🔍 Detailed quarterly roadmap -
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Q1/
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2025
| Note |
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The roadmap is always indicative, non-binding, non-exhaustive, and subject to change. If you want to receive further details about progress or scope of certain items, please consult your account manager. |
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Feature | Component | Details | Estimated Timeline | Link Ticket | 1 | Enabling Document intelligence GA versions
|---|
*For the definition please see https://unique-ch.atlassian.net/wiki/spaces/PUB/pages/446234728/Release+Process#Phases-and-Objectives
Outlook Q1/2025
Platform
| Status | ||||
|---|---|---|---|---|
|
Topic | Component | Details | Estimated Timeline | Ticket | ||||
|---|---|---|---|---|---|---|---|---|
| 1 | Elastic Search |
|
Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents
Implement elastic search for a faster and more accurate search | Release 06 |
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| ||
| 2 |
Seed Parameter: Most Reproducible Outputs |
|
|
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Enables the ingestion of documents containing both text and images through GPT Vision. The system automatically analyzes and describes images within documents using GPT Vision, integrating the descriptions into the document’s text data for comprehensive analysis and improved searchability.
Ensures the most reproducible outputs possible for identical questions and documents, though not fully deterministic. | Release 06 |
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| ||
| 3 |
Consumption analytics |
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Implement elastic search for a faster and more accurate search
Release 52
| Enables and admin to export the .csv on a platform to review the token consumption | Release 10 | |||||||||||||||||
| 4 | SCIM |
| Enable SCIM for user group sync | Release 02 |
|
Ingestion event hooks
| Status | ||||
|---|---|---|---|---|
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Ingestion event hooks for different file types
| Status | ||||
|---|---|---|---|---|
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| ||||||||
| 5 | Implement Magic Table |
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Filter frontend for metadata (e.g. no file older than 6 months)
| Status | ||||
|---|---|---|---|---|
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Enable table interactions for AI-Agents for long running jobs in an excel style way. The new UI enables the Clients for new ways of interacting with the platform. | Release 08 |
|
| ||
| 6 |
Ingest Teams recordings |
|
|
Ensures that only eligible users can see the spaces they are managing and not all spaces.
| Status | ||||
|---|---|---|---|---|
|
| Ingest Teams recordings/transcripts directly form Teams | Release 12 |
|
| ||
| 7 |
Multimodality: Voice |
|
|
Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents.
| Implementing prototype at scale | Release 06 |
|
| ||
| 8 |
Integrate recording as a use case in the chat menu |
|
|
Enables and admin to export the .csv on a platform to review the token consumption
Release 52
| Implement the recording calendar in the chat Menu interface | Release 20 | |||
| 9 | Chat over multiple calls |
|
|
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New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions
Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 18 | ||||||||||||||||||
| 10 | Connecting recording transcript with chat |
| Enables the seamless combination of chat and recording | Release 20 | |||||||||||||||
| 11 | Enabling image ingestion (GPT-Vision) |
| Enables the ingestion of documents with pictures | Release 04 |
|
|
| 12 | Ingestion Pages as images with custom prompt |
|
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Reduce data retention of messages in chats to the same as data retention of documents.
| Status | ||||
|---|---|---|---|---|
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| Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements. |
|
|
| 13 |
Custom Chunking Strategies |
|
|
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Enable SCIM for user group sync
Release 52
Allow for custom chunking strategies during ingestion |
|
|
| 14 | Image-Text Sharepoint Ingestion with GPT Vision Integration |
|
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Implement retries on ingestion before marking the file as failed.
| Status | ||||
|---|---|---|---|---|
|
| Enables the ingestion of Sharepoint containing both text and images through GPT Vision. The system automatically analyzes and describes images within Sharepoint using GPT Vision, integrating the descriptions into the document’s text data for comprehensive analysis and improved searchability. |
|
|
| 15 | Contextual Retrieval Integration |
|
|
Enable table interactions for AI-Agents for long running jobs in an excel style way. The new UI enables the Clients for new ways of interacting with the platform.
