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.
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-8351
2
Seed Parameter: Most Reproducible Outputs
Status
colour
Blue
title
CHAT
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-8250
3
Consumption analytics
Status
colour
Blue
title
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-6148
5
Implement Magic Table
Status
colour
Blue
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 08
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8455
6
Ingest Teams recordings
Status
colour
Green
title
Connector
Ingest Teams recordings/transcripts directly form Teams
Release 12
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8048
7
Multimodality: Voice
Status
colour
Green
title
Voice
Implementing prototype at scale
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6988
8
Integrate recording as a use case in the chat menu
Status
colour
Green
title
recording
Implement the 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
Green
title
Recording
Enables the seamless combination of chat and recording
Release 20
11
Enabling image ingestion (GPT-Vision)
Status
colour
Yellow
title
Ingestion
Enables the ingestion of documents with pictures
Release 04
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7351
12
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
13
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
14
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
15
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
16
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
17
Graph Report Generation
Status
colour
Purple
title
AGENTIC-FLOW
Enables the creation of graphs.
18
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
19
“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
20
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
21
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
22
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
23
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
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
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
recording
Recording through Teams enabled in Legacy platform
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8048
31
Teams Recording
Status
colour
Green
title
Recording
Teams transcripts automatically sent to chat recording space
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-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
Status
colour
Purple
title
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
Purple
title
AI-Agent
Agent is able to make a structured management summary of the initial KYC report
35
Benchmarking v2 Concept
Status
colour
Blue
title
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-6185
36
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
37
WAV/MP3 ingestion
Status
colour
Yellow
title
Ingestion
Enables the ingestion of MP3 and WAV on the platform
38
Enable Powerpoint generation
Status
colour
Purple
title
AGENTIC-FLOW
Enable the user to generate powerpoint presentations
...
1
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
2
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
3
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.
Enables you to create, edit and delete groups in FE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5536
2
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
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
Blue
title
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
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
8
Frontend for User Insights
Status
colour
Blue
title
Chat
User-Insights
9
Chat in mobile app
Status
colour
Blue
title
CHAT
10
Benchmarking v2 implementation
Status
colour
Blue
title
CHAT
Enables you to set benchmarking threshold for
...
1
KYC: Event based Dynamic Accountiing rating Assistant
Status
colour
Purple
title
AI-Agent
2
KYC: Automated Transaction Monitoring Assisants
Status
colour
Purple
title
AI-Agent
3
KYC: Periodic Review Report Generation
Status
colour
Purple
title
AI-Agent
4
Lead Generation Assistant for HNWI (High Networth Individuals)
Status
colour
Purple
title
AI-Agent
5
Client Proposal Presentation Assistant
Status
colour
Purple
title
AI-Agent
6
Document Comparison Agent Beta Version
Status
colour
Purple
title
AGENTIC-FLOW
Enables users to compare documents.
7
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
8
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
9
Agentic report generation capability
Status
colour
Purple
title
AGENTIC-FLOW
Enables the creation of custom reports.
10
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)
11
Offer Comparison Agent Version 1
Status
colour
Purple
title
Agentic-Flow
Using the magic table and the report generation capabilities to compare offers
12
Dora Agent Version 2
Status
colour
Purple
title
Agentic-Flow
Move DORA Agent into magic table workflow
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