ChatGPT + Enterprise data with Azure OpenAI and Cognitive Search for FSI

This sample was created using content published under https://github.com/Azure-Samples/azure-search-openai-demo. It has been created to support a scenario in which users are able to ask questions about a bank's financial products.

This sample demonstrates a few approaches for creating ChatGPT-like experiences over your own data using the Retrieval Augmented Generation pattern. It uses Azure OpenAI Service to access the ChatGPT model (gpt-35-turbo), and Azure Cognitive Search for data indexing and retrieval.

Features

Chat and Q&A interfaces
Explores various options to help users evaluate the trustworthiness of responses with citations, tracking of source content, etc.
Shows possible approaches for data preparation, prompt construction, and orchestration of interaction between model (ChatGPT) and retriever (Cognitive Search)
Settings directly in the UX to tweak the behavior and experiment with options

Getting Started

IMPORTANT: In order to deploy and run this example, you'll need an Azure subscription with access enabled for the Azure OpenAI service. You can request access here. You can also visit here to get some free Azure credits to get you started.

AZURE RESOURCE COSTS by default this sample will create Azure App Service and Azure Cognitive Search resources that have a monthly cost, as well as Form Recognizer resource that has cost per document page. You can switch them to free versions of each of them if you want to avoid this cost by changing the parameters file under the infra folder (though there are some limits to consider; for example, you can have up to 1 free Cognitive Search resource per subscription, and the free Form Recognizer resource only analyzes the first 2 pages of each document.)

DATA Please ensure you create a folder called data in the root location and add PDFs for your financial products to it prior to deployment. The solution does not have any sample data included.

Prerequisites

To Run Locally

Azure Developer CLI
Python 3+
- Important: Python and the pip package manager must be in the path in Windows for the setup scripts to work.
- Important: Ensure you can run python --version from console. On Ubuntu, you might need to run sudo apt install python-is-python3 to link python to python3.
Node.js
Git
Powershell 7+ (pwsh) - For Windows users only.
- Important: Ensure you can run pwsh.exe from a PowerShell command. If this fails, you likely need to upgrade PowerShell.

NOTE: Your Azure Account must have Microsoft.Authorization/roleAssignments/write permissions, such as User Access Administrator or Owner.

Installation

Project Initialization

Create a new folder and switch to it in the terminal
Run azd login
Run azd init -t azure-search-openai-demo
- For the target location, the regions that currently support the models used in this sample are East US or South Central US. For an up-to-date list of regions and models, check here

Starting from scratch:

Execute the following command, if you don't have any pre-existing Azure services and want to start from a fresh deployment.

Run azd up - This will provision Azure resources and deploy this sample to those resources, including building the search index based on the files found in the ./data folder.
After the application has been successfully deployed you will see a URL printed to the console. Click that URL to interact with the application in your browser.

It will look like the following:

NOTE: It may take a minute for the application to be fully deployed. If you see a "Python Developer" welcome screen, then wait a minute and refresh the page.

Use existing resources:

Run azd env set AZURE_OPENAI_SERVICE {Name of existing OpenAI service}
Run azd env set AZURE_OPENAI_RESOURCE_GROUP {Name of existing resource group that OpenAI service is provisioned to}
Run azd env set AZURE_OPENAI_CHATGPT_DEPLOYMENT {Name of existing ChatGPT deployment}. Only needed if your ChatGPT deployment is not the default 'chat'.
Run azd env set AZURE_OPENAI_GPT_DEPLOYMENT {Name of existing GPT deployment}. Only needed if your ChatGPT deployment is not the default 'davinci'.
Run azd up

NOTE: You can also use existing Search and Storage Accounts. See ./infra/main.parameters.json for list of environment variables to pass to azd env set to configure those existing resources.

Deploying or re-deploying a local clone of the repo:

Simply run azd up

Running locally:

Run azd login
Change dir to app
Run ./start.ps1 or ./start.sh or run the "VS Code Task: Start App" to start the project locally.

Sharing Environments

Run the following if you want to give someone else access to completely deployed and existing environment.

Install the Azure CLI
Run azd init -t azure-search-openai-demo
Run azd env refresh -e {environment name} - Note that they will need the azd environment name, subscription Id, and location to run this command - you can find those values in your ./azure/{env name}/.env file. This will populate their azd environment's .env file with all the settings needed to run the app locally.
Run pwsh ./scripts/roles.ps1 - This will assign all of the necessary roles to the user so they can run the app locally. If they do not have the necessary permission to create roles in the subscription, then you may need to run this script for them. Just be sure to set the AZURE_PRINCIPAL_ID environment variable in the azd .env file or in the active shell to their Azure Id, which they can get with az account show.

Quickstart

In Azure: navigate to the Azure WebApp deployed by azd. The URL is printed out when azd completes (as "Endpoint"), or you can find it in the Azure portal.
Running locally: navigate to 127.0.0.1:5000

Once in the web app:

Try different topics in chat or Q&A context. For chat, try follow up questions, clarifications, ask to simplify or elaborate on answer, etc.
Explore citations and sources
Click on "settings" to try different options, tweak prompts, etc.

Resources

FAQ

Question: Why do we need to break up the PDFs into chunks when Azure Cognitive Search supports searching large documents?

Answer: Chunking allows us to limit the amount of information we send to OpenAI due to token limits. By breaking up the content, it allows us to easily find potential chunks of text that we can inject into OpenAI. The method of chunking we use leverages a sliding window of text such that sentences that end one chunk will start the next. This allows us to reduce the chance of losing the context of the text.

Troubleshooting

If you see this error while running azd deploy: read /tmp/azd1992237260/backend_env/lib64: is a directory, then delete the ./app/backend/backend_env folder and re-run the azd deploy command. This issue is being tracked here: Azure/azure-dev#1237

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