Easy Answers - Feature Matrix
Intended audience: END-USERS DEVELOPERS
AO Easy Answers: 4.3
Overview
This Easy Answers Feature Matrix aims to provide a quick reference on the key areas of capabilities available for End Users of Easy Answers solutions. The Features described will be available as of the 4.3 Release of Easy Answers and the associated AO Platform, where called out.
Features in italics in the tables below are aimed at the Power User/Solution Developer and require access to the AO Platform Composers outside an Easy Answers solution. All other features are designed for and accessible to End Users from within the Easy Answers user interface.
Core Capabilities
Features | Description |
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Enrichment using Ontology Graph for Customer Data | All Easy Answers solutions are based on an Ontology Graph that acts as the data enrichment layer between the user interface of Easy Answers and the underlying organizational data. The Ontology Graph allows the organizational data to be left in-situ, while the Ontology Graph maintains its own relationships and enriched capabilities to create a unique user experience across otherwise disparate data sources. |
Retrieve data using Natural Language | Easy Answers deploys Natural Language capabilities for users requesting data from data sources. The interpretation of such Natural Language questions is done by integrating Easy Answers with modern Generative AI platforms to provide the best possible user experience for both new and experienced users. In a recent benchmark test, App Orchid Easy Answers achieved a 99.8% success rate. See https://www.apporchid.com/post/app-orchid-sets-new-benchmark-for-text-to-sql-accuracy-with-ontology-driven-ai-solution. See Natural Language Questions (NLQs) and Results section. |
Connect to 150+ Data Sources | Easy Answers solutions can combine data from hundreds of data sources, individually or through Federated Data queries. Data Sources include File-based data, Database data (SQL and NoSQL), Cloud-based Big Data, Web Services data, Document data (unstructured), and many custom data sources. See Data section. |
Rich Visualization and Data Exploration | Whether auto-generated dynamically or persisted in Dashboard, data is visualized as Apps. Easy Answers provides many App Types, including Charts, Tables, Pivots, Maps, and a myriad of other more specialized Apps. See Visualizations (Apps) and Data Exploration section. |
Generative AI/Large Language Model Integration | Generative AI technologies and Large Language Models from public and open-source platforms are native to Easy Answers. They are used in Natural Language interpretations (Text2SQL) and when generating Data Summaries for Results, Dashboards, and Insights. See Use of Generative AI section. |
Machine Learning Model Integration | AI Machine Learning Models are used to improve the understanding of large volumes of historical data as well as predicting the future. Easy Answers makes use of a large number of Quick Insights that are ready to use to provide deeper insights, yet presented in easy-to-understand infographics visualizations, and data summaries. See Use of Machine Learning Models section. |
Entity Extraction from Unstructured Data | A particular uniqueness of Easy Answers is the ability to ask Natural Language Questions of unstructured documents, such as PDF files. Easy Answers makes use of Entity Extraction to index documents to allow free-form questions to be asked of, eg, Service Manuals, Policy Documents, Contracts, Agreements, or User Guides, - to quickly find anomalies, inconsistencies, or generate data summaries across hundreds of documents for a specific search term. See Chatbot section. |
Chatbot Conversations | The Chatbot in Easy Answers complements the regular Easy Answers Question and Results page by enhancing the Question field into an enhanced Conversation where questions can be asked in the context of the previous questions, and the user can reply to any previous questions, spawning separate conversations. A separate Content Repository Chatbot makes it possible to ask questions of unstructured documents, too. See Chatbot section. |
Natural Language Questions (NLQs) and Results
Features | Description |
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Questions | |
| Ask a Natural Language Question in Easy Answers, and it will be interpreted by the Generative AI/Large Language Model selected for the solution. Additionally, the interpreted question will then be evaluated in the context of the Ontology Graph, and a result page with visualizations (Apps) will be generated. Using Generative AI for question interpretations guarantees the best possible understanding and outcome for the results to be generated. |
| Introduce domain- or industry-specific terminology or create rules for special circumstances to enhance the interpretation of questions by the Generative AI system. |
| Save time by quickly changing words in a question using proposed alternative words/values in dropdowns for all known Topics, Properties, and Database Values. |
| When questions are not understood, users can select alternative, near-match questions from history. |
