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Description
Priority
P1
OS type
Ubuntu
Hardware type
Gaudi2
Running nodes
Multiple Nodes
Description
Requirement: GenAI Example Use case (AgentQnA or Finance QnA):
Corporate Earnings & Corporate Filings Summaries
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• Overview:
– The AI agent monitors earnings announcements, SEC filings (e.g., 10-K, 10-Q), and news articles via web search throughout the quarter.
– From the RAG repository, it retrieves internal research notes, prior quarterly analyses, and watchlist priorities.
– When prompted, the agent synthesizes both external filings and internal data to provide concise, insightful summaries of a company’s financial health, risks, and potential impact on the user’s portfolio.
• Potential Features/Flows:
– Automated Filings Lookup: Agent uses the web search to locate and parse 10-K/10-Q financial documents, press releases, or analyst calls.
– Internal Analysis Context: Through the RAG knowledge base, the AI references the user’s own archived commentary or historical data for that stock/sector.
– Custom Alerts & Summaries: After each earnings release, the AI agent can provide an at-a-glance report, highlighting core metrics (e.g., revenue growth, margin changes, management guidance, financial insights and rating).
• Example customer query:
– “AI, summarize Apple Corporation’s latest 10-K filing and tell me how it differs from last year’s guidance. Also, check my previous notes on my PC investment folder and let me know if anything contradicts the new data.”
Reference Information for consideration:
please access if we can integrate existing open source solution MCP Bridge as a wrapper (beyond openAI compliant API format) at GenAI Component level
integrate MCP Bridge with vLLM backend on both XEON and Gaudi cases
Please add MCP servers into the AgentQnA/Finance Agent to demo an E2E use case at GenAI Example level
Accessing external tools:
through MCP servers for Yahoo Finance, Bloomberg
Details of MCP server addresss can be found at mcp.so
Accessing local data knowledge base: through MCP servers for Redis VDB, locally stored 10K report (PDF, Word, XLS, CSV) from company A (e.g. Apple) for previous years (e.g. 2023 & 2024).