The fastest way to build unstructured workflows.

Agentic Unstructured Data Workflow Platform for Risk, Compliance and Competitive Intelligence Tasks.

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Merchant Risk

3 agents workflow

4 lines of code

Fintech & e-commerce

Top e-commerce & BNPL providers leverage automate merchant risk analysis, based on product safety, custom policies with 93%+ efficacy.

Fund Compliance

4 agents workflow

6 lines of code

Custodian banks

Top banks augment fund compliance rules tagging process with 92%+ efficacy.

R&D Doc Extraction

3 agents workflow

11 lines of code

Energy

Top energy firms extract structured data from R&D documents with 90%+ efficacy.

Unstructured Data Workflow, made in SQL.
ROE AI Agents Foundry
  • Built-in Web AI Agent
  • Evaluate & tune AI Agents on your domain-specific data and SME human feedback
  • Support unstructured files from blob storage, Snowflake, and external websites from internet.
Orchestrate AI Agents with SQL
  • Apply AI Agents on unstructured data with SQL query
  • Extract, filter, aggregate unstructured insights at ease
  • AI-assisted SQL generation
Built-in lower-barrier AI Agents Improvement
  • Built-in low-barrier data labeling
  • Built-in low-barrier evaluation on golden set
  • Built-in low-barrier domain-specific models based on SME feedback
Business units are relying on a large number of long, complex documents
  • Assess risk in a complex commercial financing situation
  • Assess compliance rules based on the fund prospectus
  • Benchmark peer rate changes based on insurance fillings
  • Benchmark non-GAAP metrics in SEC documents
Any data
Agentic ontology building & analytics
Investment Compliance Analytics
Insurance Competitive Analytics
Merchant Compliance Analytics
Loss Data Analytics
DocumentMetadataRisk SummaryCompliance Rule Validation 1Compliance Rule Validation 2
Prospectus Fidelity
Management Fee...Management risks.........
Prospectus Blackrock
Management Fee...Diversification risks.........
Prospectus Fidelity
Management Fee...Management risks.........
Structured Compliance

Roe AI excels in processing large volumes of documents, including financial documents, prospectuses.

Roe AI agents can carry the compliance rules and intelligently screen on hefty documents like human, significantly accelerates the time to compliance review.

DocumentFilling DateNAICInsurance TypeROCRates
GEICO Filings
Feb 10, 202435882Auto......
Progressive Filings
Mar 5, 202424260Auto......
AAA Filings
Jan 28, 202415539Auto......
Insurance Filings Analysis

By extracting quantitative structured and unstructured data like proposed rate adjustments, historical trends, and methodologies from insurance filings, Roe AI helps insurance companies keep up with the peer pricing competitive insights, approaching DOIs.

WebsiteCopy InfringementGrammar MistakeOffsite TransactionViolate Rule XViolate Rule Y
Tuppleware.com
FalseNoneFalseFalseFalse
Tupplewares.com
TrueMediumTrueFalseTrue
Tupplewareparty.com
TrueHighTrueTrueTrue
Merchant Compliance Labeling

ROE AI enables risks team define custom criteria to extract the risk signals from businesses web presence, and consolidate the signals back to the risk modeling.

This dramatically accelerates time to high quality data labeling.

DocumentDateLocationTypeSummaryRisks
Call Transcript
Feb 10, 2024123 AveAuto......
Email
Mar 5, 2024123 AveAuto......
Call Transcript
Jan 28, 2024123 AveAuto......
Loss Data Analytics

ROE AI can analyze the emerging risks and trends from the unstructured loss data with AI Agents and data query.

This allows carriers to better determine the pricing model and lose less money.

Features
SQL-Powered AI Agents
Simple eval and fine-tuning workflow
Enterprise-Grade Security
SQL-Powered AI Agents

Apply AI agents on unstructured data sources with ROE SQL.

Simple eval and fine-tuning workflow

Golden set curation, JSON evaluation and built-in one-click fine-tuning.

Enterprise-Grade Security

Roe AI is built with enterprise security measures.

SOC2 Type I
SOC2 Type II
Enterprise Data Security
Zero-day Data Retention
Roe AI v.s Chatbot Solutions
Roe AI
Transparency in everything
  • Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
  • The intermediate SQL results are easily accessible.
  • 100% correct math based on SQL aggregation.
Scale without sacrificing quality
  • Takes < 1 min to process a 100+ page document, without pre-indexing.
  • Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
  • Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.
Chatbot Solutions
Blackbox in everything
  • Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
  • Black box on how and which files are retrieved.
  • The math done by the chatbot cannot be trusted.
Quality degrades with more documents
  • Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
  • Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
  • Only qualitative answers are produced, hard to be plugged into a financial model.
Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.
VP of Product
A leading portfolio analysis fintech
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