Abstract: Various methods and processes, apparatuses/systems, and media for multimodal retrieval augmented generation for visually rich documents are disclosed. A processor implements a page-wise chunking algorithm to chunk a visual document into a plurality of page chunks; inputs the plurality of page chunks onto a trained embedding model; generates one vector for each page chunk. Each vector represents corresponding text, spatial and visual feature of each page of the visual document; inputs, in response to receiving a prompt of a query corresponding to the visual document, the vectors of the embedded chucks of pages retrieved from the database; identifies most relevant chunks of pages based on the similarities between the query prompt and chucks of pages; and generates, in response to inputting the most relevant chunks of pages onto a generative model, a response to the prompt corresponding to the visual document based on the identified most relevant chunks of pages.

Abstract: A method and a system for determining similarities between entities are provided. The method includes: receiving a request to determine an estimate for a first instrument; generating a query to identify corresponding first data sources that contain data about an entity; identifying, using the generated query, the corresponding first data sources from a system of computer networks; filtering the corresponding first data sources in order to determine at least one primary data source; extracting corresponding first information that relates to the respective entity from the at least one primary data source; identifying, using a large language model, corresponding entity-specific information based on the extracted corresponding first information; comparing the entity-specific information of a first entity with entity-specific information for a plurality of entities; and generating a similarity ranking that list each respective entity from among the plurality of entities in relation to the first entity.

Abstract: Various methods and processes, apparatuses/systems, and media for performing spatial-aware reading for visual documents are disclosed. A processor implements a language model; modifies existing parameters and architecture of the language model to incorporate new parameters in its architecture by integrating a disentangled spatial attention process to the language model; pretrains the modified model by performing an autoregressive block infilling process on a plurality of document pages thereby training the new parameters and further adjusting the existing parameters; instruction-tunes the pretrained model on data derived from a plurality of visually rich document understanding datasets to teach the pretrained model to follow document-oriented instructions or answer questions about documents by leveraging their content and their spatial layout and outputting a trained model; and performs spatial-aware reading for visual documents by utilizing the trained model.

Abstract: A method for automating a process of generating messages that are responsive to client inquiries by using an AI algorithm that implements a machine learning technique to ensure accuracy and timeliness in the responses is provided. The method includes: receiving a first message that includes an inquiry that relates to an account associated with a user; applying an AI algorithm for analyzing the first message in order to extract information that relates to the inquiry; determining, based on a result of the analysis, whether generating a response to the inquiry requires human intervention; when human intervention is not required, retrieving information that is responsive to the inquiry from a memory; generating a second message that includes the information that is responsive to the inquiry; and transmitting the second message to the user.

Abstract: Various methods and processes, apparatuses/systems, and media for performing spatial-aware reading for visual documents are disclosed. A processor implements a language model; modifies existing parameters and architecture of the language model to incorporate new parameters in its architecture by integrating a disentangled spatial attention process to the language model; pretrains the modified model by performing an autoregressive block infilling process on a plurality of document pages thereby training the new parameters and further adjusting the existing parameters; instruction-tunes the pretrained model on data derived from a plurality of visually rich document understanding datasets to teach the pretrained model to follow document-oriented instructions or answer questions about documents by leveraging their content and their spatial layout and outputting a trained model; and performs spatial-aware reading for visual documents by utilizing the trained model.

Abstract: A method and a system for automatically processing financial documents to generate knowledge graphs that convey information relating to entities of interest and relationships between those entities are provided. The method includes: receiving a document; extracting raw text included in the document; identifying, based on the extracted raw text, a set of entities that are named in the document; determining respective relationship information that corresponds to respective pairs of entities; constructing a knowledge graph that illustrates respective relationships among the respective pairs of entities; and outputting the knowledge graph. The determination of the respective relationship information may be performed by applying an artificial intelligence (AI) algorithm that is trained by using historical data that relates to the set of entities.

Abstract: A method for automating a process of generating messages that are responsive to client inquiries by using an AI algorithm that implements a machine learning technique to ensure accuracy and timeliness in the responses is provided. The method includes: receiving a first message that includes an inquiry that relates to an account associated with a user; applying an AI algorithm for analyzing the first message in order to extract information that relates to the inquiry; determining, based on a result of the analysis, whether generating a response to the inquiry requires human intervention; when human intervention is not required, retrieving information that is responsive to the inquiry from a memory; generating a second message that includes the information that is responsive to the inquiry; and transmitting the second message to the user.

