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

Use Case 1:
📁 PDF Search App with Vector Search and LLMs
💼 Retrieval-Augmented Generation (RAG)

Problem: 🔍

• 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: 🗂️

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

Index Pre-Filtering: 🔍

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

Search Nodes Dedicated Architecture: 🛠️

• Support both Atlas Search & Vector Search workloads

Use Case 2:
📊 Claim Management using LLMs and Vector Search for RAG

Challenges: 🙆‍♀️

• 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: 🔍🤖

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

Vector Search Query: 🔍

• 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

---

Editor

Danny Chan, specialty of FSI and Serverless

Kenny Chan, specialty of FSI and Machine Learning