Product Roadmap
- Michelle Heppler
- Andreas Hauri
- Enerel Khuyag
Detailed quarterly roadmap - Q1/2025
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.
Outlook Q1/2025
Platform
Topic | Component | Details | Estimated Timeline | Ticket | |
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| 1 | Elastic Search | status:Ingestion | Implement elastic search for a faster and more accurate search | Release 06 | |
| 2 | Seed Parameter: Most Reproducible Outputs | status:CHAT | Ensures the most reproducible outputs possible for identical questions and documents, though not fully deterministic. | Release 06 | |
| 3 | Consumption analytics | status:CHAT | Enables and admin to export the .csv on a platform to review the token consumption | Release 10 |
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| 4 | SCIM | status:CHAT | Enable SCIM for user group sync | Release 02 | |
| 5 | Implement Magic Table | status: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 | |
| 6 | Ingest Teams recordings | status:Connector | Ingest Teams recordings/transcripts directly form Teams | Release 12 | |
| 7 | Multimodality: Voice | status:Voice | Implementing prototype at scale | Release 06 | |
| 8 | Integrate recording as a use case in the chat menu | status:recording | Implement the recording calendar in the chat Menu interface | Release 20 |
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| 9 | Chat over multiple calls | status:Recording | Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 18 |
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| 10 | Connecting recording transcript with chat | status:Recording | Enables the seamless combination of chat and recording | Release 20 |
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| 11 | Enabling image ingestion (GPT-Vision) | status:Ingestion | Enables the ingestion of documents with pictures | Release 04 | |
| 12 | Ingestion Pages as images with custom prompt | status:Ingestion | Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements. |
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| 13 | Custom Chunking Strategies | status:Ingestion | Allow for custom chunking strategies during ingestion |
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| 14 | Image-Text Sharepoint Ingestion with GPT Vision Integration | status: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. |
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| 15 | Contextual Retrieval Integration | status: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. |
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| 16 | SDK improvement | status:AGENTIC-FLOW | Move first function call into Python to have more control in combining tools. |
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| 17 | Graph Report Generation | status:AGENTIC-FLOW | Enables the creation of graphs. |
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| 18 | Image upload | status:AGENTIC-FLOW | Allows to add image upload to all agents. |
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| 19 | “Feeling Lucky” Guidance | status: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. |
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| 20 | Always generate the same Report for the same Prompt | status:Recording | Set same seed parameter for all Reports |
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| 21 | Make Whisper transcription at least 5 times faster | status:RECORDING | Upgrade to Whisper Turbo |
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| 22 | Display images in chat | status:CHAT | Ability to display images in chat |
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| 23 | RBAC based authorization system for all objects in unique | status:Chat | Fine grained control over who can modify, read, access what objects in Unique beyond files/folders |
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| 24 | Chat History Extension: Search Bar and classify by date | status: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 |
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| 25 | Dynamic Graph interface (e.g. Stock graph/PI chart) | status:CHAT |
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| 26 | Industrialising creating spaces (Project spaces) | status:CHAT | Facilitate the creation of spaces for end users. |
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| 27 | Single public API ingestion Endpoint | status:Connector | Allow public ingestion calls to be performed in a single operation |
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| 28 | AWS Enablement | status:Platform | Create an AWS template |
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| 29 | Legacy Transcripts in Chat | status:recording | Bot recording transcripts are automatically sent to |
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| 30 | Teams Recording (legacy) | status:recording | Recording through Teams enabled in Legacy platform |
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| 31 | Teams Recording | status:Recording | Teams transcripts automatically sent to |
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| 32 | KYC Completeness Check | status:Chat | Agent is able to check completeness of customer documentation for the initial KYC review |
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| 33 | KYC Questionnaire | status:chat | Agent is able to fill in standard KYC questionnaire for vanilla cases |
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| 34 | KYC Report Summary | status:chat | Agent is able to make a structured management summary of the initial KYC report |
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| 35 | Benchmarking v2 Concept | status:CHAT | Complete designs for new benchmarking and plan single tasks of the epic Note that this is only the concept and not the implementation |
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| 36 | Ingestion of password protected files | status: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. |
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| 37 | WAV/MP3 ingestion | status:Ingestion | Enables the ingestion of MP3 and WAV on the platform |
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| 38 | Enable Powerpoint generation | status:AGENTIC-FLOW | Enable the user to generate powerpoint presentations |
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Agents
| 1 | SWOT Analysis Agent | status: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. |
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| 2 | Financial Statement Analysis Agent | status:Agentic-Flow | Predict Earnings per Share based on Financial Statements. |
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| 3 | Investment Research Agent Version 3 (Investment Insights) | status:Agentic-Flow | Combining graph inputs and output with internal and external data creating a cutting edge user experience. |
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*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:CHAT | Enables you to create, edit and delete groups in FE |
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| 2 | User Management: View user details and group and files | status:CHAT | Provides you an overview on who is part of which groups and has access to which folders |
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| 3 | Simplified Feature flags | status:Chat | Fonrtend for feature flag control for simpler rollout of new features |
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| 4 | Private Mode | status: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 |
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| 5 | Benchmarking v2 Implementation | status:CHAT | Enables you to set benchmarking threshold for |
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| 6 | UI Extensibility v1 Widget/Iframe framework | status:CHAT | Enables spaces to have their custom UI elements |
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| 7 | Private Mode | status: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 |
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| 8 | Frontend for User Insights | status:Chat | User-Insights |
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| 9 | Chat in mobile app | status:CHAT |
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| 10 | Benchmarking v2 implementation | status:CHAT | Enables you to set benchmarking threshold for |
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Agents
| 1 | KYC: Event based Dynamic Accountiing rating Assistant | status:AI-Agent |
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| 2 | KYC: Automated Transaction Monitoring Assisants | status:AI-Agent |
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| 3 | KYC: Periodic Review Report Generation | status:AI-Agent |
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| 4 | Lead Generation Assistant for HNWI (High Networth Individuals) | status:AI-Agent |
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| 5 | Client Proposal Presentation Assistant | status:AI-Agent |
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| 6 | Document Comparison Agent Beta Version | status:AGENTIC-FLOW | Enables users to compare documents. |
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| 7 | Portfolio Management Agent | status: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. |
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| 8 | Advisory Assistant Agent | status:AGENTIC-FLOW | The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents. |
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| 9 | Agentic report generation capability | status:AGENTIC-FLOW | Enables the creation of custom reports. |
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| 10 | Contract Management Agent Version 1 | status:Agentic-Flow | Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table) |
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| 11 | Offer Comparison Agent Version 1 | status:Agentic-Flow | Using the magic table and the report generation capabilities to compare offers |
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| 12 | Dora Agent Version 2 | status:Agentic-Flow | Move DORA Agent into magic table workflow |
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Author | @Andreas Hauri |
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