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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
Enabling Document intelligence GA versions

Elastic Search

Status
colourYellow
titleIngestion

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

Status
colourGreen
titledone

Implement elastic search for a faster and more accurate search

Release 06

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

8571

8351

2
Image-Text Document Ingestion with GPT Vision Integration

Seed Parameter: Most Reproducible Outputs

Status
colour

Yellow

Blue
title

IngestionRelease 52

CHAT

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

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

7351

8250

3
Elastic Search

Consumption analytics

Status
colour

Yellow

Blue
titleCHAT

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

Release 10

4

SCIM

Status
colourBlue
title

Ingestion

Implement elastic search for a faster and more accurate search

Release 52

CHAT

Enable SCIM for user group sync

Release 02

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

8351

6148

4Ingestion event hooks
5

Implement Magic Table

Status
colour

Yellow

Blue
title

Ingestion

Ingestion event hooks for different file types

Status
colourGreen
titledone

5

Spaces concept: Scope rules

Status
colourBlue
titleCHAT

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

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 08

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

6

Ingest Teams recordings

Status
colourGreen
title

done

Connector

Ingest Teams recordings/transcripts directly form Teams

Release 12

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

5773

8048

6
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.

Status
colourGreen
titledone

Voice

Implementing prototype at scale

Release 06

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

5775Upload functionality in Translation UI

6988

7
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.

Release 48

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

8Consumption analytics

recording calendar in the chat Menu interface

Release 20

9

Chat over multiple calls

Status
colourGreen
titleRecording

Enables 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

CHAT

Recording

Enables

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

Release 52

9Data export role

the seamless combination of chat and recording

Release 20

11

Enabling image ingestion (GPT-Vision)

Status
colour

Blue

Yellow
title

CHAT

Ingestion

New role for

Enables the

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

Status
colourGreen
titledone

ingestion of documents with pictures

Release 04

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

7915Data retention on prompts in chat

7351

10
12

Ingestion Pages as images with custom prompt

Status
colour

Blue

Yellow
title

CHAT

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

Status
colourGreen
titledone

Jira Legacy

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-

8735

7426

11
13
SCIM

Custom Chunking Strategies

Status
colour

Blue

Yellow
title

CHAT

Ingestion

Enable SCIM for user group sync

Release 48

Allow for custom chunking strategies during ingestion

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

6148

8781

12
14
Ingestion: Automatic retry of failed files

Image-Text Sharepoint Ingestion with GPT Vision Integration

Status
colour

Blue

Yellow
title

CHAT

Implement retries on ingestion before marking the file as failed.

Status
colourGreen
titledone

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-

7231Implement Magic Table

8960

13
15

Contextual Retrieval 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

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-

8455

8979

14Previous reports of the client in the sidebar
16

SDK improvement

Status
colour

Green

Purple
title

Recording

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

Status
colourGreen
titledone

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-

6771Ingest Teams recordings

8676

15
17

Graph Report Generation

Status
colour

Green

Purple
title

Connector

Ingest Teams recordings/transcripts directly form Teams

Release 52

16

Multimodality: Voice

AGENTIC-FLOW

Enables the creation of graphs.

18

Image upload

Status
colour

Green

Purple
title

Voice

Implementing prototype at scale

Release 52

AGENTIC-FLOW

Allows to add image upload to all agents.

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

698817

Integrate recording as a use case in the chat menu

StatuscolourGreen

8677

19

“Feeling Lucky” Guidance

Status
colourBlue
title

recording

Implement the recording calendar in the chat Menu interface

Release 52

18

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

19

Connecting recording transcript with chat

StatustitlePlatform

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

Enables the seamless combination of chat and recording

Release 52

20

Standardisation of deployment

Set same seed parameter for all Reports

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

21

Make Whisper transcription at least 5 times faster

Status
colour

PurpleRelease 52

Green
title

SOLUTIONS

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

RECORDING

Upgrade to Whisper Turbo

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

85251Translation: In-document translator (Excel/Word)

8615

AI Agents

22

Display images in chat

Status
colour

Purple Jira LegacyserverSystem JiraserverId90760084-

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.

