Osprey Intel Platform

"Documents to Decisions in 72 Hours"

Input Layer: Unstructured Documents

The pipeline begins by ingesting a wide variety of raw, unstructured business and financial documents.

SEC Filings
Investor Decks
Whitepapers
News Releases
Financial Statements
Market Reports
1

Document Intelligence

Parses unstructured documents into structured JSON using layout analysis, content extraction, and metadata capture.

Technology: IBM Docling

Quality Requirements

  • 95%+ section extraction accuracy
  • Table structure preserved for financials
  • Multi-format support (PDF, HTML, etc.)

Output Schema Example

{ "document_id": "uuid", "source": "10-K", "sections": [...], "tables": [...], "metadata": {...} }
2

Semantic Preprocessing

Applies NLP/ML to extract meaning, entities, sentiment, and trends from the structured data.

Technology: IBM Granite LLMs Vector DBs
Embeddings
Sentiment Analysis
Entity Extraction
Trend Detection
Relationship Extraction
Stable JSON Contract
3

Knowledge Synthesis

Builds a structured knowledge base from semantic data, creating a holistic view of markets and companies.

Technology: Knowledge Graphs (Neo4j)

Key Components

  • Knowledge Graph Builder
  • Competitive Landscape Analyzer
  • Risk Assessment Engine
  • Growth Signal Detector
  • M&A/Partnership Fit Scoring

Result: A rich, interconnected graph of entities, relationships, and insights with a full evidence trail.

4

Agent Orchestration & QA

A multi-agent system automates the creation of IC-grade deliverables, coordinated by a proprietary workflow engine.

Technology: BeeAI Framework

Two-Pass Quality Assurance System

Pass 1: Automated LLM Checks

Completeness, consistency, and evidence citation checks.

Pass 2: Human Analyst Spot-Check

Validation of high-stakes deals and random sampling.

5

Visualization & Export

Transforms insights into interactive, beautiful visualizations and exports them to multiple formats for client delivery.

Technology: React / Next.js GenAI Layout Assistant

Final Deliverable Package

Interactive Web Link
PowerPoint Deck
PDF Report
Data Exports (JSON/CSV)
Evidence Log

Evidence Trail & Citation Precision

Every claim in Osprey Intel's deliverables is traceable to its source with pixel-perfect precision. Our system provides granular citation metadata that enables complete auditability and verification.

Example: Course Analysis with Precision Citations

📝 Generated Answer:

The course "NLP Machine Learning and AI in Finance" focuses on incorporating Natural Language Processing (NLP), machine learning, and artificial intelligence (AI) methodologies in the field of finance. It covers seminars where extensive participation is required, including discussions of readings and empirical papers, preparation and presentation of these discussions by students, and active participation in understanding and sharing insights from these studies. Each meeting typically involves a student leading the discussion on a specific research study, with the instructor leading the first week's discussion. The course also includes Python exercises and supplementary articles that offer additional perspectives, though these are discussed cursorily. The syllabus indicates it is scheduled for Fall 2025.

📚 Supporting Sources with Granular Metadata:

Syllabus NLP Machine Learning and AI in Finance Fall 2025 (1).pdf
Page: 1
Type: text
Position: (72.0, 343.5) → (536.9, 250.4)
Similarity: 0.6315

"The seminar requires extensive involvement. The discussions of the readings and empirical papers will be prepared by students and will be student-led. Most meetings will focus on one or two research s..."

Syllabus NLP Machine Learning and AI in Finance Fall 2025 (1).pdf
Page: 2
Type: text
Position: (72.0, 661.6) → (521.4, 596.1)
Similarity: 0.6109

"Each week (except Week 1, part of Week 8, and Week 9), several students will lead the class discussion. I will lead the introductory week discussion (week 1), during which students will have a chance ..."

Syllabus NLP Machine Learning and AI in Finance Fall 2025 (1).pdf
Page: 1
Type: text
Position: (72.0, 233.1) → (506.0, 195.2)
Similarity: 0.6077

"There will be a Python exercise with accompanying videos will help students build skills. Additionally, for most meetings, articles provide additional perspectives, but this optional material will be ..."

Understanding Similarity Scores

Score Scale & Interpretation
0.0 - 0.4: Low similarity (weak connection)
0.4 - 0.6: Moderate similarity (some relevance)
0.6 - 1.0: High similarity (strong alignment)

Our Example Scores: 0.6315, 0.6109, 0.6077 all fall in the high similarity range, indicating strong semantic alignment between the AI-generated answer and source material.

Why Scores Aren't Perfect (1.0)
  • Synthesis vs. Copying: AI creates coherent summaries, not verbatim copies
  • Multi-Source Integration: Combines information from multiple documents
  • Natural Language: Rephrases for clarity and readability
  • Context Enhancement: Adds structure and flow to raw information
Quality Assurance Benefits

These similarity scores provide quantitative evidence that every claim is grounded in actual source documents, enabling complete auditability and regulatory compliance for investment decisions.

Production-Validated System

This level of citation precision is already implemented and working in production. Our enhanced RAG system has successfully processed documents with:

1,737 nodes with full metadata
Real page numbers (not placeholders)
Precise coordinates and element types
HPC deployment on Dartmouth Andes

This production system validates that Osprey Intel's citation precision isn't theoretical—it's enterprise-grade technology already delivering results.

Citation Metadata Includes:

  • Document filename and path
  • Exact page number
  • Pixel-perfect bounding box coordinates
  • Similarity confidence score
  • Content type (text, table, image)
  • Exact quoted text excerpt

Quality Assurance Benefits:

  • Complete auditability for compliance
  • Instant verification of claims
  • Transparent source attribution
  • Traceable decision pathways
  • Legal and regulatory compliance
  • Stakeholder confidence building