Summary

The Summary tab is one configured to repeat the salient points of information of the most important transaction tabs so that a user does not have to navigate within a transaction. Not all transactions display this tab, but for those that do it is a method for quick review to approve, reject, determine to copy, determine to copy forward, or decide that the transaction is the correct one for researching. When a transaction is opened in Pending or Final Phase, the Summary tab is listed as the first tab (if the enabled property is set to true for the transaction Summary Tab parameter in the feature.conf file).

When a transaction is in the Pending Phase, a Transaction Summary button is available on the Summary tab. When the user selects this button, the system initiates generation of an AI-powered transaction summary. While the summary is being generated, the message “Generating Transaction Summary” is displayed to the user. Once generation is complete, the AI-generated transaction summary is presented on the screen. After the summary is generated, a Copy icon becomes available, allowing the user to copy the transaction summary content. The Transaction Summary button is removed after the summary has been successfully generated. Transaction Summary is disabled by default and must be explicitly enabled through both governance-level and transaction-level controls. For additional information, refer to the “Transaction Summary” topic in the Advantage Intelligence Guide.