| For ease-of-use adding filters in questions, a Query Builder dialog makes it possible to use a traditional structured syntax, such as “material equals plastic”. |
| It happens that a word in a question can mean different things. Easy Answers provides a solution to resolve such ambiguous word situations. |
| For every question asked and results provided, users can provide feedback to improve Easy Answers over time. Both Basic and Advanced (technical) feedback options are available, including adding additional prompt instructions to help with the question interpretation. |
| Based on permissions, updates to the core Ontology ranging from adding synonyms to providing feedback, may require additional review before being committed. Easy Answers provides a full review workflow for the supervisor to ensure ongoing, validated updates to the Ontology. |
| If questions have been previously asked and results generated, they become much faster to generate results going forward, as questions can be read from a cache. |
| Questions can be added as Favorites so they become quicker to access and rerun whenever needed. |
Results | |
| When questions generate results, the user will typically see multiple different chart and table Apps as a response to a single question. This happens as Apps are auto-generated based on an enriched Ontology where both Statistics have been generated, and Traits provide functions and visualizations associated with data sources. See Visualizations (Apps) and Data Exploration section. |
| Most Apps can be changed into an alternative visualization, eg, change a Pie chart to a Waffle chart, or change a Column chart to an Area chart. Some visualizations can even be changed into infographics Apps. |
| Drilldown, Single Record Popup, Select Data Range, Select Date Range, Zoom In/Out, … See Visualizations (Apps) and Data Exploration section. |
| All Apps can be expanded into full-screen mode, which will reveal further details about Data, Data Summaries, Insights, and User Comments, relating to an App. See Visualizations (Apps) and Data Exploration section. |
| Apps allow the underlying data to be downloaded to CSV or Excel formats for downstream use or exchange with other systems. |
| The Results page can be downloaded as PDF Reports in two different formats: Concise or Verbose. Concise is a WYSIWYG-style layout of all Apps, whereas the Verbose format will show more details, including applied Filters and Data Summaries. |
| Apps on the Results page show historical data from underlying data sources; however, it’s possible to generate additional Insights for most Apps. Insights can generate trends, find outliers, generate forecasts, compare data statistically, correlate data by time/category/geography, generate regressions, and much more! See Insights section. |
| As clear as visual Apps can be, sometimes it’s useful to have a textual explanation of the important points. We call that Data Summaries. Simply generate Data Summaries for a specific App, or for the entire Results page. Individual Data Summaries can additionally be added to the Data Summaries page for future reference, - and even allow questions to be asked of the Data Summaries Report using the Chatbot! See Use of Generative AI section. |
| If any auto-generated Apps on the Results page are needed on a persisted Dashboard, users can simply add or update the Apps on any Dashboard. |
| Ability to quickly share your Questions and Results with other users. Send links via email or any other communication service for easy access. |
| Take a deep dive into the structure of the Ontology for the Easy Answers solution. View the Ontology Graph to understand Topics, their Properties, and Relationships. |
| All questions asked in Easy Answers end up on the History list. View History, rerun questions, or delete when no longer needed. |
Chatbot
Features | Description |
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Used with the Easy Answers Questions and Results page | |
| The Chatbot enhances the Easy Answers Question and Results page with conversation threads. Questions maintain context with previous questions. |
| Users can reply to any previous question, starting a new thread. |
| All questions asked in Easy Answers end up on the History list. View History, rerun questions, or delete when no longer needed. |
| All initial questions in the Chatbot are saved as History entries, allowing users to continue previous conversations. |
Used with the Content Repositories (Unstructured Documents) | |
| Each session is started by selecting a Content Repository, and then questions can be asked about one or more documents. Select specific documents within the repository to narrow the context for the responses provided. |
| The responses to questions in the Chatbot are provided in Natural Language format using the Generative AI functionality to generate Data Summaries. See Use of Generative AI section. |
| The responses to questions in the Chatbot are complemented with document links that can be clicked to open specific documents that the responses are referencing. |
| The response generated from a Chatbot question can be downloaded as a PDF Report. |
