Documentation / AI Assistant — Scenario Analysis & Regulatory Queries

AI Assistant — Scenario Analysis & Regulatory Queries

Conversational AI assistant for scenario analysis, risk factor questions, regulatory document queries, and @mention-based context targeting.

Table of Contents

Overview

The AI Assistant is your conversational companion for exploring scenarios, understanding risk factors, and getting instant answers about your stress testing results. It's available from any page in the application and understands the full context of your scenarios and data.

Opening the Assistant

You can open the AI Assistant in two ways:

Click the chat button in the bottom-right corner of any page
Use the keyboard shortcut Cmd+K (Mac) or Ctrl+K (Windows)

The assistant opens in a sidebar panel so you can keep your current view visible while chatting.

What to Ask

The AI Assistant can help with a wide range of questions:

Scenario analysis — "What are the largest shocks in my latest scenario?" or "Why did the AI assign a -25% shock to equities?"
Risk factor questions — "Explain why volatility tends to increase when stock markets decline" or "What risk factors are in the Interest Rates category?"
Comparisons — "Compare the Treasury yield shocks across my last 3 scenarios" or "How does this scenario differ from the baseline?"
Regulatory guidance — "What does DFAST require for credit spread stress testing?" or "What risk factors does the Fed supervisory stress test require?"
General help — "How do I create a new scenario?" or "What data sources are available?"

Using @Mentions

You can reference specific items in your messages using @mentions. This helps the AI focus on exactly what you're asking about:

What to Reference	How to Type It	Example
A scenario	@scenario:name	"Summarize @scenario:Rate Hike 2025"
A risk factor	@factor:ticker	"What drives @factor:SP500 in this scenario?"
A regulatory folder	@folder:name	"What does @folder:DFAST 2025 say about credit risk?"

When you type @, an autocomplete dropdown appears with suggestions. Use arrow keys to navigate and Enter to select.

Note

The @folder: mention type is available on paid tiers. It lets you reference specific regulatory document folders for targeted guidance.

Automated Actions

Beyond answering questions, the AI Assistant can perform actions on your behalf. When it needs to look up data or run an analysis, you'll see a brief progress indicator followed by the results. Actions include:

Looking up current market data for specific risk factors
Querying regulatory documents for relevant guidance
Searching your scenario history for relevant comparisons
Generating summary statistics across multiple scenarios

Tips for Better Results

Be specific — Mention the scenario name or risk factor you're interested in for more targeted answers.
Use @mentions — They give the AI structured context, leading to more accurate and relevant responses.
Ask follow-ups — The assistant remembers conversation context, so you can drill down into specific topics.
Use Shift+Enter — For multi-line questions that benefit from structured formatting.

Tip

The AI Assistant works best when you're on a specific scenario page — it automatically picks up context about the scenario you're viewing, so you can ask questions like "Why is the VIX shock so high?" without specifying which scenario you mean.