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Article Series: Scoring Concepts
This series of articles explores the foundational concepts behind building a performant and high-quality Batch Scoring solution in Quantexa. Each article breaks down a key component of the scoring process — from network generation and scoreable models to alerting and network pruning — offering practical guidance and design considerations. How will the articles help your team and deployment? Whether you're new to Batch Scoring or refining an existing implementation, this content provides a clear, structured approach to best-practice design. By understanding and applying these concepts, teams can ensure their scoring solutions are efficient, scalable, and investigator-friendly — ultimately driving better outcomes from their Quantexa deployments. Make sure you're signed in to the Commnity to access the articles. Articles in the series: Scoring Concepts: Run Date Scoring Concepts: In-Scope Customers Scoring Concepts: Scoring Levels and Scorecards Scoring Concepts: Scenarios & Risk Factors Scoring Concepts: Alerting and Re-alerting Scoring Concepts: Write-Once Steps Scoring DAG Design in AssessArticle Series: Data Ingest Fundamentals
We’re excited to introduce Data Ingest Fundamentals, a new series of articles designed to guide you through every stage of bringing data into Quantexa. This introductory set of articles covers everything from understanding data quality and designing effective document models to configuring and testing ETL pipelines, and ultimately visualizing your data in the UI. This release provides step-by-step guidance to accelerate your integration, improve data accuracy, and unlock maximum value from your Quantexa solution. Whether you're starting fresh or optimizing existing pipelines, these resources will help you confidently deliver reliable, high-quality data into Quantexa. We’ll continue to expand Data Ingest Fundamentals with additional articles that explore other key aspects of data ingestion, so bookmark this page to receive updates when new articles are published. Make sure you're signed in to the Commnity to access the articles. Articles in the series: Data Ingestion Best Practice: How Do I Ingest Data into Quantexa Understanding Incremental Mode: An Introductory Guide Data Ingestion Best Practice: How to Test my ETL Pipeline Data Ingestion Best Practice: How to Display My Data in the UI Data Ingestion Best Practice: How to Configure my ETL Pipeline Related articles: Designing a New Document Model Handling Duplicated Transactions What Makes a Good CompoundArticle Series: Document Model Design
We're pleased to share our articles on Document Model Design in Quantexa. Going from data discovery and high-level designs to detailed Document models. Make sure you're signed in to the Commnity to access the articles. Defining a detailed Document model design | Quantexa Community: To develop the ETL for building Quantexa Documents from ingesting the raw data, the Engineers need a detailed model design referred to as a Document model. This article provides guidance on how to define such models in readiness for handover to development. Designing Document Model for complex transactional data | Quantexa Community: This article delves into how to design a Document model for varied transactional data. Showing the use of aggregated models and handling different nuances in transactional data through an example. How will the articles help your team and deployment? These articles are helpful for stakeholders who want to have awareness of the design process and what are the next steps after data discovery and Entity-Document model design. For those who want to know how a detailed model can be designed and can follow the guidance to make detailed models for their projects.We are pleased to announce the release of Quantexa 2.8.0
Our latest update is a foundational release that will enable existing and future capabilities in our Decision Intelligence Platform and the solutions we offer. 🔒Log in to see the full release announcement in our member-exclusive area. Follow Release Announcements 🔔+ to get notifications of new content.✨Welcome to the Quantexa Community✨
The Quantexa Community is an online platform where you can connect with other Quantexa users to share best practices, knowledge, and insights. Whether you're a developer looking to share knowledge, a customer or partner who'd like to shape the future of Quantexa's products & services, or a tech enthusiast who'd like to learn more, Quantexa Community can provide support along every step of your journey. Anyone can register for the Quantexa Community and once signed in, you will unlock more content! Check out our tried and tested tips below to help you get started on the Quantexa Community and get involved. Top 5 Community Resources to get started📚 Fill in your profile and set your notification preferences (click your avatar in the top-right of your screen). Add a photo of your choice to earn your first badge 📸 Sign up for a Community Tour or join our monthly Community Connect to learn about all the best Community features. Check out our Topic Guide and choose which Topics you'll subscribe to. Get Rewarded! Explore the badges you can collect to climb