Manage AI-Assisted features - Precisely Data Integrity Suite

Data Integrity Suite

Product
Spatial_Analytics
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Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
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platform_spatial_analytics
Data_Observability
Data_Quality
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Services
Spatial Analytics
Precisely MCP
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

The AI functionality within Data Integrity Suite allows you to configure AI capabilities while maintaining strict adherence to security and acceptable AI policies. AI Manager supports integrating trusted and vetted Large Language Models (LLMs) so teams can control the models used in their workspace.

Note: You must have the Workspace Manager role to access the AI page. Also ensure that the required LLM connections are available in your workspace. For first-time setup, create a new LLM connection.

To access AI Manager:

  1. Go to Configuration > AI.
  2. The AI Manager is divided into two pages:
    • Features to enable and manage AI capabilities.
    • LLM Connections to create and manage reusable model connections.

These provide a structured approach to manage AI capabilities and LLM configurations at the workspace level.

Manage AI features

You must create at least one LLM connection before you configure AI features. If no LLM connection exists, the Features page displays a notification. Select Create LLM Connection from the banner, or open the LLM Connections page to set up a supported provider. After you configure a connection, return to the Features page to turn on AI capabilities.

The Features page controls the AI-powered capabilities available to your workspace. From this page, you can turn AI on or off, set your LLM model set preference, browse AI features by product area, and review feature health.

  1. Go to Configuration > AI.
  2. Open the Features page.
  3. Use the AI Features toggle to turn AI capabilities on or off for your workspace.
    When the toggle is on, supported AI features are available throughout Data Integrity Suite.
  4. In the Large language model (LLM) set preference area, select the models that AI Manager can use.
    AI features use the best model for the feature from the selected model set. Prioritization applies only when the same model is present on different connections and in other edge case scenarios.
    If a model from the configured choices is removed Preview, AI Manager uses another valid model from those choices. Deprecated models can still be used. If no valid model remains, the feature status changes to Error.
  5. To add another LLM connection to the model set, select +.
  6. Expand a product area to view the available AI features.
    Product areas can include Catalog, DQ Pipelines, DQ Rules, DQPlus, and Foundation.
The feature list shows each AI capability, its current health, the model or model family it uses, and whether the feature uses the workspace default or a feature-specific override.

The feature table includes the following columns.

Column What it shows
Feature Name of the AI capability.
Status Current execution or configuration status of the feature.
Model or Model Family The model the feature uses, or Inherited if it uses your workspace default.
Enabled Whether the feature is turned on.
Override Opens the override panel, where you can assign different models to this feature.

Each AI feature displays a status that tells you its current health.

Status Meaning
Success The feature is configured correctly and ready to use.
Warning The feature is working but needs your attention.
Error A configuration issue prevents the feature from using its assigned model set.
Failed The feature failed to initialize or run.

If a feature shows a Warning, Error, or Failed status, select the status indicator to view details. The details panel shows the capability name, agent type, model in use, configuration source, a description of the issue, and suggested actions to resolve it.

Each feature determines the set of models it can use in one of the following ways.

  • Inherited: The feature uses the default model set from your workspace LLM model set preference. When you change your workspace default, all inherited features use the new model set.
  • Overridden: The feature uses its own assigned model set instead of your workspace default. Only that feature is affected by the override.

When you set Large language model (LLM) set preference or override a feature model Preview, AI Manager shows Available and Selected model tables. These tables include Model family or models, Connection, Type, Status, and Deprecation date columns so you can review model availability before saving a model set.

Use the status filters to show Active, Inactive, Deprecated, or Removed models in either table. If a selected or inherited model is removed, the status indicator identifies the affected model. Deprecated models can still be used. AI Manager uses the next valid model in the model set when one is available, or shows an error that explains the model issue when no valid model remains.

Use these practices when you manage AI features.

  • Configure your workspace LLM model set preference before setting up individual feature overrides.
  • Use feature overrides only when a specific AI capability requires different models.
  • Check feature statuses regularly to catch configuration issues early.
  • Address warnings and errors promptly to keep AI functionality running.
  • Remove feature overrides when a custom model is no longer needed.
Preview: This feature is currently in Preview for select workspaces and might be subject to change before general availability.

Override an AI feature model

By default, each AI feature uses your workspace-level LLM model set preference. Features that use the default show Inherited in the Model or Model Family column. If a feature needs different models, you can override its configuration.

  1. Expand the category that contains the feature.
  2. Select Override.
  3. In the Override panel, turn on the feature if necessary.
  4. Select your preferred LLM connection.
    For an Azure AI Foundry connection Preview, choose one or more available Claude or GPT-5 models or model families.
  5. Review the Feature Execution information, including status, capability, agent type, model in use, and source.
  6. Select Override.
The selected model set is used only for that feature.
Preview: This feature is currently in Preview for select workspaces and might be subject to change before general availability.

Apply an AI feature recommendation

Preview: This feature is currently in Preview for select workspaces and might be subject to change before general availability.

When an AI feature has a warning with suggested actions, you can apply one or more recommendations from the Override panel. AI Manager applies the selected changes, validates the feature again, and refreshes the panel with the latest configuration.

