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a/dev-ai-app-dev-constructioneng-aiexperience/user-story/user-story.md b/dev-ai-app-dev-constructioneng-aiexperience/user-story/user-story.md index 354755dc9..c6eb2d0db 100644 --- a/dev-ai-app-dev-constructioneng-aiexperience/user-story/user-story.md +++ b/dev-ai-app-dev-constructioneng-aiexperience/user-story/user-story.md @@ -2,7 +2,7 @@ ## Introduction -In this lab, you will step into the role of a **loan officer** using a next-generation loan approval application powered by Oracle AI Database. You will work with real loan applications and see how Generative AI, Vector Search, and Graph analytics replace manual review with faster, AI-driven decision-making. +In this lab, you will step into the role of a **construction procurement officer** using a next-generation construction procurement application powered by Oracle AI Database. You will work with real construction procurements and see how Generative AI, Vector Search, and Graph analytics replace manual review with faster, AI-driven decision-making. **Disclaimer**: Please note that your results may vary. The information provided is generated by OCI Generative AI services, and your outcomes may differ from those presented. @@ -12,7 +12,7 @@ Estimated Time: 30 minutes In this lab, you will: -* Review how the Seer Equities **Loan approval app** incorporates the use of JSON Duality Views, Graph analytics, and other converged database features, all without requiring complex data movement or separate systems. +* Review how the Seer Construction **Construction Procurement app** incorporates the use of JSON Duality Views, Graph analytics, and other converged database features, all without requiring complex data movement or separate systems. ### Prerequisites @@ -26,210 +26,204 @@ This lab assumes you have: ![Click the Start Demo Link](./images/start-demo.png =50%x*) -2. Welcome to Seer Equities! Select **Financial Services** as Industry and **Approval Officer** as role. Enter in a username and click **Login.** +2. Welcome to Seer Construction! Select **Construction Engineering** as Industry and **Construction Procurement Manager** as role. Enter in a username and click **Login.** - ![Login](./images/flogin.png =50%x*) + ![Login](./images/login-coneng.png =50%x*) -3. Welcome to the SeerEquities Loan Management application! Congratulations, you are now connected to the demo environment. You can now execute the different tasks for this Lab. +3. Welcome to the SeerConstruction Procurement Management application! Congratulations, you are now connected to the demo environment. You can now execute the different tasks for this Lab. - ![Homepage](./images/lab102.png =50%x*) + ![Homepage](./images/loggedin-coneng.png =50%x*) -## Task 2: Demo - Customer with strong credit score +## Task 2: Demo - Project with Low Risk Level -In this first example, you will use the application to approve a customer with strong credit score. The first user on your to-do list is James Smith. +In this first example, you will use the application to approve a project with low risk level. The first project on your to-do list is P1001 Downtown Mixed-Use Tower. -1. On the Dashboard page, from the pending review list, select the Customer ID for **James Smith**. +1. On the Dashboard page, from the pending review list, select the Project ID for **1001** Downtown Mixed User Tower. - ![Select James Smith](./images/lab103.png =50%x*) + ![Select Project 1001](./images/review-p1001.png =50%x*) -2. Opening James Smith’s profile reveals his loan application details—name, location, requested amount, debt, and credit score. +2. Opening Downtown Mixed-Use Tower reveals the procurement details - the project ID, project name, location, project phase, required trade, procurement urgency, budget rage, and risk level. - ![James Smith AI generated recommendations](./images/lab104.png =50%x*) + ![P1001 AI generated recommendations](./images/p1001-ai.png =50%x*) -3. At the bottom of James Smith’s profile, you will find the **AI Loan Guru**—a chatbot built on Oracle AI Database and Vector search. When prompted, the system uses **RAG** to generate a response. It converts the question and loan data into embeddings, performs a similarity search, and then uses the **GenAI service** to turn the enriched context into a clear, natural language answer. If the customer calls with a question, you can quickly enter it into the AI Loan Guru to generate a relevant response. +3. At the bottom of Downtown Mixed-Use Tower’s evaluation, you will find the **AI Procurement Guru**—a chatbot built on Oracle AI Database and Vector search. When prompted, the system uses **RAG** to generate a response. It converts the question and procurement data into embeddings, performs a similarity search, and then uses the **GenAI service** to turn the enriched context into a clear, natural language answer. If the customer calls with a question, you can quickly enter it into the AI Procurement Guru to generate a relevant response. - **Copy** the question below into the AI chatbot and press **Enter**. What does the AI Loan Guru recommend? + **Copy** the question below into the AI chatbot and press **Enter**. What does the AI Procurement Guru recommend? ```text - What would be the top 0% down payment