Cortex AI for Financial Services

Author

John Heisler

The intent of these assets is both instructional and functional. In FSI_Cortex_AI_Pipeline.ipynb and FSI_Cortex_Search.ipynb we aim to demonstrate the art of the possible with two of our features, Cortex Complete and Cortex Search, respectively.

In FSI_Cortex_AI_Pipeline_Industrialization.ipynb, we take the functional elements built in FSI_Cortex_AI_Pipeline.ipynb and industrialize them toward an enterprise-ready AI pipeline.

Suggested Learning Path

1. Run Set Up SQL Script 1_SQL_SETUP_FOMCl.sql
   1. Note: SYSADMIN or a role with CREATE WAREHOUSE, CREATE DATABASE privileges are required. For the final statement CREATE OR REPLACE EXTERNAL ACCESS INTEGRATION, the ACCOUNTADMIN role is required.
2. Load FOMC documents in the FOMC_DOCS directory into the fed_logic stage via snowsight.
   1. See Loading Files into Stage through Snowflake UI — The Complete Guide
3. Step through FSI_Cortex_AI_Pipeline.ipynb
4. Step through FSI_Cortex_Search.ipynb
5. Read our AI-Infused Pipelines with Snowflake Cortex Medium Article and step through FSI_Cortex_AI_Pipeline_Industrialization.ipynb

I hope you learn as much as I did building these!

John Heisler