Gen AI-Powered Case Data Search

Industry:

Oil & Gas

Region:

AI-Powered Case Data Search Assistant

Technology:

Anthropic Claude LLM, AWS Bedrock, Python, Prompt Engineering

About the Client

A leading U.S.-based provider of natural gas and natural gas liquids (NGL) transportation and storage services, serving a nationwide customer base. Field technicians routinely performed high-risk “hot work” activities such as welding and cutting on storage tanks and pipelines. A Business Process Management (BPM) platform was used to capture case data from field technicians and transmit it to a cloud data warehouse for further investigation and analytics.

The Business Challenge

Back-office teams faced significant challenges in managing field technician manpower:

  • Difficulty in identifying specialized technicians for complex hot work tasks, resulting in project delays.
  • Inefficient allocation of temporary worker agencies, leading to increased operational costs.
  • Reliance on traditional keyword searches through investigation notes, observations, and comments proved ineffective for timely and accurate decision-making.
Solution
  • User Interaction
  • Query Classification
  • Data Retrieval:
    1. Structured Queries: Processed through SQL queries against the Redshift DB.
    2. Vector Queries: Utilize vector embeddings stored in OpenSearch for semantic search.
  • Response Generation
  • Integration with Pega
Benefits

The AI Assistant significantly improved decision-making speed and resource allocation. It enabled back-office teams to analyze case data in minutes instead of hours, leading to faster, more informed technician and agency selections. Additionally, semantic search enhanced technician-job matching, improving work quality, minimizing rework, and fostering more strategic partnerships.

Read The Full Case Study

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