Release 52
| This feature enhances retrieval accuracy by adding chunk-specific context to show how each chunk is related within the document. This ensures retrieved chunks are more connected to the overall document structure, improving relevance and usability. |
|
|
| 16 | SDK improvement |
|
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Enable the users to see previous reports that were generated for a client room in the sidebar during a call
| Move first function call into Python to have more control in combining tools. |
|
|
| 17 | Graph Report Generation |
|
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Ingest Teams recordings/transcripts directly form Teams
Release 52
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Multimodality: Voice
| Enables the creation of graphs. | ||||
| 18 | Image upload |
|
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Implementing prototype at scale
Release 52
| Allows to add image upload to all agents. |
|
|
| 19 | “Feeling Lucky” Guidance |
|
|
Implement the recording calendar in the chat Menu interface
Release 52
Chat over multiple calls
| Status | ||||
|---|---|---|---|---|
|
Enables the user to chat over multiple calls and generate a summary or ask questions etc.
Release 52
Connecting recording transcript with chat
Standardisation of deployment
| Automatically guides users to the correct space for posting questions on the Use-Case Mapping page. This feature analyzes the question description and directs users to the most relevant section, simplifying navigation and enhancing usability. |
| |||||||||||
| 20 | Always generate the same Report for the same Prompt |
|
Enables the seamless combination of chat and recording
Release 52
Set same seed parameter for all Reports |
| |||||||||
| 21 | Make Whisper transcription at least 5 times faster |
|
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Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler
Release 52
| Upgrade to Whisper Turbo |
|
|
AI Agents
| 22 | Display images in chat |
|
|
Enhances retrieval-augmented generation (RAG) with improved document search relevancy and a hallucination evaluation mechanism to ensure generated content aligns with source data. These features increase accuracy, reliability, and user trust.
GA*
Release 52
| Ability to display images in chat |
|
|
| 23 | RBAC based authorization system for all objects in unique |
|
Topic | Component | Details | Ticket | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Enabling image ingestion (GPT-Vision) |
| Enables the ingestion of documents with pictures (already in progress - ETA Release 4) |
| ||||||||||||||||||
| 2 | Ingestion of password protected files |
| Enables the ingestion of password protected documents. Exclusion: This is only available for very specific settings and only with a consent of the Client. If a Client is interested, please contact your project manager. |
| 3 | WAV/MP3 ingestion |
| Enables the ingestion of MP3 and WAV on the platform | ||||||||||||||
| 4 | Ingestion Pages as images with custom prompt |
| Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements. |
| ||||||||||||||||||
| 5 | Custom Chunking Strategies |
| Allow for custom chunking strategies during ingestion |
| ||||||||||||||||||
| 6 | Image-Text Sharepoint Ingestion with GPT Vision Integration |
| Enables the ingestion of Sharepoint containing both text and images through GPT Vision. The system automatically analyzes and describes images within Sharepoint using GPT Vision, integrating the descriptions into the document’s text data for comprehensive analysis and improved searchability. |
| ||||||||||||||||||
| 7 | Contextual Retrieval Integration |
| This feature enhances retrieval accuracy by adding chunk-specific context to show how each chunk is related within the document. This ensures retrieved chunks are more connected to the overall document structure, improving relevance and usability. |
| ||||||||||||||||||
| 8 | SDK improvement |
| Move first function call into Python to have more control in combining tools. |
| ||||||||||||||||||
| 9 | Graph Report Generation |
| Enables the creation of graphs. | 10 | Image upload |
| Allows to add image upload to all agents.
|
Enables end users to upload word and excel, translate it and download the translated document
resolved overflow text
faster processing
Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents.
Beta**
| Status | ||||
|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Translation: In-document translator (PDF)
| Status | ||||
|---|---|---|---|---|
|
Enables end users to upload a pdf, translate it and download the translated document as pdf
Beta**
| Status | ||||
|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Agentic Search
| Status | ||||
|---|---|---|---|---|
|
Automatic search query splitting enabling user to ask several questions and do comparisons in one prompt
Combining internal and web-search capabilities enables the user to get answers from internal (internal knowledge) and external sources (from the web)
Automatic hallucination recovery increasing the accuracy
Beta**
| Status | ||||
|---|---|---|---|---|
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Magic Table Capabilities
| Status | ||||
|---|---|---|---|---|
|
Interact in an excel-way-style way with agents in the background (agentic workflow)
Beta**
Release 50
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Agentic Research Investment
| Status | ||||
|---|---|---|---|---|
|
Dynamic multi-database query integration enables the integration and routing to the right databases (e.g., bonds vs. stocks)
Investment flow optimisation for relationship managers enables more dynamic interaction with the agent
Beta**
Release 52
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Earnings Call Agent
| Status | ||||
|---|---|---|---|---|
|
The Earnings Calls Agent utilizes financial API data (Quartr) to offer concise summaries of key points from earnings calls, supporting better-informed investment decisions.
