text-generation

Generate Contextual Financial Questions Effortlessly

25 Apr 2025
Generate Contextual Financial Questions Effortlessly

In the fast-paced world of finance, the ability to quickly generate relevant questions from complex financial texts can streamline decision-making and enhance communication. The "Financial Question Generation" service provides developers with an innovative API that allows for the automatic creation of contextually relevant questions based on financial input text, such as earnings call transcripts. By utilizing advanced parameters, this service not only saves time but also ensures that the generated questions are tailored to the specific nuances of the financial context.

Imagine being able to extract insightful questions from lengthy financial reports or discussions, helping analysts and stakeholders focus on critical aspects without sifting through pages of text. This functionality can be particularly beneficial for financial analysts, business intelligence teams, and customer support representatives who need to engage with complex financial data regularly.

Prerequisites

Before diving into the implementation of the Financial Question Generation API, ensure you have your Cognitive Actions API key and a basic understanding of making API calls.

Generate Financial Questions

The "Generate Financial Questions" action is designed to create insightful questions based on the financial input provided. This operation is particularly useful for transforming dense financial information into engaging inquiries that can drive discussions and analysis.

Input Requirements

To use this action, you need to provide the following parameters:

  • inputText: The financial text from which questions will be generated (e.g., earnings call transcripts).
  • topK: The number of top predictions to consider, with a default of 5 (maximum of 10).
  • topP: A cumulative probability threshold for sampling, with a default of 0.9.
  • temperature: A factor controlling randomness, ranging from 0 to 1 (default is 1).
  • repetitionPenalty: A penalty for repeated phrases to encourage diverse predictions (default is 1).
  • maxGenerationLength: The maximum number of tokens to generate, ranging from 0 to 1000 (default is 600).

Expected Output

The expected output is a set of contextually relevant questions derived from the input text. For example, given a complex discussion about the 5G cycle, the output might include inquiries that delve into the implications of capital expenditures and market conditions.

Example output: "Thank you. Good morning. I just wanted to ask a little bit about the 5G cycle and the headwinds there. So when you think about the CapEx budget, the incremental CapEx to build, the new high-performance monolithics, the increase in the cost of products, it sounds like there's a lot of headwind opportunities there. Do you anticipate any of that being offset by the increased CapEx as you bring more products online?"

import requests
import json

# Replace with your actual Cognitive Actions API key and endpoint
# Ensure your environment securely handles the API key
COGNITIVE_ACTIONS_API_KEY = "YOUR_COGNITIVE_ACTIONS_API_KEY"
# This endpoint URL is hypothetical and should be documented for users
COGNITIVE_ACTIONS_EXECUTE_URL = "https://api.cognitiveactions.com/actions/execute"

action_id = "f85ff58e-8555-4c28-935a-bedfe8d5276e" # Action ID for: Generate Financial Questions

# Construct the exact input payload based on the action's requirements
# This example uses the predefined example_input for this action:
payload = {
  "topK": 5,
  "topP": 0.9,
  "inputText": "And then just qualitatively speaking, if we look at the early phases of the 5G cycle, the CapEx budget, the investments that you've been making, the ramp up of the high-performance monolithics, the increase in the cost of products, it sounds like there's a lot of headwinds there.",
  "temperature": 1,
  "repetitionPenalty": 1,
  "maxGenerationLength": 600
}

headers = {
    "Authorization": f"Bearer {COGNITIVE_ACTIONS_API_KEY}",
    "Content-Type": "application/json",
    # Add any other required headers for the Cognitive Actions API
}

# Prepare the request body for the hypothetical execution endpoint
request_body = {
    "action_id": action_id,
    "inputs": payload
}

print(f"--- Calling Cognitive Action: {action.name or action_id} ---")
print(f"Endpoint: {COGNITIVE_ACTIONS_EXECUTE_URL}")
print(f"Action ID: {action_id}")
print("Payload being sent:")
print(json.dumps(request_body, indent=2))
print("------------------------------------------------")

try:
    response = requests.post(
        COGNITIVE_ACTIONS_EXECUTE_URL,
        headers=headers,
        json=request_body
    )
    response.raise_for_status() # Raise an exception for bad status codes (4xx or 5xx)

    result = response.json()
    print("Action executed successfully. Result:")
    print(json.dumps(result, indent=2))

except requests.exceptions.RequestException as e:
    print(f"Error executing action {action_id}: {e}")
    if e.response is not None:
        print(f"Response status: {e.response.status_code}")
        try:
            print(f"Response body: {e.response.json()}")
        except json.JSONDecodeError:
            print(f"Response body (non-JSON): {e.response.text}")
    print("------------------------------------------------")

Use Cases for this Action

The "Generate Financial Questions" action can be utilized in several scenarios, including:

  • Investor Relations: Crafting questions for earnings calls that address specific concerns or topics raised during discussions.
  • Market Analysis: Generating questions that help analysts probe deeper into financial reports, facilitating more thorough evaluations.
  • Customer Support: Assisting support teams in formulating relevant questions when dealing with client inquiries about financial products or services.
  • Educational Purposes: Helping students and professionals develop critical thinking by generating questions based on financial texts they are studying.

Conclusion

The Financial Question Generation service offers a powerful tool for developers looking to enhance their applications with the ability to automatically generate insightful financial questions. By leveraging this API, businesses can improve communication, facilitate analysis, and drive more engaging discussions around financial topics. To get started, ensure you have your API key and explore how this action can be integrated into your workflows for greater efficiency and insight.

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