Investment Research Table
Functionality
This module is designed to query a table by using natural language input. The query will be constructed in the background.
Input
A user queries the table with natural language inputs. For example:
My client is interested in sustainable stocks based in Switzerland.
Show me stocks with a good outlook from the US.
Uploaded .csv table and optional connected documents into the corresponding scope in the knowledge center.
Examples:CSV Table Demo_stocks.csv
Optional: Document CH0012221716-factsheet.pdf since config for identification is set to
"stockFileName": "$ISIN$-factsheet.pdf".
Output
A table in the specified format, referencing each fact sheet, based on the available data.
Configuration settings (technical)
This section contains all configurable parameters as seen in the JSON.
Here is the input formatted into a table with the specified types and structure:
General parameters
Parameter | Description |
---|---|
| Specifies the language model used |
| Configuration for how the table should look in the end, nested configs |
| Few-shot learning examples to construct the SQL query in the background |
| Indicates if the table reference should be shown |
TableConfig (nested within General parameters)
Parameter | Description |
---|---|
| Language code (e.g., "en", "de") |
| Language of the table (e.g., "english", "german") |
| Name of the CSV file containing the stock data |
| Indicates if a fallback language is used |
| Header text for the table, where you can include references |
| Format in which the table is presented to the user |
| Message displayed when no stocks match the query |
| Footer text for the table |
| Naming convention for the fact sheet files (e.g., "$ISIN$-en.pdf") |
| Specifies the name of the columns and their order |
| Different columns with properties such as name, type, displayed, and identifying |
| Filter to apply rows in the table configuration |
Column (nested within TableConfig)
Parameter | Description |
---|---|
| Name of the column |
| Data type of the column (e.g., String, Number) |
| Whether the column is displayed in the table |
| Whether the column is an identifying column |
Prompts
Only adjust prompts if you are fully familiar with the code logic. Small changes can break the module or reduce the output quality.
Parameter | Description |
---|---|
| System prompt used to interpret user input and form queries |
| Trigger prompt used to interpret user input and form queries |
Author | @Pascal Hauri |
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