Glossary

ToltIQ
 A financial technology platform that provides AI-powered document analysis and chat capabilities for investment firms and financial services companies.

Deal
 A workspace or project container within ToltIQ where all related documents, chats, and data for a specific transaction or investment opportunity are organized. Users must select or create a Deal before accessing most platform features.

Deal Menu
 The navigation bar at the top of the screen that provides access to different sections within a Deal (such as Chats, Exports, Documents, etc.).

Deal Code
 A unique identifier assigned to each Deal for organization and reference purposes.

Ticker
 A stock symbol or identifier associated with a Deal, typically used for publicly traded companies.

Chat
 A conversational interface where users can ask questions about uploaded documents and receive AI-generated responses with citations to source materials.

Restricted Chat
 A Chat that is limited to using only specific documents, categories, or tags rather than all documents in a Deal. This helps improve accuracy by focusing the AI on relevant materials.

Private Chat
 A Chat that is visible only to the user who created it. This is the default setting when creating a new Chat.

Deal Team Chat / Deal Team Visibility
 A Chat that is visible to all users within your firm who have access to the Deal. You can change a Private Chat to Deal Team visibility using the "Make Visible to Deal Team" option.

All Chats
 A view that displays all Chats within a Deal that have Deal Team visibility, including those created by you and your team members.

My Chats
 A view that displays only the Chats that you personally created within a Deal.

Data Chat
 A specialized chat interface for working with structured data and performing data analysis tasks (distinct from regular document-based Chats).

Bulk Query A feature that allows users to ask multiple questions or perform batch operations across documents or data.

VDR (Virtual Data Room)
 A secure online repository where documents are uploaded and stored for due diligence and transaction management.

Deal Documents
 All documents that have been uploaded to a Deal's file page and are available for analysis within Chats.

Document Summaries
 AI-generated summaries of uploaded documents that provide quick overviews of content.

Categories
 Pre-defined document classification types used to organize uploaded files (e.g., Financial Statements, Legal Documents, etc.).

Tags
 Custom labels that can be applied to documents for flexible organization and filtering beyond standard categories.

Source Documents
 The original uploaded files that the AI references when answering questions in a Chat.

LLM (Large Language Model)
 The artificial intelligence model that powers ToltIQ's chat and analysis capabilities. Users can select different models based on their needs.

Model
 The specific AI engine being used for a Chat session (accessible via the Gear icon settings).

Model's Training Data
 The information that an LLM was trained on before being deployed. This represents the model's base knowledge without access to your documents or external sources.

Source Menu
 A consolidated menu next to the Chat send button that provides access to all available knowledge sources (Deal Documents, Web Search, FRED, EDGAR, Model's Training Data).

Consider Sources
 A setting that determines whether the AI uses your uploaded documents when responding to questions. When disabled, responses come only from the LLM's training data.

Web Mode / Web Search
 A feature that enables the AI to retrieve real-time information from the internet in addition to your uploaded documents.

FRED [Beta]
 Integration with Federal Reserve Economic Data, allowing users to access economic statistics and financial data.

EDGAR [Beta]
 Integration with the SEC's EDGAR database for searching public company filings and disclosures.

Vault
 A shared knowledge base containing firm-wide information that can be included in Chats for broader context beyond Deal-specific documents.

Firm-Wide
 Content or settings that apply across the entire organization rather than being limited to a specific Deal.

3 Statement Model Prompts designed to extract and analyze financial data across the three core financial statements: income statement, balance sheet, and cash flow statement. Used for building comprehensive financial models and understanding a company's complete financial picture.

Bulk Query Prompts optimized for processing multiple documents or data points simultaneously, enabling efficient extraction of similar information across large document sets or spreadsheets.

CIM (Confidential Information Memorandum) Prompts tailored for analyzing confidential information memorandums used in M&A transactions and investment opportunities. Focuses on extracting key business highlights, financial performance, market position, and investment thesis.

Commercial Prompts for analyzing commercial real estate documents, lease agreements, property information, tenant details, and commercial transaction structures.

Consumer Goods Prompts specific to the consumer goods industry, covering product lines, supply chain information, distribution channels, brand performance, and consumer market analysis.

Credit Agreements Prompts designed to extract terms, covenants, pricing, collateral requirements, and other critical provisions from credit agreements, loan documents, and financing arrangements.

