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Solution Introduction

Intelligent Investment Research Solution

Focus on the integrated presentation of investment research information search and writing, form an intelligent closed loop of "automatic expansion of knowledge base, automatic integration of fragmented information and automatic writing of report documents", and improve the efficiency and quality of investment research information acquisition and analysis.

Business Scenarios and Pain Points

Pain Points

01

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Insufficient depth of knowledge

Traditional investment research databases have completed the collection and sorting of unstructured data such as research reports, minutes, information and announcements, but lack of knowledge sorting and analysis based on these data to form professional depth in the investment research field.

Pain Points

02

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Insufficient retrieval accuracy

The daily update of a large number of announcements and research reports, and the traditional search based on keyword matching make it difficult to grasp the true intention of users, effectively draw on external data, and accurately grasp the trend of investment research.

Pain Points

03

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Reporting takes longer

The desk documents are of various formats, the reference content is numerous and complex, and it takes a long time to organize and present, and the weekly and monthly reports, comments, investment research reports, etc. cannot be automatically generated, resulting in insufficient timely feedback of investment research information.

Pain Points

04

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Q&A experience is not good

In the traditional Q&A interactive process of investment research, users' questions cannot be accurately understood, and questions about the depth of knowledge in the field of investment research cannot be filled or rewritten, resulting in low interaction efficiency and poor user experience.

Intelligent Investment Research Solution

Based on semantic understanding and knowledge expansion in the investment research field

Based on the Mengzi pre-training model technology system, through the study of a large number of professional basic corpus in the financial field, Q&A pairs with in-depth knowledge in the investment research field are automatically extracted for data such as research reports, announcements and public opinions, so as to enrich and expand the investment research information database.

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Multi-data source, multi-format, multi-document intelligent Q&A

Mchat combined with retrieval enhancement technology, through strong text parsing ability to build multi-document aggregation knowledge base; Self-developed embedded model and pre-trained ranking model to improve the accuracy and authenticity of Q&A.

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Automated report generation of custom templates

Train on financial vertical data such as financial reports and research reports to further strengthen the vertical writing ability of Mengzi pre-trained models. Based on user-provided materials and custom writing templates, reduce illusions, fully follow the writing requirements, and align the writing specifications.

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Business Value

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Enhance the analytical capability of investment research knowledge base

Through detailed analysis of investment research business concerns and business knowledge, the Bank gradually enhances the investment research knowledge accumulation of large models, and automatically generates questions with business depth to facilitate users to quickly analyze and ask questions and acquire investment research knowledge.

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Improve the efficiency of knowledge acquisition

For closed-domain documents, it provides investment research analysts, researchers, product managers, etc. with always-on investment research analysis assistant, helping users quickly grasp the gist of the documents, achieve quick knowledge ingestion, and improve work efficiency.

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Optimize report presentation time and content

Strengthen the understanding of knowledge in the investment research field, precipitate the standardized reporting system, quickly retrieve and integrate the fragmented information in the designated documents, and realize the rapid generation and processing of content oriented to business needs according to the customized report template.

Application Cases

Unicom Capital

On the basis of the previous intelligent projects, the Bank added functions such as expansion of investment research knowledge base, investment research analysis assistant, intelligent retrieval Q&A and intelligent research report generation. By strengthening the data volume in the field of investment research in a larger scope, the application ability of large models in financial investment research has been improved, a large model of financial investment research that can be used in practice has been established, and the application demonstration project of large model financial investment research has been implemented.

Solution Experts Can Demonstrate Products Remotely or on Site

Related Products

Mengzi Models

Langboat's in-house developed large language model, capable of handling multilingual, multimodal data, and supporting various text understanding and text generation tasks. It can rapidly meet the requirements of different domains and application scenarios.

Financial Applications

Providing various NLP capabilities with strong versatility in the financial industry through APIs.

Market Search and Research Platform

Financial Market Search and Research Platform is an integrated platform solution for information search, analysis and judgment, and decision support for market research and investment decision-making.

Products

Business Cooperation Email

bd@langboat.com

ewm

Address

Floor 16, Fangzheng International Building, No. 52 Beisihuan West Road, Haidian District, Beijing, China.


© 2023, Langboat Co., Limited. All rights reserved.


Large Model Registration Code:Beijing-MengZiGPT-20231205


Business Cooperation:

bd@langboat.com

Address:

Floor 16, Fangzheng International Building, No. 52 Beisihuan West Road, Haidian District, Beijing, China.

Official Accounts:

ewm

© 2023, Langboat Co., Limited. All rights reserved.

Large Model Registration Code:Beijing-MengZiGPT-20231205

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