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Overview

This release introduces new connectors and significant enhancements to the Use Case Designer, aimed at improving its flexibility and functionality. This update allows users to leverage new connectors for building powerful use cases and provides enhanced capabilities for comprehensive file management and dynamic use case designs.

New

• New Connectors in Use Case Designer: Experience the enhanced capabilities of the Use Case Designer with the addition of new connectors tailored to build powerful Use cases. For more information, see Connectors in Use Case Designer.
  
  • Email Connectors
  • Database Connector
  • API Connector
    

Updates

• Use Case Designer Enhancements: Significant improvements have been implemented to enhance the flexibility and functionality of the Use Case Designer.
  
  
  • Updated S3 Connector: The S3 connectors now support additional operations, including bulk upload, bulk download, dynamic path management during bulk uploads and downloads, and file deletion. These operations provide users with more comprehensive file management capabilities. For more information, see Choose Connectors.
    
    
  • Query Data Type Support: Added support for the Query data type, allowing for more versatile and dynamic use case designs.

The platform is an AI powered Intelligent Document Processing (IDP) platform that lets you design, deploy, execute and manage document AI models. These models enable business users to contextually extract information from unstructured and semi-structured documents and can be instantly consumed and managed as an API as we refer to as “Assets”.

We are on a mission to democratize AI by empowering business users to actively participate in building Intelligent Document Processing solutions, rather than being passive consumers of AI. The platform’s self-serve and low-code capabilities enable users to efficiently, accurately, and productively manage their document processing needs without the requirement of technical expertise or coding knowledge.

The platform supports various documents and use cases to help organizations understand, process, and manage large amounts of unstructured data. The platform allows you to handle a wide variety of documents, including:

• Image scans (png, jpeg, .tiff)
• Native and Scanned PDFs
• Documents with text (word, emails etc)

Key Capabilities

• Intuitive Asset Studio to make it easy for you to effortlessly design and customize your own document AI assets.
• A robust AutoML framework that does the AI heavy lifting for you, helping you focus on optimizing your data and user journeys.
• Achieve end-to-end business process automation with our self-service use case designer, simplifying the design and automation of complex document workflows.
• Easy integration with any third party applications with our API first approach and connector studio.
• An intuitive human in the loop for exception handling and real time model performance feedback.

Benefits

1. Maximize operational efficiency through resource optimization, enhanced productivity, and streamlined operations.
2. Achieve faster document turnaround times by accelerating processing speed and reducing manual effort.
3. Minimize total cost of ownership by reducing expenses for implementation, maintenance, and support, maximizing cost-effectiveness.
4. Effortlessly scale operations and accommodate business expansion with a cloud-native architecture.

Take a look at our Get started guides to build and execute your document AI assets to:

• Classify documents
• Extract fields and table information from unstructured and semi-structured documents
• Design and automate document workflows

Our documentation is organized into three categories. Depending on where you are in your journey, different sections will be relevant to you.

• Getting started guides: These are tutorial guides that will help you in creating assets and familiarize with the Platform.
• Advance user guides: These are in-depth guides for the experienced users in the platform.
• Release notes: To keep you updated on the latest feature releases and enhancements.

A Multi-agent network involves multiple autonomous agents working together to achieve a common goal. Each agent in the network is designed to perform specific tasks, communicate with other agents, and make decisions based on real-time data. In the context of enterprises, an AI-powered multi-agent network can integrate various tools and processes, streamlining operations, enhancing decision-making, and ultimately improving client service. 

The ReACT (Reasoning and Acting) template is a type of Artificial Intelligence template designed to enhance the decision-making and problem-solving capabilities of multi-agent systems. It combines reasoning (thought processes to understand and interpret information) with acting (taking actions based on reasoning outcomes). This integration allows ReACT agents to handle complex tasks that require both cognitive and operational skills.

Purple Fabric enables agentic workflows with multi-agent systems. Each expert agent in an agentic system can be powered by the LLM best suited to that agent from a quality, speed, and cost perspective. 

Users must have the Gen AI User policy to create a Multi-Agent Network in Purple Fabric. 

This guide will walk you through the steps to build a multi-agent network using Automation Agents in Purple Fabric.

