@@ -27,25 +27,18 @@ var appversion = 'latest'
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var functionAppSqlPrompt = '''Genereate a valid T-SQL query to find {query} for tables and columns provided below:
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1. Table: Clients
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Columns: ClientId, Client, Email, Occupation, MaritalStatus, Dependents
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2. Table: InvestmentGoals
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Columns: ClientId, InvestmentGoal
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3. Table: Assets
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Columns: ClientId, AssetDate, Investment, ROI, Revenue, AssetType
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4. Table: ClientSummaries
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Columns: ClientId, ClientSummary
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5. Table: InvestmentGoalsDetails
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Columns: ClientId, InvestmentGoal, TargetAmount, Contribution
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6. Table: Retirement
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Columns: ClientId, StatusDate, RetirementGoalProgress, EducationGoalProgress
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7. Table: ClientMeetings
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Columns: ClientId, ConversationId, Title, StartTime, EndTime, Advisor, ClientEmail
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Always use Investment column from Assets table as the value.
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Assets table has snapshots of values by date. Do not add numbers across different dates for total values.
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Do not use client name in filters.
@@ -54,8 +47,7 @@ var functionAppSqlPrompt = '''Genereate a valid T-SQL query to find {query} for
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ALWAYS select Client Name (Column - Client) in the query.
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Query filters are IMPORTANT. Add filters like AssetType, AssetDate, etc. if needed.
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Only return the generated SQL query. Do not return anything else.'''
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var functionAppCallTranscriptSystemPrompt = '''You are an assistant who supports wealth advisors in preparing for client meetings.
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You have access to the client’s past meeting call transcripts, which you can use to provide relevant insights and information.
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Answer questions asked about the clients based on the available transcripts.'''
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