Managing Rules — IPA Knowledge Base

📋 Overview

Knowledge Base Rules help define how IPA interprets, validates, and applies information from uploaded documents. Rules can be automatically extracted from uploaded content or created manually to enforce specific standards across your organization.

This article covers how to review, create, edit, and delete rules, as well as how rule enforcement works.

🔗 Inspect Point Assistant — Knowledge Base Overview

🔍 Understanding Knowledge Base Rules

Knowledge Base Rules are instructions that IPA uses when answering questions and performing actions.

Rules can be created in two ways:

• Automatically extracted from uploaded Knowledge Base documents during ingestion
• Manually created by administrators in the Rules section

When IPA processes a document, it identifies policies, procedures, definitions, and operational requirements that can be converted into rules.

Rules may be used to require specific information before an action can be completed, suggest follow-up actions based on company processes, or provide company-specific context when answering questions. 

Once active, rules are automatically applied whenever IPA encounters a matching request. Users do not need to reference or invoke rules manually.

🔗 Upload a Document to the IPA Knowledge Base

📋 Review Extracted Rules

When a document is uploaded, IPA analyzes the content and identifies potential rules.

To review extracted rules:

1. Open IPA Knowledge Base
2. Navigate to Rules
3. Review the list of extracted rules
4. Verify that each rule accurately reflects the source document
5. Approve, edit, or remove rules as needed

⚠️ Automatically extracted rules should always be reviewed before relying on them for enforcement.

➕ Add a Rule Manually

If a rule is not identified during document upload, you can create it manually.

To add a rule:

1. Open IPA Knowledge Base
2. Navigate to Rules
3. Click Add Rule
4. Select the Scope
5. Enter the Directive
6. Add the Rule

✏️ Edit an Existing Rule

Rules can be updated as company processes change.

To edit a rule:

1. Open IPA Knowledge Base
2. Navigate to Rules
3. Locate the rule you want to modify
4. Click Edit (pencil icon) 
5. Update the details
6. Click Save

Changes take effect after the rule is saved.

🗑️ Deleting or Inactivating a Rule

Rules that are no longer needed can be deactivated or deleted. 

To do so:

1. Open IPA Knowledge Base
2. Navigate to Rules
3. Locate the rule
4. Click the Active toggle to deactivate or Trashcan icon to delete
5. If deleting, you will be asked to confirm the deletion 

⚠️ Deleting a rule permanently removes it from the Knowledge Base and IPA will no longer use it during content validation or enforcement.

🛡️ Understanding Rule Enforcement

IPA uses approved rules when evaluating Knowledge Base content and responding to requests.

Depending on configuration, rules may:

• Guide how content is interpreted
• Validate uploaded information
• Flag inconsistencies
• Recommend corrections
• Influence how IPA generates responses

When IPA encounters content that conflicts with an active rule, it may:

• Display a warning
• Flag the content for review
• Suggest changes
• Apply the rule during response generation

The exact behavior depends on how your organization has configured IPA and the type of rule being enforced.

💡 Best Practices

• Review extracted rules before approving them.
• Keep rules clear and specific.
• Remove outdated rules as processes change.
• Periodically audit rules to ensure they remain relevant.
• Avoid creating duplicate rules that enforce the same requirement.