1. Create an asset
2. Select a prompt template
3. Select a model and set model configuration
4. Provide the system instruction, action and examples
5. Run Model and view results
6. Publish the asset

Step 1: Create an asset

1. Head to the Gen AI Studio module and click Create Asset.
   
   
2. In the Create Gen AI asset window that appears, enter Asset Name.
   
   
3. In Type, choose Automation Agent and click Create.
   
   
4. Optional: Enter Description and upload a Display image. 

Step 2: Select a prompt template

1. On the Gen AI Asset creation page that appears, choose ReAct Prompt template.
   
   
   
   

Step 3: Select a model and set model configurations

Select a Model

1. Select a model from the available List, considering model size, capability, and performance. Refer to the table to choose the appropriate model based on your requirements.  
   
   
   

LLM Model	Model Input – As per Platform configured	Model Output	Input Context Window(Tokens)	Output Generation Size(Tokens)	Capability and Suitable For
Azure OpenAI GPT 3.5 Turbo 4K	Supports Text	Text	4096	4096	Ideal for applications requiring efficient chat responses, code generation, and traditional text completion tasks.
Azure OpenAI GPT 3.5 Turbo 16K	Supports Text	Text	16384	4096	Ideal for applications requiring efficient chat responses, code generation, and traditional text completion tasks.
Azure OpenAI GPT – 4o	Supports Text	Text	128,000	16,384	GPT-4o demonstrates strong performance on text-based tasks like knowledge-based Q&A, text summarization, and language generation in over 50 languages. Also, useful in complex problem-solving scenarios, advanced reasoning, and generating detailed outputs. Recommended for ReAct
Azure OpenAI GPT – 4o mini	Supports Text	Text	128,000	16,384	A model similar to GPT-4o but with lower cost and slightly less accuracy compared to GPT-4o. Recommended for ReAct
Bedrock Claud3 Haiku 200k	Supports Text + Image	Text	200,000	4096	The Anthropic Claude 3 Haiku model is a fast and compact version of the Claude 3 family of large language models. Claude 3 Haiku demonstrates strong multimodal capabilities, adeptly processing diverse types of data including text in multiple languages and various visual formats. Its expanded language support and sophisticated vision analysis skills enhance its overall versatility and problem-solving abilities across a wide range of applications.
Bedrock Claude3 Sonnet 200k	Supports Text + Image	Text	200,000	4096	Comparatively more performant than Haiku, Claude 3 Sonnet combines robust language processing capabilities with advanced visual analysis features. Its strengths in multilingual understanding, reasoning, coding proficiency, and image interpretation make it a versatile tool for various applications across industries

Set Model Configuration

2. Click and then set the following tuning parameters to optimize the model’s performance.  For more information, see Advance Configuration.
   
   

Step 4: Provide the system instructions, actions and Examples

Provide System Instruction

A system instruction refers to a command or directive provided to the model to modify its behavior or output in a specific way. For example, a system instruction might instruct the model to classify data or extract data in a specific format etc.

1. Enter the following System instructions by crafting a prompt that guides the agent with the automation task.
   

Add Actions

1. In the Actions section, click Add.
   
   
   
   
2. In the Actions window that appears, use the search bar to find the required agents/tools.
   
   
   
   
   • Sarah – Business Assurance QA
     
   • James – Business Assurance Writer
     
     
3. On the Actions window, click against the respective agents, and then click X to close the Actions window.
   
   
   
   

Manage Actions

4. In the Actions section, provide the detailed description against each added Actions.
   
   
   
   

Note: Providing the detailed description helps the LLM model to understand the context better against the actions.

5. Use enable options to activate the Actions.  
   
   
   
   
6. Click (ellipsis icon) and select Delete if you wish to remove the Agent/tool.

Add Parameters 

1. In the Parameter section, click Add.
   
   
   
   
2. Enter the following information.
   
   
   
   
   • Name: Enter the Name of the input parameter.
   • Type: Choose File as the data type.
   • Description: Enter the Description for each of the input parameters. The description of the parameters ensures accurate interpretation and execution of tasks by the GenAI Asset. Be as specific as possible.
     
3. Click against the input parameter to access settings and add input field settings.
4. Choose the required file formats (PDF, JPEG, JPG) from the drop-down menu.
   
