Setting up Azure OpenAI Integration

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform.

Introduction

Appian Requirements Management comes with an integration with Azure OpenAI that can be used to generate message thread summaries. To configure this, you must register for an account with Azure OpenAI and configure the connected system with your account credentials. This page provides instructions for configuring the Azure OpenAI integration in Requirements Management.

Note: System administrators must select Azure AI as the preferred AI service for these integration steps to be utilized for AI-powered features.

Configure application

Note: Before installing RM 1.7 or later, you must install the Azure OpenAI Plugin.

After setting up your Azure OpenAI account, you must configure the application to use the API key.

Register for a paid account with Azure OpenAI, if your organization does not already have one.

Note: Start with a free account for your dev and test environments, but expect to hit the request limit fairly quickly.
Generate an API key for the account.
Update AS RM CS Azure Open AI.
- Enter resource name in the Your Resource Name field.
- Paste your API key in the API Key field.
Navigate to one of the integrations using this connected system.
- Select the AS RM CS Azure Open AI connected system.
- Click DEPENDENTS.
- Open an integration.
Click TEST REQUEST to make sure the API Key works and the resource name is set up correctly.
Toggle the AS_RM_BOL_RFI_OPEN_AI_GENERATION_TOGGLE constant value to True. This enables the users to generate an RFI using AI.
Toggle the AS_RM_MSG_BOL_THREAD_SUMMARY_TOGGLE constant value to True. The thread summary now updates each time a message is added to a thread.

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