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AI in Requirements Management

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Requirements Management (RM) integrates AI capabilities to speed up requirement intake, document creation, market research, and procurement guidance while keeping a human in control of every decision. For an overview of AI across the Government Acquisition Management suite, see AI in GAM.

AI capabilities in RM

The following AI features are available in RM. Each feature follows the principle that AI suggests and you decide. All outputs require your review before taking effect.

AI-assisted requirement creation in RM

RM lets you start a requirement from a plain language description instead of filling in every field by hand. A three-step guided experience reads your description and pre-populates the intake form, and you review and adjust the fields before submitting. This shortens intake and reduces the effort of entering structured data manually.

For detailed instructions, see Create a new requirement.

AI-assisted forecast creation in RM

RM applies the same natural language approach to forecasts. Describe the forecasted opportunity in your own words, and RM pre-fills the forecast form, including key details, agency, financial, and timeline data. You confirm or refine the populated values before creating the forecast.

For detailed instructions, see Create forecasts with AI.

AI Document Builder in RM

RM uses AI Document Builder to draft procurement documents directly from a requirement record. The feature pulls context from the requirement and any reference documents you provide, then generates a structured draft that follows your agency's standards. You edit and finalize the draft before it moves into the contract file.

For detailed instructions, see Create requirement documents using AI Document Builder.

AI document summarization and chat in RM

RM gives you AI-generated summaries of PDF documents attached to a requirement and lets you ask questions about a document in natural language. Instead of reading a long file, you can request the key points or query specific details and get answers drawn from the document content. This helps you extract information quickly during review.

For detailed instructions, see Use the Ask AI document assistant.

Procurement AI Copilot in RM

RM connects to the Procurement AI Copilot, which answers procurement questions using your agency's own documents. You organize documents into knowledge sets to scope each conversation by topic, and you reach the Copilot from a dedicated site or from within RM. Responses draw on the documents you provide rather than general knowledge.

For detailed instructions, see Procurement AI Copilot.

AI Market Deep Dive Agent in RM

RM triggers AI-powered market research through its ProcureSight Enterprise integration after you create a requirement. The AI Market Deep Dive Agent finds relevant procurements and vendors, saves the results to a collection linked to the requirement, and generates a market research report. You review the findings in the AI Research Collection subtab of the requirement Research tab.

For detailed instructions, see Research tab.

Configure AI features in RM

Administrators control RM AI capabilities through feature toggle constants, connected system configuration, and module setup:

RM is built on Appian's AI platform. To understand the platform capabilities, governance, and security that support RM AI features, see the following Appian platform AI resources:

For more detail on how Appian keeps your data private when using AI, see Private AI and AI Services.

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