Week 145 - Cortex (AI / ML)

If you weren't aware, this week Snowflake Intelligence went into public preview!

Obviously as an incredibly intelligent individual, Prof Frosty has already devised a challenge for his eager students.

The challenge is as follows:

  • Install the SEC Filings data share
  • Set up Snowflake Intelligence
  • Download the following semantic models:
  • Upload them to a stage
  • Create an agent with Snowflake Intelligence that will be able to route questions to the appropriate semantic model
  • Provide the following sample questions:
    • For Walmart Inc., what are the counts of 10-K, 10-Q, and 8-K filings and the latest filing date
    • Which companies have a primary ticker in the Company Index sample, and what are those tickers?
    • Show the primary ticker and latest SEC filing date for Apple Inc.
    • List five registrants with the highest filing counts in the sample and include each latest filing date.
    • Which SIC descriptions appear in the industry sample, and how many registrants does each have?
    • Find companies with non-December fiscal year-ends and display their FYE (MM-DD).
    • What is the primary ticker for QVC Group, Inc., and what’s its latest SEC filing date?
    • Which filing managers (13F/holdings) in the sample have 40+ filings, and when was their most recent filing?
    • Which holdings attributes have the most non-null rows (e.g., MARKET_VALUE, NUMBER_OF_SHARES)? Return company name → primary ticker pairs for the tickers sample (e.g., Northern Trust Corp → NTRS).
    • Which registrants in the sample have fewer than 5 filings total, and what are their latest filing dates?
    • From the overlapping companies sample, list tickers for ESS Tech, Tango Therapeutics, and Halliburton with each latest filing date.
    • Show companies with LEIs and their LEI codes from the LEI sample.
    • From the common income measures sample, list five measures and the count of companies reporting each.
    • Identify airline/air-related candidates by name and show any available SIC description.
  • Login to Snowflake Intelligence and select your FROSTY AGENT
  • Ask it the following ground truth questions:
    • What is the primary ticker and latest SEC filed date for Apple Inc.?
    • Which holdings attribute has the largest non-null row count? Return the field and non_null_rows.
    • Provide the primary ticker for Northern Trust Corp.
    • List the filing manager name, filing_count, and latest_filing_date for Osborne Partners Capital Management, LLC.

    Happy Intelligencing!

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    Week 146 - Data Quality & Monitoring

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    Week 144 - Dynamic Tables & Streams