loans? + Which project packages are the best fit when the sponsor wants to minimize site-prep work? ``` - ![James Smith chatbot](./images/lab105.png =50%x*) + ![P1001 chatbot](./images/p1001-chatbot.png =50%x*) >💡 In Oracle AI Database, **AI Vector Search** allows you to combine your business data with the Large Language Model (LLM) to reduce hallucinations and get accurate answers from your data. -4. Select the **Navigate To Customer Decisions** button. +4. Select the **Navigate To Project Decisions** button. - ![James Smith Decision](./images/lab106.png =50%x*) + ![P1001 Decision](./images/p1001-to-projectdecision.png =50%x*) - After navigating to the decisions page, the AI evaluation runs in the background. It analyzes James’s profile and matches it against available loan options in the database. A custom AI prompt ensures the system uses only internal data—never the internet. In this case, the AI returns three loan options, each with a clear explanation. All options are displayed alongside the AI’s final recommendation: approval. + After navigating to the decisions page, the AI evaluation runs in the background. It analyzes Downtown Mixed-Use Tower’s evaluation and matches it against top supplier options in the database. A custom AI prompt ensures the system uses only internal data—never the internet. In this case, the AI returns three supplier evaluations, each with a clear explanation. All options are displayed alongside the AI’s final recommendation: approval. -5. In the **Select Final Approved Loan Option** section, the available loan options are displayed. The loan officer can choose to request more information to refine the offer, but for this scenario, we will proceed by selecting one of the suggested loans. +5. 1) In the **Select Supplier Option** section, the available supplier options are displayed. The construction procurement manager can choose to request more information to refine the offer, but for this scenario, we will proceed by selecting one of the suggested suppliers. - ![James Smith Select Final Approved Loan](./images/james-s-decision-page.png =50%x*) + -6. Select the AI-recommended loan labeled as the military veteran loan with the shortest time to close. In this example, that is Loan 26—the only military veteran option shown. + 2) Select the AI-recommended supplier option 7001: Atlas Structural Fabrication due to strong mid-rise steel frame project experience, current AISC and AWS documentation, high on-time delivery rate, and confirmed capacity for the six-week delivery window. >Please note that your results may vary. The information provided is generated by OCI Generative AI services, and your outcomes may differ from those presented. - ![James Smith Select Loan 3](./images/james-smith-select-loan.png =50%x*) + ![ Approved Supplier](./images/p1001-confirm.png =50%x*) -7. Set the final loan status to **Approved**, then click **Confirm Decision** to complete the process. + 3) Set the final project status to **Approved**, then click **Confirm Decision** to complete the process. - The loan status has been updated to 'Approved' and saved to the customer profile. + The status has been updated to 'Approved' and saved to the customer profile. - ![James Smith Save Loan Status](./images/james-smith-save.png =50%x*) + ![ Confirmed Supplier](./images/p1001-confirmed.png =50%x*) 8. Click the **Download Decision PDF** button. - ![James Smith Download Recommendation](./images/james-smith-download.png =50%x*) + ![P1001 Download Recommendation](./images/p1001-pdf.png =50%x*) 9. Click **Download PDF** - ![James Smith Download PDF](./images/james-smith-download-pdf.png =50%x*) + ![P1001 PDF](./images/p1001-openpdf.png =50%x*) -10. Display the message the customer would see by opening the downloaded PDF. - ![Open James Smith PDF](./images/pdf-james-smith.png =50%x*) +10. Display the message the supplier would see by opening the downloaded PDF. + + ![P1001 PDF](./images/p1001-openedpdf.png =50%x*) 11. Click the **Return to Dashboard** button to navigate back to the Dashboard. - ![Return to Dashboard](./images/james-return-dashboard.png =50%x*) + ![Return to Dashboard](./images/p1001-dashboard.png =50%x*) -12. Expand **View Approved Customers**. We can see that James Smith has been removed from the Pending Review Loan Requests list and has been added to the Approved Loan Requests list. +12. Expand **View Approved Projects**. We can see that P1001 Downtown Mixed-Use Tower has been removed from the Pending Projects list and has been added to the Approved Projects list. - ![James Smith Approved List](./images/james-smith-final.png =50%x*) + ![Approved List](./images/p1001-final-approved.png =50%x*) **Conclusion** -Once you select and save one of the 3 loans recommended by the AI: +Once you select and save one of the 3 supplier recommended by the AI: -✅ The customer's loan status is updated. +✅ The project's risk level status is updated. ✅ A finalized PDF decision document is generated. -✅ The dashboard reflects the change in real-time — marking James as Approved. - -Congratulations, you have just approved your first customer loan! Proceed to the next task. +✅ The dashboard reflects the change in real-time — marking P1001 as Approved. -## Task 3: Demo - Denying a customer with high risk -In this example, you