Abstract: A method for facilitating automated information management by using predictive analytics is disclosed. The method includes receiving, via a graphical user interface, a request that includes a question in a natural language format; generating, by using a first model, queries based on the question, each of the queries corresponding to a stand-alone component of the question; identifying, from a data repository, data sections for each of the queries, each of the data sections relating to a page in an electronic document; determining, by using a second model, contextual information for each of the queries from the corresponding data sections; and generating, by using a third model, a response for the request based on the queries and the corresponding contextual information.

Abstract: A method and a system for extracting information from a subpoena document are provided. The method includes: receiving a subpoena document; extracting raw text included in the subpoena document; identifying, based on the extracted raw text, entities that are named in the subpoena document; determining, based on the extracted raw text, first information that relates to a scope period, a law enforcement agency, and/or an investigative agent associated with the subpoena document; retrieving second information that relates to the identified entities from a customer database; and outputting a subset of the determined first information and a subset of the obtained second information. The method may also include using a weighted fuzzy name match algorithm to match the identified entities with the second information.

Abstract: A method for using an artificial intelligence-based framework to automatically discover and extract information about private and public companies that is accessible from public data sources is provided. The method includes: receiving first information that relates to an identification of a company; determining, based on the first information, publicly accessible data sources via which second information that relates to the company is available; receiving user input that relates to a type of company-specific data to be accessed from the data sources; retrieving, based on the received user input, a subset of the second information; and outputting the subset of the second information. The second information may include leadership profiles, information about products and services, a company description, and/or information about corporate policies.

Abstract: A method for generating custom industry classifications may include a classification computer program receiving standard industry classifications, standard industry descriptions, custom industry classifications, custom industry descriptions, and a mapping of the custom industry classifications to the standard industry classifications; generating a dataset comprising standard industry descriptions as inputs and custom industry classifications as outputs; converting the standard industry descriptions and unmapped portions of the custom industry descriptions to vector representations; performing similarity matching on the vector representations of the standard industry descriptions and the vector representations of the unmapped portions; assigning each of the unmapped portions of the custom industry descriptions to one of the standard industry descriptions based on the similarity matching; training a supervised classifier using the dataset and a plurality of startup company descriptions for a plurality of startu

Abstract: A method for using an artificial intelligence-based framework to automatically discover and extract information about private and public companies that is accessible from public data sources is provided. The method includes: receiving first information that relates to an identification of a company; determining, based on the first information, publicly accessible data sources via which second information that relates to the company is available; receiving user input that relates to a type of company-specific data to be accessed from the data sources; retrieving, based on the received user input, a subset of the second information; and outputting the subset of the second information. The second information may include leadership profiles, information about products and services, a company description, and/or information about corporate policies.

Abstract: A method and a system for automatically processing financial documents to generate knowledge graphs that convey information relating to entities of interest and relationships between those entities are provided. The method includes: receiving a document; extracting raw text included in the document; identifying, based on the extracted raw text, a set of entities that are named in the document; determining respective relationship information that corresponds to respective pairs of entities; constructing a knowledge graph that illustrates respective relationships among the respective pairs of entities; and outputting the knowledge graph. The determination of the respective relationship information may be performed by applying an artificial intelligence (AI) algorithm that is trained by using historical data that relates to the set of entities.

Abstract: A method for generating a recommendation for a potential investment is provided. The method includes: receiving first information that relates to each respective company from among a plurality of companies; generating, for each respective company based on the first information, a first vector representation; receiving second information that relates to each respective investor from among a plurality of investors; generating, for each respective investor based on the second information, a second vector representation; using the first vector representations and the second vector representations as inputs to an artificial intelligence-based algorithm in order to calculate a respective similarity metric for each respective company-investor pair; generating the recommendation for the potential investment based on the calculated similarity metrics; and generating an explanation for the recommendation.

Abstract: A method and a system for extracting information from a subpoena document are provided. The method includes: receiving a subpoena document; extracting raw text included in the subpoena document; identifying, based on the extracted raw text, entities that are named in the subpoena document; determining, based on the extracted raw text, first information that relates to a scope period, a law enforcement agency, and/or an investigative agent associated with the subpoena document; retrieving second information that relates to the identified entities from a customer database; and outputting a subset of the determined first information and a subset of the obtained second information. The method may also include using a weighted fuzzy name match algorithm to match the identified entities with the second information.

Abstract: A method for automatically generating leads for solicitation of prospective clients is provided. The method includes: accessing identification information that relates to an entity that has registered with a government agency via a web site associated with the agency; automatically downloading a document that the entity has filed with the agency from the web site; extracting additional information from the downloaded document; determining an identity of a target group for solicitation of the entity as a prospective client based on the accessed information and the extracted information; and routing a relevant portion of the information to the target group.