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
Status
colour
Green
title
done
Release 46
Elastic Search
Status
colour
Yellow
title
Ingestion
Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents
Implement elastic search for a faster and more accurate search
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7351
8250
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
colour
Blue
title
CHAT
Enable SCIM for user group sync
Release 02
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
8351Ingestion event hooks
6148
4
5
Implement Magic Table
Status
colour
Yellow
Blue
title
Ingestion
Ingestion event hooks for different file types
Status
colour
Green
title
done
5
Spaces concept: Scope rules
Status
colour
Blue
title
CHAT
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8455
6
Ingest Teams recordings
Status
colour
Green
title
done
Connector
Ingest Teams recordings/transcripts directly form Teams
Release 12
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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
colour
Green
title
done
Jira Legacy
Voice
Implementing prototype at scale
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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 50
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8405
8
Consumption analytics
recording calendar in the chat Menu interface
Release 20
9
Chat over multiple calls
Status
colour
Green
title
Recording
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
9
Data 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
colour
Green
title
done
ingestion of documents with pictures
Release 04
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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
colour
Green
title
done
Ingestion
Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
8735
7426
11
13
SCIM
Custom Chunking Strategies
Status
colour
Blue
Yellow
title
CHAT
Ingestion
Enable SCIM for user group sync
Release 52
Allow for custom chunking strategies during ingestion
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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
colour
Green
title
done
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
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 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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
8455Previous reports of the client in the sidebar
8979
14
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
colour
Green
title
done
AGENTIC-FLOW
Move first function call into Python to have more control in combining tools.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6771Ingest Teams recordings
8676
15
17
Graph Report Generation
Status
colour
Green
Purple
title
Connector
Ingest Teams recordings/transcripts directly form Teams
Release 52
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8048
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6988
17
Integrate recording as a use case in the chat menu
Status
colour
Green
19
Connecting recording transcript with chat
8677
19
“Feeling Lucky” Guidance
Status
colour
Blue
title
recording
Implement the recording calendar in the chat Menu interface
Release 52
18
Chat over multiple calls
Status
colour
Green
title
Recording
Enables the user to chat over multiple calls and generate a summary or ask questions etc.
Release 52
Status
title
Platform
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8678
20
Always generate the same Report for the same Prompt
Status
colour
Green
title
Recording
Enables the seamless combination of chat and recording
Release 52
20
Standardisation of deployment
Set same seed parameter for all Reports
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
8525
1
Search Version 2
8615
AI Agents
22
Display images in chat
Status
colour
Purple
Blue
title
Agentic-Flow
Enhances retrieval-augmented generation (RAG) with improved document search relevancy and a hallucination evaluation mechanism to ensure generated content aligns with source data. These features increase accuracy, reliability, and user trust.
RBAC based authorization system for all objects in unique
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.
Beta**
Status
colour
Green
title
done
Release 46
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7409
3
Translation: In-document translator (PDF)
Status
colour
Purple
title
Agentic-Flow
Enables end users to upload a pdf, translate it and download the translated document as pdf
Beta**
Status
colour
Green
title
done
Release 48
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7409
4
Agentic Search
Status
colour
Purple
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
Beta**
Status
colour
Green
title
done
Release 48
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8330
5
Magic Table Capabilities
Status
colour
Purple
title
Agentic-Flow
Interact in an excel-way-style way with agents in the background (agentic workflow)
Beta**
Release 50
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8455
6
Agentic Research Investment
Status
colour
Purple
title
Agentic-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
Beta**
Release 52
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7418
7
Earnings Call Agent
Status
colour
Purple
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.
Beta**
Release 50
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8723
*This version is fully tested and ready for production use, with all core features stable and functional.
**This version is in the Beta phase and may contain minor bugs or incomplete features. It is available for testing and feedback.
Enables the ingestion of documents with pictures (already in progress - ETA Release 4)
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7351
...
Ingestion of password protected files
...
Status
colour
Yellow
title
Ingestion
...
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8544
...
WAV/MP3 ingestion
...
Status
colour
Yellow
title
Ingestion
...
Enables the ingestion of MP3 and WAV on the platform
...
