AI-Powered Conversational Agent Interface for IVP

Business Problem

  • IVP clients handled terabytes of data covering 1000+ financial metrics. 
  • Limited accessibility to raw data for different business users. 
  • Lack of a secure and efficient query interface for users with varying levels of data expertise. 
  • Interpreting and visualizing the data required high degree of expertise. 
  • Executive adoption was low because of the time required to interpret and visualize insights.

About IVP

IVP is a leading financial services firm specializing in investment data analytics, risk management, and regulatory reporting. The company is focused on leveraging cutting-edge technology to enhance data accessibility and decision-making across its teams. 

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Solution

GoML enabled IVP to seamlessly integrate their data warehouse with an AI-powered chat interface, enhancing accessibility and decision-making efficiency. By implementing a secure, role-based Q&A system, IVP teams gained structured insights tailored to their needs, improving collaboration and reducing data query errors. 

1.

Data Warehouse Integration: Secure MySQL and Snowflake integration enabling seamless access to raw data.

4.

Web Interface for Collaboration: Streamlined user interaction with chat history and Microsoft Teams integration. (AWS Memory DB for chat storage, Microsoft Teams integration, Azure Bot Services) 

2.

AI-Powered Chat Interface: Users can query data in natural language and receive responses in DESCRIPTIVE formats (actual data table, SQL Code, explanations, visualizations).

5.

Infrastructure: Hosted on AWS for scalability and security. (AWS EC2, Bedrock Agents, Knowledge Base, Flow, Application Load Balancer) 

3.

Role-Based Personalization: Tailored insights for leadership teams (descriptive analytics) and data teams (SQL and visualization-based responses). (Python FastAPI for backend logic) 

Architecture

  • User Interaction Layer 
    React UI application hosted on an EC2 instance for user authentication and query input/output 
    Integration with Microsoft Teams Bot for seamless collaboration (Azure Bot Services) 
  • Natural Language Query Processing 
    Converts user queries into structured formats – Dataframes, SQL Query, and Graph Dimensions. 
    Also explains the reason behind reaching a conclusion of choosing that SQL query. 
  • Metadata Management & Data Access 
    Metadata stored in DynamoDB for user access control 
    Schema replica maintained in S3 & RDS with metadata enrichment 
    Lambda function and API Gateway trigger schema crawling and updates 
  • SQL Query Processing & AI-Powered Insights 
    SQL Retriever Query Engine powered by Claude 3.5 Sonnet (Hosted on AWS BEDROCK) for AI-driven SQL generation 
    Persona-based filtering ensures tailored responses for different users 
    Business context-aware query processing for accurate insights 
  • User Access & Security 
    Access Filter and User Query Clean module on EC2 for secure role-based access 
    Logs maintained for tracking user interactions and data requests 
  • Collaboration & Chat History 
    Chat history stored in AWS Memory DB for future and QUICK reference 
    Microsoft Bot Framework enables adaptive card responses for visualization, tables, SQL (Azure Bot Services) and explanations. 
  • Client SQL Server Integration 
    Secure connection to the Client SQL Server for structured data retrieval 
    Ensures seamless data access while maintaining compliance 
AI-Powered Q&A Interface for IVP
Outcomes

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Faster Decision Making:
Executives were able to use the insights much faster.

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Improved CSAT:
Top clients started using the product much more.

0 Mn

New Pipeline:
Added within 3 months of AI agent going live.