PersonaFin AI's Mapping Engine: The Foundation of Hyper-Personalization
The Mapping Engine is a critical part of the PersonaFin AI personalization system, seamlessly connecting key data sources—Financial Market Knowledge, User Behaviors, and Content. By consistently mapping all data back to a unified identifier for each financial instrument, the Mapping Engine ensures that every insight provided is accurate and personalized. This setup is essential before the hyper-personalization process can begin, making the Mapping Engine foundational to the PersonaFin AI solution.
How the Mapping Engine Works
The Mapping Engine powers PersonaFin’s personalization capabilities by integrating data from diverse sources and mapping them to customer-specific identifiers. This process ensures consistency across the platform.
Mapping Knowledge to Customer Identifiers: The Mapping Engine leverages the Financial Market Knowledge Graph to automatically map standard financial identifiers such as ISIN, CIK, or ticker symbols to the correct financial instruments. This guarantees that all content and data are consistently standardized.
Support for Proprietary Identifiers: For organizations using proprietary symbols or internal identifiers, the Mapping Engine integrates these custom identifiers during setup. This ensures that all customer-specific data is aligned and ready for use before the personalization process begins.
Why the Mapping Engine is Critical to Hyper-Personalization
Unified Data Standardization:
Hyper-personalization depends on unifying data from diverse sources. The Mapping Engine ensures that all incoming data—whether from Financial Market Knowledge, user behaviors, or content—is standardized and mapped to customer-specific identifiers. This provides a consistent and seamless experience for every user.
Integrated Setup Process:
The Mapping Engine must be set up as part of the PersonaFin AI solution before personalization can begin. It ensures that your organization’s data is mapped correctly and ready for hyper-personalized insights.
Full Control via APIs:
PersonaFin allows customers to manage their instance of the Mapping Engine through APIs. This flexibility enables organizations to review, update, and control mappings as needed, ensuring that the personalization process remains aligned with their evolving internal systems.