   
   
   
5. Select a chunk strategy for file inputs. The chunking strategy can be applied in Page, Words, and Block.
   
   
   
   
6. Click Save to proceed.
   

Define Output Schema

1. In the Output section, click Add to define the output schema for the Asset.
   
2. Enter the Variable Name, Type and Description for each of the output variables. Supported types include Text, number, Boolean, DateTime, Signature and Table.
   
   
   
   

Provide Examples

Examples help the content creation task at hand to enhance the agent’s understanding and response accuracy. These examples help the agent learn and improve over time.

1. In the Examples section, click Add. 
   
   
   
   
2. In the Examples section,update the following information:
   • Question: Initial query raised.
   • Thought: Considerations or analysis related to the question.
   • Action: Steps planned or taken in response to the question.
   • Action Input: Inputs or resources needed to carry out the action.
   • Observation: Monitoring or assessment of the action’s effectiveness.
   • Thought: Further reflections or insights based on the observation.
   • Final Answer: Conclusive response or resolution to the initial question.

Step 5: Run the model and view results 

1. In the Debug and Prompt section, provide the user input/query.
   
   
   
   
2. Click Run to get the output in the required format. 
   
   
   
   
3. Review the generated output.
   
   
   
   
   • Click Reference if you wish to view the reference of the output.
     
     
     
     
   • Select the respective field information to view its reference.

Note: If you are not satisfied with the results then, try modifying the System Instructions and the description of the output variables. You can also try changing to a different model.

View Trace 

• If you wish to view the traces of the prompt and the result, click View trace.
  
  
  
  
• In the Trance window that appears, review the trace.
  

Step 6: Publish the asset

1. Click Publish if the desired accuracy and performance for extracting the data has been achieved.
   
   
   
   
2. In the Asset Details page that appears, write a description and upload an image for a visual representation.
   
   
   
   
3. Click Publish and then the status of the Asset changes to Published. The Asset can be accessed in the Gen AI Studio.
   
   
   
   

Note: Once the Asset is published, you can download the API and its documentation. The API can be consumed independently or used within a specific Use case. If you wish to consume this Asset via API, see Consume an Asset via API.

You can also consume this automation Asset in the Asset Monitor module. For more information, see Consume an Asset via Create Transaction.

Flow control defines how data flows through the different components of a document processing workflow, such as connectors, extractors, and classifiers. 

Users must have any one of the following policies to define flow control in a Use case:

• Administrator Policy
• Creator Policy
  

Loop

The Loop is a flow control to automate repetition of tasks or processes across a set of data. It ensures consistency and efficiency by systematically processing each item in a sequence, executing them one by one.

1. Click on Flow Control and drag and drop the Loop definer on the canvas.
   
   
   
   
2. Place the classifier and/or extractor in the Loop then connect the Assets using icon then double click the Loop component. 
   
3. In the Loop window that appears, select the following information.
   • In the Iterator type, select any one of the following options.
   • File List: Choose this option if you wish to process multiple file formats. (.pdf, .doc, .docx, .csv, .txt, .json, .xlsx).
   • JSON: Choose this option if you wish to process the JSON as  input value.
   • Fixed Iteration: Choose this option if you wish to iterate in count based. You need to enter the iteration count in seconds.
     
     
     
     
4. Click  Save Properties to save the Loop in the Use case flow.
   

Path

Path involves  managing the sequence and execution of a use case based on predefined conditions (if-then-else). It helps to define the data flow among multiple assets and their respective attributes as parameters.

1. Click on Flow Control and drag and drop the Path definer on the canvas and link it to the classifier and/or extractor  using icon.
   
   
   
   
   
   
   
2. Double click on Path to expand the right hand side panel and click on New Path to define the flow based on various parameters such as document type or confidence score.
   
   
   
   
3. Define the conditions for the newly created path and click on Save Properties.

Stop

The stop refers to halting the execution of a process, loop, or sequence in use case design.  

1. Click Flow Control and drag and drop the Stop on the canvas and link it to the Asset using icon to the Stop to complete the flow of Use case design.

