# Tutorial: Create a flow that processes mortgage applications
To get familiar with Amazon Bedrock resources and their capabilities, we'll use an CloudFormation template to set up a [flow](flows.md) that automates a mortgage application process processes by combining various Amazon Bedrock and other AWS resources.
**Note**
For this tutorial, we will use the *us-east-1* Region. You can use any Region that supports Agents, Flows, Guardrails, Knowledge bases, and Prompt management. For a table of feature support by Region, see [Feature support by AWS Region in Amazon Bedrock](features-regions.md). Make sure that you have permissions to create Amazon S3, Amazon Bedrock, Lambda, and DynamoDB resources in the Region that you use.
This flow isn't meant for deployment purposes, but rather to use as a tutorial to understand Amazon Bedrock resources. The following image is the visual representation of the flow in the AWS Management Console:
![\[Mortgage processing flow\]](http://docs.aws.amazon.com/bedrock/latest/userguide/images/cloudformation/mortgage-processing-flow.png)
The flow combines an Amazon Bedrock [agent](agents.md), [prompts](prompt-management.md), and a [Lambda function](https://docs.aws.amazon.com/lambda/latest/dg/welcome.html) to create a mortgage processing flow that intakes customer financial information and processes whether the customer qualifies for a loan. An Amazon Bedrock [knowledge base](knowledge-base.md) and [guardrail](guardrails.md) are also attached to the flow's agent to augment responses and to provide safeguards. For more detailed information about the components of the flow, see [Details about the mortgage processing flow](getting-started-mortgage-flow-details.md).
**Topics**
+ [
## Prerequisites
](#getting-started-mortgage-flow-prereqs)
+ [
## Create the mortgage processing flow using CloudFormation
](#getting-started-mortgage-flow-create)
+ [
## Test the mortgage processing flow
](#getting-started-mortgage-flow-test)
+ [
## Clean up: deleting resources
](#getting-started-mortgage-flow-delete)
+ [
# CloudFormation templates
](getting-started-mortgage-flow-template.md)
+ [
# Details about the mortgage processing flow
](getting-started-mortgage-flow-details.md)
## Prerequisites
To create this flow, you'll download a .zip file and follow instructions to run a script that will set up your resources and template for you.
**Important**
You'll be billed for the Amazon resources that you create until you delete them.
Then, complete the following prerequisites:
1. Download the [cloudformation-mortgage-flow-setup.zip](samples/cloudformation-mortgage-flow-setup.zip) file.
1. Unzip the file. You can learn more about the contents at [CloudFormation templates](getting-started-mortgage-flow-template.md).
1. Request access to Amazon Bedrock foundation models by doing the following:
1. Sign in to the AWS Management Console with an IAM identity that has permissions to use the Amazon Bedrock console. Then, open the Amazon Bedrock console at [https://console.aws.amazon.com/bedrock](https://console.aws.amazon.com/bedrock).
1. Make sure that you're in the **US East (N. Virginia)** Region by checking your Region in the upper-right corner. If you're not, switch Regions.
1. Select **Model access** at the bottom of the left navigation pane.
1. Choose **Modify model access**.
1. Do one of the following:
+ To request access to all models, choose **Enable all models**. On the page you're taken to, the checkboxes next to all the models will be filled.
+ To request access to specific models, choose **Enable specific models**. On the page you're taken to, you have the following options:
+ To request access to all models by a provider, select the checkbox next to the provider name.
+ To request access to one model, select the checkbox next to the model name.
1. For the purposes of the following tutorial, you should minimally request access to the **Titan Embeddings G1 - Text** and **Claude 3 Haiku** models. Then choose **Next**.
1. Review the models that you're requesting access to and the **Terms**. When you're ready, choose **Submit** to request access.
## Create the mortgage processing flow using CloudFormation
To create the mortgage processing flow and its associated resources, we'll create a CloudFormation template and use it to create a stack containing Amazon Bedrock resources.
**Important**
You'll be billed for the Amazon resources that you create until you delete them.
