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At QuanCon 2025 in March we announced that the first release of Q Assist was coming out of a pilot phase and would soon be made available to license for both existing and new customers. Q Assist is now available in Early Access and can be deployed in solutions and platform deployments on version 2.7.

So, what is Q Assist?

Q Assist brings Generative AI capabilities to our Decision Intelligence Platform and the solutions we offer at Quantexa. It is a modular platform component that includes a conversational UI, orchestration capabilities, configuration settings, and scalable APIs for copilots and LLMs. It embeds itself into everyday tasks and workflows for a more productive workforce and is grounded in the connected and contextual data and functionality our Decision Intelligence Platform offers.

Q Assist connects a customer licensed and deployed LLM and the Quantexa Decision Intelligence Platform. It works alongside Quantexa users, embedding itself into everyday tasks and workflows and is grounded in the full set of data and functionality our Decision Intelligence Platform offers.

Check out our Q Assist FAQs for more information.

Who can license Q Assist?

Q Assist is available in Quantexa Platform version 2.7 and is licensable as an add-on to existing Financial Crime, Fraud, Customer Intelligence, KYC, and Risk solutions. In this release, Q Assist is limited to customers in EMEA and North America for English Language deployments only.

*For more information on licensing and pricing please contact your Technical Account Partner or schedule a demo here.

Core components of Q Assist

This Generative AI Technology Suite is made up of 3 core components.

1. Q Assist Copilot (Available in Early Access release)
   
   An intelligent AI copilot that delivers instant, context-driven insights through natural conversation. The copilot works alongside Quantexa users revolutionizing how you work by surfacing critical data and context, streamlining repetitive and time-consuming tasks, and generating reports through a natural language interface.
   
   
2. The Prompt Library (Available in Early Access release)
   
   A centralized repository of trusted prompts that standardizes data interactions, report writing, and investigation and research tasks across teams.
   
3. The Orchestration Layer (Coming soon)
   
   Q Assist's orchestration layer is the “conductor”. A unified AI integration hub that streamlines data flow, coordinating multiple systems and workflows seamlessly. It ensures that user inputs are processed, and contextual data is incorporated from relevant platform components, and outputs are generated in a coherent, consistent, and explainable manner.

The orchestration layer handles tasks like:

• Ensuring that the correct context is applied to each request
• Retrieving and integrating information from multiple sources to enrich the response
• Coordinating workflows and routing requests to the appropriate models and platform components, applying business rules and guardrails, using an agentic architecture
• Integration with existing licensed or customer-built copilots
  

Q Assist in Action

You can see Q Assist in action with our interactive demo in our Community Demo Hub and below we have highlighted some of the core features of Q Assist highlighting the benefits of each.

Research Assistance:

Q Assist streamlines access to a connected and contextual data foundation through an intuitive conversational interface.

This functionality empowers users to instantly retrieve critical insights by talking to their data. Insights about customers, counterparties, suppliers, transactions are available through natural language queries which informs more thorough and faster investigative and research processes with rich contextual insights.

By enabling self-service access to essential data, you can:

• Significantly reduce dependencies on dedicated data teams,
• Cut down manual research time while
• Deliver accurate and trusted information to those who need it when they need it

As a result, investigation teams, relationship managers, analysts can benefit from enriched data that highlights hidden risks and identifies overlooked opportunities, allowing for quicker resolution of complex cases. This level of immediate, detailed access not only accelerates investigations but also enhances relationship management and customer service productivity, leading to a more responsive and personalized customer experience.

Prompt Library

The Prompt Library feature in Q Assist is designed to centralize and streamline the creation, management, and sharing of trusted prompts across teams.

This tool allows you to build role-specific queries that can be easily reused across functions, ensuring that data interactions are both consistent and secure.

With the Prompt Library, you can:

• Foster controlled, repeatable workflows for decision-making
• Level the playing field across your organization—making every analyst as effective as your top performers
• Establish consistent and secure workflows that adhere to best practices and compliance standards

The Prompt Library empowers your teams to achieve optimal efficiency and alignment with organizational goals.

Report Generation

Q Assist’s Report Generation feature enables you to streamline the creation of a wide range of reports from SARs and EDDs to intelligence reports, risk assessments, and executive summaries, all with a single prompt.

This functionality uses predefined templates to build consistency in reporting for various types of reports, such as escalations and SARs, or even customer emails and talking scripts.

As a result, users can:

• Dramatically reduce the time it takes to create and process standardized reports
• Ensure data accuracy across multiple report formats
• Reinforce consistent and standardized reporting processes
• Reduce errors through predefined workflows

Overall, the Report Generation feature helps reduce the time spent preparing for customer meetings, ensuring that summarized information is readily available for strategic decision-making.

Contextual RAG

Q Assist grounds every AI-generated response in rich, contextual data, significantly reducing the risk of hallucinations and inaccuracies.

By anchoring outputs in relevant organization specific data and information, this feature

• Champions transparency with fully traceable and explainable responses.
• Increases trust and adoption internally
• Ensures you meet stringent regulatory requirements.