will navigate the application to review a customer and deny them as part of the exercise. The second user on your to-do list is James Woods. +Congratulations, you have just approved your first project! Proceed to the next task. -1. On the Dashboard page, from the pending review list, select the Customer ID for **James Woods**. +## Task 3: Demo - Project with High risk level +In this example, you will navigate the projects to review a project and deny them as part of the exercise. The second project on your list is P1003 Harbor Seismic Retrofit. - ![Select James Woods](./images/james-woods-intro.png =50%x*) +1. On the Dashboard page, from the pending review list, select the Project ID **1003**. -2. Opening James Woods’s profile displays his loan application details. Within a few seconds, the AI automatically generates recommendations. In this case, the system evaluates a less favorable profile and identifies key risk factors. + ![Select P1003](./images/select-p1003.png =50%x*) - This customer has: +2. Opening Harbor Seismic Retrofit's project profile displays the project snapshot details. Within a few seconds, the AI automatically generates recommendations. In this case, the system evaluates a less favorable profile and identifies risk score. - * **$5000 in income** - * A **low credit score** - * And is requesting a **high loan amount** + This project has overall risk score 9/10 High Risk Despite the risk factors, the AI evaluates the profile and suggests next steps. In this case, it recommends a denial—but also provides clear, actionable guidance to help the customer improve their chances of approval in the future. - ![James Woods AI generated recommendations](./images/lab132.png =50%x*) + ![Harbor Seismic Retrofit AI generated recommendations](./images/p1003-profile.png =50%x*) -3. Select the **Navigate to Customer Decisions** button. +3. Select the **Navigate to Project Decisions** button. - ![James Woods Decision](./images/lab133.png =50%x*) + ![P1003 Decision](./images/p1003-projectdecisions.png =50%x*) >⁉️ **What is the reason that the AI decided to deny this applicant?** ⁉️ -4. Expand **Interactive Graph: Client-Loan Relationships** to view the graph. +4. Expand **Interactive Graph: Project, Supplier Recommendation & Risk** to view the graph. - ![James Woods Graph](./images/james-woods-graph.png =50%x*) + ![P1003 Open Graph](./images/p1003-opengraph.png =50%x*) - On the decision page, the loan officer can use **Operational Property Graph** to explore near-approval loan scenarios. + On the decision page, the construction procurement manager can use **Operational Property Graph** to explore near-approval projects and suppliers. - ![James Woods Graph](./images/james-woods-graph3.png =50%x*) + ![P1003 Graph](./images/p1003-graph.png =50%x*) - This graph reveals that while James Woods was denied for his requested loan, he is close to qualifying for a different product. Instead of a hard stop (“Denied – end of story”), the graph highlights a path forward + This graph reveals that while the recommended supplier, Coastal Retrofit Metals, was denied for the Harbor Seismic Retrofit project, the decision is not yet final. Instead of presenting a simple “Denied” outcome, the graph shows the complete decision context by connecting the project to its requirements, the matched supplier, the denial recommendation, the associated high-risk assessment, and the current Pending Review evaluation. This provides decision-makers with a clear view of why the recommendation was denied and where the project stands in the approval process, enabling a more informed final decision rather than a hard stop. >💡 In Oracle AI Database, **Property Graph** allows you to treat your data like a network of connected points, where each point (called a node) and each link (called an edge) has its own details or properties. This setup helps you run graph analytics, like finding important connections or patterns, directly within the database. -5. The loan status is set to **Denied**. Click the **Confirm decision** button. +5. The project status is set to **Denied**. Click the **Confirm decision** button. - The loan status has been updated to 'Denied' and saved to the customer profile. + The project status has been updated to 'Denied' and saved to the project profile. - ![James Woods Save Loan Status](./images/woods-decision1.png =50%x*) + ![P1003 Save Project Status](./images/p1003-deny.png =50%x*) -6. Press the **Download Decision PDF** button to save the AI responses and proceed to the final loan disposition. +6. Press the **Download Decision PDF** button to save the AI responses and proceed to the final disposition. - ![James Woods PDF](./images/woods-decision2.png =50%x*) + ![P1003 PDF](./images/p1003-download.png =50%x*) 7. Click the **Download PDF** button. - ![James Woods Download Recommendation](./images/james-woods-download.png =50%x*) + ![P1003 Download Recommendation](./images/p1003-download2.png =50%x*) -8. Display the message the customer would see by opening the downloaded PDF. +8. Display the message the supplier would see by opening the downloaded PDF. - ![Open James Woods PDF](./images/jameswoodsnotice.png =50%x*) + ![Open P1003 PDF](./images/p1003-pdf.png =50%x*) 9. Click the **Return to Dashboard** button to navigate back to