### Create the resources and CloudFormation template file
First, use the script from the .zip file to upload the resources to an S3 bucket and to create the CloudFormation templates.
1. In a terminal, run the following command to copy the resources into an Amazon S3 bucket and populate the `main-stack.yaml` and `main-stack.json` files with the S3 bucket name as the default value for the bucket name parameter.
```
bash deploy.sh
```
**Note**
The usage of the script is `bash deploy.sh `, where ** and ** are optional arguments. If you don't provide them, the following default values will be used:
** – The default AWS Region specified in your AWS credentials setup.
** – The bucket will be named *mortgage-flow-deployment--*, where ** is your AWS account ID and ** matches the value you provide or the default AWS Region specified in your AWS credentials setup.
1. Confirm the prompts. After the deployment is complete, you should have a complete `main-stack.yaml` and `main-stack.json` template for the next step.
**Note**
If the script fails, you can manually prepare the resources by doing the following:
Upload the *contents* (don't include the folder itself) of the unzipped `cloudformation-mortgage-flow-setup` folder to an S3 bucket in US East (N. Virginia) in the Amazon S3 console at [https://console.aws.amazon.com/s3/](https://console.aws.amazon.com/s3/).
Find the `templates/json/main-stack-tmp.yaml` or `templates/json/main-stack-tmp.json` file and do the following:
Change the `Default` value of the `Q01pS3BucketName` parameter from *MortgageFlowBucket* to your S3 bucket name.
Remove `-tmp` from the file name, such that it becomes `templates/json/main-stack.yaml` or `templates/json/main-stack.json`.
### Create the stack by using the CloudFormation console
Next, use the template you've saved to provision a CloudFormation stack.
1. Open the CloudFormation console at [https://console.aws.amazon.com/cloudformation](https://console.aws.amazon.com/cloudformation/). Make sure that you're in the **US East (N. Virginia)** Region by checking your Region in the upper-right corner. If you're not, switch Regions.
1. On the **Stacks** page, from the **Create stack** menu, choose **With new resources (standard)**.
1. Specify the template:
1. Under **Prerequisite**, choose **Choose an existing template**.
1. Under **Specify template**, choose **Upload a template file**.
1. Choose **Choose file**, navigate to the `main-stack.yaml` or the `main-stack.json` template, and select it.
1. Choose **Next**.
1. Specify the stack details:
1. In the **Stack name** field, enter a name for the stack.
1. In the **Parameters** field, leave the default values.
**Note**
The `Q01pS3BucketName` value should match the name of the S3 bucket to which you uploaded the resources for this template. The remaining arguments are related to the configurations of the knowledge base--if you modify any of them, make sure that the configurations are compatible with each other. For more information, see [Prerequisites for using a vector store you created for a knowledge base](knowledge-base-setup.md).
1. Choose **Next**.
1. Configure the stack options:
1. Under **Stack failure options**, choose **Delete all newly created resources**.
**Note**
Choosing this option prevents you from possibly being billed for resources whose deletion policy specifies they be retained even if the stack creation fails. For more information, see [`DeletionPolicy` attribute](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide/aws-attribute-deletionpolicy.html) in the *CloudFormation User Guide*.
1. Under **Capabilities**, check the box to acknowledge that CloudFormation might create IAM resources in your account.
1. Choose **Next**.
1. Review the stack details and choose **Submit**. CloudFormation creates the stack. The creation will take several minutes. After the stack creation is complete, you can use the **Resources** tab on the stack detail page to view the resources that where provisioned in your account.
1. After the stack creation completes, do the following to sync the data source for the knowledge base so that the knowledge base can be queried:
1. Sign in to the AWS Management Console with an IAM identity that has permissions to use the Amazon Bedrock console. Then, open the Amazon Bedrock console at [https://console.aws.amazon.com/bedrock](https://console.aws.amazon.com/bedrock).
1. From the left navigation pane, choose **Knowledge Bases** and then select the knowledge base that was created, named `AWSDocsTutorial-MortgageKB`.
