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Setting Up System Services

Date: 03.09.2025 • Reading Time: ~4 minutes

On the Configure Services page, you set up all necessary AI services required for using Smart Processing. These services form the foundation for AI-supported functions in Smart Processing. The service connections (Service Connections) are set up individually by the customer and can then be used throughout the Simova Core ecosystem.

Note

New services are not provided by Simova. The setup is done directly by the customer through the respective provider, such as Azure. Existing services can be maintained or new ones created via the Simova Apps | CORE - AI Service List page in Simova Core.


Available AI Services

The following services can be integrated into Smart Processing:

  • Azure OpenAI Service
  • Document Intelligence
  • Content Understanding

Setting Up Services

The setup of the services is done directly through the Smart Process Setup.

Step-by-Step Guide

  1. Start in the Smart Process Setup area.
  2. Select the action Configure Services.
  3. Check if a service already exists. If not, click on Manage OpenAI Service to create a new service.
  4. Save your entries. The configured services will then be available system-wide in the Simova Core ecosystem.

Functions and Associated Services

The following table shows which service is required for which function in Smart Processing:

Function Required Service
Document Intelligence Classification Method Document Intelligence
Content Understanding Classification Method Content Understanding
Document Intelligence Capture Method Document Intelligence
Content Understanding Capture Method Content Understanding
Option "Smart Field Matching" in the Process Template Azure OpenAI
Processing of XML Documents Azure OpenAI
Processing of Email Documents (MSG, EML) Azure OpenAI
Option "Allow Smart Master Data Creation" in the Template Field Azure OpenAI
Use of Codeunit 5673302 "SIM_DI Smart Line Type Match" Azure OpenAI

The choice of the appropriate model depends on the use case. For most scenarios, the following models are recommended:

  • gpt-4.1
  • gpt-4.1-mini

Best Practice

Always use the latest model version. New models are generally more powerful and cost-effective.


Error Handling

If a required service is missing or the connection is faulty, Smart Processing will automatically display an error message when executing the action. The message describes which service is unreachable and what steps are necessary for correction.

Next Steps