Use Lookup Search to keep Ask Yarken’s business-name matching current. The Dimensions Index helps Ask Yarken connect names in a question, such as a vendor, application, cost center, account, or consumer, to the correct value in Yarken.
This is an admin maintenance page rather than an end-user search screen.
Before you begin
You need Admin access to maintain Lookup Search.
Lookup Search and Knowledge Base serve different purposes. Lookup Search indexes dimension values for name resolution. Admin > AI Studio > Knowledge Base manages approved documents and cited answers.
Open Lookup Search
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Go to Admin > Settings.
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Under AI, select Lookup Search.
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Review the Dimensions Index controls.
Understand the Dimensions Index
The Dimensions Index is the lookup index Ask Yarken uses to resolve business names in user questions.
It can include indexed values such as:
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vendors,
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applications,
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cost centers,
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accounts,
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consumers, and
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other indexed business dimensions available in the environment.
When these values change in Yarken, the index may need to be refreshed so Ask Yarken can resolve the current names correctly.
Refresh the Dimensions Index
Select REFRESH to rebuild the Dimensions Index from current Yarken dimension values.
Refresh the index after changes such as:
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a vendor is added or renamed,
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an application name changes,
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a new cost center or account is created,
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consumer or organizational values change, or
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master data changes materially.
Refresh does not change source data. It rebuilds the lookup index Ask Yarken uses to find current dimension values.
Clear the Dimensions Index
Select CLEAR when the existing index needs to be removed before a complete rebuild.
Important: After clearing the Dimensions Index, select REFRESH to rebuild it from current data. Until it is rebuilt, Ask Yarken may be unable to resolve indexed business names as expected.
Use CLEAR only when a full rebuild is required. For routine master-data changes, use REFRESH.
How ambiguous matches are handled
The Dimensions Index can return more than one possible match when similar names exist.
Configure this behavior under Admin > Settings > AI > Ask Yarken > Search lookup: Ambiguous matches.
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Setting |
Use when |
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Prefer asking the user to clarify |
Accuracy matters more than speed, or your environment contains overlapping names. |
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Agent chooses best match |
Users normally provide enough context for Ask Yarken to select the most likely match. |
Check the result
After refreshing the Dimensions Index:
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Open Ask Yarken.
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Ask a question using a recently added or changed vendor, application, cost center, account, or other indexed value.
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Confirm Ask Yarken resolves the intended value.
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If several values have similar names, confirm the configured ambiguous-match behavior is applied.
If a recently changed name is still not recognized, refresh the Dimensions Index again and confirm the value exists in the relevant Yarken source data.
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