🔍 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 Intelligent GA versions | INGESTION | Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents | Release 44 | UN-8571 - Getting issue details... STATUS |
| 2 | Ingestion: 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. | Release 52 | UN-8544 - 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 | Custom Chunking Strategies | INGESTION | Allow for custom chunking strategies during ingestion | Release 50 | |
| 5 | Ingestion event hooks | INGESTION | Ingestion event hooks for different file types | Release 52 | |
| 6 | Spaces concept: Scope rules | CHAT | Filter frontend for metadata (e.g. no file older than 6 months) | Release 44 | UN-5773 - Getting issue details... STATUS |
| 7 | Spaces concept: Assign space manager | CHAT | Ensures that only eligible users can see the spaces they are managing and not all spaces. | Release 44 | UN-5775 - Getting issue details... STATUS |
| 8 | Upload functionality in Translation UI | CHAT | Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents. Is dependent on items 1 und 2. | Release 48 | |
| 9 | Consumption analytics | CHAT | Enables and admin to export the .csv on a platform to review the token consumption | Release 52 | |
| 10 | Data export role | CHAT | New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions | Release 48 | |
| 11 | Data retention on prompts in chat | CHAT | Reduce data retention of messages in chats to the same as data retention of documents. | Release 48 | UN-8734 - Getting issue details... STATUS |
| 12 | SCIM | CHAT | Enable SCIM for user group sync | Release 48 | UN-6148 - Getting issue details... STATUS |
| 13 | Ingestion: Automatic retry of failed files | CHAT | Implement retries on ingestion before marking the file as failed. | Release 48 | UN-7231 - Getting issue details... STATUS |
| 14 | 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 | |
| 15 | 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 |
| 16 | Ingest Teams recordings | CONNECTOR | Ingest Teams recordings/transcripts directly form Teams | Release 52 | |
| 17 | Multimodality: Voice | VOICE | Implementing prototype at scale | Release 52 | UN-6988 - Getting issue details... STATUS |
| 18 | Integrate recording as a use case in the chat menu | RECORDING | Implement the recording calendar in the chat Menu interface | Release 52 | |
| 19 | Chat over multiple calls | RECORDING | Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 52 | |
| 20 | Connecting recording transcript with chat | RECORDING | Enables the seamless combination of chat and recording | Release 52 | |
| 21 | 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. | Release 44 | 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 50 | UN-7418 - Getting issue details... STATUS |
| 6 | 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. | Release 50 | UN-8722 - Getting issue details... STATUS |
| 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. | Release 50 | UN-8723 - Getting issue details... STATUS |
| 8 | Financial Statement Analysis Agent | AGENTIC-FLOW | Predict Earnings per Share based on Financial Statements. | Release 48 | UN-6939 - Getting issue details... STATUS |
| 9 | API Integration of financial data | AGENTIC-FLOW | Enable the integration of APIs (e.g. Morningstar, Factset) 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 | WAV/MP3 ingestion | INGESTION | Enables the ingestion of MP3 and WAV on the platform | |
| 3 | 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 |
| 4 | SDK improvement | AGENTIC-FLOW | Move first function call into Python to have more control in combining tools. | UN-8676 - Getting issue details... STATUS |
| 5 | Agentic report generation capability | AGENTIC-FLOW | Enables the creation of custom reports. | |
| 6 | Graph Report Generation | AGENTIC-FLOW | Enables the creation of graphs. | |
| 7 | Image upload as tool | AGENTIC-FLOW | Allows to add image upload to all agents. | UN-8677 - Getting issue details... STATUS |
| 8 | “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 |
| 9 | Always generate the same Report for the same Prompt | RECORDING | Set same seed parameter for all Reports | UN-8288 - Getting issue details... STATUS |
| 10 | Make Whisper transcription at least 5 times faster | RECORDING | Upgrade to Whisper Turbo | UN-8615 - Getting issue details... STATUS |
| 11 | Display images in chat | CHAT | Ability to display images in chat | UN-8367 - Getting issue details... STATUS |
| 12 | 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 | |
| 13 | 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 | |
| 14 | Dynamic Graph interface (e.g. Stock graph/PI chart) | CHAT | ||
| 15 | Industrialising creating spaces (Project spaces) | CHAT | Facilitate the creation of spaces for end users. | |
| 16 | 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 |
| 17 | Enable Powerpoint generation | AGENTIC-FLOW | Enable the user to generate powerpoint presentations | |
| 18 | Single public API ingestion Endpoint | CONNECTOR | Allow public ingestion calls to be performed in a single operation | UN-7192 - Getting issue details... STATUS |
| 19 | AWS Enablement | PLATFORM | Create an AWS template |
Agents
| 1 | 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. | |
| 2 | Dora Agent Version 2 | AGENTIC-FLOW | Move DORA Agent into magic table workflow | |
| 3 | Offer Comparison Agent Version 1 | AGENTIC-FLOW | Using the magic table and the report generation capabilities to compare offers | |
| 4 | 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) | |
| 5 | Document Comparison Agent Version 1 | AGENTIC-FLOW | Enables users to compare documents. |
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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