| The response generated from a Chatbot question can be copied to the Clipboard. |
| All questions asked in the Chatbot end up on the History list. View History, rerun questions, or delete when no longer needed. |
| All initial questions in the Chatbot are saved as History entries, allowing users to continue previous conversations. |
Dashboards
Features | Description |
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Create Dashboards from Answers to Natural Language Questions | Easily create new Dashboards or add Apps to existing Dashboards from Apps auto-generated in response to questions. This will persist those Apps, making it easy to organize Apps for repeated use. |
Create Flexible Layouts with Sections, Grid Columns/Rows, and App Groups | Dashboard Layouts include the configuration of Sections, App Groups, number of Layout Grid Columns, and Rows. |
Move and Resize Apps on Dashboards | For additional control, individual Apps can be moved and resized on the Layout. |
Configure Filters at Dashboard, Section, and App Levels | Filters can be configured for individual Apps, all Apps in a Section, and for the complete Dashboard. Any configuration of Filters is saved as a Filter View, and any number of the configured Filters can be applied as needed. Options are also available to decide which Filters to show. |
Interact with Apps | Depending on App Type, the following options may be available for interactive exploration of the details in an App: Drilldown, Single Record Popup, Select Data Range, Zoom In/Out, and Pan and Select Features on Maps, etc. See Visualizations (Apps) and Data Exploration section. |
Show Apps in Full-screen | All Apps can be expanded into full-screen mode, which will reveal further details about Data, Data Summaries, Insights, and User Comments, relating to an App. See Visualizations (Apps) and Data Exploration section. |
Generate Data Summaries for Dashboards and Apps (using GenAI) | As clear as visual Apps can be, sometimes it’s useful to have a textual explanation of the important points. We call that Data Summaries. Simply generate Data Summaries for a specific App, or for the entire Dashboards page. Individual Data Summaries can additionally be added to the Data Summaries page for future reference, - and even allow questions to be asked of the Data Summaries Report using the Chatbot! See Use of Generative AI section. |
Download Data from Apps | Apps allow the underlying data to be downloaded to CSV or Excel formats for downstream use or exchange with other systems. Separately, a Data Download Schedule can be created to auto-generate and distribute the downloaded data via email on a recurring basis. |
Download Reports | The Dashboards page can be downloaded as PDF Reports in two different formats: Concise or Verbose. Concise is a WYSIWYG-style layout for all Apps, whereas the Verbose format will show more details, including applied Filters and Data Summaries. Separately, a Report Download Schedule can be created to auto-generate and distribute via email the downloaded report on a recurring basis. |
Share Reports via Email | Ability to easily share a Dashboard Report with other users via Email. |
Create Personal and Public Dashboards with Permissions | All Dashboards can be made personal to the current user or public for sharing with other users. Additional permissions can be assigned to limit public Dashboards to specific user Roles with either View-only or Edit rights. |
Add Dashboard to Favorites | Dashboards can be added as Favorites so they become quicker to access and automatically open when the Dashboards page is accessed. |
Create Custom Dashboards (using Application Composer) | With the extra “super power” as a Solution Developer, custom Apps can be created using the Application Composer in the AO Platform, which in turn can be added individually or as a complete Custom Dashboard page. |
Insights
Features | Description |
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Create ML-based Quick Insights from Apps | It’s possible to generate Quick Insights for most Apps. Insights can generate trends, find outliers, generate forecasts, compare data statistically, correlate data by time/category/geography, generate regressions, and much more! See Use of Machine Learning Models section. |
Display Insights using Infographic-style Visualization | Quick Insights are visualized using powerful infographics-style Apps. |
Show Insights in Full-screen | All Quick Insights have a full-screen option allowing users to dive into the details of the analysis, including chart visualizations and data summaries explaining the most significant outcome in plain English. See Visualizations (Apps) and Data Exploration section. |
Share Insights with Other Users on the Insights Feed Page | As Insight are generated, they can be optionally added to a separate Insights Feed page shared with all users. It’s effectively providing deep, up-to-date insights about key performance indicators in a business as significant changes happen. |
