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04AI PRODUCT / SIMULATION / DECISION SYSTEMS

Personalized Future Planning Platform

A personalized planning product that transforms financial, lifestyle, and family inputs into simulated future pathways and structured decision reports.

Questionnaire
Structured Profile
Simulation Engine
Recommendation Layer
PDF Report
01

The problem

People make major life decisions — finances, career, family — with almost no way to see the downstream consequences of the trade-offs. The product turns messy, personal inputs into simulated future pathways and a structured report someone can actually act on.

02

My role

AI product engineer. I designed the data model, the simulation and recommendation layers, and the report-generation pipeline.

03

System architecture

  1. 01Questionnaire — structured capture of financial, lifestyle, and family inputs.
  2. 02Structured Profile — validated, typed representation of the user's situation and goals.
  3. 03Simulation Engine — projects future pathways under different assumptions and choices.
  4. 04Recommendation Layer — synthesizes simulations into prioritized, explained guidance.
  5. 05PDF Report — a structured, shareable decision document.
04

Technical decisions

  • Structured profile as the contract

    A validated typed profile sits between free-form input and the engine, so the simulation always receives clean, well-formed data and the LLM stages stay grounded in real fields.

  • Simulation before generation

    Numbers come from an explicit simulation engine, not from an LLM. The language model narrates and explains results it did not invent, which keeps the output trustworthy.

  • FastAPI service boundaries

    Clear API boundaries between questionnaire, simulation, and report generation keep each stage independently testable and replaceable.

05

Evaluation

Validated by checking simulation outputs against hand-computed scenarios, and by reviewing generated reports for internal consistency and faithfulness to the underlying numbers. Report quality is assessed on clarity, correctness, and actionability.

Metrics — to be added
  • TODO: report-generation success / error rate
  • TODO: end-to-end generation latency
  • TODO: user-rated usefulness of reports
06

Failure cases & lessons

  • Garbage-in from ambiguous questionnaire answers propagates; input validation and sensible defaults reduce but do not eliminate this.
  • LLM-written narrative can drift from the simulated numbers if not tightly grounded; the report pipeline pins claims to computed values.
  • Long-horizon simulations compound assumption error; the report communicates uncertainty rather than implying false precision.
07

Technologies

  • Python
  • FastAPI
  • Simulation
  • LLMs
  • Report Generation
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