The Use case Asset helps you to build an end to end journey by connecting one or more  ML Assets and Gen AI assets built from the platform. It provides a drag and drop  and  low code experience and various tool palettes to build an end to end workflow.

Step 1: Create an asset

You can create use cases using our Asset Studio. 

1. On the Asset Studio page, click the Use case card. 
   
   
   
   
2. Alternate option: On the Asset Studio page, click Create Asset and then select Use case.
3. The Use case window that appears, enter a unique Asset name,
   
   
   
   
4. Click Create and proceed to the define the workflow. 
   
   
   
   

Step 2: Define workflow

On the left side of the page, you will see the following components:

• Connector
• Classifier
• Extractor
• Gen AI
• Flow Control
• Transform

By utilizing these components, you can create various use cases by simply dragging and dropping them onto the canvas and connecting them together.

Choose connectors

Connectors facilitate easy connection to data sources, allowing you to upload and download the required documents and perform bulk operations. 

1. In the list bar, click Connector.
   
   
   
   
2. In the Connector window that appears, choose the connector that you wish to add against this Use case.
   
   
   
   
3. Choose the required connector for ingesting the data. For more information about how to use the connectors, see Connector in Use case Designer.

Define the Flow Control 

Flow control defines how data flows through the different components of a workflow, such as connectors Gen AI Assets.. Path involves  managing the sequence and execution of a use case based on predefined conditions (if-then-else). It helps to define the data flow among multiple assets and their respective attributes as parameters.

Path

1. Click on Flow Control and drag and drop the Path definer on the canvas and link it to the Gen AI asset  using icon.
   
   
   
   
   
   

2. Double click on Path to expand the right hand side panel and click on New Path to define the flow based on various parameters such as document type or confidence score.
   
3. Define the conditions for the newly created path and click on Save Properties.
   
   
   
   

• For more information about how to use the control flow, see Define Control Flow.

Add Gen AI assets

1. Choose and drag and drop a Gen AI asset(s) on the canvas and link it to the Connector using icon. Only published assets will be available for selection.
   
   
   
   
   

Define output

The Output definer enables you to consolidate the output for your Use case and customize the name and data type for the information extracted This helps you customize the output to suit your specific requirements and preferences.

1. Click Transform and then drag and drop the Output definer on the  canvas.
   
   
   
   
2. Connect the Gen AI assets to the output definer using icon.
   
   
   
   
3. Double click on the Output definer and click on Edit output to consolidate and define the output for your use-case.
   
   

4. In the Use case output window that appears, Drag and drop desired extractor fields to consolidate and define the output for your use case.
   
   
   
   
5. You can rename the field/table entities and define the data type. Once done, click Save. Now, navigate back to the use case design canvas and Save the use case by clicking on the Save button.
   
   
   

Step 3: Publish the use case asset

1. On the Designer page, click  Publish.
   
    
   
   
2. On the Publish page that appears, you can check the information. 
   
   
   
   
3. Optional: In Description, add/update the comments.
4. Click Publish. The asset’s status changes to Published and can be viewed in the list of assets in the Asset Studio.
   
   
   
   

The Gmail Connector feature acts as a crucial bridge connecting google mail with a Use case Asset . It can be tailored to individual user gmail and seamlessly integrates with existing email platforms to monitor incoming messages. When an email is received, the connector promptly gathers its content and attachments, streamlining the process for processing or transmitting them to the designated asset. This efficient system guarantees that important information shared via email is promptly available and actionable within the Use case Asset.

Users must have the Administrator Policy to configure a Gmail Connector. 

This guide will walk you through the steps on how to configure a Gmail Connector. 

1. Head to the Administration module, choose Connections and then click Create New.
   
   
   
   
2. In the Select Connector window that appears, select Gmail Connector.
   
   
   
   
3. On the Email Connector page that appears, enter the following details. 
   
   • In Connection Name, enter a unique and descriptive name for the Gmail connection.
     
   • In Email ID, enter the Gmail address that is associated with your account.  
     
   • In Password, enter the password that is associated with the email account.
     
   • In Server URL , enter the URL of the email server.
     
   • In Server Port, enter the port number used by the email server.
     
4. Double-check all the entered information and then click Submit.
5. Your Gmail connector is successfully configured to connect with your Gmail address.