Integrating intelligent search in research reports

Category

Case Study

Author

Wissen Team

Published

May 24, 2024

Introduction

Our client, a leading global financial services firm, faced challenges in efficiently accessing relevant information from a vast corpus of research reports created by Research Analysts. These reports contained valuable insights but were largely unstructured, making it difficult for clients to locate specific information to address their queries.

Analyzing the Problem

Clients struggled to find the right content within research reports to answer their questions due to the reports' unstructured nature. Existing search solutions could not effectively navigate the rich information in the reports, hindering clients' ability to derive actionable insights.

Initial Challenges

  • Difficulty in locating relevant information
  • Inefficient search functionality
  • Limited structured data in research reports
  • Inadequate support for client queries

Our Solution

Wissen leveraged its Natural Language Processing (NLP) expertise to design and implement an intelligent search solution:

  • Utilized NLP techniques such as Dependency Graph extraction, Word Embeddings, and TF-IDF to analyze the unstructured text and extract relevant information.
  • Implemented scoring and ranking algorithms to prioritize search results based on their relevance to client queries.
  • Extracted information from various content types within the reports, including paragraphs and tables, to provide comprehensive search results.
  • Incorporated features like Rationale for the Result and Unsupervised Learning to enhance the search experience.
  • Designed a solution to support incremental loading and scalability, accommodating variations in client queries.

Key Results Achieved

  • Improved accessibility to relevant information
  • Enhanced search functionality
  • Increased client satisfaction
  • Efficient retrieval of insights from research reports

Conclusion

By deploying an intelligent search solution powered by NLP techniques, our client successfully addressed the challenge of efficiently accessing valuable insights from unstructured research reports. The solution's ability to extract and prioritize relevant information has significantly improved client satisfaction and enabled more informed decision-making in the financial services sector. Moving forward, continuous refinement of the solution will further enhance its effectiveness in meeting evolving client needs.