Generative AI and ESG KPIs: Technology Reply solution

Technology Reply proposes a solution with Generative AI to facilitate the integration of ESG KPIs, optimizing data analysis and supporting managers in the assessment of environmental and social risks.

Context and Objectives

The need for effective management of ESG (Environmental, Social, Governance) data has become a priority for financial institutions. A major Italian bank requested a solution that would allow the integration of sustainability KPIs within its business operations, with particular attention to risk and data management, and eliminate the need for manual operation.

Technology Reply has responded by developing a tool based on Generative AI technologies, capable of accelerating the process of collecting and analyzing data from financial documents. The main objective is to improve the efficiency and accuracy of decision making by providing key information in an automated manner.


Reply Solution

The solution proposed by Technology Reply is based on a generative AI engine implemented in Azure AI Services, designed to extract ESG KPIs from documents in PDF format, which contain sustainability information. The engine uses advanced database embedding techniques through Azure AI Search with semantic engine to handle large volumes of unstructured data and make them available for quick analysis and searches. The architecture is built using the Langchain and Langgraph libraries for workflow orchestration and integration of different components.

The solution leverages language models available in Azure OpenAI Studio, which can be selected and configured to meet specific customer needs, ensuring flexibility and customization. The Retrieval Augmented Generation (RAG) system implemented through Azure AI Search allows you to enrich the model capabilities with domain-specific knowledge, significantly improving the accuracy and relevance of ESG KPI extractions.

The main features of the solution include:

1. KPI extraction automation: The engine is able to analyze documents, automatically extract relevant information and present KPIs in an intuitive format for managers.
2. Ease of integration: The solution is designed to be easily extensible, with the possibility to add new KPIs and documents.
3. Guided interaction with data: Users can interact with uploaded PDFs, browsing the document and checking the extracted KPIs before certifying them.

Dramatically reduces the time required to collect, analyze and certify ESG KPIs, supporting more agile and informed risk management.

Thanks to its modular architecture and compatibility with the Azure platform, the tool is easily scalable to adapt to new needs and KPIs.

The solution ensures high accuracy in data extraction, with fine-tuning capabilities and a rating system to assess the confidence of the information provided.