Explainable AI (XAI) – Building Explanations
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Intro
This page explores how you can create local and global explanations for different progressive disclosure levels.
At the end of the page, you’ll find a series of work-in-progress examples and a checklist that highlights the key takeaways for explainable AI.
Before you start designing explanations, review the explainable AI overview to get familiar with the concepts and terms we use. Make sure you also understand the guiding principles before moving forward.
Explanation Levels
We distinguish between global explanations, which cover the entire dataset, and local explanations, which focus on individual AI outputs.
Keep in mind that “global” and “local” have different meanings here than in some other design patterns.
- When you group multiple AI outputs in a table, graph, or similar format, this still counts as a local explanation.
- A global explanation applies to the entire model, no matter which output instance you look at. As users become more familiar with SAP AI policies, their need for global explanations usually goes down, since they no longer require as much high-level context.
Local and Global Explanation Scenarios
Progressive Disclosure Levels – Overview
Progressive disclosure helps you present explanations that match your users’ needs without overwhelming them. Depending on the situation, users may require different amounts of information to understand an AI output. The right level of detail depends on the type of AI, the usage context, the user’s task, and their role.
We define up to four progressive disclosure levels, from no explanation (Level 0) to an extended, detailed report (Level 3):
Progressive disclosure works best for local explanations, where users start with a simple indicator and can drill down for more detail.
How It Works
Level 1
Explanation indicator
Local explanation indicator in lists and tables
Local explanation indicator for cards
Level 2
Simple explanation
Local explanation popover, conversation items
Overlay
Level 3
Extended explanation
Local explanation page
Dedicated explanation application
Level 1: Users encounter the explanation indicator wherever AI outputs are presented, such as in lists or cards.
Level 2: By selecting the indicator, users can open a condensed explanation, usually as a popover, overlay, or inline expand. This view should help clarify the AI proposal with relevant context and highlights.
Level 3: For users who need full transparency – such as experts conducting audits or users operating in a high-risk domain – a further link gives access to the most detailed level. Level 3 provides extended information and may use overlays or open in a separate page or flexible column layout.
- Always include at least Level 1 for any AI-generated result.
- Adjust the initial explanation level based on risk, user role, and context. In high-risk scenarios, consider linking directly from Level 1 to Level 3.
- Users should decide how much detail to access at each step – don’t force deeper disclosure unless necessary for compliance or risk management.
- For global explanations, provide a summary of the overall system or model behavior – typically as a Level 3 explanation. Over time, as users become more familiar with AI policies, demand for these global explanations usually decreases.
- Explanations should stay attached to the relevant conversational turn for as long as the thread remains accessible, ensuring clarity and traceability.
- In contexts with higher risk, it is advisable to also include timestamps to provide additional accountability.
- Use seamful design to empower users.
The sections below look at each of these explanation levels in more detail.
Disclosure Level 1: Explanation Indicator
Use the explanation indicator to mark elements or combinations of elements created or manipulated with the help of AI. It gives users context about the nature and quality of the service. When users click the indicator, show a more detailed explanation (Level 2).
An explanation indicator is a form of AI notice. For more information, see AI Notice User Research in the User Research Library.
The following sections describe the explanation indicator variants and when to use them.
Explanation Type
Local explanation indicators can apply for a group of items or a single item. This affects both the type of information they contain and their placement on the UI.
Poorly worded or overly technical explanations damage trust. Ensure that local explanations follow human-centered principles and are tailored to the user’s role. For more details on voice and language, see the user assistance guidelines.
Indicator Style
The styling of the indicator influences how the user perceives and interprets the displayed output. We distinguish between a default style and an extended style.
- If users need to be fully aware of the nature and quality of the output from the start, use the extended style with semantic colors for the explanation indicator.
- Don’t use decorative AI icons (such as robot heads or brain symbols) to show that the result came from machine learning or a large language model. They don’t improve understanding. Instead, use the SAP Design System to create accessible explanation indicators.
