🔍 Detailed quarterly roadmap - Q4/2024
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 | |
|---|---|---|---|---|---|
| 1 | Enabling Document intelligence GA versions | INGESTION | Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents | DONE | UN-8571 - Getting issue details... STATUS |
| 2 | Image-Text Document Ingestion with GPT Vision Integration | INGESTION | 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 | UN-7351 - Getting issue details... STATUS |
| 3 | Elastic Search | INGESTION | Implement elastic search for a faster and more accurate search | Release 52 | UN-8351 - Getting issue details... STATUS |
| 4 | Ingestion event hooks | INGESTION | Ingestion event hooks for different file types | DONE | |
| 5 | Spaces concept: Scope rules | CHAT | Filter frontend for metadata (e.g. no file older than 6 months) | DONE | UN-5773 - Getting issue details... STATUS |
| 6 | Spaces concept: Assign space manager | CHAT | Ensures that only eligible users can see the spaces they are managing and not all spaces. | DONE | UN-5775 - Getting issue details... STATUS |
| 7 | Upload functionality in Translation UI | CHAT | Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents. | Release 48 | UN-8405 - Getting issue details... STATUS |
| 8 | Consumption analytics | CHAT | Enables and admin to export the .csv on a platform to review the token consumption | Release 52 | |
| 9 | Data export role | CHAT | New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions | DONE | UN-7915 - Getting issue details... STATUS |
| 10 | Data retention on prompts in chat | CHAT | Reduce data retention of messages in chats to the same as data retention of documents. | DONE | UN-8735 - Getting issue details... STATUS |
| 11 | SCIM | CHAT | Enable SCIM for user group sync | Release 48 | UN-6148 - Getting issue details... STATUS |
| 12 | Ingestion: Automatic retry of failed files | CHAT | Implement retries on ingestion before marking the file as failed. | DONE | UN-7231 - Getting issue details... STATUS |
| 13 | Implement Magic Table | 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 | UN-8455 - Getting issue details... STATUS |
| 14 | Previous reports of the client in the sidebar | RECORDING | Enable the users to see previous reports that were generated for a client room in the sidebar during a call | DONE | UN-6771 - Getting issue details... STATUS |
| 15 | Ingest Teams recordings | CONNECTOR | Ingest Teams recordings/transcripts directly form Teams | Release 52 | |
| 16 | Multimodality: Voice | VOICE | Implementing prototype at scale | Release 52 | UN-6988 - Getting issue details... STATUS |
| 17 | Integrate recording as a use case in the chat menu | RECORDING | Implement the recording calendar in the chat Menu interface | Release 52 | |
| 18 | Chat over multiple calls | RECORDING | Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 52 | |
| 19 | Connecting recording transcript with chat | RECORDING | Enables the seamless combination of chat and recording | Release 52 | |
| 20 | Standardisation of deployment | PLATFORM SOLUTIONS | Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler | Release 52 | UN-8525 - Getting issue details... STATUS |
AI Agents
| 1 | Translation: In-document translator (Excel/Word) | AGENTIC-FLOW | Enables end users to upload word and excel, translate it and download the translated document
Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents. | DONE | UN-7409 - Getting issue details... STATUS |
| 2 | Translation: In-document translator (PDF) | 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 | UN-7409 - Getting issue details... STATUS |
| 3 | Search Version 3 | AGENTIC-FLOW |
| Release 48 | UN-8330 - Getting issue details... STATUS |
| 4 | Magic Table Capabilities | AGENTIC-FLOW | Interact in an excel-way-style way with agents in the background (agentic workflow) | Release 50 | UN-8455 - Getting issue details... STATUS |
| 5 | Investment Research Agent Version 2 | AGENTIC-FLOW |
| Release 52 | UN-7418 - Getting issue details... STATUS |
| 6 | Earnings Call Agent | 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. | Release 50 | UN-8723 - Getting issue details... STATUS |
| 7 | API Integration of financial data | AGENTIC-FLOW | Enable the integration of APIs to retrieve real-time financial data. | Release 52 | UN-8024 - Getting issue details... STATUS |
Outlook Q1/2025
Platform
Topic | Component | Details | Ticket | |
|---|---|---|---|---|
| 1 | Enabling image ingestion (GPT-Vision) | INGESTION | Enables the ingestion of documents with pictures (already in progress - ETA Release 4) | UN-7351 - Getting issue details... STATUS |
| 2 | Ingestion of password protected files | 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. | UN-8544 - Getting issue details... STATUS |
| 3 | WAV/MP3 ingestion | INGESTION | Enables the ingestion of MP3 and WAV on the platform | |
| 4 | Ingestion Pages as images with custom prompt | INGESTION | Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements. | UN-7426 - Getting issue details... STATUS |
| 5 | Custom Chunking Strategies | INGESTION | Allow for custom chunking strategies during ingestion | UN-8781 - Getting issue details... STATUS |