the Quantexa Community and win prizes 🏆 Explore the Community Library- where you'll find everything from thought leadership articles to technical documentation and release notes Topics & Groups 🤹♂️ In the Quantexa Community you may have noticed we have Topics & Groups. Topics divide up different areas of interest in the Community. Subscribe to a Topic to stay up to date on related discussions, questions, and events. User Groups bring together groups of Quantexa users and are focused on different Quantexa solutions and industries. They're a great opportunity to meet and discuss with Quantexa users working on similar projects or roles. If you don't see a group for your area or industry, and would like to start one, please reach out to the Community team at community@quantexa.com Say Hello! 👋 Pop a comment in the thread below and introduce yourself to other members of the Quantexa Community. Get recognition for your participation! By getting involved, you can earn points and level up in the Community. For each action you take you'll be awarded points and you will climb the Community leaderboard. This will help you earn badges which are displayed on your profile for the rest of the Community to see.4KViews1like13CommentsExplore the New Search Demo 🔎
Our enhanced Search functionality (aka "Search 2") is here as of version 2.7.7! With a redesigned, entity-focused UI, faster setup, and better performance, it’s built to make using Search better than ever. 💬 We want your feedback! Explore the full release details in the New & Improved Search Functionality release announcement Check out the New Search Demo on the Product Demos page 🔒member exclusive Go to the Search tile under the General Availability tab in the Product Roadmap & Ideas Portal to share your feedback 🔒member exclusive Try out the demo now and see how the new and improved Search can enhance your Quantexa experience.Coming Soon: Your New Quantexa Community Launches Wednesday 21st May!🚀
🚀🚀🚀We’re just about ready to welcome you to the new Quantexa Community, launching on Wednesday, 21st May! 🚀🚀🚀 Here’s what you can expect: ✅ Your existing login will still work – no need to reset your password. 🔗 Bookmarked URLs will continue to work – your saved links will take you right where you need to go. 🛠️ Support remains the same – the team is here if you need anything during or after the move. 🌟 Exciting new features and content – easier navigation, smarter notifications, and more ways to connect. Want to Get Involved? There’s still time to contribute to shaping the new Community: 📝 Sign up for user testing and feedback sessions 💌 Share ideas in the Community Suggestion Box 📊 Keep an eye out for post-launch surveys – your input matters! A reminder of why we're moving… As the Quantexa Community grows, it’s time for us to upgrade to a space that better matches the needs of the Community Members. Our new community platform will offer: 💬Better conversations with improved discussion features 🔔Smarter notifications so you never miss important updates 🎉More events, resources, and ways to get involved ✨We can’t wait for you to explore everything the new space has to offer. Thanks for being part of the Quantexa Community!✨26Views1like0CommentsIntroducing Q Assist:Context-aware Gen AI underpinned by the Quantexa Decision Intelligence Platform
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. 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. 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. 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.185Views1like0CommentsEntity Resolution Configuration & Parsing Health Checks
Entity Resolution (ER) and good Entity quality underpin all Quantexa deployments. The accuracy of Entity configuration and parsing are two areas that impact Entity quality. These articles outline Entity Resolution (ER) health checks and Parsing health checks to be carried out by the development team on deployments. This allows the team to identify, prioritize, and fix any potential underlying issues that could be reducing Entity quality. These checks must be completed as part of the initial deployment, but also periodically over the lifetime of the deployment. New product functionality, and data changing, may mean configuration needs to be changed, or enhanced over time. Topics covered: Entity Resolution Health Checks Pre-requisites Resolver JSON configuration health check steps Perform a comparison to the latest core Resolver JSON configuration Review configured Element exclusion criteria Review configured exclusions for Compounds in the relevant template Compound model health check steps Are all required Compounds being generated in ETL for the relevant Document types? Are Compounds being generated to populate elements required for exclusions in other Compounds? Do the traversals all look sensible? Do you have good coverage of unit tests? Parsing Health Checks Pre-requisites Parsing health check steps Is your deployment using the latest versions of Parsers? Has your deployment applied custom Parsing functions or wrappers? How does your Parsing compare to best practice Parsing? How well are the Parsers performing per source and country? How well-populated are the Parsed fields?
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