{"id":117317,"date":"2025-04-08T10:30:00","date_gmt":"2025-04-08T10:30:00","guid":{"rendered":"https:\/\/sii.pl\/?post_type=case-study&#038;p=117317"},"modified":"2025-04-08T10:56:13","modified_gmt":"2025-04-08T10:56:13","slug":"enabling-informed-financial-decisions","status":"publish","type":"case-study","link":"https:\/\/sii.pl\/en\/case-study\/enabling-informed-financial-decisions\/","title":{"rendered":"Enabling informed financial decisions with LLM &#038; GenAI"},"content":{"rendered":"<h2>The challenge<\/h2>\n<div class=\"sii-rl-content-item-value sii-rl-businessNeed-value sii-rl-content-item-value-display\">\n<div class=\"sii-rl-content-item-value sii-rl-businessNeed-value sii-rl-content-item-value-display\">\n<ul>\n<li class=\"ng-scope\"><span class=\"TextRun BCX8 SCXP86751481\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP86751481\"><span class=\"TextRun SCXP99387541 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun SCXP99387541 BCX8\">Financial editors must sort and summarize a constant stream of market-related <\/span><\/span><span class=\"TextRun SCXP99387541 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun SCXP99387541 BCX8\">content. <\/span><\/span><\/span><\/span><\/li>\n<li class=\"ng-scope\"><span class=\"TextRun BCX8 SCXP86751481\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP86751481\">Vast amounts of data in financial reports demand precise, automated identification of <\/span><\/span><span class=\"TextRun BCX8 SCXP86751481\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP86751481\">instrument details. <\/span><\/span><\/li>\n<li class=\"ng-scope\"><span class=\"TextRun BCX8 SCXP86751481\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP86751481\">Manual summarization and extraction is too slow for real-time decision-making.\u00a0<\/span><\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2>What we did<\/h2>\n<ul>\n<li><span class=\"TextRun BCX8 SCXP141601703\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP141601703\">We finetuned a GPT-based model for summarization and integrated into Infront\u2019s <\/span><\/span><span class=\"TextRun BCX8 SCXP141601703\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP141601703\">editing tool, allowing editors to highlight text and instantly see a concise <\/span><\/span><span class=\"TextRun BCX8 SCXP141601703\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP141601703\">summary, which they can refine interactively.\u00a0<\/span><\/span><\/li>\n<li data-charcodes=\"8226\" data-font=\"Arial,Sans-Serif\" data-buautonum=\"8\" data-margin=\"270\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\">We trained a custom model to parse report tables, map each entry to the correct <\/span><span data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\">financial taxonomy, and output structured data for immediate analysis.\u00a0<\/span>\u200b<\/li>\n<\/ul>\n<h2>Benefits for the client<\/h2>\n<ul>\n<li><span class=\"TextRun BCX8 SCXP52466489\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP52466489\">Editors can produce digestible, high-value financial updates more quickly, <\/span><\/span><span class=\"TextRun BCX8 SCXP52466489\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP52466489\">staying ahead in a real-time trading environment.<\/span><\/span><\/li>\n<li><span class=\"TextRun BCX8 SCXP145946949\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP145946949\">Huge time savings in data handling, fewer errors, and near-instant <\/span><\/span><span class=\"TextRun BCX8 SCXP145946949\" lang=\"EN-US\" xml:lang=\"EN-US\" data-scheme-color=\"@595959,1,18:65000,19:35000\" data-usefontface=\"true\" data-contrast=\"none\"><span class=\"NormalTextRun BCX8 SCXP145946949\">availability of structured financial information for analytics or publication.<\/span><\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The challenge Financial editors must sort and summarize a constant stream of market-related content. Vast amounts of data in financial &hellip; <a class=\"continued-btn\" href=\"https:\/\/sii.pl\/en\/case-study\/enabling-informed-financial-decisions\/\">Continued<\/a><\/p>\n","protected":false},"author":109,"featured_media":117325,"template":"views\/single-old-case-study.blade.php","offering":[5112],"industry":[1657],"client":[5991],"technologies":[5201,5106,1806],"country":[],"class_list":["post-117317","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","offering-artificial-intelligence","industry-media-publishing-advertising","client-infront","technologies-azure-en","technologies-natural-language-processing-en","technologies-python"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/case-study\/117317"}],"collection":[{"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/case-study"}],"about":[{"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/types\/case-study"}],"author":[{"embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/users\/109"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/media\/117325"}],"wp:attachment":[{"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/media?parent=117317"}],"wp:term":[{"taxonomy":"offering","embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/offering?post=117317"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/industry?post=117317"},{"taxonomy":"client","embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/client?post=117317"},{"taxonomy":"technologies","embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/technologies?post=117317"},{"taxonomy":"country","embeddable":true,"href":"https:\/\/sii.pl\/en\/wp-json\/wp\/v2\/country?post=117317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}