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🔍 Detailed quarterly roadmap -

...

Q1/

...

2025

Note

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.

Outlook Q1/2025

Platform

Feature

Topic

Component

Details

Estimated Timeline

Link

Ticket

1

Ingest documents with images

2Enabling Document Intelligent GA versions

Elastic Search

Status
colourYellow
titleIngestion

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

Release 44

Implement elastic search for a faster and more accurate search

Release 06

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

8571

8351

3
2
Ingestion: Password protected files

Seed Parameter: Most Reproducible Outputs

Status
colour

Yellow

Blue
title

IngestionRelease 52

CHAT

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.

Ensures the most reproducible outputs possible for identical questions and documents, though not fully deterministic.

Release 06

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

8544

8250

4
3
Elastic Search

Consumption analytics

Status
colour

Yellow

Blue
title

Ingestion

Implement elastic search for a faster and more accurate search

Release 52

CHAT

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

Release 10

4

SCIM

Status
colourBlue
titleCHAT

Enable SCIM for user group sync

Release 02

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

8351

6148

5
Custom Chunking Strategies

Implement Magic Table

Status
colour

Yellow

Blue
title

IngestionRelease 44

CHAT

Allow for custom chunking strategies during ingestion

Release 50

6

Ingestion event hooks

Status
colourYellow
titleIngestion

Ingestion event hooks for different file types

Release 52

7

Spaces concept: Scope rules

Status
colourBlue
titleCHAT

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

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

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

6

Ingest Teams recordings

Status
colourGreen
titleConnector

Ingest Teams recordings/transcripts directly form Teams

Release 12

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

5773

8048

8
7
Spaces concept: Assign space manager

Multimodality: Voice

Status
colour

Blue

Green
title

CHAT

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

Release 44

Voice

Implementing prototype at scale

Release 06

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

5775Upload functionality in Translation UI

6988

9
8

Integrate recording as a use case in the chat menu

Status
colour

Blue

Green
title

CHAT

recording

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

10Consumption analytics

recording calendar in the chat Menu interface

Release 20

9

Chat over multiple calls

Status
colour

Blue

Green
title

CHAT

Recording

Enables

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

Release 52

11Data export role

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

Release 18

10

Connecting recording transcript with chat

Status
colour

Blue

Green
title

CHAT12Data retention on prompts in chat

Recording

New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions

Release 48

Enables the seamless combination of chat and recording

Release 20

11

Enabling image ingestion (GPT-Vision)

Status
colour

Blue

Yellow
title

CHAT

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

Release 48

Ingestion

Enables the ingestion of documents with pictures

Release 04

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

8734SCIM

7351

13
12

Ingestion Pages as images with custom prompt

Status
colour

Blue

Yellow
title

CHAT

Enable SCIM for user group sync

Release 48

Ingestion

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-

6148Ingestion: Automatic retry of failed files

7426

14
13

Custom Chunking Strategies

Status
colour

Blue

Yellow
title

CHAT

Implement retries on ingestion before marking the file as failed.

Release 48

Ingestion

Allow for custom chunking strategies during ingestion

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

7231Implement Magic Table

8781

15
14

Image-Text Sharepoint Ingestion with GPT Vision Integration

Status
colour

Blue

Yellow
title

CHAT

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

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 LegacyserverSystem JiraserverId90760084-

Ingestion

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.

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

6771Ingest Teams recordings

8960

17
15

Contextual Retrieval Integration

Status
colour

Green

Yellow
title

Connector

Ingest Teams recordings/transcripts directly form Teams

Release 52

18

Multimodality: Voice

Status
colourGreen
titleVoice

Implementing prototype at scale

Release 52

Ingestion

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.

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

6988

8979

19Integrate recording as a use case in the chat menu
16

SDK improvement

Status
colour

Green

Purple
title

recording

Implement the recording calendar in the chat Menu interface

Release 52

20

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

21

Connecting recording transcript with chat

Status
colourGreen
titleRecording

Enables the seamless combination of chat and recording

Release 52

22

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

AGENTIC-FLOW

Move first function call into Python to have more control in combining tools.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8676

17

Graph Report Generation

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of graphs.

18

Image upload

Status
colourPurple
titleAGENTIC-FLOW

Allows to add image upload to all agents.

