Financial Services Demo Bot
This is a demo bot for financial services.
To install the dependencies:
Run:
pip install -r requirements.txt
To run the bot:
Use rasa train
to train a model.
Then, to run, first set up your action server in one terminal window:
rasa run actions
In another window, run the duckling server (for entity extraction):
docker run -p 8000:8000 rasa/duckling
Then to talk to the bot, run:
rasa shell --debug
Note that --debug
mode will produce a lot of output meant to help you understand how the bot is working
under the hood. To simply talk to the bot, you can remove this flag.
Overview of the files
data/core.md
- contains stories
data/nlu.md
- contains NLU training data
actions.py
- contains custom action/api code
domain.yml
- the domain file, including bot response templates
config.yml
- training configurations for the NLU pipeline and policy ensemble
tests/e2e.md
- end-to-end test stories
Things you can ask the bot
The bot currently has five skills. You can ask it to:
- Transfer money to another person
- Check your earning or spending history (with a specific vendor or overall)
- Answer a question about transfer charges
- Pay a credit card bill
- Tell you your account balance
It also has a limited ability to switch skills mid-transaction and then return to the transaction at hand.
For the purposes of illustration, the bot recognises the following fictional credit card accounts:
gringots
justice bank
credit all
iron bank
It recognises the following payment amounts (besides actual currency amounts):
minimum balance
current balance
It recognises the following vendors (for spending history):
Starbucks
Amazon
Target
You can change any of these by modifying actions.py
and the corresponding NLU data.