- Overview
- Medical Record Summarization
- About Medical Record Summarization
- Roles and permissions
- A template's lifecycle
- Create a template
- Edit a template
- About policies
- Create a policy
- Edit a policy
- Refining decision model rules
- Deploy a template
- Send documents for processing
- Review a summary
- Medical Record Summarization (MRS) output data
- Manage deployments
- Manage review workflows
- Customize application appearance
- Experimental features
- Template sections reference
- Policies reference
- Clinical review reference
- System components
Edit a policy's decision profile and rule tree in Medical Record Summarization, and save the changes as a new decision model version.
Edit a policy to refine the rule tree the AI generated from the policy document, or to change the decision profile that defines the available outcomes. Every save creates a new numbered decision model version, and cases that have already been decided keep the version they ran against.
Prerequisites
- The policy exists and its decision model status is Active.
- You are a member of the MRSAdmin or MRSProcessOwner local group in Automation Cloud. See Roles and permissions.
Open a policy for editing
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Select Policies in the left navigation sidebar.
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Select the policy you want to edit.
The policy opens on the Editor tab. The left panel shows the policy profile, the middle panel shows the rule tree, and the right panel shows the policy document.
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Select Edit draft.
The header changes to show Regenerate, Cancel edit, and Save a new version. The version selector is disabled while you are editing.
Edit the decision profile
The decision profile controls the decision question, the model type, and the available outcomes.
A decision profile is shared. Saving it updates the profile for every policy that uses it, and those policies may need regenerating before the change takes effect. Saving also regenerates this decision model's rule tree from the AI, which replaces your current tree edits. Regeneration affects new cases only - cases already decided keep the version they ran against.
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Select Edit profile in the left panel.
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Update any of the following:
Field Description Decision profile name The name of the decision profile. Required. Decision question The question the AI answers as it reads the policy document. Required. Model type Direct decision or Scored decision. Outcomes The outcomes the AI may choose from. For a scored profile, each outcome carries a minimum and maximum score. Notes Free-text hints for the AI about the policy document. -
Select Save and regenerate.
Add a rule group or condition
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Select Add here at the position in the tree where the new item belongs.
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Select the item type:
Type Description Rule group A set of items judged together. Condition A single check. -
Configure the item:
- For a rule group, enter a Label and select how the group's items are evaluated: All are required, Any 1 is required, or First match.
- For a condition, enter a Label. Add the condition's requirements afterwards using Edit condition.
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Select Create.
To add a top-level scoring criterion instead, select the add icon next to Scoring Criteria in the left panel.
For guidance on which evaluation qualifier to pick and when to split logic across conditions, see Refining decision model rules.
Add or remove a condition's requirements
A requirement is one field tested against a value. A condition can carry more than one requirement, and all of them must be true for the condition to be true.
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Select Edit condition on the condition.
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Add a requirement, then select the field it tests and the value it must have.
If the field you need does not exist yet, create it here rather than defining it in advance.
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Remove any requirement that no longer applies.
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Save the condition.
Edit an extracted field
Fields are edited from the Data tab in the left panel, not from the tree.
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Select Data in the left panel.
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Select the field you want to change.
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Update any of the following:
Field Description Field key The field's name. Instruction What the AI looks for in the record at run time. Allowed values Categorical fields only. The list of values the field may take.
A field's data type cannot be changed. To use a different type, delete the field and create it again.
Edit, reorder, or remove tree items
Each item in the tree carries its own controls.
| Control | Applies to | Description |
|---|---|---|
| Edit rule group | Rule groups | Changes the group's label and evaluation qualifier. |
| Edit condition | Conditions | Changes the condition's label and requirements. |
| Remove rule group | Rule groups | Deletes the group and everything nested inside it. |
| Remove condition from group | Conditions | Deletes the condition from its parent group. |
| Drag to reorder | Both | Changes the item's position among its siblings. Order matters for First match groups. |
| View in policy | Both | Opens the supporting passage in the policy document panel. |
| Collapse rule group | Rule groups | Hides the group's children. |
Regenerate the rule tree
To discard the current tree and have the AI rebuild it from the policy document, select Regenerate.
Regeneration re-extracts the model from scratch instead of merging into what you have, so treat every manual edit since the last extraction as lost. Because a decision profile can be shared, regenerating one profile also reverts the rule trees of every other policy using it. Review the whole tree afterwards. For details, see Refining decision model rules.
Save or discard your changes
- To commit the changes, select Save a new version. This becomes available once you have made a change.
- To discard everything and leave the current version untouched, select Cancel edit.
View a previous version
Select the version selector in the header to see every version of the decision model with the date and time it was created, and to switch to one. Versions whose generation did not complete are marked Failed.