Domain: FinTech                                                  Function: AI Engineering

FinSolve Technologies, is a leading FinTech company providing innovative financial solutions and services to individuals, businesses, and enterprises.

Recently, teams have been facing delays in communication and difficulty accessing the right data at the right time, which has led to inefficiencies. These delays and data silos between different departments like Finance, Marketing, HR, and C-Level Executives have created roadblocks in decision-making, strategic planning, and project execution.

To address these challenges, Tony Sharma, the company’s Chief Innovation Officer, has launched a new project focusing on digital transformation through AI. He has reached out to Peter Pandey, an AI Engineer, who is ready to apply his recent learnings.

Tony proposed developing a role-based access control (RBAC) chatbot to reduce communication delays, address data access barriers, and offer secure, department-specific insights on demand. The aim is to design a chatbot that enables different teams to access role-specific data while maintaining secure access for Finance, Marketing, HR, C-Level Executives, and Employees.

Task:
Imagine yourself as Peter Pandey and develop a RAG-based role-based access control system for the chatbot, ensuring each user receives the correct data based on their role. The chatbot should process queries, retrieve data, and generate context-rich responses.

Roles and Permissions:

• Finance Team: Access to financial reports, marketing expenses, equipment costs, reimbursements, etc.
• Marketing Team: Access to campaign performance data, customer feedback, and sales metrics.
• HR Team: Access employee data, attendance records, payroll, and performance reviews.
• Engineering Department: Access to technical architecture, development processes, and operational guidelines.
• C-Level Executives: Full access to all company data.
• Employee Level: Access only to general company information such as policies, events, and FAQs.
  
  

Key Requirements:

• Authentication and Role Assignment: The chatbot should authenticate users and assign them their roles.
• Data Handling: Respond to queries based on the corresponding department data (Finance, Marketing, HR, General), also providing reference to the source document.
• NLP: Process and understand natural language queries.
• Role-Based Access Control: Ensure role-based data access.
•  RAG: Retrieve data, augment it with context, and generate a clear, insightful response.
  
  

Tech Stack:

1. Python: Core programming language
2. FastAPI: Backend framework for the server
3. GPT-3/4, Llama or any LLM: Response generation
4. Vector Store (Qdrant, Chroma, Pinecone or any other): Document search and retrieval
5. Streamlit: Chatbot UI

Note: You're free to use any additional tools or technologies that enhance your solution.

Resources Provided:

• Data
• Metadata
• Starter GitHub Repo (Fork this repository to start your project!)
  

Note:

1. We recommend you create a video presentation of 15 minutes or less for the business stakeholders. Additionally, make a LinkedIn post that includes relevant links, your video presentation, and a reflection on your experience while working on this challenge.
2. You can check out sample presentations to gain some inspiration: Sample Presentation
3. Please see the detailed evaluation criteria, which are provided in the document “evaluation criteria”.
4. Submit your post link on the resume project challenge page of Codebasics. If the post link is not submitted before the deadline, we won't be able to consider it.

     All the best from Team Codebasics! 🫡

     Feel free to reach out at Discord server for any support: Discord Link 

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