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Financial – Check Recent Transactionsx

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
DateAmountLocationMerchantCategory
2024-06-08$24.95San FranciscoThe Slanted Doorrestaurant
2024-06-12$19.45PhiladelphiaPhilly Taxi Cooptaxicabs
2024-06-12$4.23SeattleAmazonbookstore
2024-06-12$12.33PhiladelphiaMcDonaldsrestaurant
2024-06-12$10.00PhiladelphiaYellowcabtaxicabs
2024-06-12$63.78PhiladelphiaThe Good Placerestaurant
2024-06-13$24.95PhiladelphiaToys and Bookstoy store
2024-06-13$34.95PhiladelphiaThai Royalrestaurant
2024-06-14$245.95PhiladelphiaRegency Hotelhotels
2024-06-14$21.35PhiladelphiaNew Taxi Cooptaxicabs
2024-06-14$24.95San FranciscoNew Cab Cooptaxicabs
2024-06-16$32.95San FranciscoAldo'srestaurant
2024-06-17$2.95San FranciscoSunrise Coffeerestaurant
2024-06-18$456.67SeattleAmazonbookstore

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Financial Chatbot

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