  1. Open the Features page.
  2. Expand the category that contains the feature.
  3. Select Override.
  4. In the warning banner, review the Suggested Actions.
    The Apply Recommendation button appears when AI Manager can apply a recommendation for the feature. The button is disabled until you select at least one suggested action.
  5. Select one or more suggested actions.
    The Apply Recommendation button is enabled.
  6. Select Apply Recommendation.
When the recommendation is applied, a confirmation message appears and the Override panel refreshes with the latest AI preference configuration. If the recommendation cannot be applied, an error message appears and the panel remains open with the current configuration.

Reset an AI feature model set to the workspace default

Reset a feature-specific override when the feature no longer needs its own model set assignment.

  1. Open the Override panel for the feature.
  2. Select Reset to Default.
The feature uses your workspace-level LLM model set preference, and the Model or Model Family column displays Inherited.

Configure LLM connections

The LLM Connections page can be used to configure LLM connections at the workspace level.

Note: Once a new LLM connection has been established, it can be reused across all the features.

To configure this:

  1. Go to Configuration > AI.
  2. Open the LLM Connections page.
  3. Select Add LLM Connection.
    1. Provide a name and a suitable description to the connection.
    2. Select the LLM provider.
    3. Select the associated provider region.
    4. Under Authorization, choose the authentication method.
    5. For access key authentication, enter the AWS access key ID and AWS secret access key.
    6. For AWS Identity and Access Management (IAM) role authentication, enter the Amazon Resource Name (ARN) for the customer IAM role.
    7. For Azure AI Foundry Preview, enter the Tenant ID, Client ID, Client Secret, and Project URL.
    8. After you enter all details, select Test to validate the connection details. After successful validation, a confirmation message appears.
    9. Select Add. The configured LLM connection appears in the list.
  4. Open the context menu for the associated connection, then select Edit, Test, or Delete.
Tip: Your AWS account must have read and write access to Bedrock, as well as access to the required LLM families (such as Claude Sonnet and Mistral). All other permissions are optional and are typically included only for convenience.
Preview: IAM role authentication for AWS Bedrock LLM connections is currently in Preview for select workspaces and might be subject to change before general availability.
Preview: This feature is currently in Preview for select workspaces and might be subject to change before general availability.

AWS IAM role setup for Bedrock

Set up a customer-owned AWS Identity and Access Management (IAM) role so AI Manager can use temporary credentials to access Amazon Bedrock.

You need the workspace ID provided by Precisely and the Precisely global role Amazon Resource Name (ARN) for the environment and workspace region that you are configuring.

Preview: This feature is currently in Preview for select workspaces and might be subject to change before general availability.

Use IAM role authentication as the preferred authentication method for enterprise deployments. AWS recommends this method when your organization does not allow long-lived AWS access keys for Bedrock access. The customer role trusts the Precisely global role and uses AWS Security Token Service (STS) to provide temporary credentials.

For production environments, use the Precisely global role ARN that matches your workspace region.

Workspace region Precisely global role ARN
US East (N. Virginia) arn:aws:iam::508747789874:role/prd-us-east-1-precisely-customer-account-role
Europe (Ireland) arn:aws:iam::508747789874:role/prd-eu-west-1-precisely-customer-account-role
Europe (London) arn:aws:iam::508747789874:role/prd-eu-west-2-precisely-customer-account-role
Asia Pacific (Sydney) arn:aws:iam::508747789874:role/prd-ap-southeast-2-precisely-customer-account-role
  1. Create or choose the customer IAM role.

    The role ARN uses this format: arn:aws:iam::<CUSTOMER_ACCOUNT_ID>:role/<CUSTOMER_ROLE_NAME>.

  2. Attach the permissions required for the Bedrock models that the LLM connection uses.

    The following policy includes the Bedrock actions required for model discovery and invocation. Limit the permissions to the required AWS Region and models where possible.

    {
      "Version": "2012-10-17",
      "Statement": [
        {
          "Sid": "Statement1",
          "Effect": "Allow",
          "Action": [
            "bedrock:ListInferenceProfiles",
            "bedrock:ListFoundationModels",
            "bedrock:InvokeModel",
            "bedrock:InvokeModelWithResponseStream"
          ],
          "Resource": "*"
        }
      ]
    }
  3. Add a trust policy that allows the Precisely global role to assume the customer role.

    Replace PRECISELY_GLOBAL_ROLE_ARN with the Precisely global role ARN for your environment and workspace region. Replace YOUR_WORKSPACE_ID with the workspace ID provided by Precisely.

    {
      "Version": "2012-10-17",
      "Statement": [
        {
          "Sid": "AllowPreciselyGlobalRole",
          "Effect": "Allow",
          "Principal": {
            "AWS": "<PRECISELY_GLOBAL_ROLE_ARN>"
          },
          "Action": "sts:AssumeRole",
          "Condition": {
            "StringEquals": {
              "sts:ExternalId": "<YOUR_WORKSPACE_ID>"
            }
          }
        }
      ]
    }
  4. Copy the customer role ARN.
    The ARN is ready to enter when you create the AWS Bedrock LLM connection in AI Manager.

The customer IAM role can be used for AWS Bedrock LLM connections. You can revoke access by removing the trust policy statement or the Bedrock permissions from the customer role.