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Solution Overview

Generation 5 is a software for the US banks to help them budget with confidence, quickly generate reports, automate data entry, save time and provide superior analysis for enhanced decision making. The requirement was to analyse Forecast Data and share Summary/Narrative, Identify Data Anomaly if any, get AI insights based on the data.

AI, ML, Open AI, AI apps
AI, ML, Open AI, AI apps

Challenges / Business Problems

Build Product with features like

  • The challenge was that the Account level Forecast data was of various parameters like End of Month Balance, Rate, Income Yield, Average Balance for 60+ months.

  • We had to get programmatically instruct AI to read and analyse these various parameters and generate the below data insights

  • Summary

    We had to get programmatically instruct AI to read and analyse these various parameters and generate the below data insights

  • Narrative

    AI prompts were programmatically designed to generate Narrative for the data which was in various parameters.

  • Anomaly

    We instructed AI to show Data Anomaly and display it to the user

  • Trend Analysis:

    Given the various parameters, it made sense to instruct AI to find Trend based on the various data parameters and generate and display analysis for the same.

  • Data Relationship:

    AI was instructed to identify Data Relationship and present the same to the user.

  • AI was programmatically instructed to read the selected accountโ€™s data, analyse it further and generate the above result as per userโ€™s selection and display the result in the designated result area for the user.

User Overview

Region

US

Industry

Banking

Project Overview

Schedule

1 months

Team Size: 2

Technology

  • OpenAI API

  • Dot Net 4.8

  • HTML, CSS, Java script

  • C#

  • SQL Server Management Studio (SSMS)