System Requirements Document

1. Introduction

This document outlines the system requirements for the Executive AI Platform Proof of Concept (POC). The POC aims to demonstrate the capabilities of an integrated AI-powered platform that processes entity-specific documents and data to generate financial analyses, research insights, and high-quality reports and presentations.

2. System Overview

The Executive AI Platform POC is designed to showcase a comprehensive AI system capable of understanding entity-specific information, performing financial and business analysis, conducting external research, generating executive insights, and producing editable reports and presentations. The POC will focus on proving high-value capabilities that can be extended into a full production platform.

3. Functional Requirements

Entity Management

• As a user, I want to create and configure an entity with business context and visual identity, so that I can use it as a reusable AI workspace.
• As a user, I want to enter basic entity information such as name, objective, and industry, so that the entity is accurately represented in the system.

Document and Knowledge Management

• As a user, I want to upload and configure documents, templates, and branding assets, so that they are available for AI processing and retrieval.
• As a user, I want the system to validate and process uploaded files, so that they are correctly indexed and available for analysis.

Financial Analysis

• As a user, I want to perform financial analysis on entity-specific data, so that I can generate insights and reports based on KPIs and trends.
• As a user, I want to compare financial data across periods and peers, so that I can identify significant trends and anomalies.

Research

• As a user, I want to conduct external research to supplement internal knowledge, so that I can provide context for financial and business analysis.
• As a user, I want the system to generate source-backed insights from external research, so that I can ensure the accuracy and relevance of findings.

Executive Insight and Storyline

• As a user, I want the AI to identify key findings and develop an executive narrative, so that I can communicate important insights effectively.
• As a user, I want the AI to prioritize insights based on my objectives, so that the most relevant information is highlighted.

Report Generation

• As a user, I want to generate structured executive reports using validated analysis and research findings, so that I can present comprehensive insights.
• As a user, I want the system to maintain source references in reports, so that the information is traceable to original documents.

Presentation Generation

• As a user, I want to generate fully editable PowerPoint presentations using entity-specific templates, so that I can customize and present findings effectively.
• As a user, I want the system to apply actual Slide Masters and layouts, so that presentations adhere to branding guidelines.

Review, Feedback, and Version Management

• As a user, I want to review generated outputs and provide feedback, so that the system can make necessary revisions.
• As a user, I want to manage versions of reports and presentations, so that I can track changes and maintain approved outputs.

AI Gateway and Model-Agnostic Architecture

• As a user, I want the platform to support different AI models for various tasks, so that I can leverage the best available technologies.
• As a user, I want the system to use controlled AI memory, so that preferences and feedback are incorporated into future generations.

4. User Personas

• Business Analyst: Responsible for configuring entities, uploading documents, and initiating financial analyses.
• Executive: Reviews generated reports and presentations, provides feedback, and approves final outputs.
• Researcher: Conducts external research to supplement internal data and provides insights for analysis.

5. Core User Flows

Entity Creation and Configuration

1. User creates a new entity.
2. User enters basic entity information.
3. User uploads documents, templates, and branding assets.
4. System validates and processes uploads.
5. Entity is configured as a reusable AI workspace.

Financial Analysis and Report Generation

1. User selects an entity and analysis objective.
2. System retrieves relevant documents and performs analysis.
3. AI generates insights and develops a storyline.
4. User reviews and provides feedback on the report.
5. System revises and finalizes the report.

Presentation Generation and Review

1. User selects an entity and presentation objective.
2. System generates a PowerPoint presentation using templates.
3. User reviews the presentation and provides feedback.
4. System revises and finalizes the presentation.

6. Visuals Colors and Theme

• Default colors and themes will align with typical business and executive presentation standards, ensuring professionalism and clarity.

7. Signature Design Concept

• The design will focus on clean, professional layouts that emphasize clarity and executive communication.

8. Interaction Model & Motion Direction

• The interaction model will prioritize intuitive navigation and seamless transitions between tasks, enhancing user experience.

9. Non-Functional Requirements

• The system must ensure data security, controlled access, and data isolation.
• The platform should be scalable to support future production implementation.

10. Tech Stack

• The platform will utilize a model-agnostic AI gateway to support various LLM providers.
• The system will include APIs for entity management, document processing, and financial analysis.

11. Assumptions and Constraints

• The POC will not include email automation, task management, or continuous mailbox monitoring.
• The platform architecture should remain extensible for future integration of additional modules.

12. Glossary

• POC: Proof of Concept
• AI: Artificial Intelligence
• LLM: Large Language Model
• KPI: Key Performance Indicator
• NIM: Net Interest Margin
• NPL: Non-Performing Loan
• ROE: Return on Equity
• ROA: Return on Assets