How to Use Regulatory AI 

Overview

Regulatory AI is now a standalone tool on the HData platform, designed to streamline regulatory research and analysis. With advanced AI capabilities, it allows users to extract insights from regulatory documents faster and with greater depth and transparency. 

Unlike general AI tools, Regulatory AI is trained exclusively on utility industry data, ensuring reliable and contextually relevant responses.

How It Works

Regulatory AI allows users to query up to 50 documents at a time from catalogs in the HData Library or their private documents in Data Hub. Because its scope is limited to just these documents, Regulatory AI avoids “AI hallucinations,” a common challenge with other generative AI tools, in which fake information is represented as fact. 

When users engage Regulatory AI, they first need to select the documents they want it to reference when searching for answers. This practice, known as “grounding,” enhances the tool’s ability to deliver precise, contextually relevant results. It also means the answers that Regulatory AI provides include clickable attributions that take users to the document where the specific answers were found.

Interacting with Regulatory AI

Regulatory AI provides an intuitive and interactive experience, allowing users to efficiently navigate and analyze regulatory data. Getting started is simple—users can quickly access the tool, select relevant documents, and begin exploring AI-powered insights. The platform’s interactive features enhance research by enabling users to refine questions, generate new drafts, and manage sessions seamlessly. With built-in citation tracking, Regulatory AI ensures transparency and precision in every query. Watch the video for a brief overview or follow the steps below to get started.

Getting Started

• Access Regulatory AI
  • Open the Regulatory AI tool from the HData platform.
  • Click "Create a New Session" in the upper right corner.

• Select Documents
  • Choose up to 50 documents from one or multiple catalogs within the HData Library or the Private Documents Catalog.
  • The session will generate AI-powered summaries for each document.

• Begin Your Chat with Regulatory AI.
  • Explore with Insights by clicking the lightbulb icon in the bottom right of the interface.
    • Use the Insights feature to search by key words and/or filter insights by the categories below:
      • Key topics
      • People mentioned
      • Dates and events
      • Companies and entities
  • Ask Questions & Analyze Data
    • Type a custom question in the field at the bottom of the interface, or select a suggested query from Insights.
    • Receive detailed responses to questions, and answer-level insight that can be accessed at the bottom right of each answer section. Answer-level insights include:
      • Suggested follow-up questions   
      • Answer-level insights explaining the response logic
      • Citations for verification

Cross-Catalog Search

Cross-catalog search is a new feature in the HData platform that allows users to analyze and compare documents across multiple catalogs in the HData Library. For example, a user could compare the Integrated Resource Planning (IRP) process across multiple states. 

To run a cross-catalog search:

• Create a new session and select documents from the first catalog you want to search in.
• After selecting documents from the first catalog and before starting the chat, click the dropdown arrow next to the catalog name in the top left of the interface. From here, choose a second catalog to select documents from. 
  • Repeat this process to select documents from additional catalogs. 
• Once document selection is complete, start your chat by clicking the arrow at the bottom of the interface.
  
  

Private Documents in Data Hub

Learn more about how to upload your own documents for analysis in the How to use Data Hub Knowledge Base.

Interactive Features

Users have access to interactive and customizable controls and settings in Regulatory AI, and each session is automatically saved, allowing users to return anytime to continue their research.

• Revise their question to refine responses.
• Generate new drafts of answers.
• Manage sessions by duplicating, deleting, or renaming them.
• Download conversation history along with citations.
  
  
  
  
  

Using the Files View

Toggle to the Files tab for advanced sorting and filtering. The Files View makes it easy to identify key documents, or create a new session based on the most relevant files. 

• Sort by catalog or file name alphabetically, or sort by citation count
• Click the title of any file to open the document in a new tab
• Click anywhere in the pane to see file metadata or navigate directly to the docket or case associated with that file.
  • From here, you can toggle over to the citations from any individual file, and see an AI-generated summary of the file.
    
    

Additional Questions? Let Us Know