IDA Dashboard

Overview

IDA is a structured finance chatbot that enables users to ask questions across both data and documents from a single interface. The Data side is used for exploring tables and visualizations, while the Document side focuses on searching, comparing, and understanding textual content.

Data Side Tabs

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The Data side is designed for numerical analysis and visual exploration. Users can ask questions that return tabular or graphical results and refine them using follow-up queries.

Table – For questions that return structured tabular data

Visualization – For questions that return charts or graphs

Follow-ups – To refine or extend the most recent question

Document Side Tabs

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The Document side allows users to search, analyze, and compare document content.

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Table Search – View search results in a structured table format

Document RAG – Ask contextual questions about documents

Summaries – Generate a summary of the dashboard or document

Clause Comparison – Compare two clauses side by side

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The Summaries tab provides a quick overview of the dashboard content.

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Other Tabs

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IDA also includes the following supporting tabs:

History – Revisit previously asked questions

Export / Download – Save results for offline use

Demo Questions

Data Module:

What is the top 5 property state-wise distribution and its percentage?

Follow-up: Visualize it as a pie chart
What are the top 10 largest loans?

Document Module:

Present the complete Applicable Margin table, outlining all relevant categories and associated values

What is the Adjusted Pool Balance?

When is the closing date?

What are the conditions precedent to the closing date?

Confidence and Citations

Each response includes a confidence score and page-level citations. Selecting a citation highlights the exact referenced line within the source document.

New Features

IDA includes the following enhanced capabilities:

Clause Comparison – Compare two clauses side by side for quick analysis

Document Intelligence – Displays source context and page numbers along with answers

Feedback

Users can provide feedback on each response to help improve accuracy and future performance.

Getting Started

Process Workflow:

Open IDA

Choose Data or Document

Select the appropriate tab and enter your question

Review the response and use follow-up questions if needed

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