Smart Investment Research Report Generation System

Abstract

A smart investment research report generation system includes a processor, memory, a data source interface, a report generation engine, a verification engine, a review engine, an analyst review interface, and a release control engine. The data source interface retrieves financial data from at least one internal financial database. The report generation engine generates a draft investment research report based on the financial data. The verification engine compares the values ​​in the draft report with the corresponding financial data. The review engine reviews the generated content. The analyst review interface allows analysts to review the draft report and the verification results. The release control engine controls the approval and release of the draft report. This system improves the efficiency of investment research report generation, the accuracy of numerical data, and the reliability of review.

Claims

1. A smart investment research report generation system, comprising: One processor; A memory module, electrically connected to the processor; The system includes a data source interface electrically connected to the processor for retrieving financial data from at least one internal financial database; wherein the memory stores a report generation engine, a verification engine, a review engine, an analyst review interface, and a release control engine, which are executed by the processor; wherein the report generation engine generates a draft investment research report based on the financial data; wherein the verification engine compares one or more values ​​appearing in the draft investment research report with corresponding financial data retrieved from the at least one internal financial database; wherein the review engine includes a second artificial intelligence model for reviewing the content generated by the report generation engine and performing at least one of the following: content quality assessment, rewriting of low-quality paragraphs, source data comparison, recalculation of derived values, and logical consistency checks; wherein the analyst review interface presents the draft investment research report and verification results to an analyst for review; and wherein the release control engine controls the signing and release of the draft investment research report according to at least one review condition.

2. The intelligent investment research report generation system as described in claim 1, wherein the report generation engine includes a first artificial intelligence model configured to generate the narrative content of the investment research report draft based on the financial data retrieved from the at least one internal financial database.

3. The intelligent investment research report generation system as described in claim 1, wherein the verification engine is configured to assign a verification status to each of the one or more numerical values, wherein the verification status is selected from a group including verified, pending confirmation, and required confirmation.

4. The intelligent investment research report generation system as described in claim 1, wherein the verification engine is configured to recalculate at least one derived financial value appearing in the draft investment research report, and compare the recalculated derived financial value with the corresponding value appearing in the draft investment research report.

5. The intelligent investment research report generation system as described in claim 1, wherein the review engine is configured to rewrite a paragraph when the content quality score of a paragraph in the draft investment research report is lower than a predetermined threshold.

6. The intelligent investment research report generation system as described in claim 1, wherein when at least one value has a required confirmation state, the publication control engine is configured to prevent the publication of the investment research report draft.

7. The intelligent investment research report generation system as described in claim 1, wherein the analyst review interface includes an input area for analysts to input analytical opinions or investment recommendations, and the publication control engine is set to prevent publication when the input area is not yet completed.

8. The intelligent investment research report generation system as described in claim 1 further includes an investment recommendation assistance engine, configured to receive recommendation parameters selected by the analyst and generate recommendation text corresponding to the recommendation parameters for the analyst to review.

9. The intelligent investment research report generation system as described in claim 1 further includes a historical comparison engine configured to compare the current analysis opinion or investment recommendation with at least one previous analysis opinion or investment recommendation, wherein the at least one previous analysis opinion or investment recommendation is associated with the same financial product, and to generate an alert when a difference exceeding a predetermined condition is detected.

10. The intelligent investment research report generation system as described in claim 1 further includes a multi-model collaboration engine, configured to obtain analysis content from multiple artificial intelligence models for the same report topic, compare the differences between the analysis content, extract consensus content and divergent content, and generate an integrated report draft accordingly.

11. The intelligent investment research report generation system as described in claim 1 further includes a compliance confirmation unit configured to require confirmation of multiple compliance statements before the draft investment research report is signed off.

12. The intelligent investment research report generation system as described in claim 1 further includes an export engine configured to export approved investment research reports in at least one format selected from a group including PDF, HTML, presentations, and videos.

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