From a financial report to data you can review.

ProsusAI/finbert classifies English financial text into positive, negative and neutral sentiment. You can evaluate it with news or report passages. It provides a text signal for analysis; it does not calculate creditworthiness, credit risk or an investment decision.

Process pages with a document model and define the required data schema. Preserve headers, period, currency and scale alongside page references. Validate row and column relationships before consolidating amounts across documents or financial years.

Index sources with department, version and permissions, then retrieve passages relevant to each query. An LLM can prepare a referenced answer. Your application controls access and connects tools when it needs current operational data.

Define workflow-related categories and fields, such as document type, date or identifier. Evaluate incomplete formats and unknown types. The application validates results and prepares the next step; retain originals so the team can review classification or extracted data.

Separate tasks: a document model retrieves structure and tables; FinBERT supplies English sentiment; embeddings retrieve passages; an LLM prepares contextual answers. You can combine components without assuming one model performs numerical analysis, search and classification equally well.

Separate document preparation, retrieval, inference and tool integration. Estimate volume, concurrency and context for each workflow: classifying requests differs from analysing long contracts. Compare configurations with real examples and include result validation and review.

Your integration can expose authorised queries through tools using those systems’ APIs. The model requests a tool and your application validates and executes the call. Limit accessible data and distinguish queries from actions that change records.

You can deploy compatible private or fine-tuned models and connect them to your application. Evaluate formats, context and instruction following with workflow examples. If the goal is querying changing documentation, also compare a Retrieval solution before deciding how to adapt the model.

Define workflow-specific validation: required fields, consistency of amounts, references and permitted actions. Test incomplete inputs and ambiguous cases. Your application uses these criteria to proceed or request review; a well-written answer alone does not validate a value or operation.