the Dashboard. - ![Return to Dashboard](./images/woods-decision2.png =50%x*) + ![Return to Dashboard](./images/p1003-dashboard.png =50%x*) -10. Expand **View Denied Customers**. You will see that James Woods has been moved from the **Pending Review Loan Requests** list to the **Denied Loan Requests** section. +10. Expand **View Denied Projects**. You will see that P1003 Harbor Seismic Retrofit has been moved from the **Pending Projects** list to the **Denied Projects** section. - ![James Woods Denied List](./images/woods-decision3.png =50%x*) + ![Denied List](./images/p1003-denied.png =50%x*) **Conclusion** Congratulations, you have finished reviewing a customer with high financial risk! Proceed to the next task. -## Task 4: Demo - Update customer details +## Task 4: Demo - Update Customer Details -Lastly, let’s explore how the system uses JSON Duality Views to handle profile updates. In this task, you will edit a customer’s details. In this example, the customer was asked to submit updated proof of income. +Lastly, let’s explore how the system uses JSON Duality Views to handle profile updates. In this task, you will edit a project's details. In this example, the project was asked to submit an updated Construction Supplier Evaluation. -1. On the Dashboard page, from the **Pending Review Loan Requests** list, select the customer ID for **Alex Anderson**. +1. On the Dashboard page, from the **Pending Projects** list, select the project ID for **1004**. - ![Select Alex Anderson](./images/alex-anderson-intro.png =50%x*) + ![Select P1004](./images/p1004-review.png =50%x*) -2. We will upload a document to update Alex's income. Before uploading the document, note that the customer’s income is currently listed as $25,000. On the Customer Details page, click the **Upload Document** button. +2. We will upload a document to update North Campus Lab Expansion's project budget. Before uploading the document, note that the project's budget is currently listed as $1.1-1.6M. On the Project Details page, click the **Upload Document** button. - ![Upload Document](./images/anderson-25k.png =50%x*) + ![Upload Document](./images/p1004-uploaddoc.png =50%x*) 3. The PDF file has been loaded. Click the **Process PDF** button. - ![Click Process Selected PDF](./images/upload-anderson.png =50%x*) + ![Click Process Selected PDF](./images/p1004-processdoc.png =50%x*) >💡 **JSON Duality Views** let's you update unstructured data in an easy, high-level format while automatically handling the technical details behind the scenes. This makes it faster and simpler to work with messy data and connect it to structured systems. -4. The customer profile has been updated. - - ![Customer Profile Updated](./images/upload-anderson2.png) +4. The project profile has been updated. Refresh the page and note that the budget has been updated to $3.0-3.5M. Thanks to JSON Transform and JSON Duality Views, only the relevant field is modified — leaving the rest of the profile UNTOUCHED. -5. Refresh the page and note that the income has been updated to $65,000. Thanks to JSON Transform and JSON Duality Views, only the relevant field is modified — leaving the rest of the profile UNTOUCHED. + ![Project Profile Updated](./images/p1004-uploadedpdf2.png) - ![Customer Profile Updated](./images/anderson-65k.png) **Conclusion** Once the document is uploaded: -✅ The system automatically detects the new income data. +✅ The system automatically detects the new budget data. -✅ Then their profile will be updated from $25,000 to $65,000. +✅ Then their project will be updated from $1.1-1.6M to $3.0-3.5M. ✅ And thanks to JSON Transform and JSON Duality Views, only the relevant field is modified — leaving the rest of the profile UNTOUCHED. ## Summary -In conclusion our Loan Management App was able to leverage Oracle AI Database technologies such as **AI Vector Search, Property Graph, and JSON Duality Views** to: +In conclusion our Construction Procurement App was able to leverage Oracle AI Database technologies such as **AI Vector Search, Property Graph, and JSON Duality Views** to: ✅ Automate profile evaluations -✅ Provide AI-driven loan recommendations by using an RAG model powered by a Oracle AI Database's AI Vector Search and OCI Generative AI service +✅ Provide AI-driven procurement recommendations by using an RAG model powered by a Oracle AI Database's AI Vector Search and OCI Generative AI service ✅ Enable seamless profile updates with JSON Duality Views -✅ Empower loan officers with actionable insights through Operational Property Graphs +✅ Empower construction procurement officers with actionable insights through Operational Property Graphs By combining these advanced tools, the application enables faster, smarter decisions and delivers clear guidance on how customers can improve their eligibility. @@ -242,4 +236,4 @@ By combining these advanced tools, the application enables faster, smarter decis ## Acknowledgements * **Authors** - Linda Foinding, Francis Regalado * **Contributors** - Eddie Ambler, Ramona Magadan, Mark Nelson, Andy Tael, Anders Swanson, Rahul Tasker -* **Last Updated By/Date** - Linda Foinding, September 2025 \ No newline at end of file +* **Last Updated By/Date** - Taylor Zheng, Uma Kumar, Deion Locklear, Daniet Hart, July 2026 \ No newline at end of file