We’ve rolled out two recent updates to the Unique AI Platform that focus on better document organization, clearer references, improved security, and more transparency for admins. Here’s a simple overview of what has changed and how it helps you in your daily work.
You can now move files and folders inside the Knowledge Base:
Reorganize content using drag-and-drop or a Move button
Move multiple files at once using List view
Entire folders (including all subfolders and files) move together
👉 Why it matters: Keeping research, reports, and source documents structured is now faster and more intuitive—especially as your knowledge base grows.
Improved Answer Library viewing
When reviewing answers in the Unique AI Tables:
Clicking a reference opens a side panel
Information is clearly split into Question, Answer, Sources, and Metadata
You can easily copy text or move between references
👉 Why it matters: Reviewing AI-generated answers and their sources is quicker and more transparent—supporting compliance and confidence in outputs.
Better inline references
References are now:
Clickable, not just numbers
Display linked documents or webpages directly
Easy to switch between multiple sources
👉 Why it matters: You can instantly verify where information comes from, without breaking your workflow.
Ingestion analytics per user
Admins can now generate a report showing:
How much content each user has ingested
Number of pages added
Activity over a selected time period
👉 Why it matters: Better visibility into platform usage, supporting governance and capacity planning.
Simpler permission management (Beta)
Access rights are now clearer:
Can view
Can edit
Can manage
👉 Why it matters: Permissions are easier to understand and assign, reducing the risk of incorrect access.
Session timeout for inactive users
Automatic logout after 30 minutes of inactivity
Warning shown 5 minutes before logout
Works consistently across browser tabs
👉 Why it matters: Protects sensitive financial data if a session is left unattended.
Across both releases, we’ve also:
Fixed issues with document highlights and file uploads
Improved hallucination checks in document search and questionnaires
Ensured analytics and usage reporting are accurate
Updated language models to newer, more reliable versions
Introduced Sub-Agents, domain-specific AI agents orchestrated within the Unique AI Platform. Each Sub-Agent is optimized for a specific task, toolset, or business domain, delivering greater precision, scalability, and an improved user experience (read article here).
👉 Why it matters: More reliable results, fewer surprises, and smoother everyday use.
These updates focus on:
Better control over documents
Clearer, more transparent AI answers
Stronger security and governance
Improved usability for both users and admins
All designed to help financial professionals work faster, safer, and with greater confidence on the Unique AI Platform.