Ask HN: Best Practices for LLM Chatbot that references user account details?
What's the current best practice for including personalized user account details (e.g. for queries like "How much did I spend on this credit card last month?") into a LLM chatbot?
Specifically, assuming the user has already been authenticated properly, how is the user details retrieved, how is the data re-formatted, and how is the data ultimately fed into the LLM? This is a function in many popular banking chatbots, e.g. Bank of America's Erica, but there is scarce information about the actual implementation.
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The prompt will looks like:
""" you are a professional medical history recorder, write a short summary about the user's medical history, use tool_call when possible.
the current user_id is: abcd12345 """
your tool_call description should be set clearly, looks like:
""" get medical history by given user_id """