Use case
Financial Investment Network Pathways Analysis
This demo showcases how financial services can unravel the web of connections from investment groups to individual securities, traversing through entities like persons, trusts, and accounts. Financial firms can utilize this to visualize investment pathways, assess group and individual asset balances, and identify key security holders, enabling a deeper understanding of investment structures and the distribution of assets within intricate financial portfolios for their clients.
Tech stack
PuppyGraph
Apache Iceberg
Docker
Queries in natural language
- Count the number of unique paths from "Group" to "Securities" by traversing through "Person", "Trust", and "Account"
- Visualize all paths from a specific "Group" to "Securities"
- Query the top 10 groups with the total account balances
- Query the top 10 persons who hold the most of a certain type of securities, considering the weight factor
Want to try it yourself?
We've open-sourced the sample dataset, graph schema, and graph queries on GitHub, so you can recreate this demo in your own environment.
Visit GitHub Repository