Beta**
Release 50
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
*This version is fully tested and ready for production use, with all core features stable and functional.
**This version is in the Beta phase and may contain minor bugs or incomplete features. It is available for testing and feedback.
For the definition please see https://unique-ch.atlassian.net/wiki/spaces/PUB/pages/446234728/Release+Process#Phases-and-Objectives
Outlook Q1/2025
Platform
| Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | ||||||||||||||||||||||||||||||||||
| 24 | Chat History Extension: Search Bar and classify by date |
| Introducing a search bar in the Chat history that enables users to search their previous prompts and ability to classify by date: Today, Yesterday, this Week, last Week, last Month | ||||||||||||||||||||||||||||||||
| 25 | Dynamic Graph interface (e.g. Stock graph/PI chart) |
| |||||||||||||||||||||||||||||||||
| 26 | Industrialising creating spaces (Project spaces) |
| Facilitate the creation of spaces for end users. | ||||||||||||||||||||||||||||||||
| 27 | Single public API ingestion Endpoint |
| Allow public ingestion calls to be performed in a single operation |
| 11 | ||||||||||||||||||||||||||||||
| 28 | AWS Enablement | 12 | Always generate the same Report for the same Prompt
| Automatically guides users to the correct space for posting questions on the Use-Case Mapping page. This feature analyzes the question description and directs users to the most relevant section, simplifying navigation and enhancing usability. |
|
| Create an AWS template | ||||||||||||||||||||||||||||
| 29 | Legacy Transcripts in Chat |
| Bot recording transcripts are automatically sent to |
| 13 | ||||||||||||||||||||||||||||||
| 30 | Teams Recording (legacy) |
| Recording through Teams enabled in Legacy platform |
| 14 | ||||||||||||||||||||||||||||||
| 31 | Teams Recording |
| Teams transcripts automatically sent to |
| 15 | ||||||||||||||||||||||||||||||
| 32 | KYC Completeness Check |
| Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | 16 |
| Agent is able to check completeness of customer documentation for the initial KYC review | |||||||||||||||||||||||||||||
| 33 | KYC Questionnaire | 17 | Dynamic Graph interface (e.g. Stock graph/PI chart)
| Introducing a search bar in the Chat history that enables users to search their previous prompts and ability to classify by date: Today, Yesterday, this Week, last Week, last Month |
| Agent is able to fill in standard KYC questionnaire for vanilla cases | |||||||||||||||||||||||||||||
| 34 | KYC Report Summary |
| 18 | Industrialising creating spaces (Project spaces) |
| Facilitate the creation of spaces for end users. | 19
| Agent is able to make a structured management summary of the initial KYC report | |||||||||||||||||||||||||||
| 35 | Benchmarking v2 Concept |
| Complete designs for new benchmarking and plan single tasks of the epic Note that this is only the concept and not the implementation | 21 | Single public API ingestion Endpoint
| 20 | Enable Powerpoint generation |
| Enable the user to generate powerpoint presentations |
| |||||||||||||||||||||||||
| 36 | Ingestion of password protected files |
| Allow public ingestion calls to be performed in a single operationEnables the ingestion of password protected documents. Exclusion: This is only available for very specific settings and only with a consent of the Client. If a Client is interested, please contact your project manager. |
| 22 | ||||||||||||||||||||||||||||||
| 37 | WAV/MP3 ingestion |
| Enables the ingestion of MP3 and WAV on the platform | ||||||||||||||||||||||||||||||||
| 38 | Enable Powerpoint generation |
| Enable the user to generate powerpoint presentations |
Agents
| 1 | SWOT Analysis Agent |
| The SWOT Analysis Agent utilizes financial API data (e.g., transcripts from earning calls, reports/filings, presentations). The SWOT Analysis agent delivers specialized assessments of companies' strengths, weaknesses, opportunities, and threats in a pre-defined structure. |
| |||||||||||||||
| 2 | Financial Statement Analysis Agent |
| Predict Earnings per Share based on Financial Statements. |
| |||||||||||||||
| 3 | Investment Research Agent Version 3 (Investment Insights) |
| Combining graph inputs and output with internal and external data creating a cutting edge user experience. | 4 | Dora Agent Version 2 |
Q2/2025
Platform
Topic | Component | Details | Ticket | ||
|---|---|---|---|---|---|
| 1 | User Management: Create and manage groups |
|
|
Move DORA Agent into magic table workflow
| Enables you to create, edit and delete groups in FE |
| ||||||||||||
| 2 | User Management: View user details and group and files |
|
|
Using the magic table and the report generation capabilities to compare offers
Contract Management Agent Version 1
| Status | ||||
|---|---|---|---|---|
|
Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)
| Provides you an overview on who is part of which groups and has access to which folders |
| |||||||||||
| 3 | Simplified Feature flags |
|
Enables users to compare documents.
