customer research

app.py

@@ -23,6 +23,15 @@ openai_api_key = os.getenv("OPENAI_API_KEY")
 tavily_api_key = os.getenv("TAVILY_API_KEY")
 langchain_api_key = os.getenv("LANGCHAIN_API_KEY")
 
+def set_session_state_variables(session_state):
+    if "DO_CUSTOMER_RESEARCH" in os.environ:
+        do_customer_research = os.getenv("DO_CUSTOMER_RESEARCH")
+        if do_customer_research.lower() == "true":
+            session_state.do_customer_research = True
+        else:
+            session_state.do_customer_research = False
+
+
 llm_model = "gpt-4o-mini"
 set_llm_cache(InMemoryCache())
 client = OpenAI(api_key=openai_api_key)
@@ -80,6 +89,7 @@ async def on_action_display_queries_responses(action):
 @cl.on_chat_start
 async def on_chat_start():
     session_state = SessionState()
+    set_session_state_variables(session_state)
     cl.user_session.set("session_state", session_state)
     session_state.llm_model = llm_model
     print(session_state)

classes.py

@@ -8,8 +8,8 @@ class SessionState:
     ask_objections = True
     use_objection_cache = True
     do_ragas_evaluation = False
-    customer_research_report_md = "HSBC Quarterly Report 2024-10-16.md"
-    customer_research_report_pdf = "HSBC Quarterly Report 2024-10-16.pdf"
+    customer_research_report_md = "HSBC Quarterly Report 2024-10-19.md"
+    customer_research_report_pdf = "HSBC Quarterly Report 2024-10-19.pdf"
     bettetech_value_proposition_pdf = "BetterTech Lending Analytics Solution.pdf"
     do_voice = True
     status = "active"
@@ -45,8 +45,8 @@ class SessionState:
         self.ask_objections = True
         self.use_objection_cache = True
         self.do_ragas_evaluation = False
-        self.customer_research_report_md = "HSBC Quarterly Report 2024-10-16.md"
-        self.customer_research_report_pdf = "HSBC Quarterly Report 2024-10-16.pdf"
+        self.customer_research_report_md = "HSBC Quarterly Report 2024-10-19.md"
+        self.customer_research_report_pdf = "HSBC Quarterly Report 2024-10-19.pdf"
         self.bettetech_value_proposition_pdf = "BetterTech Lending Analytics Solution.pdf"
         self.do_voice = True
         self.status = "active"

reports/HSBC Quarterly Report 2024-10-19.md

@@ -0,0 +1,30 @@
+# HSBC Quarterly Report - Q3 2024
+
+## Overview
+HSBC Holdings plc, one of the largest banking and financial services organizations in the world, continues to navigate a complex global financial landscape. As of October 2024, the bank is focusing on enhancing its digital capabilities, expanding its wealth management services, and restructuring its operations in certain markets.
+
+## Financial Performance
+In the first half of 2024, HSBC reported a robust performance despite global economic uncertainties. The bank's operating expenses rose by 3% to $8.1 billion, primarily due to increased technology costs. This investment in technology is part of HSBC's strategy to improve operational efficiency and customer experience ([HSBC Interim Results 2024](https://www.hsbc.com/-/files/hsbc/investors/hsbc-results/2024/interim/pdfs/hsbc-holdings-plc/240731-interim-report-2024.pdf)).
+
+## Strategic Developments
+### Digital Innovations
+HSBC has launched a new venture called SemFi, in partnership with Tradeshift, aimed at providing embedded finance solutions to business clients. This initiative will allow SME suppliers on e-commerce platforms to access digital invoice financing, thereby enhancing their cash flow management ([Finextra](https://www.finextra.com/newsarticle/44827/hsbc-launches-embedded-finance-venture)).
+
+### Wealth Management Expansion
+The bank is also targeting the mass affluent market in the UK, with plans to double its assets under management in the wealth business to £100 billion ($131 billion) over the next five years. This move aligns with the broader trend in the UK wealth management sector, which has seen significant growth ([Financial Express](https://today.thefinancialexpress.com.bd/trade-market/hsbc-looks-to-double-uk-wealth-business-as-banks-target-mass-affluent-1724516994)).
+
+## Leadership Changes
+In October 2024, HSBC announced the resignation of its Group COO, John Hinshaw, after five years in the role. Suzy White, a long-time HSBC executive, has been appointed as the interim COO while a formal recruitment process is underway ([FinTech Futures](https://www.fintechfutures.com/2024/10/hsbc-group-coo-john-hinshaw-steps-down-after-five-years/)).
+
+## Market Challenges
+Despite its strong performance, HSBC faces challenges, including rising recession fears in the US and geopolitical tensions that could impact its operations. The bank is also reportedly considering the sale of its South African business, indicating a strategic shift in its market focus ([FinTech Futures](https://www.fintechfutures.com/2024/08/hsbc-reportedly-considering-sale-of-its-south-african-business/)).
+
+## Conclusion
+HSBC is actively adapting to the evolving financial landscape by investing in technology, expanding its wealth management services, and restructuring its operations. The bank's focus on digital innovation and strategic market adjustments positions it well for future growth, despite the challenges it faces in the current economic environment. As HSBC continues to implement its strategies, stakeholders will be keenly watching its performance in the upcoming quarters.
+
+### Citations
+- [PDF Interim Results 2024 - HSBC Group corporate website](https://www.hsbc.com/-/files/hsbc/investors/hsbc-results/2024/interim/pdfs/hsbc-holdings-plc/240731-interim-report-2024.pdf): "Operating expenses of $8.1bn rose by $0.3bn or 3%, due to higher technology costs."
+- [HSBC launches embedded finance venture - Finextra](https://www.finextra.com/newsarticle/44827/hsbc-launches-embedded-finance-venture): "HSBC has launched a new venture called SemFi, in partnership with Tradeshift, aimed at providing embedded finance solutions to business clients."
+- [HSBC looks to double UK wealth business as banks target 'mass affluent' - Finance News: Latest Financial News, Finance News today in Bangladesh](https://today.thefinancialexpress.com.bd/trade-market/hsbc-looks-to-double-uk-wealth-business-as-banks-target-mass-affluent-1724516994): "HSBC aims to double the assets under management in its British wealth business to 100 billion pounds ($131 billion) in the next five years."
+- [HSBC group COO John Hinshaw steps down after five years - FinTech Futures](https://www.fintechfutures.com/2024/10/hsbc-group-coo-john-hinshaw-steps-down-after-five-years/): "Suzy White, a seasoned HSBC veteran... has been appointed interim GCOO while the 'formal recruitment process is carried out'."
+- [HSBC reportedly considering sale of its South African business - FinTech Futures](https://www.fintechfutures.com/2024/08/hsbc-reportedly-considering-sale-of-its-south-african-business/): "HSBC reportedly considering sale of its South African business."

utils_customer_research.py

@@ -247,7 +247,7 @@ def should_continue(state: ResearchState) -> Literal["tools", "curate"]:
     return "curate"
 
 async def select_and_process(state: ResearchState):
-     
+    msg = "Curating Documents ...\n" 
     prompt = f"""You are an expert researcher specializing in analyzing portfolio companies.\n
 Your current task is to review a list of documents and select the most relevant URLs related to recent developments for the following company: {state['company']}.\n
 Be aware that some documents may refer to other companies with similar or identical names, potentially leading to conflicting information.\n