Explanation Indicator Patterns / Examples
To help you understand XAI concepts in practice, this section shows illustrative scenarios and example explanation indicators. These are conceptual examples, not technical specifications. They show how explanations can be represented in a design.
For visual design specifications – colors, spacing, typography, or component usage – see the official Visual Core guidelines. This ensures consistency with the SAP Design System and avoids duplicating technical guidance.
Note: This version of the guidelines does not include equivalent design patterns for global explanations. Future iterations will add them.
Styling Conditions
The length of the explanation indicator and whether you display a link to a simple explanation (Level 2) depends on your use case:
Display clickable explanation indicators if:
- The context is explained in more detail in Level 2.
- The user needs access to the Level 2 explanations and has the appropriate authorization.
Ensure that the length of the explanation indicator is suitable for the screen size. To prevent truncated explanation indicators, apply the following rules:
- If there is sufficient space and no collision with other UI elements, use the optional long style.
- If you are listing criteria, show 3 criteria and use the ellipsis to indicate that there are more. If there is not enough space to show 3 criteria, use a short explanation indicator or allow the user to open Joule in full screen mode.
Ranked By: Price, De…
Ranked By: Price, Delivery Time, Minimum Order Quantity, … - If you use the long style, always offer a fallback to the default short indicator for smaller screens or form factors.
- If you have no other options to free up space on the UI (for example, by moving other actions into the overflow), wrap the text.
For more information about responsive and adaptive design, see Multi-Device Support.
Disclosure Level 2: Simple Explanation
Accessing Explanations
Users must be able to access an explanation directly from the explanation indicator. The interaction model (such as a popover, walkthrough, or assistant) is still under review as part of ongoing research and design work. No matter which interaction you use, make sure the explanation space offers contextual information that helps users understand the AI output at the right level – local or global. Include key factors, inputs, or criteria that influenced the result.
Explanation Elements
Explanation popovers, screen overlays, or conversational items like Joule can include the following elements:
Level 2 – explanation elements
Level 2 – example of explanation elements (1)
Level 2 – example of explanation elements (2)
Structure
Limit the breakdown to three to five factors, unless there’s a critical reason to include more, such as in a high-risk use case. More detail can make content harder to navigate and may prompt additional questions or cross-checks.
For a consistent experience, follow the suggested structure above.
Content
Make it easy to identify the most relevant information:
- Choose the most suitable format for conveying information – language, visual elements, or both.
- In longer texts, emphasize important information so users can scan content quickly.
- Use text formatting and visuals purposefully, and not just for decoration.
- Restrict text explanations to no more than three short sentences.
Reveal information progressively:
- Add value with each disclosure and avoid simply repeating information from previous levels.
- Make sure that the information on each level is self-contained and that all elements form a natural flow.
For general guidance on wording, see the UI Text Guidelines for SAP Fiori Apps in the SAP design system.
Natural Language Explanations
Natural language explanations are a human-centered approach to AI explanations that apply conversational interaction principles as they are used in conversational interfaces. Reasoning and relationships appear as sentences in non-technical language, making explanations easier for users to interpret (see The Two Main Goals of Explainability).
The use of natural language explanations is limited to explanation popovers and screen overlays, explanation pages (see progressive disclosure), recommendation items, and the Joule AI copilot.
The table below provides examples of natural language explanations.
- Use natural language to summarize the overall situation and to explain dependencies, origins, or principles.
- To display the simple description, we recommend using plain text.
Disclosure Level 3: Extended Explanation
You can offer users a more in-depth analysis by providing an extended explanation page, tailored to their role and the risk level of the use case. You can direct users to a separate, dedicated application or add an extra page within your own app. The decision depends on how much control and insight you want to provide for the technology in use. In most cases, extended explanations serve a unique use case and require a separate implementation.