Financial (Annual) Prompts for analyzing annual financial statements, 10-Ks, annual reports, and year-end financial disclosures, including comprehensive financial performance and footnote details.

Financial (Quarterly) Prompts for extracting information from quarterly financial statements, 10-Qs, and interim financial reports, focusing on period-over-period performance and quarterly trends.

Financial Services Prompts tailored for the financial services industry, covering banking operations, insurance products, asset management, regulatory filings, and financial institution-specific metrics.

Healthcare Prompts specific to healthcare industry documents, including hospital operations, pharmaceutical data, medical device information, healthcare provider metrics, and regulatory compliance.

Industrial Services Prompts for analyzing industrial and manufacturing sector documents, covering production capacity, equipment, industrial operations, maintenance agreements, and supply chain information.

Legal Prompts designed for legal documents including contracts, agreements, compliance documents, regulatory filings, litigation materials, and legal terms extraction.

Operations Prompts focused on operational aspects including business processes, organizational structure, operational metrics, facilities information, and operational performance indicators.

PPM (Private Placement Memorandum) Prompts for analyzing private placement memorandums used in private equity and venture capital investments, extracting investment terms, risk factors, use of proceeds, and offering details.

Sustainability Prompts for ESG (Environmental, Social, Governance) reports, sustainability disclosures, carbon emissions data, diversity metrics, and corporate social responsibility information.

Technology Prompts tailored for technology sector documents, covering software products, IT infrastructure, technology stack, digital platforms, intellectual property, and tech company-specific metrics.

Consider Chat History
 A setting that determines whether the AI uses previous messages in the conversation as context when responding to new questions. Enabled by default.

Conversational Bias
 The influence that previous messages in a Chat can have on subsequent AI responses, which can be positive or negative depending on context.

Stateless
 A term describing questions asked via the LLM Only mode (Bubble icon) that don't become part of the conversation history or affect future responses.

Context Window
 The amount of conversation history and document content that an LLM can process at one time. Larger context windows allow more information to be considered.

Regenerate
 A feature that allows you to request a new response to the most recent question without retyping it, useful for getting alternative answers or improving clarity.

Prompts
 Pre-written question templates that users can select to quickly ask common types of questions without typing from scratch.

Prompt Advisor
 A feature that automatically refines and improves your questions before sending them to the AI, accessible via the Speech bubble icon labeled "Advisor."

Embedded Footnotes
 Citations within AI responses (indicated by letters) that link to specific source documents and page numbers where information was found.

Citation Highlights
 Visual highlighting of the exact text, images, or charts being referenced when you click on a citation, making it easy to verify sources.

Suggested Follow-Up Questions
 Three AI-generated questions that appear after each response, designed to help you continue your investigation or explore related topics.

Auto-Generated Charts
 Visual representations (graphs, charts) that automatically appear alongside tables in Chats when numerical data is present.

Bad Response Icon / Thumbs Down
 A feedback mechanism that allows users to report poor quality responses and provide specific reasons for the downvote.

Edit Response
 A feature that allows users to modify AI-generated responses either using an "Edit Response" button or by editing directly inline.

Private
 The default visibility setting for new Chats, meaning only the creator can see and access the Chat.

Make Visible to Deal Team
 An action (accessed via the three-dot menu) that changes a Private Chat to be visible to all team members with access to the Deal.

Lock Icon
 An indicator showing privacy or access restriction settings.

Three-Dot Menu
 A menu (typically appearing next to Chat names) that provides additional options like exporting, changing visibility, or other Chat management functions.

Export
 The functionality to download Chats or data in various formats for use outside the ToltIQ platform.

Export Formats
 Available file types for downloading content: Word (table), Word (clean), Word (clean, answers only), Excel.

Exports (Deal Menu Section)
 A dedicated area in the Deal Menu for bulk exporting multiple Chats at once.

Manage Sources
 A button in the upper right corner of a Chat that allows you to view and manage which documents are being used in a Restricted Chat.

Pinning
 A feature that allows users to keep important items easily accessible at the top of lists or menus.

Multi-Deal Ownership
 The ability to access and manage multiple Deals simultaneously, useful for users working on several transactions.

Metadata
 Additional information about content (such as Deal name, Chat name, creation date, etc.) that is included in Excel exports.