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

85251

Translation: In-document translator (Excel/Word)

8677

AI Agents

19

“Feeling Lucky” Guidance

Status
colour

Purple

Blue
title

Agentic-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

CHAT

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

20

Always generate the same Report for the same Prompt

Status
colourGreen
titleRecording

Set same seed parameter for all Reports

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

7409

8288

2Translation: In-document translator (PDF)
21

Make Whisper transcription at least 5 times faster

Status
colour

Purple

Green
title

Agentic-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 Legacyserver

RECORDING

Upgrade to Whisper Turbo

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

7409Search Version 3

8615

3
22

Display images in chat

Status
colour

PurpleserverId90760084-0a34-36a4-b68d-

Blue
title

Agentic-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 LegacyserverSystem Jira

CHAT

Ability to display images in chat

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

8330

8367

4Magic Table Capabilities
23

RBAC based authorization system for all objects in unique

Status
colour

Purple

Blue
title

Agentic-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 agent

  • Seamless internal and external data (via API) synchronisation

Release 50

Chat

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

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

25

Dynamic Graph interface (e.g. Stock graph/PI chart)

Status
colourBlue
titleCHAT

26

Industrialising creating spaces (Project spaces)

Status
colourBlue
titleCHAT

Facilitate the creation of spaces for end users.

27

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-

7418SWOT Analysis Agent

7192

6
28

AWS Enablement

Status

colour Jira LegacyserverSystem JiraserverId90760084-

title

PurpletitleAgentic-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.

Release 50

Platform

Create an AWS template

29

Legacy Transcripts in Chat

Status
colourGreen
titlerecording

Bot recording transcripts are automatically sent to chat

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

8722Earnings Call Agent

9268

7
30

Teams Recording (legacy)

Status
colour

Purple

Green
title

Agentic-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

recording

Recording through Teams enabled in Legacy platform

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8048

31

Teams Recording

Status
colourGreen
titleRecording

Teams transcripts automatically sent to chat recording space

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

8723Financial Statement Analysis Agent

9334

8
32

KYC Completeness Check

Status
colour

Purple

Blue
title

Agentic-Flow

Predict Earnings per Share based on Financial Statements.

Release 48

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

9API Integration of financial data

Chat

Status
colourPurple
titleAI-Agent

Agent is able to check completeness of customer documentation for the initial KYC review

33

KYC Questionnaire

Status
colour

Purple

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)

Blue
title

Agentic-Flow

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

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8024

Outlook Q1/2025

Platform

WAV/MP3 ingestion SDK improvement

chat

Status
colourPurple
titleAI-Agent

Agent is able to fill in standard KYC questionnaire for vanilla cases

34

KYC Report Summary

Status
colourBlue
titlechat

Status
colourPurple
titleAI-Agent

Agent is able to make a structured management summary of the initial KYC report

35

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-73516185

2
36

Ingestion of password protected files

Status
colourYellow
titleIngestion

Enables the ingestion of MP3 and WAV on the platform

3

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 elementspassword 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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-74268544

4
37

WAV/MP3 ingestion

5

Agentic report generation capability

Status
colourPurpleYellow
titleAGENTIC-FLOW

Move first function call into Python to have more control in combining tools.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8676

Ingestion

Enables the ingestion of MP3 and WAV on the platform

38

Enable Powerpoint generation

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of custom reports.

6

Graph Report Generation

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of graphs.

7

Image upload as tool

Enable the user to generate powerpoint presentations

Agents

1

SWOT Analysis Agent

Status
colourPurple
title

AGENTIC

Agentic-

FLOW

Allows to add image upload to all agents.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8677

8

“Feeling Lucky” Guidance

Status
colourBlue
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

9

Always generate the same Report for the same Prompt

Status
colourGreen
titleRecording

Set same seed parameter for all Reports

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8288

10

Make Whisper transcription at least 5 times faster

Status
colourGreen
titleRECORDING

Upgrade to Whisper Turbo

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

11

Display images in chat

Status
colourBlue
titleCHAT

Ability to display images in chat

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

12

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

13

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

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 implementation

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

17

Enable Powerpoint generation

Status
colourPurple
titleAGENTIC-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

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

19

AWS Enablement

Status
titlePlatform

Create an AWS template

Agents

...

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.

...

Dora Agent Version 2

...

Status
colourPurple
titleAgentic-Flow

...

Move DORA Agent into magic table workflow

...

Offer Comparison Agent Version 1

...

Status
colourPurple
titleAgentic-Flow

...

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

...

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)

...

Document Comparison Agent Version 1

...

Status
colourPurple
titleAGENTIC-FLOW

...

Enables users to compare documents.

Q2/2025

Platform

...

Topic

...

Component

...

Details

...

