AI Validator Enhancements
Validator – Exception keyword rule
The AI Validator is now able to allow exceptions to rules depending on an applications proposal.
In the Configuration Portal (Configure Service >> Planning >> Validator >> Rules >> "AI Validator Rules Configuration") the user can now find a new item in each rule skeleton, which is a multi-selector. When a keyword/phrase is chosen within this multi-selector, even if all other rule requirements are met, the rule will not be triggered if the scope of the work in the proposal includes what the chosen keyword/phrase describes.
For example, for a Householder (Application type 1) application, existing elevations may be set to required for all circumstances except when the scope of the work includes a new building.
This is how the rule would appear in this specific example:
It is important to note that this functionality is only available to clients using the new "merge configuration".
To enable the "merge configuration", you must contact the Product Owner.
Validator - Review and send on demand emails
AI Validator has functionality to send automatic emails once the tool has analysed the application and applied the rules.
There is now the option to hold the email in the tool, allowing the emails to be edited and sent by an officer within the Validator.
To enable this functionality, go to the Configuration Portal, select 'configure service' >> Planning >> Validator >> Reporting >> Email Configuration, and enable the checkbox called 'Send email manually in Validator Portal'.
Once this configuration is enabled, all new applications will have a button within the application details, which will lead to a modal where the email can be edited, saved, and sent.
The modal view will be loaded with a default subject and body with the output analysis done by the Validator.
Below the title of the modal, there are two buttons to set the template as valid or invalid with their merge fields filled in. These buttons will automatically modify the subject and the body. Both the subject and the body of the email can be modified.
In the second highlighted section, fill in the relevant email accounts, separated by commas. At the bottom of the modal, there are three buttons:
- Save: to save all progress, so any edits are kept and the email can be reviewed and sent later.
- Send: to send the modified email (at least one email address must be in the first text field called 'Send Email to').
- Cancel: to exit the modal