This page includes frequently asked questions about the Finance Chatbot
Last revised November 18, 2025
1) How do I provide feedback on the Finance Chatbot’s responses?
- Please email your positive or constructive feedback to FinanceChatbot@yale.edu. If you are sending constructive feedback, please include a screenshot showing the question you asked and the chatbot’s response.
2) What information is accessible to the Finance Chatbot?
- The Finance Chatbot’s primary source of information are webpages on the It’s Your Yale website.
- The Finance Chatbot also has access to select supplemental documents, such as certain FAQs, trainings, and forms.
- The Finance Chatbot also has access to Finance & Administration documents from Yale School of Medicine’s PolicyTech repository.
3) What information is not available to the Finance Chatbot?
- The Finance Chatbot does not have access to most unit specific policies and procedures.
- The Finance Chatbot is also unable to search the internet other than the It’s Your Yale website.
- The Finance Chatbot is currently unable to access CAS-protected pages on It’s Your Yale.
- If you have a suggestion for content that you believe would be helpful to add to the Finance Chatbot, please email your feedback to FinanceChatbot@yale.edu.
4) How do I answer YSM-specific questions using the Chatbot?
- By default, the Chatbot relies on university-wide policies and procedures.
- If you have YSM-specific questions, reference “YSM_PolicyTech” in your query to improve the Chatbot’s retrieval of PolicyTech Finance & Administrative policies and procedures.
5) Will the Finance Chatbot provide Chart of Accounts (COA) segment codes?
- The Finance Chatbot will not provide specific COA segment codes (e.g., spend category code, revenue category code, and ledger account codes).
- The Finance Chatbot directs requests for specific COA segment codes to the COA team (coa@yale.edu) and to the COA Segment Values page (https://your.yale.edu/work-yale/financial-management/accounting-control…).
6) Can the Finance Chatbot answer questions about Artificial Intelligence (AI)?
- The Finance Chatbot does not have detailed information about Artificial Intelligence. For guidance about AI at Yale, please visit https://ai.yale.edu.