Using erwinAI Bot

erwinAI is a generative AI bot that automatically generates definitions for undefined business terms and classifications for unclassified columns. You can use suggested prompts or enter custom ones. After results are generated, you can evaluate them and choose to submit or regenerate, maintaining a human-in-the-loop workflow.

You can access the bot from the Discover Assets, Metadata Manager, or Business Glossary Manager modules.

erwinAI Bot is available in version 15.1. Ensure that your administrator has enabled erwinAI for you.

Generating Classifications

To generate classifications, follow these steps:

  1. Go to one of the following dashboards:

    • Discover Assets

    • Data Catalog > Metadata Manager

    • Data Literacy >Business Glossary Manager

    • Data Literacy > Data Marketplace

  2. In the bottom right corner, click Icon Erwinai Bot.

    The erwinAI bot opens.

  3. Erwinai Bot Pane

  4. Click Show me columns that haven't been classified or enter your custom prompts.

    The bot displays the unclassified columns.

    Erwinaibot Showcolumnswithoutclassifications

  5. To generate classifications, click Generate classification for these columns.

    Erwinaibot Generatedclassifications

    You can also filter your results using the suggested prompts or entering custom prompts.

  6. Under Actions, click Icon Confirm Erwinai Bot to confirm the respective classification or Icon Regenerate Erwinai Bot to regenerate.

    Erwinaibot Submitclassifications

  7. After confirming the required classifications, click Submit.

    Classifications are updated successfully.

  8. Erwinaibot Classificationsgeneratedsuccessfully

  9. Under View Updates, click Icon Viewupdates Erwinaibot next to the column you want to view.

    The Properties tab for the selected column opens, showing the updated classification.

    Erwinaibot Viewupdates Classifications

Generating Definitions

To generate definitions, follow these steps:

  1. In the erwinAI Bot pane, click Show me business terms without definition.

    The bot displays undefined business terms.

    Erwinaibot Showbusinesstermswithoutdefinitions

  2. To generate definitions, click Generate definitions for these business terms.

    Erwinaibot Generateddefinitions

    You can also filter your results using the suggested prompts or entering custom prompts.

  3. Under Actions, click Icon Confirm Erwinai Bot to confirm the respective definition or Icon Regenerate Erwinai Bot to regenerate.

    Erwinaibot Submitdefinitions

  4. After confirming the required definitions, click Submit.

  5. Definitions are updated successfully.

    Erwinaibot Definitionsgeneratedsuccessfully

  6. Under View Updates, click Icon Viewupdates Erwinaibot next to the business term you want to view.

  7. The business term page opens, showing the updated definition.

    Erwinaibot Viewupdates Definitions

You can continue the process or close the erwinAI bot.