Status
colourGreen
titledone

CHAT

Ability to display images in chat

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

7409

8367

2Translation: In-document translator (PDF)
23

RBAC based authorization system for all objects in unique

Status
colour

Purple

Blue
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 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 agent

Release 52

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

6

Earnings Call Agent

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

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

7

API Integration of financial data

Status
colourPurple
titleAgentic-Flow

Enable the integration of APIs to retrieve real-time financial data.

Release 52

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

Outlook Q1/2025

Platform

...

Topic

...

Component

...

Details

...

Ticket

...

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-7351

...

Ingestion of password protected files

...

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.

...

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8544

...

WAV/MP3 ingestion

...

Status
colourYellow
titleIngestion

...

Enables the ingestion of MP3 and WAV on the platform

...

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

...

Custom Chunking Strategies

...

Status
colourYellow
titleIngestion

...

Allow for custom chunking strategies during ingestion

...

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8781

...

Image-Text Sharepoint Ingestion with GPT Vision Integration

...

Status
colourYellow
titleIngestion

...

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-8960

...

SDK improvement

...

Status
colourPurple
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

...

Graph Report Generation

...

Status
colourPurple
titleAGENTIC-FLOW

...

Enables the creation of graphs.

...

Image upload

...

Status
colourPurple
titleAGENTIC-FLOW

...

Allows to add image upload to all agents.

...

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

...

“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

...

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

...

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

...

Display images in chat

...

Status
colourBlue
titleCHAT

...

Ability to display images in chat

...

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

...

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

...

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

...

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

...

Status
colourBlue
titleCHAT

...

Industrialising creating spaces (Project spaces)

...

Status
colourBlue
titleCHAT

...

Facilitate the creation of spaces for end users.

...

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

...

Enable Powerpoint generation

...

Status
colourPurple
titleAGENTIC-FLOW

...

Enable the user to generate powerpoint presentations

...

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

...

AWS Enablement

...

Status
titlePlatform

...

Create an AWS template

Agents

...

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-8722

...

Financial Statement Analysis Agent

...

Status
colourPurple
titleAgentic-Flow

...

Predict Earnings per Share based on Financial Statements.

...

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

...

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.

...

Agentic report generation capability

...

Status
colourPurple
titleAGENTIC-FLOW

...

Enables the creation of custom reports.

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

10Chat History: Rename Chats

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

Enables user to rename their chats

26

Industrialising creating spaces (Project spaces)

Status
colour

Green

Blue
title

Done

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

11Chat Interface: Improve bullet point view

CHAT

Facilitate the creation of spaces for end users.

27

Single public API ingestion Endpoint

Status
colour

Blue

Green
title

CHAT

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

Connector

Allow public ingestion calls to be performed in a single operation

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

28

AWS Enablement

Status
titlePlatform

Create an AWS template

29

Legacy Transcripts in Chat

Status
colourGreen
title

DONE

recording

Bot recording transcripts are automatically sent to chat

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

713813

Exposing embedding

Status
colourRed
titleSDK

Exposing of embedding to endpoint

9268

30

Teams Recording (legacy)

Status
colourGreen
title

Done

recording

Recording through Teams enabled in Legacy platform

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

7297

8048

14Error Handling: Frontend Loss Connection
31

Teams Recording

Status
colour

Blue

Green
title

CHAT

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

Status
colourGreen
titleDone

Recording

Teams transcripts automatically sent to chat recording space

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

7399Enable custom model calling (PTU)

9334

15
32

KYC Completeness Check

Status
colourBlue
title

CHAT

API to connect external LLM

Chat

Status
colour

Green

Purple
title

DONE

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

16First multimodality prototype

AI-Agent

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

33

KYC Questionnaire

Status
colourBlue
title

CHAT

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.

