Step-by-Step Process Guide Generator for Banking Operations

Added Nov 2025 3 design docs

Banking operations such as loan processing, compliance checks, and customer onboarding involve dozens of steps spread across teams, and new employees typically learn them through fragmented shadowing. A tool that turns a described scenario into a complete, explained workflow gives institutions a scalable way to teach their own processes. The intern builds the generator in python with a streamlit interface. A library of banking workflows is embedded into a vector database, and when a user inputs or uploads a complex scenario, a retrieval-augmented generation pipeline retrieves the most similar existing workflows as scaffolding. Generative AI then produces a step-by-step process guide with a workflow diagram structure and beginner-friendly explanations of each stage: what happens, who is responsible, and what can go wrong. Users can ask follow-up questions about any step, and RAG grounds every answer in the stored workflow content. The design is modular to support team collaboration across ingestion, retrieval, and interface work. The intern learns process modeling, retrieval-grounded content generation, and interactive explanation design, finishing with an ambitious, industry-relevant system that demonstrates deep understanding of banking operations tooling.

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