| 6 | Image-Text Sharepoint Ingestion with GPT Vision Integration | 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. | UN-8960 - Getting issue details... STATUS |
| 7 | SDK improvement | AGENTIC-FLOW | Move first function call into Python to have more control in combining tools. | UN-8676 - Getting issue details... STATUS |
| 8 | Graph Report Generation | AGENTIC-FLOW | Enables the creation of graphs. | |
| 9 | Image upload | AGENTIC-FLOW | Allows to add image upload to all agents. | UN-8677 - Getting issue details... STATUS |
| 10 | “Feeling Lucky” Guidance | 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. | UN-8678 - Getting issue details... STATUS |
| 11 | Always generate the same Report for the same Prompt | RECORDING | Set same seed parameter for all Reports | UN-8288 - Getting issue details... STATUS |
| 12 | Make Whisper transcription at least 5 times faster | RECORDING | Upgrade to Whisper Turbo | UN-8615 - Getting issue details... STATUS |
| 13 | Display images in chat | CHAT | Ability to display images in chat | UN-8367 - Getting issue details... STATUS |
| 14 | RBAC based authorization system for all objects in unique | CHAT | Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | |
| 15 | Chat History Extension: Search Bar and classify by date | 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 | |
| 16 | Dynamic Graph interface (e.g. Stock graph/PI chart) | CHAT | ||
| 17 | Industrialising creating spaces (Project spaces) | CHAT | Facilitate the creation of spaces for end users. | |
| 18 | Benchmarking v2 Concept | CHAT | Complete designs for new benchmarking and plan single tasks of the epic Note that this is only the concept and not the implementation | UN-6185 - Getting issue details... STATUS |
| 19 | Enable Powerpoint generation | AGENTIC-FLOW | Enable the user to generate powerpoint presentations | |
| 20 | Single public API ingestion Endpoint | CONNECTOR | Allow public ingestion calls to be performed in a single operation | UN-7192 - Getting issue details... STATUS |
| 21 | AWS Enablement | PLATFORM | Create an AWS template |
Agents
| 1 | SWOT Analysis Agent | 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. | UN-8722 - Getting issue details... STATUS | |
| 2 | Financial Statement Analysis Agent | AGENTIC-FLOW | Predict Earnings per Share based on Financial Statements. | UN-6939 - Getting issue details... STATUS |
|
| 3 | Investment Research Agent Version 3 (Investment Insights) | AGENTIC-FLOW | Combining graph inputs and output with internal and external data creating a cutting edge user experience. | ||
| 4 | Dora Agent Version 2 | AGENTIC-FLOW | Move DORA Agent into magic table workflow | ||
| 5 | Offer Comparison Agent Version 1 | AGENTIC-FLOW | Using the magic table and the report generation capabilities to compare offers | ||
| 6 | Contract Management Agent Version 1 | AGENTIC-FLOW | Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table) | ||
| 7 | Document Comparison Agent Version 1 | AGENTIC-FLOW | Enables users to compare documents. | ||
| 8 | Agentic report generation capability | AGENTIC-FLOW | Enables the creation of custom reports. |
Q2/2025
Platform
Topic | Component | Details | Ticket | |
|---|---|---|---|---|
| 1 | User Management: Create and manage groups | CHAT | Enables you to create, edit and delete groups in FE | UN-5536 - Getting issue details... STATUS |
| 2 | User Management: View user details and group and files | CHAT | Provides you an overview on who is part of which groups and has access to which folders | UN-5558 - Getting issue details... STATUS |
| 3 | Simplified Feature flags | CHAT | Fonrtend for feature flag control for simpler rollout of new features | |
| 4 | Private Mode | 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 | CHAT | Enables you to set benchmarking threshold for | |
| 6 | UI Extensibility v1 Widget/Iframe framework | CHAT | Enables spaces to have their custom UI elements | |
| 7 | Private Mode | 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 | CHAT | User-Insights | |
| 9 | Chat in mobile app | CHAT | ||
| 10 | Benchmarking v2 implementation | CHAT | Enables you to set benchmarking threshold for |
Agents
| 1 | KYC: Event based Dynamic Accountiing rating Assistant | AI-AGENT | ||
| 2 | KYC: Automated Transaction Monitoring Assisants | AI-AGENT | ||
| 3 | KYC: Periodic Review Report Generation | AI-AGENT | ||
| 4 | Lead Generation Assistant for HNWI (High Networth Individuals) | AI-AGENT | ||
| 5 | Client Proposal Presentation Assistant | AI-AGENT |
Completed - Q3/2024
Feature | Component | Details | Estimated Timeline | Status | Link Ticket | |
|---|---|---|---|---|---|---|
| 1 | Easy Export of Reports and Copy Button | RECORDING | Enable easy export of reports in the platform and add a copy button |
| DONE | UN-7039 - Getting issue details... STATUS |
| 2 | Chat Interface: Save Prompts (Prompt Library) | CHAT | Enables the end user to save his/her own prompts in the different spaces | DONE | UN-5948 - Getting issue details... STATUS | |
| 3 | Improved Knowledge Base | CHAT | New view and structure of the knowledge base enabling admin users to create new folders (scopes) | DONE | UN-5560 - Getting issue details... STATUS | |
