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EIEIO / AUTOMATION & EMERGING TECHNOLOGY

Development of Autobot for a Loan Origination System

Course outline

3 days

Duration

3 days

Course Overview

This comprehensive 3-day course is designed to guide bank employees through the process of developing an advanced Autobot for a Loan Origination System. Leveraging the power of Large Language Models (LLMs), participants will learn to create an AI-powered assistant capable of handling customer inquiries in both written and audio formats. The course combines theoretical knowledge with extensive hands-on practice, enabling participants to build, deploy, and integrate a sophisticated Autobot that enhances the efficiency and user experience of the bank's loan origination process.

Course Objectives

By the end of this course, participants will be able to:

  • Understand the principles of conversational AI and its applications in banking, particularly in loan origination
  • Grasp the fundamentals of Large Language Models, with a focus on their application in question-answering systems
  • Preprocess and structure FAQ data for optimal use in an AI-powered system
  • Fine-tune a GPT model for domain-specific question answering in the context of loan origination
  • Develop a functional Autobot capable of handling customer inquiries about loan origination
  • Implement advanced features such as context awareness and follow-up question handling
  • Integrate text-to-speech and speech-to-text capabilities into the Autobot
  • Connect the Autobot to existing banking systems while ensuring data security and regulatory compliance
  • Evaluate and optimize the performance of the Autobot using relevant metrics and user feedback

Day 1: Foundations and FAQ Processing

Morning Session

  • 1. Introduction to conversational AI and its applications in banking
  • - Overview of chatbots and virtual assistants
  • - Importance of AI in loan origination systems
  • 2. Understanding Language Models for Q&A systems
  • - Brief overview of different LLMs (BERT, GPT, T5)
  • - Deep dive into GPT for question-answering tasks

Afternoon Session

  • 3. Hands-on: Setting up the development environment
  • - Installing necessary libraries (PyTorch, Transformers)
  • - Introduction to Hugging Face Transformers library
  • 4. Processing and structuring FAQ data
  • - Techniques for organizing and formatting FAQ content
  • - Hands-on exercise: Preprocessing the bank's existing FAQ database

Day 2: Model Development and Implementation

Morning Session

  • 5. Fine-tuning GPT for FAQ answering
  • - Understanding transfer learning and fine-tuning concepts
  • - Hands-on: Fine-tuning GPT on the bank's FAQ dataset

Afternoon Session

  • 6. Implementing the Autobot
  • - Designing the Autobot architecture
  • - Hands-on: Building the Autobot using the fine-tuned model
  • 7. Handling user queries and generating responses
  • - Implementing query processing and response generation
  • - Techniques for improving response relevance and coherence

Day 3: Advanced Features and Integration

Morning Session

  • 8. Implementing text-to-speech and speech-to-text
  • - Introduction to speech processing libraries
  • - Hands-on: Integrating audio capabilities into the Autobot
  • 9. Enhancing Autobot with context awareness
  • - Techniques for maintaining conversation context
  • - Implementing follow-up question handling

Afternoon Session

  • 10. Integration with Loan Origination System
  • - Strategies for connecting Autobot to existing banking systems
  • - Handling sensitive information and ensuring data security
  • 11. Testing and evaluation of the Autobot
  • - Metrics for assessing Autobot performance
  • - A/B testing and user feedback collection methods
  • 12. Deployment considerations and best practices
  • - Model serving options for Autobot
  • - Addressing regulatory and compliance concerns in AI banking applications
  • 13. Wrap-up and Q&A session
  • - Recap of key learnings
  • - Discussion on potential extensions and improvements

Programme scope, delivery arrangements and suitability are confirmed during enquiry.