Ticket

...

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

...

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

...

Simplified Feature flags

...

Status
colourBlue
titleChat

...

Fonrtend for feature flag control for simpler rollout of new features

...

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

...

Benchmarking v2 Implementation

...

Status
colourBlue
titleCHAT

...

Enables you to set benchmarking threshold for

...

UI Extensibility v1 Widget/Iframe framework

...

Status
colourBlue
titleCHAT

...

Enables spaces to have their custom UI elements

...

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

...

Frontend for User Insights

...

Status
colourBlue
titleChat

...

User-Insights

...

Chat in mobile app

...

Status
colourBlue
titleCHAT

...

Benchmarking v2 implementation

...

Status
colourBlue
titleCHAT

...

Enables you to set benchmarking threshold for

Agents

...

KYC: Event based Dynamic Accountiing rating Assistant

...

Status
colourPurple
titleAI-Agent

...

KYC: Automated Transaction Monitoring Assisants

...

Status
colourPurple
titleAI-Agent

...

KYC: Periodic Review Report Generation

...

Status
colourPurple
titleAI-Agent

...

Lead Generation Assistant for HNWI (High Networth Individuals)

...

Status
colourPurple
titleAI-Agent

...

Client Proposal Presentation Assistant

...

Status
colourPurple
titleAI-Agent

Completed - Q3/2024

Feature

Component

Details

Estimated Timeline

Status

Link Ticket

1

Easy Export of Reports and Copy Button

Status
colourGreen
titleRecording

Enable easy export of reports in the platform and add a copy button

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7039

2

Chat Interface: Save Prompts (Prompt Library)

Status
colourBlue
titleCHAT

Enables the end user to save his/her own prompts in the different spaces

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5948

3

Improved Knowledge Base

Status
colourBlue
titleCHAT

New view and structure of the knowledge base enabling admin users to create new folders (scopes)

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5560

4

Enable multiple embedding models

Status
colourBlue
titleCHAT

Enable multiple embedding models per cluster to enable the client to easily test.

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7297

5

File retention (Upload & Chat)

Status
colourBlue
titleCHAT

Automatically deleting the files uploaded in the upload & chat

Status
colourGreen
titleDONE

6

Make blob storage restricted to be only accessible from the pod network

Status
colourBlue
titleCHAT
Status
colourRed
titleSecurity

Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7165

7

Chat Interface: Stop Generating Chat Response

Status
colourBlue
titleCHAT

Enables the end user to stop the answer generation and start a new question (similar to ChatGPT)

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-4824

8

Knowledge Base: Bulk Delete

Status
colourBlue
titleCHAT

Enables the admin to select multiple files and folders to delete at once

Status
colourGreen
titleDone

https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22

9

Code Formatting Word Wrapping

Status
colourBlue
titleCHAT

Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user)

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7227

10

Chat History: Rename Chats

Status
colourBlue
titleCHAT

Enables user to rename their chats

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7389

11

Chat Interface: Improve bullet point view

Status
colourBlue
titleCHAT

Enables user to get a bullet point view as output

Status
colourGreen
titleDone

https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22

12

Event poller

Status
colourRed
titleSDK

Event poller enables collaborates to develop without using ngrok

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7138

13

Exposing embedding

Status
colourRed
titleSDK

Exposing of embedding to endpoint

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7297

14

Error Handling: Frontend Loss Connection

Status
colourBlue
titleCHAT

Should fix the error where users need to click on the “return to home” button

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7399

15

Enable custom model calling (PTU)

Status
colourBlue
titleCHAT

API to connect external LLM

Status
colourGreen
titleDONE

https://unique-ch.atlassian.net/jira/software/c/projects/UN/issues/UN-7012?filter=allissues&jql=project%20%3D%20%22UN%22%20AND%20assignee%20%3D%2063eb588dc5061c632c0caec1%20ORDER%20BY%20status%20ASC%2C%20created%20DESC

16

First multimodality prototype

Status
colourBlue
titleCHAT

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.

Status
colourGreen
titleDONE

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

17

Knowledge Base: folder settings and access control

Status
colourBlue
titleCHAT

Who has write and read access to thet folder and is document intelligence activated or not

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-5776

18

Knowledge Base: Include ingestion date for failed files

Status
colourBlue
titleCHAT

Enables user to see the date for files who failed to upload

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7232

19

Chat Interface: Enable Translation Use Case

Status
colourBlue
titleCHAT

Extend the UI for the translation use case

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7616

20

Implement picture upload functionality

Status
colourBlue
titleCHAT

Enables users to upload images to interact with them in the chat.

