wehub-resource-sync
189 lines
8.0 KiB
Python
189 lines
8.0 KiB
Python
import asyncio
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import parlant.sdk as p
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from dotenv import load_dotenv
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load_dotenv()
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@p.tool
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async def check_eligibility(context: p.ToolContext, credit_score: int, income: float, loan_amount: float) -> p.ToolResult:
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"""
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Checks if the customer meets the basic qualification criteria for a loan.
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"""
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# Simulate a business logic check for eligibility
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if credit_score >= 680 and income >= 50000 and loan_amount <= 500000:
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return p.ToolResult(data={"is_eligible": True})
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else:
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# Provide reason for ineligibility
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reason = "insufficient credit score" if credit_score < 680 else "income criteria does not meet the requirements"
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return p.ToolResult(data={"is_eligible": False, "reason": reason})
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@p.tool
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async def process_documents(context: p.ToolContext, document_list: list) -> p.ToolResult:
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"""
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Simulates a service that processes and validates uploaded documents.
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"""
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# Simulate document processing and validation logic
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# We add a condition to simulate a document failing the validation
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if "tax_returns.pdf" in document_list and "pay_stubs.pdf" in document_list:
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# Assume one document is found to be inaccurate, a common real-world scenario
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if "inaccurate_info" in document_list:
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return p.ToolResult(data={"documents_processed": False, "reason": "inaccurate information"})
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else:
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return p.ToolResult(data={"documents_processed": True})
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else:
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# Case for when the expected documents are not provided
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return p.ToolResult(data={"documents_processed": False, "reason": "missing documents"})
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@p.tool
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async def get_current_rates(context: p.ToolContext, zip_code: str) -> p.ToolResult:
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"""
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Fetches the current loan interest rates based on the customer's location.
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"""
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# Simulate an API call to get dynamic rates
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return p.ToolResult(data={"rates": {"30-year-fixed": "6.2%", "15-year-fixed": "5.8%"}})
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@p.tool
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async def get_loan_types(context: p.ToolContext) -> p.ToolResult:
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"""
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Provides a list of available loan types.
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"""
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return p.ToolResult(data=["Home Loan", "Personal Loan", "Auto Loan", "Mortgage", "Refinancing"])
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async def add_domain_glossary(agent: p.Agent) -> None:
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"""
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Adds domain-specific terminology to align the agent's understanding with
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financial services concepts and brand voice.
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"""
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await agent.create_term(
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name="Customer Care Phone Number",
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description="The direct line for human assistance, at +1-234-567-8900",
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)
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await agent.create_term(
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name="Loan Specialist",
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description="A specific term to use when referring to human experts who handle loan applications.",
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)
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await agent.create_term(
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name="Loan Operations",
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description="The official department name to refer to in legal disclaimers.",
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)
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await agent.create_term(
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name="Online Portal",
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description="The online platform where customers can manage their application and upload documents manually."
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)
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# Define financial concepts to prevent misinformation
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await agent.create_term(name="APR", description="Annual Percentage Rate")
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await agent.create_term(name="LTV", description="Loan-to-Value ratio")
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await agent.create_term(name="Loan Qualification", description="A preliminary estimate, not a guaranteed loan")
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async def create_loan_journey(agent: p.Agent) -> p.Journey:
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"""
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Defines the structured, multi-step journey for loan approval.
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"""
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journey = await agent.create_journey(
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title="Loan Approval",
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description="Guides a potential borrower through a two-stage loan approval process.",
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conditions=["The customer asks about loans or related financial services"],
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)
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# Ask the customer what type of loan they are interested in
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t0 = await journey.initial_state.transition_to(
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chat_state="Determine the type of loan user is interested in"
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)
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# Collect initial details from the user
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t1 = await t0.target.transition_to(
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chat_state="Ask them to provide their credit score, annual income, and the desired loan amount",
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condition="The customer specified the type of loan",
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)
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# Use a tool to check basic credit eligibility
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t2 = await t1.target.transition_to(tool_state=check_eligibility)
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# Handle the path for initial credit ineligibility
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t3_credit_ineligible = await t2.target.transition_to(
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chat_state="Inform them that they are not qualified for the loan and ask them if they are interested in other types of loans",
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condition="The customer is not eligible for the loan",
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)
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await t3_credit_ineligible.target.transition_to(state=p.END_JOURNEY)
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# Else continue this path: request and process documents
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t3_request_docs = await t2.target.transition_to(
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chat_state="Inform them that they meet the initial criteria and ask them to provide their tax returns and recent pay stubs",
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condition="The customer is eligible for the loan",
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)
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# Process the documents using a tool
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t4_process_docs = await t3_request_docs.target.transition_to(tool_state=process_documents)
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# Handle the path for document ineligibility
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t5_docs_ineligible = await t4_process_docs.target.transition_to(
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chat_state="Ask them to use our Online Portal to submit their documents, or contact a Loan Specialist at our Customer Care Phone Number for assistance",
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condition="The documents are either invalid, missing or not uploaded correctly",
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)
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await t5_docs_ineligible.target.transition_to(state=p.END_JOURNEY)
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# Else continue this path: success and hand-off to human
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t5_final_eligible = await t4_process_docs.target.transition_to(
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chat_state="Inform them that their application has been approved and a Loan Specialist will review their information and contact them shortly",
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condition="Documents are successfully uploaded",
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)
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# End the journey
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await t5_final_eligible.target.transition_to(state=p.END_JOURNEY)
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# Create additional guidelines for the journey
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await journey.create_guideline(
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condition="The customer asks about the types of loans we offer.",
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action="Call the get_loan_types tool and provide the list of loan types we offer.",
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tools=[get_loan_types]
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)
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return journey
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async def main() -> None:
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"""
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The main function to initialize and configure the Parlant agent.
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"""
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async with p.Server(session_store="local") as server:
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agent = await server.create_agent(
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name="Financial Services Agent",
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description="A compliance-driven agent that helps customers with loan approval.",
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)
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# Add foundational components
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await add_domain_glossary(agent)
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await agent.create_canned_response(
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template="Hello! My name is {{generative.agent_name}}. I am here to assist you with the loan approval process."
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)
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loan_approval_journey = await create_loan_journey(agent)
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# Implement guidelines for behavioral control
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await agent.create_guideline(
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condition="The customer asks about current loan interest rates.",
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action="Call the get_current_rates tool and provide the current rates for the customer's zip code.",
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tools=[get_current_rates],
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)
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await agent.create_guideline(
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condition="The customer asks for legal or financial advice",
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action="State that you cannot provide financial or legal advice and recommend a licensed professional.",
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)
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await agent.create_guideline(
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condition="The customer asks about something that has nothing to do with financial services.",
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action="Kindly tell them you cannot assist with off-topic inquiries - do not engage with their request.",
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)
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await agent.create_guideline(
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condition="The customer asks for contact information for human support.",
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action="Provide the Customer Care Phone Number and tell them a Loan Specialist can assist them.",
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)
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if __name__ == "__main__":
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asyncio.run(main()) |