...
Feature | Component | Details | Estimated Timeline | Link Ticket | ||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Ingest documents with images | 2 | Enabling Document Intelligent intelligence GA versions |
| Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documentsRelease 44 |
|
| |||||||||||||||||||||
32 | Ingestion: Password protected filesImage-Text Document Ingestion with GPT Vision Integration |
| 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.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. | Release 52 |
| |||||||||||||||||||||||
43 | Elastic Search |
| Implement elastic search for a faster and more accurate search | Release 52 |
| 5 | ||||||||||||||||||||||
4 | Ingestion event hooks |
| Allow for custom chunking strategies during ingestion | Release 50 | 6 | Ingestion event hooks for different file types |
| Ingestion event hooks for different file types | Release 52 | 7 |
| |||||||||||||||||
5 | Spaces concept: Scope rules |
| Filter frontend for metadata (e.g. no file older than 6 months) | Release 44
|
| |||||||||||||||||||||||
86 | Spaces concept: Assign space manager |
| Ensures that only eligible users can see the spaces they are managing and not all spaces.Release 44 |
|
| |||||||||||||||||||||||
97 | Upload functionality in Translation UI |
| Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents. Is dependent on items 1 und 2. | Release 48 | 10
| |||||||||||||||||||||||
8 | Consumption analytics |
| Enables and admin to export the .csv on a platform to review the token consumption | Release 52 | ||||||||||||||||||||||||
119 | Data export role |
| New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and PermissionsRelease 48 | 12 | Data retention on prompts in chat |
|
| |||||||||||||||||||||
10 | Data retention on prompts in chat |
| Reduce data retention of messages in chats to the same as data retention of documents.Release 48 |
|
| |||||||||||||||||||||||
1311 | SCIM |
| Enable SCIM for user group sync | Release 48 |
| |||||||||||||||||||||||
1412 | Ingestion: Automatic retry of failed files |
| Implement retries on ingestion before marking the file as failed.Release 48 |
|
| |||||||||||||||||||||||
1513 | Implement Magic Table |
| 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 48 | 16 |
| ||||||||||||||||||||||
14 | Previous reports of the client in the sidebar |
| Enable the users to see previous reports that were generated for a client room in the sidebar during a call |
|
| |||||||||||||||||||||||
1715 | Ingest Teams recordings |
| Ingest Teams recordings/transcripts directly form Teams | Release 52 | ||||||||||||||||||||||||
1816 | Multimodality: Voice |
| Implementing prototype at scale | Release 52 |
| |||||||||||||||||||||||
1917 | Integrate recording as a use case in the chat menu |
| Implement the recording calendar in the chat Menu interface | Release 52 | ||||||||||||||||||||||||
2018 | Chat over multiple calls |
| Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 52 | ||||||||||||||||||||||||
2119 | Connecting recording transcript with chat |
| Enables the seamless combination of chat and recording | Release 52 | ||||||||||||||||||||||||
2220 | Standardisation of deployment |
| Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler | Release 52 |
|
...
1 | Translation: In-document translator (Excel/Word) |
| Enables end users to upload word and excel, translate it and download the translated document
Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents.Release 44 |
|
| ||||||||||||||||||||
2 | Translation: In-document translator (PDF) |
| Enables end users to upload a pdf, translate it and download the translated document as pdf or word Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents. | Release 48 |
| ||||||||||||||||||||
3 | Search Version 3 |
|
| Release 48 |
| ||||||||||||||||||||
4 | Magic Table Capabilities |
| Interact in an excel-way-style way with agents in the background (agentic workflow) | Release 50 |
| ||||||||||||||||||||
5 | Investment Research Agent Version 2 |
|
| Release 5052 |
| ||||||||||||||||||||
6 | SWOT Analysis Earnings Call Agent |
| The SWOT Analysis Earnings Calls 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 structureQuartr) to offer concise summaries of key points from earnings calls, supporting better-informed investment decisions. | Release 50 |
| ||||||||||||||||||||
7 | Earnings Call AgentAPI Integration of financial data |
| The Earnings Calls Agent utilizes financial API data (Quartr) to offer concise summaries of key points from earnings calls, supporting better-informed investment decisions. | Release 50 | Enable the integration of APIs to retrieve real-time financial data. | Release 52 |
| ||||||||||||||||||
8 | Financial Statement Analysis Agent |
| Predict Earnings per Share based on Financial Statements. | Release 48 |
| ||||||||||||||||||||
9 | API Integration of financial data |
| Enable the integration of APIs (e.g. Morningstar, Factset) to retrieve real-time financial data. | Release 52
|
Outlook Q1/2025
Platform
Topic | Component | Details | Ticket | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Enabling image ingestion (GPT-Vision) |
| Enables the ingestion of documents with pictures (already in progress - ETA Release 4) |
|
Outlook Q1/2025
Platform
Topic | Component | Details | Ticket | 1 | Enabling image ingestion (GPT-Vision)
| ||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2 | Ingestion of password protected files |
| Enables the ingestion of password protected documents with pictures (already in progress - ETA Release 4). 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. |
| |||||||||||||||||||||||||||||||||||||||||||
23 | WAV/MP3 ingestion |
| Enables the ingestion of MP3 and WAV on the platform | ||||||||||||||||||||||||||||||||||||||||||||
34 | 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. |
| 4 | ||||||||||||||||||||||||||||||||||||||||||
5 | Custom Chunking Strategies |
| Allow for custom chunking strategies during ingestion |
| 5 | Agentic report generation capability||||||||||||||||||||||||||||||||||||||||||
6 | Image-Text Sharepoint Ingestion with GPT Vision Integration |
| Enables the creation of custom reports. | 6 | Graph Report Generation |
| Enables the creation of graphs. | 7 | Image upload as toolingestion 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 | SDK improvement |
| Allows to add image upload to all agentsMove first function call into Python to have more control in combining tools. |
| |||||||||||||||||||||||||||||||||||||||||||
8 | “Feeling Lucky” GuidanceGraph Report Generation | 9 | Always generate the same Report for the same Prompt |
| Set same seed parameter for all Reports
| 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. |
|
| Enables the creation of graphs. | ||||||||||||||||||||||||||||||||||||||
9 | Image upload |
| Allows to add image upload to all agents. |
| |||||||||||||||||||||||||||||||||||||||||||
10 | Make Whisper transcription at least 5 times faster“Feeling Lucky” Guidance |
| Upgrade to Whisper Turbo |
| server | System 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.