1. In the **Data source** section, select the checkbox next to the data source that was created, named `AWSDocsTutorial-MortgageKB-DS`.
1. Choose **Sync**. After syncing completes, you can test the flow.
## Test the mortgage processing flow
Once the mortgage processing flow has been created, you can use the Amazon Bedrock console to examine, test, and modify the flow. You can also examine, test, and modify the individual resources in the flow.
**To test the flow**
1. Sign in to the AWS Management Console with an IAM identity that has permissions to use the Amazon Bedrock console. Then, open the Amazon Bedrock console at [https://console.aws.amazon.com/bedrock](https://console.aws.amazon.com/bedrock).
1. From the left navigation pane, choose **Flows**. Make sure that you're in the **US East (N. Virginia)** Region by checking your Region in the upper-right corner. If you're not, switch Regions.
1. In the **Flows** section, select the flow that was created from the CloudFormation template. It should be `AWSDocsTutorial-MortgageFlow`.
1. Choose **Edit in flow builder**. You can drag individual nodes in the flow to modify the visual representation of the flow.
1. In the **Test flow** pane, enter the following in the text field and then select **Run**.
```
{
"income": 80000,
"totalDebt": 5000,
"loanTerm": 30,
"loanAmount": 600000,
"creditScore": 750,
"mlsId": "MLS-5678"
}
```
Because the loan amount is greater than the calculated maximum affordable loan, the **incomeDebt** prompt is triggered and the flow generates a rejection letter. You can choose **Show trace** to see the nodes that were run in the flow.
1. Again, in the **Test flow** pane, enter the following in the text field and then select **Run**.
```
{
"income": 120000,
"totalDebt": 5000,
"loanTerm": 30,
"loanAmount": 200000,
"creditScore": 650,
"mlsId": "MLS-3456"
}
```
Because the loan amount is less than the calculated maximum affordable loan, the **processApplication** prompt is triggered and sent to the **mortgageProcessingAgent**, which looks up the attached knowledge base and generates a response that assesses, based on the input values, whether the customer qualifies for a loan.
1. (Optional) Try running the flow by using different values for the fields in the JSON object. The `mlsId` values correspond to properties listed on the Multiple Listing Service. You can find valid `mlsId` values by doing the following:
1. Sign in to the AWS Management Console and open the DynamoDB console at [https://console.aws.amazon.com/dynamodb/](https://console.aws.amazon.com/dynamodb/).
1. In the left navigation pane, select **Tables**.
1. Select the table that says **AWSDocsTutorial-PropertyListing**.
1. Choose **Explore table items**.
1. You can use any of the values in the **mls\$1id** column in the flow input.
You can also navigate to the **Agents**, **Knowledge Bases**, **Guardrails**, and **Prompt management** pages in the AWS Management Console to examine each Amazon Bedrock resource used in the flow, independently. To learn more about the flow and understand the components in more detail, see [Details about the mortgage processing flow](getting-started-mortgage-flow-details.md).
## Clean up: deleting resources
After you explore the resources and have a better understanding of the capabilities of different Amazon Bedrock resources, we'll delete the stack and the resources it contains.
**Important**
You'll be billed for the Amazon resources that you create until you delete them.
1. Open the [https://console.aws.amazon.com/cloudformation](https://console.aws.amazon.com/cloudformation/).
1. From the left navigation pain, choose **Stacks**.
1. Choose the stack that you created from the template. Then choose **Delete**, then confirm **Delete**.
CloudFormation initiates deletion of the main stack, all its nested stacks, and all resources included in the stacks.
# CloudFormation templates
The `cloudformation-mortgage-flow-setup.zip` file that you download contains the following files:
+ `deploy.sh` – A shell script that deploys your resources and prepares the main CloudFormation template that you'll use.
+ `artifacts` – A folder that contains .zip files with functions for the agent and knowledge base templates:
+ Lambda functions for the agent's action groups
+ `agent_loan_calculator.zip`
+ `mls_lookup.zip`
+ `loader_deployment_package.zip`
+ Functions for setting up the knowledge base
+ `custom-resource-lambda.zip`
+ `opensearchpy-layer.zip`
+ `provider-event-handler.zip`
+ `api-schema` – A folder that contains API schemas for action groups.
