Product Roadmap

 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

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
Release 46

https://unique-ch.atlassian.net/browse/UN-8571

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

https://unique-ch.atlassian.net/browse/UN-7351

3

Elastic Search

Ingestion

Implement elastic search for a faster and more accurate search

Release 52

https://unique-ch.atlassian.net/browse/UN-8351

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

https://unique-ch.atlassian.net/browse/UN-5773

6

Spaces concept: Assign space manager

CHAT

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

done

https://unique-ch.atlassian.net/browse/UN-5775

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 50

https://unique-ch.atlassian.net/browse/UN-8405

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

https://unique-ch.atlassian.net/browse/UN-7915

10

Data retention on prompts in chat

CHAT

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

done

https://unique-ch.atlassian.net/browse/UN-8735

11

SCIM

CHAT

Enable SCIM for user group sync

Release 52

https://unique-ch.atlassian.net/browse/UN-6148

12

Ingestion: Automatic retry of failed files

CHAT

Implement retries on ingestion before marking the file as failed.

done

https://unique-ch.atlassian.net/browse/UN-7231

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 52

https://unique-ch.atlassian.net/browse/UN-8455

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

https://unique-ch.atlassian.net/browse/UN-6771

15

Ingest Teams recordings

Connector

Ingest Teams recordings/transcripts directly form Teams

Release 52

https://unique-ch.atlassian.net/browse/UN-8048

16

Multimodality: Voice

Voice

Implementing prototype at scale

Release 52

https://unique-ch.atlassian.net/browse/UN-6988

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

https://unique-ch.atlassian.net/browse/UN-8525

 

AI Agents

1

Search Version 2

Agentic-Flow

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

https://unique-ch.atlassian.net/browse/UN-8977

2

Translation: In-document translator (Excel/Word)

Agentic-Flow

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**

done
Release 46

https://unique-ch.atlassian.net/browse/UN-7409

3

Translation: In-document translator (PDF)

Agentic-Flow

Enables end users to upload a pdf, translate it and download the translated document as pdf

Beta**

done
Release 48

https://unique-ch.atlassian.net/browse/UN-7409

4

Agentic Search

Agentic-Flow

  • 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**

done
Release 48

https://unique-ch.atlassian.net/browse/UN-8330

5

Magic Table Capabilities

Agentic-Flow

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

Beta**

Release 50

https://unique-ch.atlassian.net/browse/UN-8455

6

Agentic Research Investment

Agentic-Flow

  • 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

https://unique-ch.atlassian.net/browse/UN-7418

7

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.

Beta**

Release 50

https://unique-ch.atlassian.net/browse/UN-8723

*This version is fully tested and ready for production use, with all core features stable and functional.

**This version is in the Beta phase and may contain minor bugs or incomplete features. It is available for testing and feedback.

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

Ticket

Topic

Component

Details

Ticket

1

Enabling image ingestion (GPT-Vision)

Ingestion

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

https://unique-ch.atlassian.net/browse/UN-7351

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.

https://unique-ch.atlassian.net/browse/UN-8544

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.

https://unique-ch.atlassian.net/browse/UN-7426

5

Custom Chunking Strategies

Ingestion

Allow for custom chunking strategies during ingestion

https://unique-ch.atlassian.net/browse/UN-8781

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.

https://unique-ch.atlassian.net/browse/UN-8960

7

Contextual Retrieval Integration

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.

https://unique-ch.atlassian.net/browse/UN-8979

8

SDK improvement

AGENTIC-FLOW

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

https://unique-ch.atlassian.net/browse/UN-8676

9

Graph Report Generation

AGENTIC-FLOW

Enables the creation of graphs.

 

10

Image upload

AGENTIC-FLOW

Allows to add image upload to all agents.

https://unique-ch.atlassian.net/browse/UN-8677

11

“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.

https://unique-ch.atlassian.net/browse/UN-8678

12

Always generate the same Report for the same Prompt

Recording

Set same seed parameter for all Reports

https://unique-ch.atlassian.net/browse/UN-8288

13

Make Whisper transcription at least 5 times faster

RECORDING

Upgrade to Whisper Turbo

https://unique-ch.atlassian.net/browse/UN-8615

14

Display images in chat

CHAT

Ability to display images in chat

https://unique-ch.atlassian.net/browse/UN-8367

15

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

 

16

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

 

17

Dynamic Graph interface (e.g. Stock graph/PI chart)

CHAT

 

 

18

Industrialising creating spaces (Project spaces)

CHAT

Facilitate the creation of spaces for end users.

 

19

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

https://unique-ch.atlassian.net/browse/UN-6185

20

Enable Powerpoint generation

AGENTIC-FLOW

Enable the user to generate powerpoint presentations

 

21

Single public API ingestion Endpoint

Connector

Allow public ingestion calls to be performed in a single operation

https://unique-ch.atlassian.net/browse/UN-7192

22

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.

https://unique-ch.atlassian.net/browse/UN-8722

2

Financial Statement Analysis Agent

Agentic-Flow

Predict Earnings per Share based on Financial Statements.

https://unique-ch.atlassian.net/browse/UN-6939

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 Beta Version

AGENTIC-FLOW

Enables users to compare documents.

 

8

Agentic report generation capability

AGENTIC-FLOW

Enables the creation of custom reports.

 

9

Advisory Assistant Agent

AGENTIC-FLOW

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

https://unique-ch.atlassian.net/browse/UN-8961

10

Portfolio Management Agent

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.

https://unique-ch.atlassian.net/browse/UN-8975

Q2/2025

Platform

Topic

Component

Details

Ticket

Topic

Component

Details

Ticket

1

User Management: Create and manage groups

CHAT

Enables you to create, edit and delete groups in FE

https://unique-ch.atlassian.net/browse/UN-5536

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

https://unique-ch.atlassian.net/browse/UN-5558

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

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

Jul 31, 2024

DONE

https://unique-ch.atlassian.net/browse/UN-7039

2

Chat Interface: Save Prompts (Prompt Library)

CHAT

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

Jul 3, 2024

DONE

https://unique-ch.atlassian.net/browse/UN-5948

3

Improved Knowledge Base

CHAT

New view and structure of the knowledge base enabling admin users to create new folders (scopes)

Jul 3, 2024

DONE

https://unique-ch.atlassian.net/browse/UN-5560

4

Enable multiple embedding models

CHAT

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

Aug 7, 2024

DONE

https://unique-ch.atlassian.net/browse/UN-7297

5

File retention (Upload & Chat)

CHAT

Automatically deleting the files uploaded in the upload & chat

Jun 26, 2024

DONE

 

6

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

CHAT</