| |||||||||||||||||||||||||||||||||||||||||
11 | Display images in chatAlways generate the same Report for the same Prompt |
| Set same seed parameter for all Reports |
| |||||||||||||||||||||||||||||||||||||||||||
12 | RBAC based authorization system for all objects in uniqueMake Whisper transcription at least 5 times faster | Chat History Extension: Search Bar and classify by date
| Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | 13 |
| Upgrade to Whisper Turbo |
| ||||||||||||||||||||||||||||||||||||||||
13 | Display images in chat |
| 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 | 14 | Dynamic Graph interface (e.g. Stock graph/PI chart) |
| 15 | Industrialising creating spaces (Project spaces) |
| Facilitate the creation of spaces for end users. | 16 | 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 implementationAbility to display images in chat |
| ||||||||||||||||||||||||||||||||
14 | RBAC based authorization system for all objects in unique |
| Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | ||||||||||||||||||||||||||||||||||||||||||||
15 | 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 | ||||||||||||||||||||||||||||||||||||||||||||
16 | Dynamic Graph interface (e.g. Stock graph/PI chart) |
| |||||||||||||||||||||||||||||||||||||||||||||
17 | Industrialising creating spaces (Project spaces) |
| Facilitate the creation of spaces for end users. | ||||||||||||||||||||||||||||||||||||||||||||
18 | 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 |
| |||||||||||||||||||||||||||||||||||||||||||
19 | Enable Powerpoint generation |
| Enable the user to generate powerpoint presentations | ||||||||||||||||||||||||||||||||||||||||||||
20 | Single public API ingestion Endpoint |
| Allow public ingestion calls to be performed in a single operation |
| |||||||||||||||||||||||||||||||||||||||||||
21 | AWS Enablement |
| Create an AWS template |
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 |
|
Enable the user to generate powerpoint presentations
Single public API ingestion Endpoint
Status | ||||
---|---|---|---|---|
|
| Predict Earnings per Share based on Financial Statements. |
|
AWS Enablement
Status | ||
---|---|---|
|
Create an AWS template
Agents
1 |
| ||||||||||
3 | Investment Research Agent Version 3 (Investment Insights) |
| Combining graph inputs and output with internal and external data creating a cutting edge user experience. | ||||||||
24 | Dora Agent Version 2 |
| Move DORA Agent into magic table workflow | ||||||||
35 | Offer Comparison Agent Version 1 |
| Using the magic table and the report generation capabilities to compare offers | ||||||||
46 | Contract Management Agent Version 1 |
| Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table) | ||||||||
57 | Document Comparison Agent Version 1 |
| Enables users to compare documents. | ||||||||
8 | Agentic report generation capability |
| Enables the creation of custom reports. |
Q2/2025
Platform
Topic | Component | Details | Ticket | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | User Management: Create and manage groups |
| Enables you to create, edit and delete groups in FE |
| ||||||||||||||
2 | User Management: View user details and group and files |
| Provides you an overview on who is part of which groups and has access to which folders |
| ||||||||||||||
3 | Simplified Feature flags |
| Fonrtend for feature flag control for simpler rollout of new features | |||||||||||||||
4 | Private Mode |
| 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 |
| Enables you to set benchmarking threshold for | |||||||||||||||
6 | UI Extensibility v1 Widget/Iframe framework |
| 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 |
| User-Insights | |||||||||||||||
9 | Chat in mobile app |
| ||||||||||||||||
10 | Benchmarking v2 implementation |
| Enables you to set benchmarking threshold for |
...