Optimize Compliance and Glean Insights from Investment Data with GenAI

Introduction

Sifting through vast amounts of data to find crucial information, especially in risk and compliance documents, can be challenging. This solution leverages the power of Oracle Cloud Infrastructure (OCI) and OCI Generative AI to deliver an end-to-end Q&A system for investment analysts. With OCI Object Storage and an OCI Search with OpenSearch cluster, documents are stored and indexed, while RAG can be applied to provide quick and accurate responses to user queries.

This solution also offers insightful analytics and visualization through Oracle Analytics Cloud, helping you to address compliance requirements. By assisting with regulatory document analysis, the time, effort, and risks associated with manual processes can be reduced, enabling the team to focus on strategic initiatives.

Demo

Prerequisites and setup

1. Oracle Cloud account—sign-up page
2. Getting Started with OCI Generative AI—documentation
3. OCI Search with OpenSearch—documentation
4. OCI Object Storage—documentation
5. Oracle Analytics Cloud—documentation

Additional resources

• Workshop: Get Started with Oracle Analytics
• Workshop: Oracle Analytics Cloud Business Insights into Expenses
• Solution: Chatbot with RAG Using OCI Generative AI Agents
• Solution: Extract and Summarize Web Content with OCI Generative AI
• Oracle Customer Success Services