+ `knowledge-base-data-source` – A folder that contains the PDF for [Fannie Mae's Selling Guide](https://selling-guide.fanniemae.com/).
+ `templates` – A folder that contains the templates for the resources in this flow, both in JSON and YAML format:
+ `main-stack-tmp` – The main template that deploys the remaining templates as nested stacks. This file is turned into `main-stack` after the deployment script is run.
+ `guardrails-template` – The template for the guardrail to be associated with the agent.
+ `prompts-template` – The template for the prompts to be used in flow.
+ `kb-role-template` – The template for the knowledge base role, to be used both by the OpenSearch template and by the knowledge base template.
+ `oss-infra-template` – The template for the Amazon OpenSearch Serverless vector store to be used for the knowledge base.
+ `kb-infra-template` – The template for the mortgage loan knowledge base to be associated with the agent.
+ `agent-template` – The template for mortgage processing agent to be used in the flow.
+ `mortgage-flow-template` – The template for the mortgage processing flow that combines all the resources.
+ `README.md` – A README file that describes the steps for using the template.
The following topics show the CloudFormation templates used for each stack. The main stack deploys the remaining stacks as [nested stacks](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide/using-cfn-nested-stacks.html).
**Topics**
+ [
## Main stack
](#getting-started-mortgage-templates-main)
+ [
## Amazon Bedrock Guardrails stack
](#getting-started-mortgage-guardrail-templates)
+ [
## Amazon Bedrock Prompt management stack
](#getting-started-mortgage-prompts-templates)
+ [
## Amazon Bedrock Knowledge Bases stack
](#getting-started-mortgage-kb-templates)
## Main stack
The main stack defines the parameters that you can define when you upload the template. These values are passed on to each of the remaining nested stacks. The deployment script replaces *MortgageFlowBucket* for the default value of the `Q01pS3BucketName` parameter with your actual S3 bucket that contains the resources deployed by the script.
------
#### [ YAML ]
```
AWSTemplateFormatVersion: '2010-09-09'
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"
Parameters:
Q01pS3BucketName:
Type: String
Description: Provide existing S3 bucket name where data is already stored
Default: MortgageFlowBucket
Q02pFlowName:
Type: String
Description: Name for the flow
Default: MortgageFlow
Q03pGuardrailName:
Type: String
Description: Name for guardrail to attach to agent
Default: MortgageGR
Q04pKnowledgeBaseName:
Type: String
Description: Name for knowledge base to associate with agent
Default: MortgageKB
Q05pAgentName:
Type: String
Description: Name for agent to create
Default: MortgageAgent
Q06pKBEmbedModel:
Type: String
Description: Select Embedding model
Default: amazon.titan-embed-text-v1
Q07pKBChunkingStrategy:
Type: String
Description: Select Chunking strategy
AllowedValues:
- Default chunking
- Fixed-size chunking
- No chunking
Default: Default chunking
Q08pKBMaxTokens:
Type: Number
Description: Maximum number of tokens in a chunk
Default: 300
Q09pKBOverlapPercentage:
Type: Number
Description: Percent overlap in each chunk
Default: 20
Q10pKBVectorStore:
Type: String
Description: Select vector store
