Data Sources allow you to customize the Case data that is used in the prompt to generate the AI Executive Case Summary (ECS). This article contains the available data source options and any particular constraints. Refer to Data Source Fields – NeosAI for the list of pre-configured fields for each data source option.
Available Data Sources
All listed data sources are included by default in the Select Data Sources window, except Current Staff Data and Value Data, which can be selected if needed. The selected data sources may result in an additional dropdown where you can further customize the records to use in the summary. Except for Documents, when no entries are selected, then all entries of the selected Data Source are used when generating the Executive Case Summary.
NOTE: Data Source names will default to the Title used in the Case Type.
Data options with dropdowns:
Documents Data (Document Types) – The summary and metadata of each document with the selected document type will be included in the prompt to generate the Executive Case Summary. Only documents that have already been summarized will be included.
• Up to 5 Document Types can be selected.
• NOTE: If no document types are selected, then none will be included.
• Document Types that are assigned the "Medical Record" field type will display in this dropdown by default.
Counsel Data – Each selected record of the selected Counsel Data from the Case will be summarized and included in the prompt used to generate the Executive Case Summary.
• The first 50 records will be used.
Insurance Data – The summary and metadata of each selected insurance entry will be included in the prompt to generate the Executive Case Summary.
• The first 50 records will be used.
Notes Data – The summary and metadata of each note with the selected topics will be included in the prompt to generate the Executive Case Summary. Only AI summaries of notes that have already been summarized will be included.
• One or more note topics can be selected.
Party Data – The summary and metadata of each selected party entry will be included in the prompt to generate the Executive Case Summary.
• The first 100 records will be used.
Police Data – The summary and metadata of each selected police entry will be included in the prompt to generate the Executive Case Summary.
• The first 50 records will be used.
User Tabs 1-5 – Each selected record of the selected User Tab from the Case will be summarized and included in the prompt used to generate the Executive Case Summary.
• Up to 10 populated fields will be included from each record.
• NOTE: If no records are selected, then ALL records will be included.
Value Data (Value Codes) – Value records of each selected Value Code from the Case will be summarized and included in the prompt used to generate the Executive Case Summary.
• One or more Value Codes can be selected.
• NOTE: If no Value Codes are selected, then ALL Value items will be included.
Data options for flat tabs (no dropdown):
Case Data
Accident Information Data (if tab is enabled)
Case Date Data
Case User Data
Court Information
Dynamic Layouts – Records of the selected Dynamic Layout types that are included in the Case will be summarized into an overview, which is used to generate the Executive Case Summary.
Firm Data
Primary Staff Data
User Tabs 6-10 (if tab is enabled)
• Limited to the first 50 populated fields on each tab