Jefferies built Jefferies Data Intelligence (JDI), a conversational analytics platform for equity research analysts powered by Databricks AI/BI Genie.
- •Covers ~3,500 companies globally; analysts needed faster multi-source data synthesis without requiring SQL or data engineering knowledge
- •JDI uses a LangGraph-based multi-agent architecture with tool validation, planning, parallel execution, and synthesis agents
- •Sector shorthand like "fast-casual restaurants" is automatically mapped to governed datasets via domain-specific semantic mappings
- •Multi-source corroboration across foot traffic, app usage, macroeconomic, and survey data increases investment conviction
- •Governance is enforced automatically through Databricks Unity Catalog based on user identity
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