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Epicor Eclipse Private AI Layer Blueprint Generator

This generator creates a private AI architecture plan for Epicor Eclipse. It assumes extract-based access into a local reporting store and puts data freshness and branch permissions at the centre of the design.

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Epicor Eclipse Private AI Layer Blueprint Generator

Private AI Layer Architecture Plan: Epicor Eclipse

Prepared for: Harbor Electrical Supply System: Epicor Eclipse Eclipse current release on Progress OpenEdge (vendor managed) Hosting: On-prem server Named users: 90 across 8 site(s) Target go-live: 2027-05-01

1. Context and goals

This plan describes a private AI layer for Epicor Eclipse that reads from scheduled extracts and Epicor-supported interfaces into a local reporting store. Because the source is extract based, freshness is stated on every answer and the assistant remains read-only.

Main use cases: Stock by branch and transfers Open orders and customer history Purchase orders and receipts Vendor performance

Data that must stay on site: Cost, margin and rebate data Customer pricing agreements

GPU position: One 24 GB GPU.

2. Components

ComponentDesign for Harbor Electrical SupplyNotes
Data access pathScheduled extracts or reports to file and any Epicor-supported interfaces for your release, loaded into a local reporting database with typed tablesConfirm entitlements and formats with Epicor; do not guess table names.
Retrieval indexLocal vector store over price lists, product data sheets, contracts and branch procedures, plus exported report textEvery chunk carries source, site and access tags; untagged content is excluded.
Model servingOpen-weight model on vLLM or Ollama, sized for 90 named users on One 24 GB GPUModel, quantisation and version recorded in the audit log.
Tool serverTool server with parameterised read actions over the reporting store; refuses stock-critical answers if the extract is older than a set thresholdParameterised read actions only; row caps and column allow lists.
Identity and permissionsDirectory groups mapped to branches and roles; branch and sensitivity columns in the reporting store; unknown users deniedUnknown users and unmapped content default to no access.
AuditAppend-only log of user, prompt, tool call, parameters, row counts and answerRetained per Harbor Electrical Supply records policy; reviewed at each rollout phase.

3. Security controls mapped to your inputs

ControlImplementationDriven by
Data residencyReplica, index and model all inside the On-prem server boundary; no outbound API calls at run timeData that must never leave the site
Least privilegeLoader writes only to the reporting store; assistant reads only from it; no credentials to Eclipse in the model pathSystem version and role model
Network isolationDedicated segment for model and tool servers; only the tool server reaches the data sourceHosting
Prompt injection defenceModel receives bounded tool results only; no direct database or file accessUse cases
Write-backRead-only unless Epicor provides a supported write interface for your release; any write is a draft completed by a person in EclipsePhase 3 scope

4. Rollout plan

PhaseScopeExit criteria
1: Read-only (weeks 1-6)Approved read actions and document Q&A for a pilot group at one siteAccuracy review of sampled answers; no permission leaks in adversarial tests
2: Drafts (weeks 7-12)Summaries, reports and draft documents saved for human completionUsers edit rather than rewrite; audit log reviewed by IT and data owners
3: Approved actions (week 13 onward)Narrow, reversible transactions via supported interfaces after explicit approvalRollback tested per action type; owner sign-off per action

5. Open questions for IT

Who hosts Eclipse, and what data access does the contract allow? Which interfaces and extract formats are available for our release? What extract frequency is permitted? Which fields identify branch and sensitivity? How do pricing, rebate and matrix logic need to be handled? Who confirms extract completeness after each load?

Approvals

IT lead / Date
Data owner / Date
Information security / Date
Business sponsor / Date

Starting point for discussion, not a design guarantee. Eclipse interfaces and permitted access vary by release, licence and hosting; confirm with Epicor before design.

Epicor Eclipse architecture review

Optional: have an engineer review your generated blueprint against your environment and flag gaps before you buy hardware.

Optional. The tool and every export work without this. No spam.

How to use it

Select your Eclipse release band and how you can access data (vendor-managed, customer access, extract files only or an existing reporting database). Add user and branch counts, GPU position and use cases written as the questions branch staff ask. List restricted data such as cost, margin and rebates.

  • Ask Epicor for the data dictionary and interface list
  • State the acceptable extract delay
  • Keep cost and rebates in a restricted class
  • Start with two or three branches

What the plan contains

Context, a component table with the extract path, retrieval index, model serving, tool server, identity and audit, security controls tied to your inputs, a three-phase rollout, open questions for IT and approvals. Freshness thresholds are part of the tool server design.

Why freshness matters

With extracts, answers are only as current as the last load. The plan records an as-of time on each answer and lets the tool server refuse stock-critical questions when the extract is stale, sending users to the Eclipse screen instead.

  • Show the as-of time in every answer
  • Set a staleness limit per question type
  • Validate row counts after each load

Common mistakes

Common errors are guessing table names, recomputing price or rebate logic from flat extracts, screen scraping, and omitting branch columns so per-user filtering is impossible. The plan avoids each by design.

Frequently Asked Questions

Can this work if Epicor hosts our Eclipse?

Often yes, through scheduled extracts or supported interfaces into a store you control, if your contract allows it. Confirm entitlements with Epicor first; the plan lists this as an open question.

Is the data real time?

No. It is as fresh as the latest extract, and the plan shows an as-of time on every answer. For stock-critical decisions, users confirm in Eclipse before acting.

How are branch permissions applied?

The reporting store carries branch and sensitivity columns and the tool server filters every query and retrieval by the user's branches, mapped from directory groups. Unknown users get no access.

Can the assistant place orders?

Not by default. Unless Epicor provides a supported write interface for your release, the assistant prepares drafts that a person completes in Eclipse.

If you want an engineer to review the extract design or to build the reporting store and assistant on your servers, Netray can help. The generator is free without contact.

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