Explanation Page
Detail explanation page in a flexible column layout
Dedicated Explanation App
Detail explanations in a separate app
- Provide links from explanation level 2 to the extended explanation page or app only to users with appropriate roles (role-based access). AI analysis is usually relevant only for roles like data scientists or system owners, so offer detailed explanations on a need-to-know basis.
- Limit exposure for general users. Don’t give regular business users access to these links, since detailed AI analysis is rarely needed for their tasks.
- In high-risk scenarios or edge cases, be aware that any user might need to move directly from level 1 to level 3.
- Account for exceptions. Certain roles, such as developers, may not be decision makers but could still require detailed explanations for troubleshooting or integration purposes.
Examples
The examples below show different explanation scenarios.
These images are illustrative only, early-stage / beta / work-in-progress examples to support understanding, not final design specifications.
SAP SuccessFactors
Explanation in SAP SuccessFactors
Explanation level: Local
Explanation type: Rationale
Explanation content: Source
Progressive disclosure level: 2 – simple explanation
User role: Impacted users
Read the full article on this use case in the SAP Community Blog.
Joule Chat Interface
Explanation in Joule chat interface (work in progress)
Explanation level: Local
Explanation type: Rationale
Explanation content: Source
Progressive disclosure level: 2 – simple explanation
User role: Impacted users
SAP Deep Research and Planning Agent (1)
Initializing orchestration – information in Joule (work in progress)
SAP Deep Research and Planning Agent (2)
Task updates – information in Joule (work in progress)
SAP Deep Research and Planning Agent (3)
Task completion – information in Joule (work in progress)
SAP Deep Research and Planning Agent (4)
Task breakdown – information in Joule (work in progress)
SAP Deep Research and Planning Agent (5)
Task detail – explanation in Joule (work in progress)
Explanation level: Local
Explanation type: Data and rationale
Explanation content: Source
Progressive disclosure level: 3 – extended explanation
User role: Producers of explanations, ethicists and impacted users
SAP Deep Research and Planning Agent (6)
Completed task – information in Joule
Top Tips
This section summarizes the most important XAI principles and guidelines.
Before you start with your design, conduct research to figure out the answers to the questions below. If user research is not an option, use a heuristic evaluation method as outlined in the SAP User Research Portal SharePoint to test your design. This should be the minimum investment.
Keep explanations human-centered
- Write in plain language and avoid jargon.
- Tailor explanations to the user’s role (decision maker, impacted user, producer, ethicist).
Use progressive disclosure
- Start with simple explanations (Level 1 – indicator).
- Offer additional context when needed (Level 2 – popover or overlay).
- Provide detailed analysis only for advanced users or high-risk cases (Level 3 – extended page or app).
Match explanation level to risk
- Low risk: Lightweight explanations (indicators, optional details)
- Standard risk: Add rationale and key influencing factors
- High risk: Offer extended explanations including transparency, sources, and timestamps
Support both local and global perspectives
- Local: Explains why a specific output happened (for example, candidate rejection).
- Global: Describes how the system generally works (for example, hiring policy).
- Grouped local explanations, such as tables or charts, are still local rather than global.
Design for understandability and intervenability
- Explanations should help users make sense of outputs (understandability).
- Explanations should empower users to act, contest, or adjust (intervenability).
Use accessible, consistent indicators
- Don’t rely on color alone – combine text, icons, or labels for clarity.
- Avoid decorative “AI” icons, such as robot heads or brain symbols.
- Follow the SAP design system for styling and components.
Apply seamful design when needed
- Show limitations instead of hiding them.
- Add friction for high-stakes actions (for example, by adding pauses or requiring confirmation).
- Reveal seams in ways that help build calibrated trust without overwhelming users.
Always respect privacy and ethics
- Follow the SAP AI Ethics Policy and Agentic AI Ethics Guidelines.
- Ensure explanations don't expose sensitive data unnecessarily.
- Make fairness and accountability visible when relevant.
Related Links
XAI Guidelines
Related Guidelines
Research Studies
Products
SAP Community
Specifications
- Visual Design System (Horizon Visual Core wiki)