Pension Advisory Assistant
Answers advisors' questions on pension regulation and products with links to the exact page and paragraph.
The business process
Individual pension advisory and regulatory research on pension funds, supporting advisors in retrieving information on regulation and financial products.
What the agent reads
- 10 document types: pension legislation and technical documentation of pension products
- Around 20,000 pages analysed per year
What it produces
- Answers on defined-contribution regimes, contributions, returns, participation costs and individual positions
- Direct links to pages and paragraphs of the source documents
How it works
A conversational assistant with retrieval-augmented generation over the knowledge base. Every answer is enriched with direct links to source pages to guarantee traceability.
Runs on
- Semantic knowledge graph
- GraphRAG & traversal queries
- Domain-tuned SLM/LLM/VLM serving
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