Ingestion Pages as images with custom prompt
...
Status
colour
Yellow
title
Ingestion
...
Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7426
...
Custom Chunking Strategies
...
Status
colour
Yellow
title
Ingestion
...
Allow for custom chunking strategies during ingestion
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8781
...
Image-Text Sharepoint Ingestion with GPT Vision Integration
...
Status
colour
Yellow
title
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8960
...
Contextual Retrieval Integration
...
Status
colour
Yellow
title
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8979
...
SDK improvement
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Move first function call into Python to have more control in combining tools.
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8676
...
Graph Report Generation
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Enables the creation of graphs.
...
Image upload
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Allows to add image upload to all agents.
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8677
...
“Feeling Lucky” Guidance
...
Status
colour
Blue
title
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8678
...
Always generate the same Report for the same Prompt
...
Status
colour
Green
title
Recording
...
Set same seed parameter for all Reports
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8288
...
Make Whisper transcription at least 5 times faster
...
Status
colour
Green
title
RECORDING
...
Upgrade to Whisper Turbo
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8615
...
Display images in chat
...
Status
colour
Blue
title
CHAT
...
Ability to display images in chat
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8367
...
RBAC based authorization system for all objects in unique
...
Status
colour
Blue
title
Chat
...
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
colour
Blue
title
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
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6185
...
Enable Powerpoint generation
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Enable the user to generate powerpoint presentations
...
Single public API ingestion Endpoint
...
Status
colour
Green
title
Connector
...
Allow public ingestion calls to be performed in a single operation
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7192
...
AWS Enablement
...
Status
title
Platform
...
Create an AWS template
Agents
...
SWOT Analysis Agent
...
Status
colour
Purple
title
Agentic-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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8722
...
Financial Statement Analysis Agent
...
Status
colour
Purple
title
Agentic-Flow
...
Predict Earnings per Share based on Financial Statements.
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6939
...
Investment Research Agent Version 3 (Investment Insights)
...
Status
colour
Purple
title
Agentic-Flow
...
Combining graph inputs and output with internal and external data creating a cutting edge user experience.
...
Dora Agent Version 2
...
Status
colour
Purple
title
Agentic-Flow
...
Move DORA Agent into magic table workflow
...
Offer Comparison Agent Version 1
...
Status
colour
Purple
title
Agentic-Flow
...
Using the magic table and the report generation capabilities to compare offers
...
Contract Management Agent Version 1
...
Status
colour
Purple
title
Agentic-Flow
...
Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)
...
Document Comparison Agent Beta Version
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Enables users to compare documents.
...
Agentic report generation capability
...
Status
colour
Purple
title
AGENTIC-FLOW
...
Enables the creation of custom reports.
...
Advisory Assistant Agent
...
Status
colour
Purple
title
AGENTIC-FLOW
...
The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8961
...
Portfolio Management Agent
...
Status
colour
Purple
title
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8975
Q2/2025
Platform
...
Topic
...
Component
...
Details
...
Ticket
...
User Management: Create and manage groups
...
Status
colour
Blue
title
CHAT
...
Enables you to create, edit and delete groups in FE
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5536
...
User Management: View user details and group and files
...
Status
colour
Blue
title
CHAT
...
Provides you an overview on who is part of which groups and has access to which folders
...
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5558
...
Simplified Feature flags
...
Status
colour
Blue
title
Chat
...
Fonrtend for feature flag control for simpler rollout of new features
...
Private Mode
...
Status
colour
Blue
title
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
...
Benchmarking v2 Implementation
...
Status
colour
Blue
title
CHAT
...
Enables you to set benchmarking threshold for
...
UI Extensibility v1 Widget/Iframe framework
...
Status
colour
Blue
title
CHAT
...
Enables spaces to have their custom UI elements
...
Private Mode
...
Status
colour
Blue
title
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
...
Frontend for User Insights
...
Status
colour
Blue
title
Chat
...
User-Insights
...
Chat in mobile app
...
Status
colour
Blue
title
CHAT
...
Benchmarking v2 implementation
...
Status
colour
Blue
title
CHAT
...
