Enhance Report Summarization to enhance KM System
Our client, a global financial professional services firm, was looking to leverage the power of Gen-AI to extract analyst reports to provide summarized views to business users and to enhance their KM system
Outcome
15%
Efficiency gain allowed the teams to focus on higher-value tasks.
30%
Increased proactive proposals, giving them competitive advantage.
4/5
Customer satisfaction scores – context specific relevant information to the business users.
Challenge
Client’s KM group wanted to do-away with the manual extraction and summarization of analyst reports which was time-intensive for business team members, leading to under-utilization of valuable assets and compromised document quality.
Our Solution
Designed & developed a Llama2 solution to extract PDF reports from Azure cloud stored summaries in local DB.
- Automated document selection flow, extraction to reduce manual intervention. Used open-source Retrieval augmented generation(RAG) tools and advanced prompting techniques (CoTs & DoTs) to provide relevant information to specific users.
Collate higher accurate outputs & Interactive UI to query through summarized outputs.
Integration with customer’s KM architecture- Azure AI Search, Azure Inference API for Llama2.