Integrating AI with Excel Models via Coherent API

Hi, I'm Brian O'Neill from Coherent. In this video, I'd like to show you a really neat usage pattern, which is to have an AI call your Excel model via the API that you've created in Coherent.

Overview of the Term Life Pricing Model

Here's a simple spreadsheet that we've uploaded to Coherent that is a term life pricing model. The inputs for this model include:

• Your age

• Your gender

• The term of the policy

• Smoker status

• The sum assured

When you ping the API, it returns your premium and a few other values. This integration is straightforward to implement with an AI.

Using AI with Coherent API

On this screen, you can see we've used OpenAI's GPT offering to integrate with the Coherent API. The process is simple:

1. Enter a prompt in the AI interface.

2. Ensure the prompt requests all required information for a quote.

For example, if you ask for a term life quote, the AI will prompt you for all necessary details. If you provide incomplete information, such as "I'm 45 male and I want 20 years coverage," the AI will request the missing details, like smoker status and sum assured.

Demo Example

Let's complete the information: non-smoker and 1,000,000. The AI then makes a call to the Coherent API, communicating with Excel.coherent.global, and returns the quote: 2,900. Pretty neat!

Applications and Benefits

This is a straightforward stylized demo, but it can be integrated into any internal or customer-facing workflow. While some controls are necessary, the main advantage is exposing your existing Excel business logic to various AI pipelines.

If this use case aligns with your goals, we'd love to help you implement it. Thanks for watching!