Today a regulatory filing specialist may take weeks or months to research information from previous filings and their supplementary documents. Many times, they may have to read through entire documents before determining if there is relevant content they need to aggregate for their new filing.

User Profile(s):
Regulatory Draft Specialist

Business Value:
A regulatory draftsperson may be looking for specific information from previous filings so they can easily identify themes or perform comparisons. This research time could be greatly reduced by having a tool with the ability to extract that information from filings and output into a tabular format for the user to review.

    Use Case Narrative

    Precondition(s):
    Collecting (web scraping) documents from public utility commission websites.

    Function(s):
    Take user inquiry and provide a per-document response in a tabular view so that the user can quickly review across multiple documents. Enable a Preview Mode so the user can verify their inquiry will yield the results they are looking for, then proceed with evaluation across the full document repository.

    Sequencing:

    1. Documents are parsed and indexed by the tool
    2. User can ask for specific information across partial or complete repository of documents
    3. User can preview the tool’s results to verify their prompt yields the results they are looking for
    4. User can perform the research task across some or all of the documents in the repository
    5. Tool provides a tabular view of requested information for the user to review

    “I’d like to learn more about vegetation management strategies.
    Do they include a strike tree or fall-in tree strategies?”

    INPUTS

    Data Required

    1. Filing documents
    2. User prompt inquiry

    OUTPUTS

    Postcondition(s)

    GenAI model response to user inquiry and relevant reference document citations

    Use Cases

    FILING ADVISOR

    DOCUMENT CATALOG