Fund Manager Coach

Fund Manager Coach is designed to provide helpful and accurate information on a range of finance and research-related topics. It has been trained on Finance and Research Knowledge Base Articles from Services and Support and Blink pages related to finance, research, procurement, and travel & expense.

With the Fund Manager Coach, you can ask questions like:

• Can you list all of the Blink pages related to international travel?
• How do I access the Business Activity Hub?
• I need to reimburse someone who is NOT a UCSD employee for lab supplies. How do I do this?
• If I have a year left on a grant, what do I need to be aware of in terms of unexpected salary charges?

Current Focus and Future Development

Currently, Fund Manager Coach is focused on providing information on finance and research-related topics, excluding award sponsor policies. We're excited to explore the possibility of integrating financial data into Fund Manager Coach in the future, which will enable it to provide even more comprehensive and accurate information. While we work on expanding its capabilities, we're committed to ensuring that the Fund Manager Coach remains a valuable resource for your finance and research-related questions.

By understanding what Fund Manager Coach can do and where we're headed, you can get the most out of it and help us shape its future development.

To get the most out of Fund Manager Coach, it's essential to ask clear and concise questions that provide enough context for the coach to understand what you're looking for. Here are some best practices to keep in mind:

• Be Specific: Avoid asking vague or open-ended questions that might confuse Fund Manager Coach Beta. Instead, ask specific questions that provide enough context for the coach to provide a accurate answer.
  • For example, "I am processing travel for a UCSD Employee who is traveling to Spain for a conference. Where can I find guidance on how much per diem they will have each day?"
• Use Natural Language: Fund Manager Coach is designed to understand conversational language, so avoid using formal commands or overly technical language that might confuse the coach. Try to ask questions in a natural and conversational tone.
  • For example "I need to email my director instructions for processing their PCard charges. Can you draft an email for me?"
• Add Context: Providing relevant context can help Fund Manager Coach understand the question or request and provide a more accurate answer.
  • For example, a stronger alternative prompt to "Ledger Close Date December" would be "What is the ledger close date for the General Ledger for the November 2024 accounting period?"

By following these best practices, you can help ensure that Fund Manager Coach provides accurate and relevant answers to your questions.

For additional training on how to interact with AI models such as TritonGPT, check out our TritonGPT Resources & Training page.

We've put together a range of additional resources to help you get the most out of Fund Manager Coach. These include:

• TritonGPT Blink page
• TritonGPT Resources & Training Page: Hub of UCSD-specific training on how to interact with AI models such as TritonGPT and ChatGPT
• Everyday I AI: A series of short (2 to 3 minute) videos showcasing various uses of TritonGPT, from writing an email to a colleague to using TritonGPT to write your annual performance appraisal