ChinaFinance and insurance2024 – ongoingYuyin Financial Technology
Internal policy and mortgage-product knowledge assistants
Yuyin Financial Technology's knowledge assistants reached 84% employee adoption in 1 month, Volcano Engine reported
Problem
Employees repeatedly searched internal policies and loan-product information. Much of that knowledge sat in unstructured documents.
Approach
The Chongqing Rural Commercial Bank subsidiary launched 2 assistants in August 2024 using Doubao and Coze Professional. RAG retrieved internal knowledge from ViKingDB. The policy assistant linked answers to original documents, while the product assistant supported customer managers.
Results
Takeaway
The disclosed result measured employee use; it did not establish time saved or answer accuracy.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Internal work and knowledge managementMarketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Off-the-shelf tool or platform
- Evidence
- Vendor case study
Sources
Source summaries
Volcano Engine described policy and Fangkuai loan-product assistants launched in August 2024. It reported employee adoption of 84% after 1 month and explained their use of retrieved internal documents.
Full details are in the original sources.