| 4 | Enable multiple embedding models | CHAT | Enable multiple embedding models per cluster to enable the client to easily test. | DONE | UN-7297 - Getting issue details... STATUS | |
| 5 | File retention (Upload & Chat) | CHAT | Automatically deleting the files uploaded in the upload & chat | DONE | ||
| 6 | Make blob storage restricted to be only accessible from the pod network | CHATSECURITY | Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend) | DONE | UN-7165 - Getting issue details... STATUS | |
| 7 | Chat Interface: Stop Generating Chat Response | CHAT | Enables the end user to stop the answer generation and start a new question (similar to ChatGPT) |
| DONE | UN-4824 - Getting issue details... STATUS |
| 8 | Knowledge Base: Bulk Delete | CHAT | Enables the admin to select multiple files and folders to delete at once |
| DONE | https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22 |
| 9 | Code Formatting Word Wrapping | CHAT | Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user) | DONE | UN-7227 - Getting issue details... STATUS | |
| 10 | Chat History: Rename Chats | CHAT | Enables user to rename their chats |
| DONE | UN-7389 - Getting issue details... STATUS |
| 11 | Chat Interface: Improve bullet point view | CHAT | Enables user to get a bullet point view as output | DONE | https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22 | |
| 12 | Event poller | SDK | Event poller enables collaborates to develop without using ngrok |
| DONE | UN-7138 - Getting issue details... STATUS |
| 13 | Exposing embedding | SDK | Exposing of embedding to endpoint |
| DONE | UN-7297 - Getting issue details... STATUS |
| 14 | Error Handling: Frontend Loss Connection | CHAT | Should fix the error where users need to click on the “return to home” button |
| DONE | UN-7399 - Getting issue details... STATUS |
| 15 | Enable custom model calling (PTU) | CHAT | API to connect external LLM | DONE | ||
| 16 | First multimodality prototype | 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. |
| DONE | UN-6988 - Getting issue details... STATUS |
| 17 | Knowledge Base: folder settings and access control | CHAT | Who has write and read access to thet folder and is document intelligence activated or not |
| DONE | UN-5776 - Getting issue details... STATUS |
| 18 | Knowledge Base: Include ingestion date for failed files | CHAT | Enables user to see the date for files who failed to upload | DONE | UN-7232 - Getting issue details... STATUS | |
| 19 | Chat Interface: Enable Translation Use Case | CHAT | Extend the UI for the translation use case |
| DONE | UN-7616 - Getting issue details... STATUS |
| 20 | Implement picture upload functionality | CHAT | Enables users to upload images to interact with them in the chat. | DONE | UN-7350 - Getting issue details... STATUS | |
| 21 | Questionnaire Module | AI-MODULES | Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file |
| DONE | UN-7019 - Getting issue details... STATUS |
| 22 | Multi-Module-Calling | AI-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 | DONE | UN-7105 - Getting issue details... STATUS | |
| 23 | Credit Note Compliance Check Module MVP | AI-MODULES | Compares credit note terms and conditions against policy and regulation documents. | DONE | UN-7277 - Getting issue details... STATUS | |
| 24 | Online Search Module | AI-MODULES | Perform internet searches and provide properly referenced results | DONE | UN-6915 - Getting issue details... STATUS | |
| 25 | Hallucination Check | AI-MODULES | Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness | DONE | UN-6881 - Getting issue details... STATUS | |
| 26 | RAG improvement: Chunk Relevant Sort | AI-MODULES | Improve chat response by providing relevant chunks to answer the user request | DONE | UN-6880 - Getting issue details... STATUS | |
| 27 | RAG improvement: Reranker | AI-MODULES | Improve chat response by providing relevant chunks to answer the user request | DONE | UN-7408 - Getting issue details... STATUS | |
| 28 | Image in upload and chat | AI-MODULES | be able to upload documents and images in the same space | DONE | UN-7917 - Getting issue details... STATUS | |
| 29 | Number of Speakers | RECORDING | Set globally the range of the number of speakers for mobile/uploaded recordings | DONE | ||
| 30 | Frontoffice setting: Agent is detected | RECORDING | Enhance recording processing pipeline to ensure one participant is always detected as the call agent. | DONE | UN-7421 - Getting issue details... STATUS | |
| 31 | GPT-4o for Recording Reports | RECORDING | Option to process recordings using GPT-4o | DONE | ||
| 32 | Easy Export of Transcripts | RECORDING | Add button to export transcripts to file |
| DONE | UN-7039 - Getting issue details... STATUS |
| 33 | Allow customization of max duration for bot recording | RECORDING | Maximum duration of bot recording can be configured |
| DONE | UN-7033 - Getting issue details... STATUS |
| 34 | Improve Meetings Filtering | RECORDING | Add options for meetings filtering in the All Meetings page |
| DONE | UN-7036 - Getting issue details... STATUS |
| 35 | Mobile App can connect through App Proxy | RECORDING | Allow MS Entra Authentication throuh App Proxy |
| DONE | UN-7336 - Getting issue details... STATUS |
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