Financial – Check Recent Transactions

Task Instructions

  1. Your bank has a new Gen AI chatbot that can answer questions about your recent transactions.
  2. The bank has a list of the things the Bot can do.
  3. You decide to see how well the bot performs
  4. Use the details in the ‘information’ section to complete the task
  • Name: Kerry Robinson
  • Last 4 SSN: 7894
  • Address: 123 Main Street
  • Zip Code: 12345
  • City/State: Anytown, NY
  • Phone number: 555-123-4567
Recent Transactions
2024-07-05$24.95San FranciscoThe Slanted Doorrestaurant
2024-07-09$19.45PhiladelphiaPhilly Taxi Cooptaxicabs
2024-07-09$63.78PhiladelphiaThe Good Placerestaurant
2024-07-10$24.95PhiladelphiaToys and Bookstoy store
2024-07-10$34.95PhiladelphiaThai Royalrestaurant
2024-07-11$245.95PhiladelphiaRegency Hotelhotels
2024-07-11$21.35PhiladelphiaNew Taxi Cooptaxicabs
2024-07-11$24.95San FranciscoNew Cab Cooptaxicabs
2024-07-13$32.95San FranciscoAldo'srestaurant
2024-07-14$2.95San FranciscoSunrise Coffeerestaurant

Waterfield Tech

Financial Chatbot

Other things to try out...
  • How much did I spend [in location], [on category], [with merchant], [between date range]
  • How many transactions over [amount]?
  • How have I spent [overall / with certain exclusions]