1 AWS Comprehend AI Implementation
Welcome to the AWS Comprehend AI Implementation guide. This document provides comprehensive instructions on how to set up and configure the AWS Comprehend-powered AI Assistant feature in our latest release.
Note: This document is intended for our on-premises customers who manage their own FOIAXpress application. For SaaS customers who purchase the AI Assistant, Casepoint support will enable their integration.
1.1 AWS Comprehend for SaaS Customers
SaaS customers (using an Casepoint-hosted version of the application) who purchase the AWS Comprehend integration will have their configuration completed by an Casepoint Support team member. Simply coordinate with your Project Manager (or other Casepoint contact) and we’ll handle the rest.
1.2 Implementation Method
AWS Comprehend with FOIAXpress uses the Casepoint AWS Account. We’ll do the work in setting up AWS and will provide you with a few data points to plug into the application to activate the feature.
1.3 Implementation Process
To implement the AI Assistant, you’ll complete the following activities:
AWS Account: Connect with Casepoint support to help set you up with an account we provision.
Application Configuration: Guidance on configuring the application settings to ensure optimal performance and integration of the AI Assistant.
1.4 Prerequisites
To install the AI Assistant, you must fulfill the following prerequisites:
FOIAXpress must be upgraded to v11.7.0 or above.
The FOIAXpress API must be installed. This is a requirement for using the application in all versions v11.7.0 and above.
You must have AI Assistant license(s) and AWS Comprehend license(s) for your organization, and these licenses must be applied to your application. Contact your
AWS Comprehend AI Implementation
Casepoint Project Manager for your licenses. Once you have your updated license, follow these steps to upgrade your license.
You will use the Casepoint AWS account.
1.5 AWS Account
Our support team provisions you with the necessary access under the Casepoint AWS organization. Our support team will create a dedicated AWS account for your organization within our organizational unit.
Once the account is set up, we will provide you with the necessary credentials, including the AWS Client ID and Secret ID. These credentials are essential for configuring your environment and enabling the Amazon Comprehend connector within our application.
Once you’ve got your Client ID and Secret ID, move to Section 2 of this document for next steps.
2 Application Configuration
Follow the steps below to configure your application for AWS Comprehend.
2.1 AWS Comprehend Configuration
Log in to the application as an administrator and access Administration > System Administration > AWS Comprehend Configuration:
Under Client Id, copy and paste the Access Key provided by Casepoint.
Under Secret Id, copy and paste the Secret Access Key provided by Casepoint.
Use the Region drop-down to select which geographic location you’d like to use for search.
Note: Selecting an option closer to your data center can help optimize speeds when using AWS Comprehend.
Click Save to save the configuration.
2.2 AI Roles and Permissions
There are three types of AI user permissions within the application:
AI Config Application Role Permission: Users with the AI Config application role permission can view and edit three AI configuration pages. Click the links below to learn more about these configuration pages:
AI User Role: Application users who are allowed to use the AI Assistant feature within document management. This is a license-based role, and all AI users must have an active license.
AI Trainer Role: A subset of the AI Users, AI Trainers are selected to feed redaction data into the Redaction Knowledge Base, which contains a repository of all redactions performed by AI Trainer to identify patterns and frequently encountered data.
2.3 Using the AI Assistant
There are two main components to the AI Assistant feature. AI Redaction Templates and applying these templates to documents in Document Management.