A financial-filing analysis engagement

Answers from SEC filings, each one traceable to its source

Our founder built the retrieval, answering and evaluation pipeline.

95%

reduction in report review time

10-K, 10-Q

filings, plus earnings-call transcripts

Every answer

traceable to a source passage

Context

Analysts spent hours reading 10-K and 10-Q filings and earnings-call transcripts to answer routine questions and write summaries.

The problem

A general chatbot answers fluently and cites nothing, which is useless when an analyst has to stand behind every number.

What was built

  • Retrieval-augmented generation over filings and transcripts, using FAISS, SentenceTransformers and GPT-4
  • Question answering where each answer is traceable to the passage it came from
  • Generated summaries scored against reference summaries with BLEU, so quality was measured rather than assumed

The client is not named because the work was done under a confidentiality agreement.

Tell us what you have and what is going wrong.

A 20-minute call, then a written scope with acceptance criteria and a fixed price within one business day. If it isn't a fit, we'll say so on the call.

Or email hello@destello.us or call (628) 202-5322. We reply within one business day.