chat

Status
colourPurple
titleAI-Agent

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

34

KYC Report Summary

Status
colour

Green

Blue
title

DONE

chat

jira


Status

server

colour

System Jira

Purple

serverId

title

90760084-0a34-36a4-b68d-47bee664ede0keyUN-698817Knowledge Base: folder settings and access control

AI-Agent

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

35

Benchmarking v2 Concept

Status
colourBlue
titleCHAT

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

Status
colourGreen
titleDone

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-

577618Knowledge Base: Include ingestion date for failed

6185

36

Ingestion of password protected files

Status
colour

Blue

Yellow
title

CHAT

Ingestion

Enables

user to see the date for files who failed to upload

Status
colourGreen
titleDone

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.

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

7232Chat Interface: Enable Translation Use Case

8544

19
37

WAV/MP3 ingestion

Status
colour

Blue

Yellow
title

CHAT

Ingestion

Extend the UI for the translation use case

Enables the ingestion of MP3 and WAV on the platform

38

Enable Powerpoint generation

Status
colour

Green

Purple
title

Done

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

AGENTIC-FLOW

Enable the user to generate powerpoint presentations

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-

47bee664ede0keyUN-735021

Questionnaire Module

Status
colourPurple
titleAI-Modules

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

47bee664ede0
keyUN-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-

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

6939

3

Investment Research Agent Version 3 (Investment Insights)

Status
colour

Green

Purple
title

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7105

23

Credit Note Compliance Check Module MVP

Status
colourPurple
titleAI-Modules

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

StatuscolourGreentitleDONE

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-

7277

5536

24

Online Search Module

Status
colourPurple
titleAI-Modules

Perform internet searches and provide properly referenced results

2

User Management: View user details and group and files

Status
colour

Green

Blue
title

DONE

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-

6915

5558

25Hallucination Check
3

Simplified Feature flags

Status
colour

Purple

Blue
title

AI-Modules

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

Chat

Fonrtend for feature flag control for simpler rollout of new features

4

Private Mode

Status
colour

Green

Blue
title

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6881

26RAG improvement: Chunk Relevant Sort

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

Purple

Blue
title

AI-Modules

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

CHAT

Enables you to set benchmarking threshold for

6

UI Extensibility v1 Widget/Iframe framework

Status
colour

GreentitleDONE

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

27RAG improvement: Reranker

Blue
titleCHAT

Enables spaces to have their custom UI elements

7

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 deleted after chat session is done

8

Frontend for User Insights

Status
colour

Green

Blue
title

DONE

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

28Image in upload and chat

Chat

User-Insights

9

Chat in mobile app

Status
colour

Purple

Blue
title

AI-Modules

be able to upload documents and images in the same space

CHAT

10

Benchmarking v2 implementation

Status
colour

Green

Blue
title

DONE

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

29

Number of Speakers

CHAT

Enables you to set benchmarking threshold for

Agents

1

KYC: Event based Dynamic Accountiing rating Assistant

Status
colour

Green

Purple
title

Recording

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

AI-Agent

2

KYC: Automated Transaction Monitoring Assisants

Status
colour

Green

Purple
title

DONE

AI-Agent

30

3
Frontoffice setting: Agent is detected

KYC: Periodic Review Report Generation

Status
colour

Green

Purple
title

Recording

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

AI-Agent

4

Lead Generation Assistant for HNWI (High Networth Individuals)

Status
colour

Green

Purple
title

DONE

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

31

GPT-4o for Recording Reports

AI-Agent

5

Client Proposal Presentation Assistant

Status
colour

Green

Purple
title

Recording

Option to process recordings using GPT-4o

AI-Agent

6

Document Comparison Agent Beta Version

Status
colour

Green

Purple
title

DONE32Easy Export of Transcripts

AGENTIC-FLOW

Enables users to compare documents.

7

Portfolio Management Agent

Status
colour

Green

Purple
title

Recording

Add button to export transcripts to file

Status
colourGreen
titleDONE

AGENTIC-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

34Improve Meetings Filtering
9

Agentic report generation capability

Status
colour

Greentitlerecording

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

Purple
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

...