Longma Shujuan
An expert-level AI agent for financial research and professional decision-making, combining domain knowledge, data and research methods, already used in real business settings at exchanges, customs and shipping organisations.
Overview
Longma Shujuan is an expert-level AI agent initiative for financial knowledge and industry tasks, led by a research team headed by Bo Chen. It spans data assets, carbon finance, ESG, financial risk management and maritime carbon compliance, and is the team's core example of turning academic work into a searchable and usable tool system. The team's industry platform offers it through a "financial specialist agent" entry point on web and WeChat mini-program, supporting topic formulation, literature and data integration, multi-round reasoning and draft generation.
Areas of work
- Uses Content-Enhanced Knowledge Slots (CEKS) and domain-specific large-model datasets to optimise knowledge structure, density and retrieval accuracy
- Applications span carbon border measures, emissions trading systems, data assets, carbon finance, ESG and financial risk control for exchanges, customs and shipping
- The related smart carbon-compliance system for shipping, supported by high-precision continuous monitoring, received proof-of-concept funding from the Shahe Higher Education Park
- Paired with the "Finance Professionals Learn AI" public-interest platform, extending an "expert agent plus X" approach to interdisciplinary teaching and collaboration