Ask-CFO Research Aide
Description
Ask-CFO is an extension of the Research Aide developed using a COTS platform originally designed for the Joint Committee on Taxation Research Aide (JCR) and Internal Revenue Manual Research Aid (IRMA) use cases. It is a Retrieval Augmented Generation (RAG) search on a number of Chief Financial Officer (CFO) specific documents. In addition to the existing research aide capability and user interface (UI), extensions will be developed to incorporate AI Agents that can perform actions such as document summary comparison over fiscal year, or extract information from tables.
Detailed example
This system uses an embedding model to produce a vector representation of texts for contextual searching, and Large Language Model to generate a response to user inquiries. Outputs of the tool include the model generated response to a user's inquiry, as well as the text from relevant documents identified in the retrieval stage and used by the model in generating said response.
AI / analytics pattern
Generative AI: AI that generates new or synthetic content (e.g., images, videos, audio, text, code).
Automation level / stage
a) Pre-deployment – The use case is in a development or acquisition status.
Expected benefit
This will help CFO users search and obtain information from their repository of relevant documents.
Audit / financial statement impact
The output is not presumed to be high-impact and is not used as the principal basis for significant decisions/actions
Controls / human review
ATO: Not reported; PIA: Not published