Overview

The System Administrator uses the AI Configuration page to manage the AI features of ClinicalDataS for the whole platform: the connection to the AI service, which AI capabilities are switched on, and the policy that every AI request must pass before any data leaves the platform. Each study then chooses which of the capabilities it uses on its own AI Hub page.

Access this page via System Settings → AI Configuration.

Who Can Configure

System Administrator Viewing and changing this page require the System Administrator role. For the full permission list, see the Permission Matrix.

Set the AI service connection

The AI Interaction Connection card holds the address and the access key that ClinicalDataS uses to reach its AI service. Only one connection exists for the platform.

1. AI Interaction Base URL
2. API Key: enter a new key to replace the current one
3. Save is available once a field has changed

Field	Description
AI Interaction Base URL	Address of the AI service. Required; must start with http:// or https://.
API Key	Access key of the AI service. The key in use is always shown masked, with the date it was Last updated. Leave the field empty to keep the current key; enter a new key to replace it. "No API key configured yet." is shown until a key is saved.

1. Change AI Interaction Base URL, or enter a new API Key.
2. Click Save on the AI Interaction Connection card. Save is available only when a field has changed.

Turn AI capabilities on or off

The AI Capabilities card lists every AI capability of the platform. Each capability card shows its name, a description, an availability tag and a toggle. The toggle decides whether users see the AI button in the corresponding module.

Screenshot pending

What this should show: the AI Capabilities cards with their availability tags and toggles, and the Per-Capability Policies table below them.

Availability tag	Meaning
Available	The AI service provides the capability.
Coming soon	The capability is not yet available.
Unavailable	The AI service cannot provide the capability at the moment.

The availability tag is informational: the System Administrator can switch a capability on or off regardless of its tag. A toggle that is greyed out cannot be changed on this page.

1. Switch the toggle of each capability to change.
2. Click Save on the AI Capabilities card.

Changes take effect immediately for all users and are written to the audit log. A capability that is switched off here cannot be used in any study. Click Refresh Status to check the availability of each capability again; unsaved toggle changes are discarded.

Set the policy of each capability

The Per-Capability Policies table defines what each capability may send to the AI service. Every AI request is checked against the policy of its capability before it leaves the platform. A capability without its own policy row is not configured and does not receive AI requests.

Column	Description
Capability	Capability name and code
PHI Policy	How protected health information (PHI) in the request is handled
Allowed File Types	File extensions the capability accepts
Max File Size	Largest file the capability accepts

1. Click Edit on the policy row. The Edit Policy dialog opens.
2. Select the PHI Policy.
3. Select the Allowed File Types and enter the Max File Size (MB).
4. Click Save.

PHI Policy option	Effect
MASK_BEFORE_SEND - Mask PHI before sending to the provider	PHI is masked before the request is sent
DE_IDENTIFY - Fully de-identify before sending	The request is fully de-identified before it is sent
BLOCK_IF_PHI - Block the request if PHI is detected	The request is blocked when PHI is detected
ALLOW_WITH_AUDIT - Allow but log a full audit record	The request is sent and a full audit record is kept

The file types offered in Allowed File Types are the file extensions allowed in System Configuration. Max File Size (MB) must be at least 1 and cannot exceed the maximum file size set there.

Related Docs

• AI Hub — choose the capabilities a study uses
• AI Features
• PHI Management
• System Configuration