Each response is not only more reliable and accurate, but it also comes with clear explanations that empower users to understand the underlying rationale and data behind every decision, ensuring that data-driven insights remain both effective and explainable.

More information on Contextual RAG:

• Pre-recorded Webinar: Your AI Copilot is Only as Good as Your Data Foundation
• Blog post: Your AI Copilot is Only as Good as Your Data Foundation

Underpinned by the Quantexa Decision Intelligence Platform and tailored to critical industry use cases, Q Assist empowers teams to close the gap between data and decision igniting a more productive workforce.

Get in touch today to see how Q Assist can revolutionize the productivity of your frontline staff.

We’re excited to announce that our new and improved Search capability has now moved to General Availability as of 2.7.7. (this is referred to as Search 2 within our technical documentation). 

Let’s face it – the current Search experience came out with the first versions of the Quantexa Platform and needed a facelift. Although it did the job, and quite a good one at that, we received feedback from Quantexa users that gave us ideas on how to overhaul the functionality to both keep the UX consistent and to make it a lot more intuitive. Throughout this journey, we also found synergies in the Search setup process by coupling it up with our Data Fusion tool, and making Search a lot faster to set up.  

By the way, now you can explore our roadmap and give feedback on our features and functionality in our Product Roadmap & Ideas Portal! Be a part of our product development!

How we brought Entities front and center 

From user feedback, we realized that the way users interact with the Search functionality can be improved by bringing more power to search using what Quantexa already knows about entities thereby optimizing the Search query construction.  

To enable this the Query Building aspects of the Search UI have been redesigned to reframe the search experience around the Entities available in the Platform. This gives the user the power to tell the system what they are looking for (which Entity Type) and then the system offers the most appropriate Data Sources and Search Fields to find the Individual, Business or other Entity the user wishes to search for. Before, the search results could sometimes be not exactly what -the user expected due to incomplete or sub-optimal search configuration. This brings us to our next update – new configuration through Data Fusion! 

How we simplified Search configuration 

If you are a Quantexa user, you might be familiar with the Search configuration process which is separate from entity resolution and tuning. What we figured is, if our users are overwhelmingly looking for entities in their searches, why not streamline the search setup up by ‘inheriting’ the settings from Data Fusion, where all the magic happens with entities. To be specific, you no longer manually have to define the search fields and groups yourself as we derive them from Fusion config. So you not only save efforts in setting up a tool, but you also get far better results from reusing the configuration that’s been tuned and tested. 

We have also improved some existing features:  

• We have updated how our Results Filters work once the user has executed their query. It is now possible to filter using more than one item in the Filter list in the results screen.  
• Additionally, we have improved the Table View of results. 

How we made Search faster 

If you are using new Search with our Entity Store then you are able to perform very fast direct Entity Searches even across massive amounts of data. The Entity Store keeps a pre-built version of your resolved entities available at hand, but also updates as soon as there are any changes or new data is introduced, so you get the speed without compromising on the content. 

How we made de-bugging faster 

Lastly, it is worth noting that this new version of Search has both re-used existing components within the Platform and is much simpler to support and de-bug than the old version of Search. Together this reduces the overall support burden on Quantexa’s R&D department – you might be thinking this is more of Quantexa benefit, but actually it means we are able to handle support requests faster and free up engineers to work on other enhancements to the Platform. 

What has been removed? 

At a fundamental level the new version of Search (known as Search 2 in our technical documentation) has feature parity with the old version of Search (Search 1) plus the new features already explained. However, there are several feature removals that are worth noting: 

• As the Fusion configuration will now drive the search field mappings, there is no need to generate Search Fields anymore, thus we removed the feature altogether. 
• We have removed the support for field boosting as the feature was deemed not useful by our users  
• Facets have been replaced with Aggregations and can be easily migrated from the old Search to the new Search. 
• We have removed the type ahead on Search Fields in the Search Bar as the query-building experience has been re-designed and this feature is no longer necessary. 

Deprecation and Removal of the old version of Search  

• The old version of Search (Search 1) is deprecated at 2.8.0.  
• We expect to remove the old version of Search from the Platform at the earliest at 2.9.0. 
• All new customers are required to adopt the new version of Search from 2.7.7. onwards. 

View the New and Improved Search Demo

Head over to Product Demos and launch the New Search Demo (login required) for an interactive walk-through of the new features included:

How do I provide Feedback? 

We know this is not the end of the improvements necessary to our search capabilities, so expect to make further investments in the medium term. It would be valuable to hear feedback about the new Search results screen and the query editing experience. Please provide feedback directly to the Search initiative using the Product Roadmap & Ideas Portal.

Future roadmap 

For the next 12 months we will not be making major changes to introduce new capabilities to our Search functionality. Our focus will be ensuring that as our existing customers upgrade and adopt this new version of Search and that the experience of migrating from old Search to new Search is as simple, fast and pain-free as possible. 

I encourage you to get started with the new Search functionality and let us know how you find it! 

Read the full release notes and Search 2 Migration Guide on the Documentation site.