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Run Smart Response

Smart Response is a first-of-its-kind generative AI solution to revolutionize the risk and diligence process. This feature enhances a responding team's ability in the assessment completion process by automatically applying answers from previously completed assessments and related documents.

Smart Response delivers precise answers automatically, as well as the rationale and referenced resources for each generated answer. Feedback on the generated response and rationale can then be provided to help improve the accuracy of answers.

Once enabled for your organization, Smart Response will only be accessible by users with the specific Smart Response permission enabled. Please see our full help article on Smart Response permissions for your reference:

This article covers the following topics:

Navigating to an Active Assessment

1. From the Assessments Module, Active Assessments Screen, select an active assessment as shown below.

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Run Smart Response

1. From an Assessment Answering Screen, select the Smart Response button as shown below.

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2. From the Smart Response Window, select the + Select Assessments and/or + Select Documents link to respectively add previously answered assessments and documents as a source for Smart Response.

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Select Assessments

1. In the Select Assessment Window, use the checkbox(s) to choose previously answered assessment(s) as a source for Smart Response to generate answers. Click Select & Close to confirm as shown below.

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Select Documents

1. From the Add Documents Window, drag & drop files from the Upload Files Screen as shown below.

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2. Optionally, you can select existing files from the Select From File Library Screen as shown below.

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Please Note: Currently only .pdf and .docx files are supported to source Smart Response. For more information on uploading files to assessments, please see our help article below: 

Review & Run

1. In the Smart Response Window, configure and review the selected resources. Select Run Smart Response to confirm as shown below.

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Please Note: Enabling sharing for an added document will add it as an attachment that can be viewed by the assessment evaluator. This setting can be changed at any time prior to the submission of an assessment. 

2. The Smart Response Window will prompt you to return to the Active Assessments Screen while Smart Response generates.

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3. Assessments that currently have a Smart Response generating will be locked from further amendment until the generation is complete. Locked assessments will be indicated by the Padlock icon as shown below.

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Please Note: You will receive an email notification once the generation is complete.

Viewing Smart Response

Once a Smart Response generation is complete, responses parsed from the provided resources are viewable along with the rationale in the Assessment Answering Screen. Furthermore, feedback on the response can be given to improve the ongoing database.

1. From an Assessment Answering Screen, you can view all answers populated by Smart Response indicated by the Smart Response banner in a question card as shown below.

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Rationale

The rationale behind why Smart Response generated an answer based on the provided resources can be reviewed.

1. In a question card indicated by the Smart Response Banner, select the icon as shown below.

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2. The Smart Response Summary Window will display response rationale and allow you to view specific portions of references as shown below.

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Feedback

Feedback can be provided for generated responses to improve future Smart Response results. 

1. In a question card indicated by the Smart Response Banner, select the Thumbs Up icon to provide positive feedback as shown below.

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2. Alternatively, select the Thumbs Down icon to provide negative feedback as shown below.

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3. In the Smart Response Window, compose a rationale for your negative feedback and select Submit to confirm as shown below.

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Please Note: Once feedback is provided for a generated response, it cannot be reverted or changed.

Change Answer

1. If an answer generated from Smart Response is manually changed, the Smart Response Banner will indicate the same as shown below.

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 2. To restore a question back to its original answer, select Revert to Smart Response as shown below.

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Re-run Smart Response

Smart Response can be re-run on assessments with additional resources if required. 

1. From an Assessment Answering Screen, select the Smart Response button as shown below.

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2. In the Smart Response Window, select which configuration you intend to re-run Smart Response For.

  • Run Smart Response on unanswered questions: Only unanswered questions can be affected by the new generation of Smart Response.

  • Run Smart Response on all questions: All questions can potentially be affected by the new generation of Smart Response.

Select Continue to confirm as shown below.

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3. In the Smart Response Window, review and reconfigure the resources provided in the original Smart Response generation. You can optionally add more resources using the respective links. Select Run Smart Response to confirm as shown below.

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Reference the remaining steps from the Review & Run section above.