Deliver insights faster with smarter AI workflows, deeper data access, and improved usability across Generative Search and financial analysis tools.
Highlights
- Generative Search Improvements — Prompt Assist for faster query creation, access to Shareholder Data, improved search history ordering, and expanded model options in the Model Selector.
- Improved Table Explorer — Verify data instantly with source-linked audit views.
- One-Click Slide Creation — Build first draft of slides directly from Generative Search.
Full Details
Key Improvements to Generative Search
- Enhanced Prompting: The "Enhance Prompt" capability, previously available in Custom Agents, is now in Generative Search as well, helping you create better queries with less manual effort.
- Search History Reordering: Thread history now sorts by most recent interaction, providing faster access to active work.
- Shareholder Data: Institutional Shareholder data is now available in Generative Search, providing clear views of ownership and activity trends over time.
- New Models: Four new models are now available in the Model Selector: Gemini 3.1 Pro, Sonnet 4.6, Opus 4.6, and GPT 5.2.
Why It Matters
- Create more effective search prompts quickly, leading to more relevant results.
- Quickly find and resume your most recent Generative Search activity.
- Access institutional shareholder data directly within your Generative Search workflows for faster, more informed analysis.
- Access the latest AI models for optimal results.
Improved Table Explorer
What’s New
- View source documents alongside tables for instant audit verification.
- Improved the accuracy of 8K quarter tagging on headers and panels.
- Navigate directly to tables with improved linking and tagging accuracy.
Why It Matters
- Provides immediate verification and confidence in the data.
- Improves efficiency in locating key data within financial documents.
One-Click Slide Creation
What’s New
- Leverage the ‘Build Slide’ button at the end of any Generative Search response to create first draft slides that you can export directly to pptx.
- Slides now support tables and charts, enabling more structured, presentation-ready content directly from Generative Search.
- Improvements in our model now allow for more rich formatting, making for more visually impactful slides.
Why It Matters
- Spend less time copying and pasting insights into deliverables.
- Validate insights with clear, source-backed citations.
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