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Custom Chunking Strategies10

Feature

Component

Details

Estimated Timeline

Link Ticket

1

Ingest documents with images

2

Enabling Document Intelligent intelligence GA versions

Status
colourYellow
titleIngestion

Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documentsRelease 44

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8571

32

Ingestion: Password protected filesImage-Text Document Ingestion with GPT Vision Integration

Status
colourYellow
titleIngestion

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-85447351

43

Elastic Search

Status
colourYellow
titleIngestion

Implement elastic search for a faster and more accurate search

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8351

5
4

Ingestion event hooks

Status
colourYellow
titleIngestion

Allow for custom chunking strategies during ingestion

Release 50

6

Ingestion event hooks for different file types

Status
colourYellowGreen
titleIngestion

Ingestion event hooks for different file types

Release 52

7

done

5

Spaces concept: Scope rules

Status
colourBlue
titleCHAT

Filter frontend for metadata (e.g. no file older than 6 months)

Release 44

Statusjira
colourserverGreen
System Jiratitledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5773

86

Spaces concept: Assign space manager

Status
colourBlue
titleCHAT

Ensures that only eligible users can see the spaces they are managing and not all spaces.Release 44

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5775

97

Upload functionality in Translation UI

Status
colourBlue
titleCHAT

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8405

8

Consumption analytics

Status
colourBlue
titleCHAT

Enables and admin to export the .csv on a platform to review the token consumption

Release 52

119

Data export role

Status
colourBlue
titleCHAT

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

Status
colourBlueGreen
titleCHATdone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7915

10

Data retention on prompts in chat

Status
colourBlue
titleCHAT

Reduce data retention of messages in chats to the same as data retention of documents.Release 48

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-87348735

1311

SCIM

Status
colourBlue
titleCHAT

Enable SCIM for user group sync

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6148

1412

Ingestion: Automatic retry of failed files

Status
colourBlue
titleCHAT

Implement retries on ingestion before marking the file as failed.Release 48

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7231

1513

Implement Magic Table

Status
colourBlue
titleCHAT

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8455

14

Previous reports of the client in the sidebar

Status
colourGreen
titleRecording

Enable the users to see previous reports that were generated for a client room in the sidebar during a call

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6771

1715

Ingest Teams recordings

Status
colourGreen
titleConnector

Ingest Teams recordings/transcripts directly form Teams

Release 52

1816

Multimodality: Voice

Status
colourGreen
titleVoice

Implementing prototype at scale

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6988

1917

Integrate recording as a use case in the chat menu

Status
colourGreen
titlerecording

Implement the recording calendar in the chat Menu interface

Release 52

2018

Chat over multiple calls

Status
colourGreen
titleRecording

Enables the user to chat over multiple calls and generate a summary or ask questions etc.

Release 52

2119

Connecting recording transcript with chat

Status
colourGreen
titleRecording

Enables the seamless combination of chat and recording

Release 52

2220

Standardisation of deployment

Status
titlePlatform

Status
colourPurple
titleSOLUTIONS

Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8525

...

1

Translation: In-document translator (Excel/Word)

Status
colourPurple
titleAgentic-Flow

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.Release 44

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7409

2

Translation: In-document translator (PDF)

Status
colourPurple
titleAgentic-Flow

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7409

3

Search Version 3

Status
colourPurple
titleAgentic-Flow

  • 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

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8330

4

Magic Table Capabilities

Status
colourPurple
titleAgentic-Flow

Interact in an excel-way-style way with agents in the background (agentic workflow)

Release 50

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8455

5

Investment Research Agent Version 2

Status
colourPurple
titleAgentic-Flow

  • 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 agentSeamless internal and external data (via API) synchronisation

Release 5052

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7418

6

SWOT Analysis Earnings Call Agent

Status
colourPurple
titleAgentic-Flow

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-87228723

7

Earnings Call AgentAPI Integration of financial data

Status
colourPurple
titleAgentic-Flow

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8723

8

Financial Statement Analysis Agent

Status
colourPurple
titleAgentic-Flow

Predict Earnings per Share based on Financial Statements.

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6939

9

API Integration of financial data

Status
colourPurple
titleAgentic-Flow

Enable the integration of APIs (e.g. Morningstar, Factset) to retrieve real-time financial data.

Release 52

8024

Outlook Q1/2025

Platform

Topic

Component

Details

Ticket

1

Enabling image ingestion (GPT-Vision)

Status
colourYellow
titleIngestion

Enables the ingestion of documents with pictures (already in progress - ETA Release 4)

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

8024

Outlook Q1/2025

Platform

SDK improvement Agentic report generation capabilitySystem 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.

Topic

Component

Details

Ticket

1

Enabling image ingestion (GPT-Vision)

7351

2

Ingestion of password protected files

Status
colourYellow
titleIngestion

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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-73518544

23

WAV/MP3 ingestion

Status
colourYellow
titleIngestion

Enables the ingestion of MP3 and WAV on the platform

34

Ingestion Pages as images with custom prompt

Status
colourYellow
titleIngestion

Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7426

4
5

Custom Chunking Strategies

Status
colourPurpleYellow
titleAGENTIC-FLOW
Move first function call into Python to have more control in combining tools.
Ingestion

Allow for custom chunking strategies during ingestion

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-86768781

5
6

Image-Text Sharepoint Ingestion with GPT Vision Integration

Status
colourPurpleYellow
titleAGENTIC-FLOWIngestion

Enables the creation of custom reports.

