🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°

Use Case 1:
πŸ“ PDF Search App with Vector Search and LLMs
πŸ’Ό Retrieval-Augmented Generation (RAG)

Problem: πŸ”

PDF is unstructured data
Difficult to search
Leading claim adjusters reviewing contracts, claims
Need efficiency and accuracy for this histor…


This content originally appeared on DEV Community and was authored by Danny Chan

Use Case 1:
πŸ“ PDF Search App with Vector Search and LLMs
πŸ’Ό Retrieval-Augmented Generation (RAG)


Problem: πŸ”

  • PDF is unstructured data
  • Difficult to search
  • Leading claim adjusters reviewing contracts, claims
  • Need efficiency and accuracy for this historically cumbersome task
  • Summarize content of documents
  • Indicate source of information


Challenge: 🀯

  • Underwriters, claim adjusters go through numerous pages of guidelines, contracts, reports
  • Time-consuming
  • Lead to expensive mistakes (incorrect risk estimations)


Details: πŸ—‚οΈ

  • Provide PDF based on user's country
  • Vector search query particular document
  • Filtering out the non-relevant PDF


Index Pre-Filtering: πŸ”

  • Must index fields with data type
  • Only includes record with correct data type


Search Nodes Dedicated Architecture: πŸ› οΈ

  • Support both Atlas Search & Vector Search workloads



Use Case 2:
πŸ“Š Claim Management using LLMs and Vector Search for RAG


Challenges: πŸ™†β€β™€οΈ

  • Claim adjusters pulling and aggregating info from different systems with data formats
  • Content-sharing platform
  • Customer information locked in a legacy CRM
  • Claim-related pictures, voice reports
  • Unstructured data
  • Streamline operations


Solution: πŸ”πŸ€–

  • Atlas Vector Search
  • Large Language Model (LLM)
  • Retrieval Augmented Generation (RAG)


Vector Search Query: πŸ”

  • Get both vector embeddings and plaintext metadata
  • Don't need to retrieve data


Aggregation Pipeline: 🧠

  • Process multiple documents and return computed results


Reference:
Claim management using LLMs and vector search for RAG
https://www.mongodb.com/solutions/solutions-library/claim-management-llms-vector-search

Harnessing the Power of Atlas Vector Search and Open Source Models
https://www.mongodb.com/developer/products/atlas/building-generative-ai-applications-vector-search-open-source-models/?hideMenu=1

Build a PDF search application with vector search and LLMs
https://www.mongodb.com/solutions/solutions-library/pdf-search-with-vector-search-and-llm


This content originally appeared on DEV Community and was authored by Danny Chan


Print Share Comment Cite Upload Translate Updates
APA

Danny Chan | Sciencx (2024-08-05T14:05:49+00:00) 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°. Retrieved from https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/

MLA
" » 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°." Danny Chan | Sciencx - Monday August 5, 2024, https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/
HARVARD
Danny Chan | Sciencx Monday August 5, 2024 » 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°., viewed ,<https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/>
VANCOUVER
Danny Chan | Sciencx - » 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°. [Internet]. [Accessed ]. Available from: https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/
CHICAGO
" » 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°." Danny Chan | Sciencx - Accessed . https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/
IEEE
" » 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’°." Danny Chan | Sciencx [Online]. Available: https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/. [Accessed: ]
rf:citation
» 🌐 Financial Industry Side Chat: MongoDB Atlas Vector Search Real-World User Case (Search Internal PDF Documents) πŸ’° | Danny Chan | Sciencx | https://www.scien.cx/2024/08/05/%f0%9f%8c%90-financial-industry-side-chat-mongodb-atlas-vector-search-real-world-user-case-search-internal-pdf-documents-%f0%9f%92%b0/ |

Please log in to upload a file.




There are no updates yet.
Click the Upload button above to add an update.

You must be logged in to translate posts. Please log in or register.