Generate and View Data Summaries for Insights (using GenAI) | As clear as the infographics-style Insights can be, sometimes it’s useful to have a textual explanation of the important points. We call that Data Summaries. Individual Data Summaries for Quick Insights can be added to the Data Summaries page for future reference, and even allow questions to be asked of the Data Summaries Report using the Chatbot! See Use of Generative AI section. |
Create and Schedule ML-based Quick Insights (using Insights Composer) | For the Solution Developer, additional Quick Insights can be generated and scheduled to run on a recurring basis when using the Insights Composer in the AO Platform. See Use of Machine Learning Models section. |
Create and Schedule ML-based Advanced Insights (using Model Composer) | For the Solution Developer, more advanced Machine Learning Models can be created, trained, and ultimately used within Easy Answers. Such advanced models allow many more dimensions to be trained in the data source, and they provide more flexibility in defining the outcome compared to Quick Insights. See Use of Machine Learning Models section. |
Visualizations (Apps) and Data Exploration
Features | Description |
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App Types | |
| Easy Answers include numerous Chart Apps, such as column, bar, line, area, pie, donut, spider, polar, waffle, pyramid, funnel charts, Boxplot, Bubble, Packed Bubble, Error Bar, Forest, Radial, Scatter, variable pie, variwide, waterfall, and more… |
| Easy Answers include numerous Table Apps, such as a simple table, server-side data table, and pivot table. |
| Easy Answers include Map Apps, such as an advanced map and a choropleth map. |
| Easy Answers include Other Apps, such as Calendar heatmap, heatmap, treemap, cue card, trend cue card, dependency wheel, sankey, temporal aggregation, infographics, and a word cloud. |
Interact with Apps | Depending on App Type, the following options may be available for interactive exploration of the details in an App, - some examples:
|
Apps and Insights Details in Full-screen | All Apps and Quick Insights have a full-screen option allowing users to dive into the details of the data and analysis, including Data, Data Summaries, Insights, and User Comments. |
Auto-Generated Apps from Statistics (using Ontology/MSO Composer) | During the solution development phase, a Discovery process is executed on the data used in the solution. The purpose is to find and suggest various enrichment options for the data. One aspect of enrichment is to generate Statistics on all fields in the data sources (finding null values, identifying categories in data, finding min/max values, etc… All this Statistics go towards automatically generating visualizations (Apps) that will be added to the dynamically created Results page when users ask questions in Easy Answers to give users the best possible understanding of the data. |
Auto-Generated Apps from Traits (using Ontology/MSO Composer) | Similar to generating Statistics in the Discovery process during the solution development phase, it’s also possible to add Traits which is another form of enrichment of the raw data. Traits can provide both functionality, eg, automatically calculate new data from the data source field, as well as visualizations. A simple example is data containing a latitude and longitude value identifying a location for a smart meter installation point. By adding the Spatial Trait, the Ontology will automatically turn the latitude/longitude values into a spatial geometry and generate a Map App. |
Custom Apps (using Application Composer) | For Solution Developers, the Application Composer in the AO Platform provides unlimited options to create visualizations (Apps) that can be applied to the dynamically generated Easy Answers Results page and persisted Dashboards. |
Ease-of-Learning
Features | Description |
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Easy Answers Home Page | Whether you are a new or experienced user, the Easy Answers Home Page is the ideal starting point for access to all areas of the Easy Answers solution. It contains access to Topics, Questions, Dashboards, Insights, Data Summaries, and some additional Resources to get you started with your day, or to just get to the most important things you are working on. |
Recent/Popular/Favorites for Topics, Questions, Dashboards, Insights, Data Summaries | All sections on the Easy Answers Home Page can be organized according to either Recent activity (time), Popular items (most clicks), or Favorite items (what you like). |
Useful Resources | A number of Resources are shown at the bottom of the Home Page, including easy access to Documentation, How-To Video Tutorials, the ChatGPT-based AO Knowledge Assistant, and Contact information. Additional company-specific Resources can be added as needed. |
Customize Easy Answers Home Page | Users can customize the Home Page for individual preference in two specific areas: Sections (visibility and ordering), and Appearance (header style/graphics/color and greeting style). |
Role-specific Customization of Home Page (using Solution Composer) | The Solution Developer has specific control of the default Home Page, including configuration of Role-specific Section and Appearance settings. See Use of Generative AI section. |
