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
Information
  • 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
Date Amount Location Merchant Category
21/02/2024 $24.95 San Francisco The Slanted Door restaurant
25/02/2024 $19.45 Philadelphia Philly Taxi Coop taxicabs
25/02/2024 $4.23 Seattle Amazon bookstore
25/02/2024 $12.33 Philadelphia McDonalds restaurant
25/02/2024 $10.00 Philadelphia Yellowcab taxicabs
25/02/2024 $63.78 Philadelphia The Good Place restaurant
26/02/2024 $24.95 Philadelphia Toys & Books toy store
26/02/2024 $34.95 Philadelphia Thai Royal restaurant
27/02/2024 $245.95 Philadelphia Regency Hotel hotels
27/02/2024 $21.35 Philadelphia New Taxi Coop taxicabs
27/02/2024 $24.95 San Francisco New Cab Coop taxicabs
29/02/2024 $32.95 San Francisco Aldo's restaurant
01/03/2024 $2.95 San Francisco Sunrise Coffee restaurant
02/03/2024 $456.67 Seattle Amazon bookstore

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]

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