Creating use cases and models with Governance Console on 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.

Viewing models and model details

View your models in Governance Console.

About this task

You can view a list of all models by clicking Primary menu icon > Inventory > Models.

You can also use your dashboard to view models.

These steps use the predefined dashboard. Depending on your environment, your dashboard might be different.

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.

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.

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. Enter the following information about the use case.
    • Use case type
    • Stakeholder departments: Select the departments that need to review your use case.
    • Risk level:
    • Uses foundation models

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

    For help, click the information icons.

    Click Save.

  7. Optional: Associate the use case with related regulatory mandates. In the Compliance section, click the Mandates tab. Click Add and select the mandates.
  8. Optional: Associate the use case with related business processes. In the Compliance section, click the Process tab. Click Add and select the business processes.
  9. Conduct a risk assessment of the use case. See Completing a risk assessment.
  10. Click Actions > Submit for initial approval > , and then click Continue.

Results

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

Completing a risk assessment

Use cases move through a review and approval process. During this process, you do a risk assessment in Governance Console to identify potential risks.

Procedure

To assess risks, 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 assess.
  3. Read about the use case.
  4. Under Risk ID Assessments, click a risk assessment.
    For example, watsonx.governance includes a predefined Risk Identification assessment.
  5. Complete the questionnaire.
    The status shows you the number of questions and how many were answered.

    For some questions, you might need to enter a comment or attach a file.

    To see the history of an answer, click Activity.

  6. Click Actions > Risk identification complete.
  7. Click Actions > Start AI Assessment Workflow.

    Your answers are used to calculate overall risk and compliance scores for the use case.

    To view the risk scores, open the use case. Under Risk ID Assessments, open the side panel (Open side panel icon) for the risk assessment.

  8. Return to your use case. Verify that the Stakeholder deparmtnets list includes the departments that need to review your use case.
  9. Click Actions > Submit for stakeholer review.

Results

The use case stakeholders receive a notification to review the use case.

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.

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.

Results

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.

4.8.3 or later These steps apply to AI Factsheets version 4.8.3 or later.

Note: Your dashboard might look different based on your profile. The following steps describe the default dashboard.

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.