Generate Persona-based Questions (GenAI) (using Ontology Composer) | The Solution Developer can bootstrap an Easy Answers solution with pre-populated, LLM-generated, Persona-specific questions that will show on the Home Page, making it easy for anyone to understand and ask Natural Language Questions in Easy Answers! |
Use of Generative AI
Features | Description |
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Interpretation of Natural Language Questions (Text2SQL) | One of the key tasks in the Easy Answers solution, being able to generate results from a Natural Language Question in the context of the Ontology structure used by the Easy Answers solution, is to ultimately “translate” the questions into the database language, SQL. This task is generally known as “Text2SQL”. The use of generative AI/LLM technologies has proven to be the best possible way to ensure accuracy during this task. Indeed, in a recent benchmark test, App Orchid Easy Answers achieved a 99.8% success rate. See https://www.apporchid.com/post/app-orchid-sets-new-benchmark-for-text-to-sql-accuracy-with-ontology-driven-ai-solution. |
Generate Data Summaries for Results, Dashboards, and Insights | A different task, also done best by the generative AI/LLM technologies, is the textual articulation in plain English of the output visualized as Apps (or Insights) in the Easy Answers Results page and Dashboards. As much as Apps and Insights do their best to distill results from large volumes of data into simplified visuals through charts and infographics representations, a textual Data Summary often helps users to focus on the key message that such visualizations are trying to convey. Anyone who has used ChatGPT or similar Generative AI tools is already very familiar, and generally impressed, with such summarizations. |
Generate Results when Asking Questions of Content Repositories | The context is different, but the result is very similar to the outcome described under Data Summaries above. In the context of asking questions of large volumes of unstructured documents (content repositories), the response from the Chatbot is that of a plain English summary of anything relating to the question. Imagine searching through thousands of contracts or agreements to identify anomalies in terms describing the ”protection of intellectual copyrights”. Easy Answers Content Repository Chatbot simply returns all the found occurrences in all documents and creates a structured summarization. |
Generate Persona-based Questions (GenAI) (using Ontology Composer) | The Solution Developer can bootstrap an Easy Answers solution with pre-populated, LLM-generated, Persona-specific questions that will show on the Easy Answers Home Page, making it easy for anyone to understand and ask Natural Language Questions in Easy Answers! |
Use of Machine Learning Models
Features | Description |
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Quick Insights | The generic Quick Insights available in Easy Answers and our Insights Composer for Solution Developers provide many types of analysis. All Quick Insights are based on Bayesian (probabilistic) Machine Learning Models. A quick summary of our Quick Insights includes:
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Scheduled Quick Insights (using Insights Composer) | Quick Insights generated by users in Easy Answers at runtime are ad hoc during data exploration. If the same Insights are to be repeated on a regular schedule, scheduling of such tasks will be established by Solution Developers using the Insights Composer in the AO Platform. |
Advanced ML Models for Insights (using Model Composer) | The Solution Developer can create and schedule more advanced Machine Learning Models based on a wide variety of Machine Learning Algorithms using the Model Composer. With this approach, the Solution Developer has great control over the data and how to optimize the training of the ML Model relative to the Ontology used for a given solution. Advanced ML Models are typically used for domain-specific, multi-dimensional data with multiple outcomes being displayed. |
Custom Insights (using Model Composer) | As an alternative to Machine Learning Models created using the Python-based ML Algorithms, the Model Composer also allows models developed in Java. |
User Interface
Features | Description |
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Browser-based User Interface | All interactions with the Easy Answers solution happen through a browser. The recommended resolution for optimum usability across all user interfaces is 1920x1080px. Recommended browsers include Google Chrome and Microsoft Edge. |
4 x Out-of-the-Box Themes | Easy Answers solutions come with four different UI Themes by default: Light, Dark, High-Contrast (dark), and Purple. Individual users can select their preferred Theme in User Settings. |
Custom Themes | Solution Developers can add custom Themes in case either existing Themes need to be tweaked a little, or a completely new Theme is required. |
Security
Features | Description |
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Independent User Management | The AO Platform provides its own User, Group, and Role access control configurations in addition to supporting centralized LDAP-based user management. Hybrid configurations are also possible. |
