TDM Agent – AI-Assisted Task Search and Execution

Overview

The TDM Agent is an AI-assisted task search capability available in the TDM App. It makes it easier to find and prepare TDM tasks using natural language.

Instead of browsing or filtering through the task list and then manually provision them, testers can simply describe what they want to do. The TDM Agent identifies the most appropriate task, opens it, and pre-fills its editable execution attributes based on the user's request. When needed and allowed, it also adds new attributes. The tester can then review the suggested values, make any necessary changes, and execute the task.

This makes task execution faster and easier, particularly for users who may not be familiar with the available tasks or their configuration options.

The TDM Agent is available in addition to the existing search option in the Manage Your Tasks window. It does not replace the existing search functionality.

Prerequisite

Install Fabric 8.5.x or later.

Installation Steps

To enable the TDM Agent, complete the following steps:

Install the TDM Agent extension. Verify that the aifusion LU (Data Product) is added to the project.
Install an LLM extension (e.g. Anthropic).
Define an LLM interface on the installed LLM extension.
Edit the apps.json file. In the TDM application entry, set the showChat attribute to true. This attribute is set to false by default.
Redeploy the TDM LU.

Important notes:

The TDM deployment is required to run the initRefreshTaskDesc Broadway job, which is configured during the TDM deployment. This job scans the TDM tasks and updates their descriptions in a dedicated table. The TDM Agent uses this information to match tasks to user requests.

If you upgrade your TDM project from a version earlier than 10.0.1, verify that the java.project.referencedLibraries attribute in the workspace settings.json file contains the following JAR path: /opt/apps/fabric/workspace/fabric/lib/fabric/fabric-task*.jar.

How It Works

The user describes what they need in plain language. The TDM Agent can ask for clarification or additional details when necessary.
The TDM Agent searches for the most appropriate task and proposes it to the user. The suggestion logic based also on candidates availability at source.
In some cases, the agent will propose few candidate tasks, usually when there is no clear match or when more than a single task is requires to fulfill tester request.
The TDM Agent makes the required changes and overrides like pre-filling the editable execution attributes or adding new ones, based on the user's request.
The user can click Execute Task to run the task as-is, or manually edit the pre-filled execution attributes before executing.

Scope and Limitations

The TDM Agent currently searches Business Entity (BE)-based tasks only. It does not search table-level tasks.
The TDM Agent currently supports the following task actions:

Task Action	Description
Extract	Read entities from a source environment into Fabric
Load	Provision pre-extracted entities to a target environment
Extract & Load	Copy entities from a source to a target environment
Reserve	Lock entities in a target environment
Delete	Remove entities from a target environment

The TDM Agent does not currently support searching for Synthetic Generation, Entity Clone, or Entities & Referential Data tasks. These tasks can be searched for using the Search window.
Chat History — The TDM Agent does not currently support viewing or reopening previous conversations. Users must start a new chat each time they access the agent.