Setting up an AI use case
Setting up an AI use case Create an AI use case to define a business problem and track the related AI assets through their lifecycle. View details about governed assets or generate reports to help meet governance and compliance goals. Creating AI use cases in an inventory An inventory presents a view of all the AI use cases that you can access that are assigned to that inventory. Use multiple inventories to manage groups of AI use cases. For example, you might create an inventory for governing prompt templates and another for governing machine learning assets. Add collaborators to inventories so they can view or contribute to AI uses cases. Before you begin * Enable watsonx.governance and provision Watson OpenScale. * You must have access to an existing inventory or have sufficient access to [create a new inventory](https://dataplatform.cloud.ibm.com/docs/content/wsj/analyze-data/xgov-inventory-manage.html). For details on watsonx.governance roles and managing access for governance, see [Collaboration roles for governance](https://dataplatform.cloud.ibm.com/docs/content/wsj/analyze-data/xgov-collab-roles.html). If you do not have sufficient access to create or contribute to an inventory, contact your administrator. Viewing AI use cases 1. Click AI use cases from the navigation menu to view all existing AI use cases you can access, or click Request a model with an AI use case from the home page. From the primary view, you can search for a specific use case or filter the view to focus on certain use cases. For example, filter the view by Inventory to view all the AI use cases in a particular inventory. ![Viewing AI use cases in an inventory](https://dataplatform.cloud.ibm.com/docs/content/wsj/analyze-data/images/xgov-inv-use-cases.png) 2. Click the name of an AI use case to open it and view the details on these tabs: * Overview shows the essential details for the use case. * Lifecycle shows the assets that are tracked in the use case, which is organized by the phases of the AI lifecycle. * Access lists collaborators for the use case and assigned roles. 3. Click the name of an asset to view the associated factsheet. Generating a report from a use case You can generate reports from use cases or factsheets to share or preserve records. By default, the reports generate these default reports: * Basic report contains the set of facts visible on the Overview and Lifecycle tabs. * Full report contains all facts about the use case and the models, prompt templates, and deployments it contains. The inventory admin can customize reports to include custom branding or to change the fields included in reports. For details, see [Customizing report templates](https://dataplatform.cloud.ibm.com/docs/content/wsj/analyze-data/xgov-manage-reports.html). To create a report: 1. Open a use case in an inventory. 2. Click the Export report icon to generate a PDF record of the use case. 3. Choose a format option and export the report. Creating an AI use case 1. Click AI use cases from the navigation menu. 2. Click New AI use case. 3. Enter a name and choose an inventory for the use case. If you do not have access to an inventory, you must create one before you can define a use case. See [Managing an inventory for AI use cases](https://dataplatform.cloud.ibm.com/docs/content/wsj/analyze-data/xgov-inventory-manage.html) for details. 4. Complete optional fields as needed: Option Notes Description Define the business problem and provide any details about the proposed solution. Risk level Assign a risk level that reflects the nature of the business problem and the anticipated solution according to your governance policies. For example, assign a risk level of High for a model that processes sensitive personal data. Supporting data Enter links to supporting documents that support or clarify the purpose of the use case Owner For a use case with multiple owners, you can edit ownership Status By default, a new AI use case is assigned a status of default, as it is typically waiting for assets to be added for tracking. You can manually change the status. For example, change to Awaiting development if you do not require any additional review or approval for a requested model. Change to Developed if you already have a model to add to governance. Review the complete list of status options in the following section. Tags Assign or create tags to make your AI use cases easier to find or group. Use case status details Update the status field to provide users of the use case an immediate reflection of the current state. Status Description Ready for use case approval Use case is defined and ready for review Use case approved Use case ready for model or prompt template development Use case rejected Use case not ready for model or prompt development Awaiting development Awaiting delivery of AI asset (model or prompt) Development in progress AI asset (model or prompt) in development Developed Trained model or prompt template added to use case Ready for AI asset validation AI asset ready for testing or evaluation Validation complete AI