RBAC-based Permissions | Access to solutions and all aspects of functionality within a solution is managed through Role-based permissions in the AO Platform. Some permission settings are extended to users of Easy Answers, such as when making Dashboards publicly shared with other users. |
SSO Integration | The AO Platform supports multiple integration points to 3rd party identity providers (IDPs) and technologies, including Okta, PingOne/Ping Identity, Auth0, Azure AD, and SAML. |
Encryption of Sensitive Data | The AO Platform supports encryption and thereby the protection of personal identifiable (PI) data, such as the transfer of passwords. Other data may also require encryption, such as when sending data to external AI/LLM platforms. It’s part of the Solution Developer’s obligations to determine which aspects of such transactions shall be encrypted. |
Data
Features | Description |
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File-based Data Sources | File-based data sources can be used to create topics in a solution Ontology. However, such data sources are typically converted to a database data source to improve performance. Some example file-based data sources include: Excel, CSV, JSON, XML, RSS, SHP, and many more! |
Database-based (SQL/NoSQL) Data Sources | Database data sources are the most common type used to create topics in a solution Ontology. The Ontology Composer has a dedicated Discovery process, which will auto-create an Ontology from a database schema and suggest several enrichment options that benefit the Easy Answers users, including relationships, words, and traits. Some example database data sources include: PostgreSQL, OracleDB, SQL Server, MySQL, Snowflake, Google BigQuery, Databricks, Azure Data Lake Storage, Amazon Redshift, SAP HANA, Elasticsearch, MongoDB, Jira, Neo4j, Salesforce, and many more! |
Web Services Data Sources | Web Services data sources generally include any data accessible via a URL |
Document Data Sources (Unstructured Data) | Document data sources are used for many types of use cases in the AO Platform, including within the Content Repository area of Easy Answers. Some example document data sources include: PDF files, Word docs, PowerPoint files, DocuSign, and more. |
Documentation
Features | Description |
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Web-based Documentation for Easy Answers | With more than 130 topics of Easy Answers documentation, you are in good hands with step-by-step instructions and reference topics to all areas of the Easy Answers solution. Available directly within the software’s user interface. |
AO Knowledge Assistant (using ChatGPT) | If users prefer using ChatGPT to ask questions of the Easy Answers and AO Platform documentation, the AO Knowledge Assistant facilitates just that. Any questions will be promptly answered by providing step-by-step guidance or a summary of any user questions. A ChatGPT account is required to access. |
Video Tutorials and Podcast Feature Overviews | For every release, more and more short “how-to” video tutorials and introductory podcasts will be available should you ever get stuck with a particular task. Available directly from the Easy Answers Home Page. |
Web-based Documentation for AO Platform | For Solution Developers, Administrators, and Data Analysts getting involved with building new Easy Answers solutions, additional AO Platform-specific documentation can also be found within the software’s user interface, - all nicely organized based on the workflow and components used in the solution development process. |
REST API Documentation for AO Platform | For Solution Developers, the REST API documentation is available directly from the software’s user interface in the documentation section in the User menu. |
JavaScript API Documentation for AO Platform | For Solution Developers, the JavaScript API documentation is available directly from the software’s user interface in the documentation section in the User menu. |
Development
Features | Description |
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AO Platform Composers for Browser-based Development | The recommended way for Solution Developers to develop Easy Answers solutions is by using the AO Platform Composers. This development is all done in your web browser and includes the following Composers:
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JDBC-Connector for Access to Data via Semantic Layer (Ontology Graph) | For Solution Developers who wish to access the Semantic Layer (Ontology Graph) and underlying data from the AO Platform, our JDBC-Connector is the way to go. Any 3rd-party product or tool that allows data access via JDBC connectivity can make use of the AO JDBC-Connector to allow data to be extracted through the Semantic Layer. Both SQL queries and Natural Language Questions are supported as input from the 3rd-party product/tool. |
REST API for Advanced Development | For advanced use and integration with 3rd-party products and tools, our REST API provides functional access to many areas of the AO Platform. |