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Product Case Study · 2026·Product design & RAG evaluation (NextLeap Milestone 1)
RAG Mutual Fund FAQ Chatbot
NextLeap Milestone 1: A retrieval-augmented assistant answering complex mutual fund and SEBI regulatory queries.
RAGVector SearchFintechPrompt Engineering
Live Software Viewport · RAG Mutual Fund FAQ Chatbot
🔒https://rag-mutual-fund-bot.appWorking UI
Product Blueprint & System Architecture
CONCEPTRAG Mutual Fund FAQ Chatbot
Core Specification Artifacts:
Data Model & SchemaValidated entity relationships & API routes.
User Journey MapsFriction analysis & drop-off mitigation.
Evaluation BenchmarksSuccess metrics, risk matrices & guardrails.
Executive Product Breakdown
4-Pillar Spec Summary01 · The Problem
Retail investors struggle to understand 80-page Scheme Information Documents (SIDs) and complex SEBI compliance language.
02 · Product Solution
Architected a RAG pipeline indexing official regulatory filings to answer investor queries with verified source citations.
03 · The PM Call / Trade-off
Implemented strict fallback guardrails: the bot explicitly declines to answer rather than hallucinating financial figures.
04 · Outcome & Impact
Completed NextLeap Milestone 1 with high marks for regulatory risk mitigation and hallucination prevention.