Page Comparison

Enabling Document intelligence GA versions

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

Image-Text Document Ingestion with GPT Vision Integration

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.

Release 52

Elastic Search

Implement elastic search for a faster and more accurate search

Release 52

Ingestion event hooks

Ingestion event hooks for different file types

Spaces concept: Scope rules

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

Spaces concept: Assign space manager

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

Upload functionality in Translation UI

Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents.

Release 50

Consumption analytics

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

Release 52

Data export role

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

Data retention on prompts in chat

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

SCIM

Enable SCIM for user group sync

Release 52

Ingestion: Automatic retry of failed files

Implement retries on ingestion before marking the file as failed.

Implement Magic Table

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

Previous reports of the client in the sidebar

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

Ingest Teams recordings

Ingest Teams recordings/transcripts directly form Teams

Release 52

Multimodality: Voice

Implementing prototype at scale

Release 52

Integrate recording as a use case in the chat menu

Implement the recording calendar in the chat Menu interface

Release 52

Chat over multiple calls

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

Release 52

Connecting recording transcript with chat

Enables

the seamless combination of chat and recording

Release 52

Standardisation of deployment

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

Release 52

Search Version 2

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.

GA*

Release 52

Translation: In-document translator (Excel/Word)

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**

Translation: In-document translator (PDF)

Enables

end users to

upload a pdf, translate it and download the translated document as pdf

Beta**

Agentic Search

• 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**

Release 48

Magic Table Capabilities

Interact in an excel-way-style way with agents in the background (agentic workflow)

Beta**

Release 50

Agentic Research Investment

• 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

Earnings Call Agent

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

Enabling image ingestion (GPT-Vision)

Enables the ingestion of documents with pictures (already in progress - ETA Release 4)

Ingestion of password protected files

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.

WAV/MP3 ingestion

Enables the ingestion of MP3 and WAV on the platform

Ingestion Pages as images with custom prompt

Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.

Custom Chunking Strategies

Allow for custom chunking strategies during ingestion

Image-Text Sharepoint Ingestion with GPT Vision Integration

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.

Contextual Retrieval Integration

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.

SDK improvement

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

Graph Report Generation

Enables the creation of graphs.

Image upload

Allows to add image upload to all agents.

“Feeling Lucky” Guidance

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.

Always generate the same Report for the same Prompt

Set same seed parameter for all Reports

Make Whisper transcription at least 5 times faster

Upgrade to Whisper Turbo

Display images in chat

Ability to display images in chat

RBAC based authorization system for all objects in unique

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

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)

Industrialising creating spaces (Project spaces)

Facilitate the creation of spaces for end users.

Benchmarking v2 Concept

Complete designs for new benchmarking and plan single tasks of the epic

Note that this is only the concept and not the implementation

Enable Powerpoint generation

Enable the user to generate powerpoint presentations

Single public API ingestion Endpoint

Allow public ingestion calls to be performed in a single operation

AWS Enablement

Create an AWS template

SWOT Analysis Agent

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.

Financial Statement Analysis Agent

Predict Earnings per Share based on Financial Statements.

Investment Research Agent Version 3 (Investment Insights)

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

Dora Agent Version 2

Move DORA Agent into magic table workflow

Offer Comparison Agent Version 1

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

Contract Management Agent Version 1

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

Document Comparison Agent Beta Version

Enables users to compare documents.

Agentic report generation capability

Enables the creation of custom reports.

Advisory Assistant Agent

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

Portfolio Management Agent

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.

User Management: Create and manage groups

Enables you to create, edit and delete groups in FE

User Management: View user details and group and files

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

Simplified Feature flags

Fonrtend for feature flag control for simpler rollout of new features

Private Mode

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

Enables you to set benchmarking threshold for

UI Extensibility v1 Widget/Iframe framework

Enables spaces to have their custom UI elements

Private Mode

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

User-Insights

Chat in mobile app

Benchmarking v2 implementation

Enables you to set benchmarking threshold for

KYC: Event based Dynamic Accountiing rating Assistant

KYC: Automated Transaction Monitoring Assisants

KYC: Periodic Review Report Generation

Lead Generation Assistant for HNWI (High Networth Individuals)

Client Proposal Presentation Assistant

Easy Export of Reports and Copy Button

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

31 Jul 2024

Ingestion: Automatic retry of failed files Chat Interface: Save Prompts (Prompt Library)

Implement retries on ingestion before marking the file as failed.

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

03 Jul 2024

Improved Knowledge Base: Include ingestion date for failed files

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

21 Aug 2024

03 Jul 2024

Chat Interface: Enable Translation Use CaseEnable multiple embedding models

Extend the UI for the translation use case

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

07 Aug 2024

File retention (Upload & Chat)

Complete designs for new benchmarking and plan single tasks of the epic

13 Sep Automatically deleting the files uploaded in the upload & chat

26 Jun 2024

Implement picture upload functionality

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

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

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

03 Jul 2024

Chat Interface: Stop Generating Chat Response

Enables the end users to upload word or pdf, translate it and download the translated document as worduser to stop the answer generation and start a new question (similar to ChatGPT)

21 Aug 2024

Knowledge Base: Bulk Delete

Enables users to compare documents30 Sep the admin to select multiple files and folders to delete at once

21 Aug 2024

Questionnaire Module

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

Code Formatting Word Wrapping

24

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

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

03 Jul 2024

Chat History: Rename Chats

31 Oct

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

Enables user to rename their chats

21 Aug 2024

Credit Note Compliance Check Module MVP

Chat Interface: Improve bullet point view

Enables user to get a bullet point view as output

24 Jul 2024

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

Event poller

07 Aug

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

Event poller enables collaborates to develop without using ngrok

01 Jul 2024

Exposing embedding

07 Aug

Perform internet searches and provide properly referenced results

Exposing of embedding to endpoint

31 Jul 2024

Error Handling: Frontend Loss Connection

30 Sep

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

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

07 Aug 2024

Enable custom model calling (PTU)

24

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

API to connect external LLM

03 Jul 2024

RAG improvement: Reranker

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

First multimodality prototype

30

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

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.

15 Aug 2024

Knowledge Base: folder settings and access control

07 Aug

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

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

04 Sep 2024

Frontoffice setting: Agent is detectedKnowledge Base: Include ingestion date for failed files

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

21 Aug 2024

Chat Interface: Enable Translation Use Case

30

Option to process recordings using GPT-4o

Extend the UI for the translation use case

04 Sep 2024

Easy Export of Transcripts

Implement picture upload functionality

Add button to export transcripts to file

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

13 Aug 2024

Questionnaire Module

31 Jul

Add options for meetings filtering in the All Meetings page

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

05 Sep 2024