Streaming Response
 The real-time delivery of AI responses as they're being generated, allowing you to see answers appear word-by-word rather than waiting for completion.

Retrieval Options
 Settings that control how the AI searches for and retrieves information from documents when answering questions.

Send Button
 The button used to submit questions in a Chat, which can also be activated by pressing Shift + Enter.

Gear Icon
 A settings icon (typically to the left of the message box) that opens the adjustable settings menu for Chat configuration.

Bubble Icon
 An icon that allows you to ask questions directly to the LLM without using your documents or affecting the Chat history (LLM Only mode).

Speech Bubble Icon
 The icon used to access Prompt Advisor functionality, which shows as "Advisor" at the bottom of the chat window.

Submit a Bug - Support feature accessed through the Support menu (bottom right corner) for reporting technical issues or document processing errors. Link: https://ui.diligentiq.io/submit-bug

Knowledge Cutoff - The date through which an LLM has been trained on data. For Claude models, this is typically stated as the end of January 2025.

Ready Status - Document processing state indicating a file has been fully extracted, embedded, and is available for analysis in Chats and other features.

Processing Status - Intermediate state showing a document is being analyzed and extracted but is not yet available for queries.

Error Status - Document upload failure state, typically due to password protection, unsupported file types, or corrupted files.

Token - A unit of text measurement used by LLMs, approximately 0.75 words. Important for understanding context limits (e.g., 200K tokens ≈ 150,000 words).

Source Token Limit - Setting in Bulk Query that controls how much document content is analyzed per query (default: 5,000 tokens).

Extracted Tables - Excel workbooks automatically generated from tables found in uploaded documents, available for download via the Tables column.

Folder View - Document organization option that maintains original folder structure from uploaded files or ZIP archives.

Auto-tagging - Automatic tag assignment based on folder structure, applying parent and grandparent folder names as tags to documents.

Quick Chat - Standalone AI chat feature for analyzing documents without creating a Deal, limited to 100 pages total across all uploaded files.

Continue Chat - Option to convert a Quick Chat into a full Chat within a Deal for enhanced features and unlimited document capacity.

100-page limit - Maximum combined page count for all documents in a Quick Chat session.

Launchpad - Automated VDR analysis dashboard that generates deal overviews, document organization, and key insights without manual review.

Generate Launchpad - Process that scans all Deal documents to create comprehensive overview (takes 2-15 minutes depending on volume).

Quick Insights - Pre-configured analysis prompts in Launchpad tailored to specific deal types and documents.

DDQ (Due Diligence Questionnaire) - Specialized Deal type for automating questionnaire completion using AI to match questions with answers from completed DDQs.

Extractor - Bulk Query feature that identifies entities and extracts multiple data points across documents in structured table format.

@commands - Special functions executable directly within chats by typing "@" to access a command menu.

Admin User - User with elevated permissions who can add/delete users, create public vaults, and set default deal visibility settings.

Manager - Regular ToltIQ user without administrative privileges.

Member - Standard user role with access to deals they create or are invited to.

Deal Owner - The user who created a Deal, having full control including ability to archive, change privacy, and manage access.

Browser Cache - Temporary storage that can cause performance issues when full; clearing via Ctrl/Cmd+Shift+Delete often resolves problems.

Rate Limiting - System controls preventing excessive simultaneous operations; affects bulk operations and large document uploads.

Context Overload - Situation where too much information in chat history affects response quality; resolved by disabling "Consider Chat History."

Password-protected - File security setting preventing ToltIQ from processing documents; must be removed before upload.

Unsupported File Type - File formats not accepted by ToltIQ (e.g., .XLSM files).

6GB ZIP Limit - Maximum size for uploaded ZIP files.

5,000 File Limit - Maximum number of files per Deal.

3,000 Page PDF Limit - Maximum pages for a single PDF file in Deals.

Word (table) - Export format with Q&A in table structure including timestamps and metadata.

Word (clean) - Export format with Q&A in paragraph format without tables.

Word (clean, answers only) - Export format containing only AI responses without questions.

Markdown - Plain text format with formatting symbols, useful for technical documentation.

JSON - Structured data format for programmatic processing of exported content.

These additions address the most common points of confusion identified in support tickets and user queries, providing clearer definitions for terms users frequently ask about.