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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.

Platform

...

Feature

...

Component

...

Details

...

Estimated Timeline

...

Link Ticket

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

Outlook Q1/2025

Platform

Topic

Component

Details

Estimated Timeline

Ticket

1

Elastic Search

Status
colourYellow
titleIngestion

Implement elastic search for a faster and more accurate search

Release 06

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

2

Seed Parameter: Most Reproducible Outputs

Status
colourBlue
titleCHAT

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-8250

3

Consumption analytics

Status
colourBlue
titleCHAT

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-6148

5

Implement Magic Table

Status
colourBlue
titleCHAT

Enable table interactions for AI-Agents for long running jobs in an excel style way. The new UI enables the Clients for new ways of interacting with the platform.

Release 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-8048

7

Multimodality: Voice

Status
colourGreen
titleVoice

Implementing prototype at scale

Release 06

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

8

Integrate recording as a use case in the chat menu

Status
colourGreen
titlerecording

Implement the 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
colourGreen
titleRecording

Enables the seamless combination of chat and recording

Release 20

11

Enabling image ingestion (GPT-Vision)

Status
colourYellow
titleIngestion

Enables the ingestion of documents with pictures

Release 04

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7351

12

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

13

Custom Chunking Strategies

Status
colourYellow
titleIngestion

Allow for custom chunking strategies during ingestion

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

14

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

15

Contextual Retrieval Integration

Status
colourYellow
titleIngestion

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-8979

16

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

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-8677

19

“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

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-8288

21

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

22

Display images in chat

Status
colourBlue
titleCHAT

Ability to display images in chat

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

23

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

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-7192

28

AWS Enablement

Status
titlePlatform

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-9268

30

Teams Recording (legacy)

Status
colourGreen
titlerecording

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-9334

32

KYC Completeness Check

Status
colourBlue
titleChat

Status
colourPurple
titleAI-Agent

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

33

KYC Questionnaire

Status
colourBlue
titlechat

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-6185

36

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

37

WAV/MP3 ingestion

Status
colourYellow
titleIngestion

Enables the ingestion of MP3 and WAV on the platform

38

Enable Powerpoint generation

Status
colourPurple
titleAGENTIC-FLOW

Enable the user to generate powerpoint presentations

...

1

SWOT Analysis Agent

Status
colourPurple
titleAgentic-Flow

The SWOT Analysis Agent utilizes financial API data (e.g., transcripts from earning calls, reports/filings, presentations). The SWOT Analysis agent delivers specialized assessments of companies' strengths, weaknesses, opportunities, and threats in a pre-defined structure.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8722

2

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

3

Investment Research Agent Version 3 (Investment Insights)

Status
colourPurple
titleAgentic-Flow

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

Q2/2025

...

*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-5536

2

User Management: View user details and group and files

Status
colourBlue
titleCHAT

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

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

3

Simplified Feature flags

Status
colourBlue
titleChat

Fonrtend for feature flag control for simpler rollout of new features

4

Private Mode

Status
colourBlue
titleCHAT

Chat in private mode so your data is not retained longer than this session. CID data will be deteled after chat session is done

5

Benchmarking v2 Implementation

Status
colourBlue
titleCHAT

Enables you to set benchmarking threshold for

6

UI Extensibility v1 Widget/Iframe framework

Status
colourBlue
titleCHAT

Enables spaces to have their custom UI elements

7

Private Mode

Status
colourBlue
titleCHAT

Chat in private mode so your data is not retained longer than this session. CID data will be deleted after chat session is done

8

Frontend for User Insights

Status
colourBlue
titleChat

User-Insights

9

Chat in mobile app

Status
colourBlue
titleCHAT

10

Benchmarking v2 implementation

Status
colourBlue
titleCHAT

Enables you to set benchmarking threshold for

...

1

KYC: Event based Dynamic Accountiing rating Assistant

Status
colourPurple
titleAI-Agent

2

KYC: Automated Transaction Monitoring Assisants

Status
colourPurple
titleAI-Agent

3

KYC: Periodic Review Report Generation

Status
colourPurple
titleAI-Agent

4

Lead Generation Assistant for HNWI (High Networth Individuals)

Status
colourPurple
titleAI-Agent

5

Client Proposal Presentation Assistant

Status
colourPurple
titleAI-Agent

6

Document Comparison Agent Beta Version

Status
colourPurple
titleAGENTIC-FLOW

Enables users to compare documents.

7

Portfolio Management Agent

Status
colourPurple
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-8975

8

Advisory Assistant Agent

Status
colourPurple
titleAGENTIC-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-8961

9

Agentic report generation capability

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of custom reports.

10

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)

11

Offer Comparison Agent Version 1

Status
colourPurple
titleAgentic-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

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7019

22

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

Status
colourGreen
titleDONE

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.

Status
colourGreen
titleDONE

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

24

Online Search Module

Status
colourPurple
titleAI-Modules

Perform internet searches and provide properly referenced results

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6915

25

Hallucination Check

Status
colourPurple
titleAI-Modules

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

Status
colourGreen
titleDONE

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

26

RAG improvement: Chunk Relevant Sort

Status
colourPurple
titleAI-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

27

RAG improvement: Reranker

Status
colourPurple
titleAI-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-7408

28

Image in upload and chat

Status
colourPurple
titleAI-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

29

Number of Speakers

Status
colourGreen
titleRecording

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

Status
colourGreen
titleDONE

30

Frontoffice setting: Agent is detected

Status
colourGreen
titleRecording

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

Status
colourGreen
titleDONE

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

31

GPT-4o for Recording Reports

Status
colourGreen
titleRecording

Option to process recordings using GPT-4o

Status
colourGreen
titleDONE

32

Easy Export of Transcripts

Status
colourGreen
titleRecording

Add button to export transcripts to file

Status
colourGreen
titleDONE

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

33

Allow customization of max duration for bot recording

Status
colourGreen
titlerecording

Maximum duration of bot recording can be configured

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7033

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

35

Mobile App can connect through App Proxy

Status
colourGreen
titlerecording

Allow MS Entra Authentication throuh App Proxy

Status
colourGreen
titledone

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

...