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Natural Language Data Access Platform for Financial Services

firstlinesoftware.com

Financial services

Data Accessibility and Efficiency Challenges

Apex Financial Group struggles with data accessibility due to complex query processes requiring SQL expertise, limited data access across internal systems, scalability concerns with legacy systems, and stringent security requirements around sensitive financial data. These challenges hinder decision-making, reduce team productivity, and increase operational costs.

About the Client

Apex Financial Group is a leading US-based financial services provider offering a wide range of products including investment management, lending, and insurance. They operate with a complex, data-intensive environment.

Project Objectives

Reduce data retrieval time for non-technical users.
Empower non-technical users to independently access and analyze critical business data.
Improve data accessibility across disparate internal systems.
Enhance data security and compliance with regulatory requirements.
Provide a scalable platform for future data integration and analysis.

Functional Requirements

Natural Language Querying: Allows users to query data using plain English.
Text-to-SQL Translation: Converts natural language queries into SQL queries.
Data Result Formats: Supports tabular and JSON output formats.
User Authentication and Authorization: Secure access control based on user roles.
Audit Logging: Tracks all queries and AI interactions for compliance.
Iterative Feedback: Enables users to rate query results for continuous improvement.
Data Filtering & Sorting: Allows users to filter and sort query results.

Preferred Technologies

Azure Cloud Services

Azure OpenAI Services

Azure Functions

Azure Vector Storage

.NET

React.js

Integrations Required

Apex Financial Group's SQL databases
Existing authentication systems

Key Non-Functional Requirements

High Scalability: Ability to handle increasing data volumes and user traffic.
Performance: Fast query execution times.
Security: Role-based access control, data encryption, and comprehensive audit logging.
Reliability: High availability and fault tolerance.
Maintainability: Easy to maintain and update.

Estimated Business Impact

The implementation of this Natural Language Data Access Platform is expected to significantly improve operational efficiency by reducing data retrieval time and empowering non-technical users. This will lead to faster decision-making, increased productivity, reduced reliance on specialized IT staff, and improved data security and compliance.