AI Orchestrator

A Specialized and Secure AI Orchestrator for Swiss Financial Compliance

View the Project on GitHub Digital-AI-Finance/wecan-innosuisse-ai-draft

Onboarding Guide

Start here if you are new to the AI Orchestrator project.

Step 1: Understand the Project

Read these documents in order:

  1. README - Project overview, objectives, and quick start
  2. Overview - Detailed description of the challenge and solution
  3. Project Goals - 8 quantifiable objectives with targets
  4. Project Inventory - Complete specifications and metrics

Step 2: Learn the Structure

Area What It Contains
Work Packages WP1-WP5 breakdown with tasks and deliverables
Milestones MS1-MS5 timeline with GO/NO-GO criteria
Deliverables 19 deliverable templates organized by WP
Architecture Technical system design and components

Step 3: Set Up Your Environment

Follow the Developer Setup Guide to:

  1. Clone the repository
  2. Install Python dependencies (pdfplumber)
  3. Run validation to verify your setup
  4. Explore the data pipeline

Step 4: Understand the Data Pipeline

Review the Data Pipeline documentation to understand how data flows from the PDF application through to the wiki and progress dashboard.

Step 5: Find Your Work Package

If you are… Start with Your WPs
FHGR researcher (NLP/ML) WP2 WP2, WP3
FHGR researcher (validation) WP3 WP3, WP4
FHGR project management WP1 WP1
Wecan developer (CRM) WP4 WP4, WP5
Wecan developer (integration) WP5 WP4, WP5
Wecan data provider WP2 WP2 (dataset annotation)

Step 6: Read the Contributing Guide

The Contributing Guide explains:

Step 7: Your First Task

  1. Check your work package’s current month tasks in GitHub Issues
  2. Issues are formatted as: [M04] FHGR Tasks (8 tasks, 133h)
  3. Find an unassigned task matching your skills
  4. Follow the task completion workflow in the Contributing Guide

Key Resources

Resource Location Purpose
Interactive Wiki web/wiki.html PROJECT/PLAN/APPLICATION views
Progress Dashboard web/progress.html Real-time task tracking
Execution Plans execution/ Month-by-month task details
Glossary Glossary Domain and project term definitions
Tools Reference Tools All scripts and their usage

Role-Specific Paths

For FHGR Researchers

Focus: AI/ML research, model development, scientific validation

  1. Read WP2 (Domain Adaptation) and WP3 (Document Understanding)
  2. Review the model specifications in Project Inventory Section 6
  3. Understand the hallucination baseline (23.5%) and target (14%)
  4. Check OBJ1-OBJ3 and OBJ8 targets that your work validates
  5. Set up Python environment with ML libraries for model training

Key deliverables you own: D2.1, D2.2, D3.1, D3.3, D4.2, D4.3, D5.2, D5.3

For Wecan Developers

Focus: CRM integration, platform deployment, pilot institution support

  1. Read WP4 (Information Fusion) and WP5 (Document Pre-Filling)
  2. Review the CRM systems to integrate: Salesforce, SAP, MS Dynamics, HubSpot, custom platforms
  3. Understand the deployment models in Architecture
  4. Check OBJ4, OBJ5, OBJ7 targets that your work validates
  5. Coordinate with pilot partner institutions for API access

Key deliverables you own: D2.3, D2.4, D3.2, D4.1, D5.1

Communication Channels

Channel Purpose Frequency
Microsoft Teams Daily communication Ongoing
Technical Sync Development coordination Weekly (Thursdays)
Steering Committee Milestone reviews, GO/NO-GO decisions Monthly

Questions?

See also: Developer Setup, Contributing Guide, Tools Reference