
Questions? Let Us Know
Hopefully this article provided a helpful overview of how to use the HData Regulatory AI tool within the Private Catalog. If you still need help, please reach out to us at support@hdata.us.