|
| Fonrtend for feature flag control for simpler rollout of new features | ||||
| 4 | Private Mode |
|
|
Enables the creation of custom reports.
| Chat in private mode so your data is not retained longer than this session. CID data will be deteled after chat session is done | ||||
| 5 | Benchmarking v2 Implementation |
|
|
The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
| Enables you to set benchmarking threshold for | ||||
| 6 | UI Extensibility v1 Widget/Iframe framework |
|
Topic | Component | Details | Ticket | 1 | User Management: Create and manage groups
|
|---|
The Portfolio Management Agent streamlines portfolio creation for Singapore teams, leveraging GPT to process non-confidential SharePoint files with images and tables for efficient, comprehensive outputs.
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Q2/2025
Platform
| Enables spaces to have their custom UI elements | ||||||||||||||||||||||||
| 7 | Private Mode |
| Chat in private mode so your data is not retained longer than this session. CID data will be deleted after chat session is done | ||||||||||||||||||||||
| 8 | Frontend for User Insights | 2 | User Management: View user details and group and files
| Enables you to create, edit and delete groups in FE |
|
| User-Insights | ||||||||||||||||||
| 9 | Chat in mobile app |
| |||||||||||||||||||||||
| 10 | Benchmarking v2 implementation |
| Provides you an overview on who is part of which groups and has access to which folders |
| 3 | Simplified Feature flagsEnables you to set benchmarking threshold for |
Agents
| 1 | KYC: Event based Dynamic Accountiing rating Assistant |
| |||||||||
| 2 | KYC: Automated Transaction Monitoring Assisants |
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Fonrtend for feature flag control for simpler rollout of new features
| |||||
| 3 | KYC: Periodic Review Report Generation |
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|
Chat in private mode so your data is not retained longer than this session. CID data will be deteled after chat session is done
| |||||||||||
| 4 | Lead Generation Assistant for HNWI (High Networth Individuals) |
| |||||||||
| 5 | Client Proposal Presentation Assistant |
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Enables you to set benchmarking threshold for
| |||||
| 6 | Document Comparison Agent Beta Version |
|
|
| Enables |
users to compare documents. | ||
| 7 |
Portfolio Management Agent |
|
|
Chat in private mode so your data is not retained longer than this session. CID data will be deleted after chat session is done
| The Portfolio Management Agent streamlines portfolio creation for Singapore teams, leveraging GPT to process non-confidential SharePoint files with images and tables for efficient, comprehensive outputs. |
| |||||||||||
| 8 | Advisory Assistant Agent |
|
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User-Insights
Chat in mobile app
| Status | ||||
|---|---|---|---|---|
|
| The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents. |
| |||||||||||
| 9 | Agentic report generation capability |
|
| 1 | KYC: Event based Dynamic Accountiing rating Assistant |
|
Enables you to set benchmarking threshold for
Agents
| Enables the creation of custom reports. | |||||||||||||||||||||||
| 10 | Contract Management Agent Version 1 |
| 2 | KYC: Automated Transaction Monitoring Assisants |
| 3 | KYC: Periodic Review Report Generation
| Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table) | ||||||||||||||||
| 11 | Offer Comparison Agent Version 1 |
| 4 | Lead Generation Assistant for HNWI (High Networth Individuals) |
| 5 | Client Proposal Presentation Assistant
| Using the magic table and the report generation capabilities to compare offers | ||||||||||||||||
| 12 | Dora Agent Version 2 |
| Move DORA Agent into magic table workflow |
...