Enables you to set benchmarking threshold for
Agents
...
KYC: Event based Dynamic Accountiing rating Assistant
...
Status
colour
Purple
title
AI-Agent
...
KYC: Automated Transaction Monitoring Assisants
...
Status
colour
Purple
title
AI-Agent
...
KYC: Periodic Review Report Generation
...
Status
colour
Purple
title
AI-Agent
...
Lead Generation Assistant for HNWI (High Networth Individuals)
...
Status
colour
Purple
title
AI-Agent
...
Client Proposal Presentation Assistant
...
Status
colour
Purple
title
AI-Agent
Completed - Q3/2024
Feature
Component
Details
Estimated Timeline
Status
Link Ticket
1
Easy Export of Reports and Copy Button
Status
colour
Green
title
Recording
Enable easy export of reports in the platform and add a copy button
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7039
2
Chat Interface: Save Prompts (Prompt Library)
Status
colour
Blue
title
CHAT
Enables the end user to save his/her own prompts in the different spaces
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5948
3
Improved Knowledge Base
Status
colour
Blue
title
CHAT
New view and structure of the knowledge base enabling admin users to create new folders (scopes)
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5560
4
Enable multiple embedding models
Status
colour
Blue
title
CHAT
Enable multiple embedding models per cluster to enable the client to easily test.
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7297
5
File retention (Upload & Chat)
Status
colour
Blue
title
CHAT
Automatically deleting the files uploaded in the upload & chat
Status
colour
Green
title
DONE
6
Make blob storage restricted to be only accessible from the pod network
Status
colour
Blue
title
CHAT
Status
colour
Red
title
Security
Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7165
7
Chat Interface: Stop Generating Chat Response
Status
colour
Blue
title
CHAT
Enables the end user to stop the answer generation and start a new question (similar to ChatGPT)
Status
colour
Green
title
Done
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-4824
8
Knowledge Base: Bulk Delete
Status
colour
Blue
title
CHAT
Enables the admin to select multiple files and folders to delete at once
Event poller enables collaborates to develop without using ngrok
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7138
13
Exposing embedding
Status
colour
Red
title
SDK
Exposing of embedding to endpoint
Status
colour
Green
title
Done
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7297
14
Error Handling: Frontend Loss Connection
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
colour
Blue
title
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
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
Facilitate the creation of spaces for end users.
27
Single public API ingestion Endpoint
Status
colour
Green
title
Connector
Allow public ingestion calls to be performed in a single operation
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7192
28
AWS Enablement
Status
title
Platform
Create an AWS template
29
Legacy Transcripts in Chat
Status
colour
Green
title
recording
Bot recording transcripts are automatically sent to chat
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-9268
30
Teams Recording (legacy)
Status
colour
Green
title
DONE
recording
Recording through Teams enabled in Legacy platform
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6988
17
Knowledge Base: folder settings and access control
Status
colour
Blue
title
CHAT
Who has write and read access to thet folder and is document intelligence activated or not
8048
31
Teams Recording
Status
colour
Green
title
Done
Recording
Teams transcripts automatically sent to chat recording space
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
5776
18
Knowledge Base: Include ingestion date for failed files
9334
32
KYC Completeness Check
Status
colour
Blue
title
Chat
Status
colour
Purple
title
AI-Agent
Agent is able to check completeness of customer documentation for the initial KYC review
33
KYC Questionnaire
Status
colour
Blue
title
CHAT
Enables user to see the date for files who failed to upload
chat
Status
colour
Green
Purple
title
Done
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7232
19
Chat Interface: Enable Translation Use Case
AI-Agent
Agent is able to fill in standard KYC questionnaire for vanilla cases
34
KYC Report Summary
Status
colour
Blue
title
chat
Status
colour
Blue
Purple
title
CHAT
Extend the UI for the translation use case
AI-Agent
Agent is able to make a structured management summary of the initial KYC report
35
Benchmarking v2 Concept
Status
colour
Green
Blue
title
Done
CHAT
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7616
6185
20
Implement picture upload functionality
36
Ingestion of password protected files
Status
colour
Blue
Yellow
title
CHAT
Enables users to upload images to interact with them in the chat.
