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Calculation creation via Copilot

This chapter describes the process of calculation creation via Copilot, chat-based generative AI interaction tool from Microsoft.


Calculation creation

Copilot function is available on multiple places across the application. We are able to create new calculation from Financing List:

create with copilot.png

Following window is opened where we can enter prompt:

image-20250325-191236.png


To create new Loan you can use following prompts:

  • Create calculation for Relecloud for 100000 EUR and period of 48 months.

  • Create calculation for 100000 EUR and period of 2 years. Customer will be Relecloud.

2nd .png

After confirming data with Generate button, there is displayed following preview of the calculation:

Screenshot 2025-03-25 201624.png

When Keep it, system creates new line in Financing List

3rd.png

It is recommended to use Copilot only when we use single Financing Product.