Systems and methods for searching and summarizing financial related documents, and user interface for displaying the same

A system for using one or more artificial-intelligence models to summarize insights across one or more financial documents, the system comprising:

• a memory storing instructions to be executed by one or more hardware processors;
• and
• one or more hardware processors configured to execute the instructions stored in the memory, wherein the instructions, when executed by the one or more hardware processors, cause the system to:
• receive a first natural-language prompt, wherein the first natural-language prompt is based on input from a user at a remote computing device;
• use a workflow agent to generate a plan for responding to the first natural-language prompt, wherein the plan comprises a plurality of sub-tasks for execution to generate a response to the first natural-language prompt;
• use a first large-language model (“LLM”) on the received first natural-language prompt to generate a plurality of sub-prompts to use to execute the plurality of sub-tasks to generate the response to the first natural-language prompt, wherein each of the sub-prompts corresponds to one or more of the sub-tasks;
• execute one or more searches of one or more datastores based on the one or more sub-prompts, wherein each of the one or more searches identifies a respective plurality of relevant documents based on identified snippets of text within each respective relevant document, and wherein the workflow agent determines, based on the first natural-language prompt, whether to use a single search, a parallel plan, or a sequential plan to execute the one or more searches;
• use one or more LLMs to generate a response to each of the one or more sub-prompts, wherein each response to the one or more sub-prompts is based on at least some of the respective plurality of relevant documents identified by the search based on the respective sub-prompt;
• and
• in response to completion of the plurality of sub-tasks, generate the response to the first natural-language prompt based on the generated responses to the sub-prompts, wherein the response includes at least one LLM-generated summary and one or more citations to the relevant documents used to generate the response.