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7350

21

Questionnaire Module

Status
colourPurple
titleAI-Modules

Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file

Status
colourGreen
titleDONE

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-

701922

Multi-Module-Calling

Status
colourPurple
titleAI-Modules

Multiple modules can be called (how is the weather in Zurich, how is the weather in Berlin, and compare the two) → Answer multiple questions

8722

2

Financial Statement Analysis Agent

Status
colour

Green

Purple
title

DONE

Agentic-Flow

Predict Earnings per Share based on Financial Statements.

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

7105

6939

23

Credit Note Compliance Check Module MVP

Status
colourPurple
titleAI-Modules

Compares credit note terms and conditions against policy and regulation documents.

3

Investment Research Agent Version 3 (Investment Insights)

Status
colour

Green24

Online Search Module

Status
colourPurple
titleAI-Modules

Perform internet searches and provide properly referenced results

Status
colourGreen
titleDONE

Purple
title

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7277

Agentic-Flow

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

*For the definition please see https://unique-ch.atlassian.net/wiki/spaces/PUB/pages/446234728/Release+Process#Phases-and-Objectives

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-

6915

5536

25Hallucination Check
2

User Management: View user details and group and files

Status
colour

Purple

Blue
title

AI-Modules

Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness

StatuscolourGreentitleDONE

CHAT

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-

6881

5558

26RAG improvement: Chunk Relevant Sort
3

Simplified Feature flags

Status
colour

PurpletitleAI-Modules

Improve chat response by providing relevant chunks to answer the user request

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6880

27RAG improvement: Reranker

Blue
titleChat

Fonrtend for feature flag control for simpler rollout of new features

4

Private Mode

Status
colour

Purple

Blue
title

AI-Modules

Improve chat response by providing relevant chunks to answer the user request

CHAT

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
colour

Green

Blue
title

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7408

28Image in upload and chat

CHAT

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
colour

Purple

Blue
title

AI-Modules

be able to upload documents and images in the same space

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7917

29Number of Speakers

CHAT

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
colour

Green

Blue
title

Recording

Set globally the range of the number of speakers for mobile/uploaded recordings

CHAT

10

Benchmarking v2 implementation

Status
colourBlue
title

GreentitleDONE30Frontoffice setting: Agent is detected

CHAT

Enables you to set benchmarking threshold for

Agents

1

KYC: Event based Dynamic Accountiing rating Assistant

Status
colour

Green

Purple
title

Recording

Enhance recording processing pipeline to ensure one participant is always detected as the call agent.

AI-Agent

2

KYC: Automated Transaction Monitoring Assisants

Status
colour

Green

Purple
title

DONE

AI-Agent

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7421

31GPT-4o for Recording Reports

3

KYC: Periodic Review Report Generation

Status
colourPurple
titleAI-Agent

4

Lead Generation Assistant for HNWI (High Networth Individuals)

Status
colour

Green

Purple
title

Recording

Option to process recordings using GPT-4o

AI-Agent

5

Client Proposal Presentation Assistant

Status
colour

Green

Purple
title

DONE

AI-Agent

32Easy Export of Transcripts

6

Document Comparison Agent Beta Version

Status
colour

Green

Purple
title

Recording

Add button to export transcripts to file

AGENTIC-FLOW

Enables users to compare documents.

7

Portfolio Management Agent

Status
colour

GreentitleDONE

Purple
titleAGENTIC-FLOW

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

7039

8975

33Allow customization of max duration for bot recording
8

Advisory Assistant Agent

Status
colour

Green

Purple
title

recording

Maximum duration of bot recording can be configured

Status
colourGreen
titledone

AGENTIC-FLOW

The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.

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

7033

8961

34

Improve Meetings Filtering

Status
colourGreen
titlerecording

Add options for meetings filtering in the All Meetings page

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7036

35Mobile App can connect through App Proxy
9

Agentic report generation capability

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of custom reports.

10

Contract Management Agent Version 1

Status
colour

Green

Purple
title

recording

Allow MS Entra Authentication throuh App Proxy

Agentic-Flow

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

11

Offer Comparison Agent Version 1

Status
colour

Green

Purple
title

done Jira LegacyserverSystem JiraserverId90760084-0a34-36a4-b68d-47bee664ede0keyUN-7336

Agentic-Flow

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

12

Dora Agent Version 2

Status
colourPurple
titleAgentic-Flow

Move DORA Agent into magic table workflow

...