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How to transform your workflows by enhancing your prompts for Moody's Research Assistant

August 19, 2024 5 min read

Moody's recently launched our newest AI innovation, Moody's Research Assistant, which combines Generative AI (GenAI) with Moody's extensive proprietary data to provide you with a powerful, time-saving solution for generating holistic risk insights and accelerating workflows.   

We want to give you a deeper understanding of the best way to generate a prompt so you can leverage this powerful AI tool to accelerate your analysis.   

How to enhance your prompts for Moody's Research Assistant 

The most important step in crafting a prompt 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: 

  1.  Screening and idea generation
  2.  Thematic research or strategy pivoting 
  3.  In-depth credit analysis and monitoring 
  4.  Reporting and communication 
Let’s look at these workflows in a bit more detail: 
Screening and idea generation

Research Assistant can help you quickly identify the opportunities you want to pursue by building a list of entities based on your specific criteria: 

  • Accelerate your initial screening across organizations or rating activities based on your specified criteria  

  • Identify prospective targets using firmographic and demographic information, financials and ratings metrics 

  • Ramp up on a sector quickly with a quantitative overview compiled from across Moody’s Analysts’ research, including medians across a group of entities  

You’ll want to use the Advanced Query workspace in Research Assistant when you are doing any screening and idea generation tasks. Advanced Query will help you build lists of entities with financials and ratings using your specific criteria. 

Thematic research or strategy pivoting 

Understand the wider forces shaping your credit decisions by using Research Assistant to collate in-depth insights and opinions on sector trends and macro research: 

  • Moody’s delivers insights on the events and issues impacting the global credit markets, and with Research Assistant you can stay on top of the key trends and sector dynamics in seconds  

  • Collate macro, sector and rating insights from across Moodys.com with a single prompt to help accelerate your analysis and decision making 

You’ll want to use the Chat workspace in Research Assistant when you are doing any thematic research or strategy pivoting tasks. Chat allows you to get real-time answers based on published research that’s available on CreditView. 

In-depth credit analysis and monitoring 

Conduct fundamental credit analysis with Research Assistant’s ability to highlight entity level credit risks and opportunities across your portfolio in seconds: 

  • Assess the fundamental creditworthiness of an entity by surfacing relevant insights from across multiple reports, financials, research and data sets in one place 

  • Customize peer comparison charts to understand the relative strengths and weaknesses of an entity  

You’ll want to use the Chat workspace in Research Assistant when you are doing any in-depth credit analysis and monitoring tasks. Chat allows you to get real-time answers based on published research, financials and data that’s available on CreditView. 

Reporting and communication 

Research Assistant can help you prepare for different scenarios, whether you need downloadable charts and tables to add into your reports, a briefing note to get decision makers up to speed, or a quick generation of a credit memo. 

Some of Research Assistant’s capabilities include:  

  • Chart/table generation 

  • Credit memo generation 

  • Reports generation  

  • Perform a SWOT analysis 

You’ll want to use the Chat workspace in Research Assistant when asking for these different reporting and communication formats. Advanced Query does not have the ability to build charts, just lists. 

 

Now that we understand the workflows that Moody’s Research Assistant can accelerate, let’s look at an example of how to tailor a prompt based on your intent. 

Let’s explore how you can tailor a prompt to return the information you need based on your intent:

Try it out now on Moodys.com!  Don’t have access to Research Assistant? Click on the link below.

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