Generative AI (GenAI) has the ability to transform the way we surface and utilize information and Moody’s is pioneering its applications across the financial services landscape. Moody’s Research Assistant is an AI tool that leverages Moody’s extensive data estate creating a powerful, time-saving solution for generating holistic risk insights and accelerating analytical workflows.
The exact insights relevant to your specific workflow have never been more accessible, and crafting an effective prompt that surfaces the information you need in the format best suited for your requirements is a skill that can be quickly learned using the tips below.
Tip #1: Determine your objective
One of the most important steps in crafting a prompt to get the result you want is to understand what workflow or objective you are trying to achieve so you can structure the prompt accordingly.
Moody’s Research Assistant can help you accelerate the following workflows:
- Screening and idea generation
- Thematic research or strategy pivoting
- In-depth credit analysis and monitoring
- Reporting and configured automations
Want to learn more about these workflows? Check out our How Research Assistant can accelerate your workflows blog post.
After you understand the objective, you can get into crafting the prompt.
Here's an example of a prompt with the necessary components highlighted:
Let’s look at tips for these components so you know how to craft an effective prompt for Research Assistant.
Tip #2: Be clear and specific on what data to include
When creating prompts, it's essential to be clear about what you're asking for. Vague requests can lead to less granularity and may not surface the most relevant information.
When crafting a prompt, you should specify the data you want returned and any details around timeframe to generate the most relevant responses.
Let’s look at a real prompt example so you can see the difference between a prompt that is vague and a prompt that provides enough detail.
Rather than:
Write a credit memo on [company]
Try:
Write me a credit memo on [@company] that includes the company description, its peers with their key challenges and key ratings drivers in 3 bullet points each, graph debt/EBITDA over the last 3 years, and include the sector outlook.
Tip #3: The structure of your prompt matters
Structuring your prompt allows Research Assistant to understand not just the task at hand but how you want the information organized and summarized. This is crucial for tasks that involve comparisons or aggregating information from multiple sources.
Specifying the format or deliverable that you expect to receive is particularly important when thinking about how you need to present or analyze the information.
With Moody’s Research Assistant, you can indicate you want the output in the following formats:
- Table
- Chart
- List
- Credit Memo
- SWOT analysis
Let’s look at a real prompt example so you can see the difference between a prompt that doesn’t indicate format and a prompt that does.
Rather than:
Create a SWOT analysis for [company]
Try:
Perform a SWOT analysis for [@company] and its peers in table format
Tip #4 Utilize our built in tools to help ensure consistency between your inputs and the taxonomy on Moodys.com
You can use "@" before regions, company names, sectors or your portfolio names for more accurate results. Simply type “@” and start typing out either a region, company or sector and Research Assistant will suggest a word that matches Moody's taxonomy based on what you are typing.
You can also use the "@" function when inputting a prompt into the Advanced Query workspace to quickly view data and insights on the entities you are tracking in your monitoring portfolio on Moodys.com. To do this, type out your prompt and make sure you use "@" before your portfolio name.
Try it out:
What companies in my [Portfolio Name] increased Debt by more than 25% over last 2 years.
The other tool you can use is the "RA Suggests" button that is located within the text entry box. To use this, type out your prompt and then click "RA Suggests" to have Research Assistant suggest regions or sectors that you might be trying to analyze based on your input.
Tip #5 Understand the difference between the Chat workspace and the Advanced Query workspace
Research Assistant consists of two workspaces, the Chat workspace and the Advanced Query workspace. You can easily determine which workspace to use based on the workflow or objective you are trying to achieve.
Advanced Query
- Use case: Build lists of entities to your specifications and utilize our financial data and ratings to screen, conduct advanced peer comparisons, and identify ratings movements and trends
- Workflow: Screening and Idea generation
Chat
- Use case: Allows you to get real-time answers, analyze macro, sector and issuer factors based on published research that’s available on CreditView
- Workflows:
- Thematic research/strategy pivoting
- In-depth credit analysis & monitoring
Want to understand more about the workflows Research Assistant can help accelerate? Check out our blog post to discover how Research Assistant can help transform your workflows.
Leveraging Moody's Research Assistant can provide an average time savings of up to 30%, and crafting the correct prompts to surface the insights you need is a critical step.
For a more a comprehensive list of prompt examples, access our user guide.
Try out your new prompting knowledge now!
Don’t have access to Research Assistant? Click on the link below.