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Installing the object-centric AI Credit Blocks Manager App

The object-centric version of the AI Credit Blocks Manager app works with objects and events created for object-centric process mining. Before you set up the object-centric version of the AI Credit Blocks Manager app, you’ll need to enable and configure the Order Management process from the Celonis catalog, load the object-centric data model with your data, and validate the standard Order Management perspective. See Prerequisites for the object-centric AI Credit Blocks Manager app.

You can download the AI Credit Blocks Manager app from the Celonis Marketplace. When you link the AI Credit Blocks Manager app to the CreditBlocks perspective, it uses the objects and events that you’ve built from your source system data for the Order Management process and stored in the OCPM Data Pool.

Here’s how to install the AI Credit Blocks Manager app:

  1. Open the Celonis Marketplace from the Celonis navigation menu, and search for all or part of the app’s name.

  2. Select the AI Credit Blocks Manager (object-centric) app to see its information page.

  3. Select Get it now to install the app. If you see Request Access instead, click this to request the app, and check the other prerequisite steps in Prerequisites for the object-centric AI Credit Blocks Manager app.

  4. In Celonis, choose a Studio space to install the app in. You can use an existing Studio space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.

  5. In the Studio overview, find the AI Credit Blocks Manager app package in the space where you installed it, and click its tile to go to the app package.

  6. Click the Package Settings icon (the box) and select Variables.

  7. Select the Assign Data Model button, then search or browse for the CreditBlocks perspective and click to select it. Click Save to set the Data Model variable.

    Tip

    Don’t pick the version of the perspective with the prefix test: This is the version for the development environment, which won’t work - you need to use the production perspective without the prefix.

  8. The AI Credit Blocks Manager app needs to be published before configuration because this will create the necessary augmented attributes and tasks tables in the data model. Select the Publish button to publish a version of the app.

    Tip

    To prevent business users from accessing the app while you’re setting up, set the package permissions to hide it from them. Click the Package Settings icon (the box), and select Permissions. Set “No Permissions” to stop a user or group from seeing the app. You can also hide the view in the Apps Perspective tab in the package settings, but then you won’t see it either, so you won’t be able to check your settings in Apps.

  9. Open the Action View and the Set up and Validation view, and validate that your data is shown. It might take a few seconds before all the tables are created. If you see “Table could not be found” errors, wait a short time and then reload the page to see if they disappear. If they remain, you’ll need to fix this during app setup.

  10. Use the Set up and Validation view to set up the app variables. See Configuring settings for the object-centric AI Credit Blocks Manager app.

    Tip

    Because the AI Credit Blocks Manager app needs to be published right away, you’ll need to change the settings in these views in Apps and Studio. Changing the settings in Studio after publishing doesn’t affect the values in Apps.

  11. Work through the steps in the Set up and Validation view to change the default parameters from the Knowledge Model to align with how things are done in your organization. If anything is still not how you want it, you can further adjust the KPIs and Calculated Attributes directly in the app’s Knowledge Model. Validating KPIs for the object-centric AI Credit Blocks Manager app explains the process.Validating KPIs for the object-centric AI Credit Blocks Manager app

  12. If you want to add custom values for Status, configure the augmented attributes to add these. Configuring augmented attributes for the object-centric AI Credit Blocks Manager app has instructions on how to do this.

  13. Configure the tasks and actions for the app. Configuring tasks and actions for the object-centric AI Credit Blocks Manager app tells you how and explains what needs configured.

  14. If you want to customize the app’s views to change their look, fit your business process, or include custom items, edit them in Studio. Editing views for the object-centric AI Credit Blocs Manager app explains the process. You’ll need Analyst permissions for Studio and the views to modify them. If you make any changes to view components that involve the calculated attributes from the Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model.

  15. When you’re happy with your results, publish a version of the app. There's a Publish button at the top of all the screens in your Studio space.

After publishing the package, if you make any further changes to variables in the Set up and Validation view, make sure you set these in both Studio and Apps. Changing the settings in Studio after publishing doesn’t affect the values in Apps.

When you publish the AI Credit Blocks Manager app for the first time, it creates the augmented attribute and tasks tables you will need for the main table in the Action View.