AllowedValues:
- Open-Search-Serverless
Default: Open-Search-Serverless
Q11pOSSCollectionName:
Type: String
Description: Name of the Collection
MinLength: 1
MaxLength: 63
Default: mortgage-kb-collection
AllowedPattern: ^[a-z0-9](-*[a-z0-9])*
ConstraintDescription: Must be lowercase or numbers with a length of 1-32 characters
Q12pOSSIndexName:
Type: String
Description: Index name to be created in vector store
MinLength: 1
MaxLength: 63
Default: mortgage-kb-index
AllowedPattern: ^[a-z0-9](-*[a-z0-9])*
ConstraintDescription: Must be lowercase or numbers with a length of 1-63 characters
# Q13pVectorFieldName:
# Type: String
# Description: Vector field name
# Default: bedrock-knowledge-base-default-vector
# Q14pMetaDataFieldName:
# Type: String
# Description: Metadata field name
# Default: AMAZON_BEDROCK_METADATA
# Q15pTextFieldName:
# Type: String
# Description: Text field name
# Default: AMAZON_BEDROCK_TEXT_CHUNK
Resources:
KBRoleStack:
Type: AWS::CloudFormation::Stack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/kb-role-template.yaml
TimeoutInMinutes: 15
Parameters:
Q01pS3BucketName:
Ref: Q01pS3BucketName
OSSStack:
Type: AWS::CloudFormation::Stack
DependsOn: KBRoleStack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/oss-infra-template.yaml
TimeoutInMinutes: 15
Parameters:
Q01pS3BucketName:
Ref: Q01pS3BucketName
Q06pKBEmbedModel:
Ref: Q06pKBEmbedModel
Q11pOSSCollectionName:
Ref: Q11pOSSCollectionName
Q12pOSSIndexName:
Ref: Q12pOSSIndexName
pKBRole:
Fn::GetAtt:
- KBRoleStack
- Outputs.KBRole
pKBRoleArn:
Fn::GetAtt:
- KBRoleStack
- Outputs.KBRoleArn
KBStack:
Type: AWS::CloudFormation::Stack
DependsOn: OSSStack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/kb-infra-template.yaml
TimeoutInMinutes: 15
Parameters:
KnowledgeBaseName:
Ref: Q04pKnowledgeBaseName
Q01pS3BucketName:
Ref: Q01pS3BucketName
Q06pKBEmbedModel:
Ref: Q06pKBEmbedModel
Q07pKBChunkingStrategy:
Ref: Q07pKBChunkingStrategy
Q08pKBMaxTokens:
Ref: Q08pKBMaxTokens
Q09pKBOverlapPercentage:
Ref: Q09pKBOverlapPercentage
Q11pOSSCollectionName:
Ref: Q11pOSSCollectionName
Q12pOSSIndexName:
Ref: Q12pOSSIndexName
# Q13pVectorFieldName:
# Ref: Q13pVectorFieldName
# Q14pMetaDataFieldName:
# Ref: Q14pMetaDataFieldName
# Q15pTextFieldName:
# Ref: Q15pTextFieldName
pCollectionArn:
Fn::GetAtt:
- OSSStack
- Outputs.CollectionArn
pKBRoleArn:
Fn::GetAtt:
- KBRoleStack
- Outputs.KBRoleArn
pKBRole:
Fn::GetAtt:
- KBRoleStack
- Outputs.KBRole
GRStack:
Type: AWS::CloudFormation::Stack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/guardrails-template.yaml
TimeoutInMinutes: 15
Parameters:
GuardrailName:
Ref: Q03pGuardrailName
AgentStack:
Type: AWS::CloudFormation::Stack
DependsOn:
- KBStack
- GRStack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/agent-template.yaml
TimeoutInMinutes: 15
Parameters:
Q01pS3BucketName:
Ref: Q01pS3BucketName
KnowledgeBaseId:
Fn::GetAtt:
- KBStack
- Outputs.KBId
GuardrailArn:
Fn::GetAtt:
- GRStack
- Outputs.GuardrailArn
GuardrailVersion:
Fn::GetAtt:
- GRStack
- Outputs.GuardrailVersion
PromptsStack:
Type: AWS::CloudFormation::Stack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/prompts-template.yaml
TimeoutInMinutes: 15
FlowStack:
Type: AWS::CloudFormation::Stack
DependsOn:
- AgentStack
- PromptsStack
Properties:
TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/mortgage-flow-template.yaml
