Ask Me Anything - SAP AI Copilot, Joule

@wilsonk We estimate that it its about 8 to 24 hours worth of IT set up work.  Not active time because there is some processing time between steps on the SAP and Concur sides. I have attached the guide that should help you get ready and which resources you will need to prepare.  

With a support case the Concur team will be ready and waiting to help answer questions, have phone calls, or even have meetings with screenshares to support you as much or as little as you need.  You can set up Joule Base on your own but you dont have to if you dont want to. 

It is completely understandable to experience some nervousness about new things.  SAP follows the highest standards to ensure AI Ethics, Security, and Compliance.  I have included some links below that provide many details on these and more.  SAP and Concur have earned ISO 42001 certification for AI governance and provisioning (the certificate is downloadable on the sites below).   This is important because Joule and all AI has been validated by a third party to ensure that you dont have to take our word for it that we are protecting your data and never using it in any way that would violate our existing promises or agreements generally for data protection.  

Also Joule can absolutely be deactivated should you not fully enjoy it.   We do recommend customers to install in a Test or Production Sandbox Environment prior to deploying it to all users in Production.

https://www.sap.com/products/financial-management/ai.html#travel 
https://www.sap.com/products/artificial-intelligence/ai-ethics.html 

Hi there - just to follow up on this - I asked about what Joule accesses in our Concur instance and what it reports back to SAP/Concur in last Thursday's webinar.  I was directed to my CSM who gave me a spreadsheet called "Concur Verify - AI Questionnaire" that has a lot of questions and responses.  But nothing specifically answered my questions - at least not that I could find.  Are you able to tell me more about this?

@JLovasz   First I am sorry that your question was not understood and that you didnt get the support you needed.  

I want to break this down a bit because data privacy and security are top concerns for customers, users, and also ourselves.  I believe I saw you gave me a thumbs up on some of the content with links lower in the thread but I can dig a bit deeper on this topic here.

First I want to make it very clear that none of the LLMs that are used by SAP or Concur are ever trained.   There is no data the is stored even in annonomized ways. Joule as a tool is designed is a way that prompts and responses are transmitted and received but no history is stored like what you may experience with the conversational nature of a public ChatGPT.  The Joule tool that users interact with that is fully inside the walls of SAP and Concur architecture will retain a conversational element so that users can ask for follow up to a previous question but Joule acts as a buffer to the LLM partner that has "no memory".  We limit access to data outside of SAP to only what is necessary and required to function and keep everything inside our boundaries.

What the Joule tool can access also depends of the set up of Concur and SAP systems a bit.  For a comprehensive list the links below are the best place to start.  As a for example....   When using the Travel Booking Agent for users to book a trip using Joule we need to know certain things from the users profile in order to ensure we are booking trips correctly.  What is the Travel group that the user belongs to and what are the rules and prefered vendors that we should be searching for.  What are the loyalty programs that the user has on their profile to determine which of the preferred vendors they might prefer and their preference for ailes for windows and more.   Joule the tool can access this information to create a prompt to do the search of Travel content in the Concur Travel tool and return the likely flights they would select and not the the complete list of everything available.  Joule the SAP tool being able to access this information and then determine what is absolutely required for each prompt is how we can maintain our ISO certification standards and keeping as much of your and your users data inside the Concur and SAP walls.  It is a balancing act though to determine how much we need to know about users in order to be helpful and how we keep that data secure so that there is no risk.  The data security and protection risks are no different with Joule than they are with Concur T&E or SAP solutions in general.  That risk is very very very low because SAP requires the highest standards available or required anywhere in the world to be our global standards. 

Hello @elleno  - The thread will lock to NEW questions in about 30 minutes, but the thread will remain open for viewing forever. Additionally, we will do a recap post in our Admin Group too. 

Perfect!!  That is all I needed so I can bring this to someone that is higher than me in order to possibly implement it.