Memory for accounting firms

You are building an assistant that helps your staff answer client questions about who requested what and which deadline applies. Each client contact or client company is one user. Each recalled memory comes with its sources, so your staff can see the email or note behind an answer.

• Dated facts keep answers current. A filing deadline or fee agreement changes over time. A changed value with a newer timestamp becomes the current value, and the earlier value stays answerable by date.
• Sources keep answers checkable. Every recalled memory lists its sources, with source id, date and label. Your staff can open the original email or note.
• Scope keeps clients separate. Each person's memory is separate from every other person's memory.

• A Memory API at https://api.harny.ai/v1/memory for writing and reading each client's memory from your server.
• Dated memory, so a changed value with a newer timestamp becomes the current value.
• As-of recall with queryTimestamp, so you can ask what was true on a given date.
• Deletion by source or by person, so you can remove a superseded document or erase a client's data on request.

• Recall which documents a client was asked for, from the emails and notes you sent in, with the source of each.
• Answer what the current filing deadline is for a client, with the source that set it.
• Show the engagement scope and fee agreement as of a chosen date.
• Pull the dated history of an open request so a staff member can write the reminder to the client contact.

1. Create an app with the Memory API and keep the app key (fsa_) on your server, never in a browser.
2. For each client contact or company, use one user id, and send its emails and notes with POST /v1/memory/ingest, setting timestamp to when each item happened.
3. Recall with POST /v1/memory/recall, passing the client's identity and a query, and show the sources returned with each answer.
4. Check that ingestion has completed with GET /v1/memory/ingest/{ingestionId} before you rely on new items.