TimeoutInMinutes: 15
Parameters:
FlowName:
Ref: Q02pFlowName
Q01pS3BucketName:
Ref: Q01pS3BucketName
ProcessApplicationPromptArn:
Fn::GetAtt:
- PromptsStack
- Outputs.ProcessApplicationPromptArn
RejectionPromptArn:
Fn::GetAtt:
- PromptsStack
- Outputs.RejectionPromptArn
AgentId:
Fn::GetAtt:
- AgentStack
- Outputs.AgentId
```
------
#### [ JSON ]
```
{
"AWSTemplateFormatVersion": "2010-09-09",
"Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
"Parameters": {
"Q01pS3BucketName": {
"Type": "String",
"Description": "Provide existing S3 bucket name where data is already stored",
"Default": "MortgageFlowBucket"
},
"Q02pFlowName": {
"Type": "String",
"Description": "Name for the flow",
"Default": "MortgageFlow"
},
"Q03pGuardrailName": {
"Type": "String",
"Description": "Name for guardrail to attach to agent",
"Default": "MortgageGR"
},
"Q04pKnowledgeBaseName": {
"Type": "String",
"Description": "Name for knowledge base to associate with agent",
"Default": "MortgageKB"
},
"Q05pAgentName": {
"Type": "String",
"Description": "Name for agent to create",
"Default": "MortgageAgent"
},
"Q06pKBEmbedModel": {
"Type": "String",
"Description": "Select Embedding model",
"Default": "amazon.titan-embed-text-v1"
},
"Q07pKBChunkingStrategy": {
"Type": "String",
"Description": "Select Chunking strategy",
"AllowedValues": [
"Default chunking",
"Fixed-size chunking",
"No chunking"
],
"Default": "Default chunking"
},
"Q08pKBMaxTokens": {
"Type": "Number",
"Description": "Maximum number of tokens in a chunk",
"Default": 300
},
"Q09pKBOverlapPercentage": {
"Type": "Number",
"Description": "Percent overlap in each chunk",
"Default": 20
},
"Q10pKBVectorStore": {
"Type": "String",
"Description": "Select vector store",
"AllowedValues": [
"Open-Search-Serverless"
],
"Default": "Open-Search-Serverless"
},
"Q11pOSSCollectionName": {
"Type": "String",
"Description": "Name of the Collection",
"MinLength": 1,
"MaxLength": 63,
"Default": "mortgage-kb-collection",
"AllowedPattern": "^[a-z0-9](-*[a-z0-9])*",
"ConstraintDescription": "Must be lowercase or numbers with a length of 1-32 characters"
},
"Q12pOSSIndexName": {
"Type": "String",
"Description": "Index name to be created in vector store",
"MinLength": 1,
"MaxLength": 63,
"Default": "mortgage-kb-index",
"AllowedPattern": "^[a-z0-9](-*[a-z0-9])*",
"ConstraintDescription": "Must be lowercase or numbers with a length of 1-63 characters"
}
},
"Resources": {
"KBRoleStack": {
"Type": "AWS::CloudFormation::Stack",
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/kb-role-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"Q01pS3BucketName": {
"Ref": "Q01pS3BucketName"
}
}
}
},
"OSSStack": {
"Type": "AWS::CloudFormation::Stack",
"DependsOn": "KBRoleStack",
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/oss-infra-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"Q01pS3BucketName": {
"Ref": "Q01pS3BucketName"
},
"Q06pKBEmbedModel": {
"Ref": "Q06pKBEmbedModel"
},
"Q11pOSSCollectionName": {
"Ref": "Q11pOSSCollectionName"
},
"Q12pOSSIndexName": {
"Ref": "Q12pOSSIndexName"
},
"pKBRole": {
"Fn::GetAtt": [
"KBRoleStack",
"Outputs.KBRole"
]
},
"pKBRoleArn": {
"Fn::GetAtt": [
"KBRoleStack",
"Outputs.KBRoleArn"
]
}
}
}
},
"KBStack": {
"Type": "AWS::CloudFormation::Stack",
"DependsOn": "OSSStack",