Completed - Q3/2024
Feature | Component | Details | Estimated Timeline | Status | Link Ticket | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Easy Export of Reports and Copy Button |
| Enable easy export of reports in the platform and add a copy button |
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| 2 | Chat Interface: Save Prompts (Prompt Library) |
| Enables the end user to save his/her own prompts in the different spaces |
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| 3 | Improved Knowledge Base |
| New view and structure of the knowledge base enabling admin users to create new folders (scopes) |
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| 4 | Enable multiple embedding models |
| Enable multiple embedding models per cluster to enable the client to easily test. |
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| 5 | File retention (Upload & Chat) |
| Automatically deleting the files uploaded in the upload & chat |
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| 6 | Make blob storage restricted to be only accessible from the pod network |
| Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend) |
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| 7 | Chat Interface: Stop Generating Chat Response |
| Enables the end user to stop the answer generation and start a new question (similar to ChatGPT) |
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| 8 | Knowledge Base: Bulk Delete |
| Enables the admin to select multiple files and folders to delete at once |
|
| https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22 | ||||||||||||||||||||||||||
| 9 | Code Formatting Word Wrapping |
| Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user) |
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| 10 | Chat History: Rename Chats |
| Enables user to rename their chats |
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| 11 | Chat Interface: Improve bullet point view |
| Enables user to get a bullet point view as output |
| https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22 | |||||||||||||||||||||||||||
| 12 | Event poller |
| Event poller enables collaborates to develop without using ngrok |
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| 13 | Exposing embedding |
| Exposing of embedding to endpoint |
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| 14 | Error Handling: Frontend Loss Connection |
| Should fix the error where users need to click on the “return to home” button |
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| 15 | Enable custom model calling (PTU) |
| API to connect external LLM |
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| 16 | First multimodality prototype |
| Voice in and out with currently released models (speech-to-text, generation, text-to speech) This is only a prototype and cannot be used in production. |
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| 17 | Knowledge Base: folder settings and access control |
| Who has write and read access to thet folder and is document intelligence activated or not |
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| 18 | Knowledge Base: Include ingestion date for failed files |
| Enables user to see the date for files who failed to upload |
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| 19 | Chat Interface: Enable Translation Use Case |
| Extend the UI for the translation use case |
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| 20 | Implement picture upload functionality |
| Enables users to upload images to interact with them in the chat. |
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| 21 | Questionnaire Module |
| Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file |
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| 22 | Multi-Module-Calling |
| Multiple modules can be called (how is the weather in Zurich, how is the weather in Berlin, and compare the two) → Answer multiple questions |
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| 23 | Credit Note Compliance Check Module MVP |
| Compares credit note terms and conditions against policy and regulation documents. |
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| 24 | Online Search Module |
| Perform internet searches and provide properly referenced results |
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| 25 | Hallucination Check |
| Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness |
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| 26 | RAG improvement: Chunk Relevant Sort |
| Improve chat response by providing relevant chunks to answer the user request |
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| 27 | RAG improvement: Reranker |
| Improve chat response by providing relevant chunks to answer the user request |
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| 28 | Image in upload and chat |
| be able to upload documents and images in the same space |
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| 29 | Number of Speakers |
| Set globally the range of the number of speakers for mobile/uploaded recordings |
| ||||||||||||||||||||||||||||
| 30 | Frontoffice setting: Agent is detected |
| Enhance recording processing pipeline to ensure one participant is always detected as the call agent. |
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| 31 | GPT-4o for Recording Reports |
| Option to process recordings using GPT-4o |
| ||||||||||||||||||||||||||||
| 32 | Easy Export of Transcripts |
| Add button to export transcripts to file |
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| 33 | Allow customization of max duration for bot recording |
| Maximum duration of bot recording can be configured |
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| 34 | Improve Meetings Filtering |
| Add options for meetings filtering in the All Meetings page |
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| 35 | Mobile App can connect through App Proxy |
| Allow MS Entra Authentication throuh App Proxy |
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...