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Creating use cases with Governance console
Last updated: Oct 30, 2024
Creating use cases and viewing models with Governance console in IBM watsonx

Create a use case with Governance console in IBM watsonx.governance and link it with models and prompts that are tracked in AI Factsheets. You can view all the metadata that is gathered for governed assets and integrate the data in your governance and compliance workflows.

Remember: The user interface in Governance console might appear different than what is shown in the OpenPages documentation.

Creating a use case

Create a use case in Governance console. When you create and save a use case, an AI use case is created automatically in AI Factsheets. A model and a prompt are associated with the AI use case in AI Factsheets and the model is deployed.

The use case library provides a parent entity for your AI use cases. The use case library is under the /Library/MRG/Use Case Library business entity. To view the use case library, click Primary menu > Inventory > Use Cases. Filter the grid to show the /Library/MRG/Use Case Library

Remember: These steps are based on the predefined views and workflows that are provided in watsonx.governance. The views and workflows might be different for you, depending on how your administrator configured them.

Procedure

  1. Click Home button to go to the dashboard.
  2. Click Primary menu > Inventory > Use Cases. Click New.
    Or, on your dashboard, locate the Model Inventory panel. Click New Use Case.
  3. Type a Name and Description, Purpose, and then select the Owner of the use case.
  4. Click Add and select the parent business entity for the use case.
    For example, select Use Case Library.
  5. Click Save.
    The Use Case Request workflow starts. The use case is in the Data Gathering stage.
  6. For Use case type, select AI, and then click Save.
  7. Enter the following information about the use case.
    • Stakeholder departments: Select the departments that need to review your use case.
    • Uses foundation models

    Review the All Key Items list and complete any other required fields.

    For help, click the information icons.

    Click Save.

  8. Optional: Associate the use case with related regulatory mandates. In the Compliance section, click the Mandates tab. Click Add and select the mandates.
  9. Optional: Associate the use case with related business processes. In the Compliance section, click the Process tab. Click Add and select the business processes.
  10. Click Actions > Submit for initial approval > , and then click Continue.
  11. In the Risk section, click Risk Identification to conduct a risk assessment of the use case. See Completing a risk assessment.
  12. In the Regulatory Information section, click Applicability Assessment to assess the use case. See Completing an applicability assessment.
  13. Verify that the Stakeholder departments list includes the departments that need to review your use case.
  14. Click Actions > Submit for stakeholer review.

    The use case is now waiting for approval. The use case is in the Initial Approval stage of the Use Case Request workflow.

Reviewing use cases

Use cases move through a review and approval process. You can use the Governance console to see the use cases that are waiting for your review and to approve or reject the use cases.

Remember: These steps are based on the predefined views and workflows that are provided in watsonx.governance. The views and workflows might be different for you, depending on how your administrator configured them.

Procedure

To review use cases, do the following steps:

  1. Click Home button to go to the dashboard.
  2. Click the My Tasks tab, and then click the use case that you want to review.
  3. Review the use case.
  4. Click Actions, select an option, and then click Continue.
    For example, if you are giving an initial review of a use case and you approve it, click Actions > Submit for stakeholder review to begin the next stage of the approval process.

    The use case is now in the next stage of the Use Case Request workflow.

Viewing use cases

View your use cases and the detailed metadata that is collected for tracked assets in Governance console.

Data is pulled in from AI Factsheets so that you can view the use case and its children.

Remember: These steps are based on the predefined views and workflows that are provided in watsonx.governance. The views and workflows might be different for you, depending on how your administrator configured them.

Procedure

  1. On the dashboard, navigate to the Use Cases by Lifecycle Phase panel. Click the chart segment for approved use cases.
  2. Open the use case to view details about the tracked assets that are associated with the use case.

    The task view shows the child objects of the use case: the foundation model, the prompt, related mandates, and related processes.

  3. Optional: Change to the tree diagram view to see a visual mapping of associations between the use case and other objects.

Viewing models and model details

View your models in Governance console. You can view a list of all models by clicking Primary menu icon > Inventory > Models. You can also use your dashboard to view models.

The foundation model library provides a parent entity for your foundation models. The use case library is under the /Library/MRG/Foundation Models business entity.

If you use watsonx.ai, your models are added to Governance console under /Library/MRG/Foundation Models.

To view the use case library, click Primary menu > Inventory > Use Cases. Filter the grid to show the /Library/MRG/Foundation Models

Remember: These steps are based on the predefined views and workflows that are provided in watsonx.governance. The views and workflows might be different for you, depending on how your administrator configured them.

Procedure

To view models from the dashboard, do the following steps:

  1. Click Home icon.
  2. On the dashboard, locate a panel about models.
    For example, use the Models by Provider panel.
  3. Click a chart segment or a number.
    For example, to see a list of all foundation models, click the number under Foundation Models.
  4. To view details about a model, click its name.

    The view displays information such as the stakeholders, related use cases, related foundation models, risk and validation activities, and the development and training history of the model.

Linking Amazon SageMaker models to use cases

Link your Amazon SageMaker models to use cases to view the model metadata that is collected and synced with Governance console.

Note: This task applies to watsonx.governance as a Service on AWS when it is integrated with Amazon SageMaker.

Procedure

  1. Click Home button to go to the dashboard.
  2. Click Primary menu > Inventory > Use Cases.
  3. Open the use case.
  4. In the Associations section, add your Amazon SageMaker model.
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