6

Graph Report Generation

Status
colourPurple
titleAGENTIC-FLOW

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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8960

7

SDK improvement

Status
colourPurple
titleAGENTIC-FLOW

Allows to add image upload to all agentsMove first function call into Python to have more control in combining tools.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-86778676

8

“Feeling Lucky” GuidanceGraph Report Generation

9

Always generate the same Report for the same Prompt

Status
colourGreen
titleRecording

Set same seed parameter for all Reports

Status
colourBluePurple
titleCHAT

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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8678

AGENTIC-FLOW

Enables the creation of graphs.

9

Image upload

Status
colourPurple
titleAGENTIC-FLOW

Allows to add image upload to all agents.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-82888677

10

Make Whisper transcription at least 5 times faster“Feeling Lucky” Guidance

Status
colourGreenBlue
titleRECORDINGCHAT

Upgrade to Whisper Turbo

Jira Legacy
server

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-86158678

11

Display images in chatAlways generate the same Report for the same Prompt

Status
colourBlueGreen
titleCHAT
Ability to display images in chat
Recording

Set same seed parameter for all Reports

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-83678288

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

Status
colourBlueGreen
titleChat

Fine grained control over who can modify, read, access what objects in Unique beyond files/folders

13

RECORDING

Upgrade to Whisper Turbo

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8615

13

Display images in chat

Status
colourBlue
titleCHAT

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)

Status
colourBlue
titleCHAT

15

Industrialising creating spaces (Project spaces)

Status
colourBlue
titleCHAT

Facilitate the creation of spaces for end users.

16

Benchmarking v2 Concept

Status
colourBlue
titleCHAT

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8367

14

RBAC based authorization system for all objects in unique

Status
colourBlue
titleChat

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

Status
colourBlue
titleCHAT

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)

Status
colourBlue
titleCHAT

17

Industrialising creating spaces (Project spaces)

Status
colourBlue
titleCHAT

Facilitate the creation of spaces for end users.

18

Benchmarking v2 Concept

Status
colourBlue
titleCHAT

Complete designs for new benchmarking and plan single tasks of the epic

Note that this is only the concept and not the implementation

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6185

19

Enable Powerpoint generation

Status
colourPurple
titleAGENTIC-FLOW

Enable the user to generate powerpoint presentations

20

Single public API ingestion Endpoint

Status
colourGreen
titleConnector

Allow public ingestion calls to be performed in a single operation

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7192

21

AWS Enablement

Status
titlePlatform

Create an AWS template

Agents

1

SWOT Analysis Agent

Status
colourPurple
titleAgentic-Flow

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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

6185

8722

17Enable Powerpoint generation

2

Financial Statement Analysis Agent

Status
colourPurple
title

AGENTIC-FLOW

Enable the user to generate powerpoint presentations

18

Single public API ingestion Endpoint

Status
colourGreen
titleConnector

Allow public ingestion calls to be performed in a single operation

Agentic-Flow

Predict Earnings per Share based on Financial Statements.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

719219

AWS Enablement

Status
titlePlatform

Create an AWS template

Agents

1

6939

3

Investment Research Agent Version 3 (Investment Insights)

Status
colourPurple
titleAgentic-Flow

Combining graph inputs and output with internal and external data creating a cutting edge user experience.

24

Dora Agent Version 2

Status
colourPurple
titleAgentic-Flow

Move DORA Agent into magic table workflow

35

Offer Comparison Agent Version 1

Status
colourPurple
titleAgentic-Flow

Using the magic table and the report generation capabilities to compare offers

46

Contract Management Agent Version 1

Status
colourPurple
titleAgentic-Flow

Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)

57

Document Comparison Agent Version 1

Status
colourPurple
titleAGENTIC-FLOW

Enables users to compare documents.

8

Agentic report generation capability

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of custom reports.

Q2/2025

Platform

Topic

Component

Details

Ticket

1

User Management: Create and manage groups

Status
colourBlue
titleCHAT

Enables you to create, edit and delete groups in FE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5536

2

User Management: View user details and group and files

Status
colourBlue
titleCHAT

Provides you an overview on who is part of which groups and has access to which folders

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5558

3

Simplified Feature flags

Status
colourBlue
titleChat

Fonrtend for feature flag control for simpler rollout of new features

4

Private Mode

Status
colourBlue
titleCHAT

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

Status
colourBlue
titleCHAT

Enables you to set benchmarking threshold for

6

UI Extensibility v1 Widget/Iframe framework

Status
colourBlue
titleCHAT

Enables spaces to have their custom UI elements

7

Private Mode

Status
colourBlue
titleCHAT

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

Status
colourBlue
titleChat

User-Insights

9

Chat in mobile app

Status
colourBlue
titleCHAT

10

Benchmarking v2 implementation

Status
colourBlue
titleCHAT

Enables you to set benchmarking threshold for

...