- Load and format mutual fund data into retrievable documents. (Each row is converted to a Document object by Langchain)
- Generate numerical vector embeddings for documents using a Hugging Face embedding model. (default model used)
- Load and configure Zephyr-7b-beta LLM with memory-efficient settings. (using 4-bit quantisation for using less gpu memory)
- Define a structured prompt template for LLM input
- Retrieve the top 5 documents most relevant to the query. (by performing semantic similarity search between the document embeddings and query embedding to get the relevant documents and selecting top5)
- Combine retrieval and text generation for answers. ( use the top5 unique relevant documents content to form a context and send it as an input to Zephyr-7b-beta(text-generation) model to generate summary)
- Next is querying and response generation for recommendations
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