Examples from Prototyping Work

1. Text Summarization

Purpose: Summarize lengthy financial reports or client inquiries for quick understanding.

  • Input: "Client wants a detailed report on Q3 2024 sector performance."

  • Output: "Client needs Q3 2024 sector performance summary for decision-making."

Impact: Saves time for analysts by condensing complex information.

2. Information Extraction

Purpose: Automatically extract key data from unstructured inputs.

  • Input: "Revenue: $12M, Expenses: $8M, Profit: $4M."

  • Output: { Revenue: "$12M", Expenses: "$8M", Profit: "$4M" }

Impact: Reduces manual effort and ensures accuracy in reports.

3. Sentiment Analysis

Purpose: Identify urgency or dissatisfaction in client communications.

  • Input: "We’ve waited weeks for this analysis; please expedite."

  • Output: Sentiment: Negative | Action: Prioritize.

Impact: Helps prioritize critical client interactions, improving satisfaction.

4. Financial Data Recognition

Purpose: Automate the extraction of key metrics from documents.

  • Input: Financial report PDF with revenue and expenses.

  • Output: { Revenue: "$10M", Expenses: "$7M", Margin: "30%" }

Impact: Speeds up analysis and benchmarking for faster insights.

5. Centralized Financial Platform

Purpose: Integrate tools into a single interface for analysts and support engineers.

  • Features:

  • Summarized insights dashboard.

  • Automated client query handling.

  • Real-time anomaly detection.

Impact: Streamlines workflows and enhances cross-departmental collaboration.