Status
colour
Green
title
Done
Ingestion
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7350
8544
21
Questionnaire Module
37
WAV/MP3 ingestion
Status
colour
Purple
Yellow
title
AI-Modules
Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file
Ingestion
Enables the ingestion of MP3 and WAV on the platform
38
Enable Powerpoint generation
Status
colour
Green
Purple
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7019
22
Multi-Module-Calling
AGENTIC-FLOW
Enable the user to generate powerpoint presentations
Agents
1
SWOT Analysis Agent
Status
colour
Purple
title
AI
Agentic-
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
Status
colour
Green
title
DONE
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7105
8722
23
Credit Note Compliance Check Module MVP
2
Financial Statement Analysis Agent
Status
colour
Purple
title
AI
Agentic-
Modules
Compares credit note terms and conditions against policy and regulation documents.
Status
colour
Green
title
DONE
Flow
Predict Earnings per Share based on Financial Statements.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7277
6939
24
Online Search Module
Status
colour
Purple
title
AI-Modules
Perform internet searches and provide properly referenced results
3
Investment Research Agent Version 3 (Investment Insights)
Status
colour
Green
Purple
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6915
25
Hallucination Check
Status
colour
Purple
title
AI-Modules
Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness
Agentic-Flow
Combining graph inputs and output with internal and external data creating a cutting edge user experience.
Enables you to create, edit and delete groups in FE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6881
5536
26
2
RAG improvement: Chunk Relevant Sort
User Management: View user details and group and files
Status
colour
Purple
Status
colour
Green
title
DONE
Blue
title
AI-Modules
Improve chat response by providing relevant chunks to answer the user request
CHAT
Provides you an overview on who is part of which groups and has access to which folders
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-
47bee664ede0
key
UN-6880
27
RAG improvement: Reranker
47bee664ede0
key
UN-5558
3
Simplified Feature flags
Status
colour
Blue
title
Chat
Fonrtend for feature flag control for simpler rollout of new features
4
Private Mode
Status
colour
Blue
title
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
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7408
28
Image in upload and chat
CHAT
Enables you to set benchmarking threshold for
6
UI Extensibility v1 Widget/Iframe framework
Status
colour
Blue
title
CHAT
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
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7917
29
Number of Speakers
Chat
User-Insights
9
Chat in mobile app
Status
colour
Blue
title
CHAT
10
Benchmarking v2 implementation
Status
colour
Blue
title
Green
title
Recording
Set globally the range of the number of speakers for mobile/uploaded recordings
CHAT
Enables you to set benchmarking threshold for
Agents
1
KYC: Event based Dynamic Accountiing rating Assistant
Status
colour
Green
Purple
title
DONE
AI-Agent
30
2
Frontoffice setting: Agent is detected
KYC: Automated Transaction Monitoring Assisants
Status
colour
Green
title
Recording
Enhance recording processing pipeline to ensure one participant is always detected as the call agent.
Purple
title
AI-Agent
3
KYC: Periodic Review Report Generation
Status
colour
Green
Purple
title
DONE
31
GPT-4o for Recording Reports
AI-Agent
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7421
4
Lead Generation Assistant for HNWI (High Networth Individuals)
Status
colour
Purple
title
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
DONE
32
Easy 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
colour
Green
title
DONE
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
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7039
8975
33
Allow customization of max duration for bot recording
Status
colour
Green
title
recording
Maximum duration of bot recording can be configured
8
Advisory Assistant Agent
Status
colour
Green
Purple
title
done
AGENTIC-FLOW
The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7033
8961
34
Improve Meetings Filtering
9
Agentic report generation capability
Status
colour
Green
Purple
title
recording
Add options for meetings filtering in the All Meetings page
AGENTIC-FLOW
Enables the creation of custom reports.
10
Contract Management Agent Version 1
Status
colour
Green
Purple
title
done
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7036
35
Mobile App can connect through 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
recording
Allow MS Entra Authentication throuh App Proxy
Agentic-Flow
Using the magic table and the report generation capabilities to compare offers