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/kb-infra-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"KnowledgeBaseName": {
"Ref": "Q04pKnowledgeBaseName"
},
"Q01pS3BucketName": {
"Ref": "Q01pS3BucketName"
},
"Q06pKBEmbedModel": {
"Ref": "Q06pKBEmbedModel"
},
"Q07pKBChunkingStrategy": {
"Ref": "Q07pKBChunkingStrategy"
},
"Q08pKBMaxTokens": {
"Ref": "Q08pKBMaxTokens"
},
"Q09pKBOverlapPercentage": {
"Ref": "Q09pKBOverlapPercentage"
},
"Q11pOSSCollectionName": {
"Ref": "Q11pOSSCollectionName"
},
"Q12pOSSIndexName": {
"Ref": "Q12pOSSIndexName"
},
"pCollectionArn": {
"Fn::GetAtt": [
"OSSStack",
"Outputs.CollectionArn"
]
},
"pKBRoleArn": {
"Fn::GetAtt": [
"KBRoleStack",
"Outputs.KBRoleArn"
]
},
"pKBRole": {
"Fn::GetAtt": [
"KBRoleStack",
"Outputs.KBRole"
]
}
}
}
},
"GRStack": {
"Type": "AWS::CloudFormation::Stack",
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/guardrails-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"GuardrailName": {
"Ref": "Q03pGuardrailName"
}
}
}
},
"AgentStack": {
"Type": "AWS::CloudFormation::Stack",
"DependsOn": [
"KBStack",
"GRStack"
],
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/agent-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"Q01pS3BucketName": {
"Ref": "Q01pS3BucketName"
},
"KnowledgeBaseId": {
"Fn::GetAtt": [
"KBStack",
"Outputs.KBId"
]
},
"GuardrailArn": {
"Fn::GetAtt": [
"GRStack",
"Outputs.GuardrailArn"
]
},
"GuardrailVersion": {
"Fn::GetAtt": [
"GRStack",
"Outputs.GuardrailVersion"
]
}
}
}
},
"PromptsStack": {
"Type": "AWS::CloudFormation::Stack",
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/prompts-template.json"
},
"TimeoutInMinutes": 15
}
},
"FlowStack": {
"Type": "AWS::CloudFormation::Stack",
"DependsOn": [
"AgentStack",
"PromptsStack"
],
"Properties": {
"TemplateURL": {
"Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/mortgage-flow-template.json"
},
"TimeoutInMinutes": 15,
"Parameters": {
"FlowName": {
"Ref": "Q02pFlowName"
},
"Q01pS3BucketName": {
"Ref": "Q01pS3BucketName"
},
"ProcessApplicationPromptArn": {
"Fn::GetAtt": [
"PromptsStack",
"Outputs.ProcessApplicationPromptArn"
]
},
"RejectionPromptArn": {
"Fn::GetAtt": [
"PromptsStack",
"Outputs.RejectionPromptArn"
]
},
"AgentId": {
"Fn::GetAtt": [
"AgentStack",
"Outputs.AgentId"
]
}
}
}
}
}
}
```
------
## Amazon Bedrock Guardrails stack
This stack creates the following [guardrails](guardrails.md)-related resources:
+ AgentGuardrail ([AWS::Bedrock::Guardrail](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide /aws-resource-bedrock-guardrail.html)) – A guardrail that provides content filtering, topic policy, and PII protection. This guardrail will be attached to the agent in the Agent stack.
+ AgentGuardrailVersion ([AWS::Bedrock::GuardrailVersion](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide /aws-resource-bedrock-guardrailversion.html)) – The version of the `AgentGuardrail` resource applied to the agent.
------
#### [ YAML ]
```
AWSTemplateFormatVersion: "2010-09-09"
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"
Parameters:
GuardrailName:
Type: String
Description: Name for guardrail
Default: MortgageGuardrail
Resources:
AgentGuardrail:
Type: AWS::Bedrock::Guardrail
Properties:
Name: !Sub AWSDocsTutorial-${GuardrailName}
Description: Guardrail for mortgage processing with investment advice blocking, content filtering, and PII protection
BlockedInputMessaging: "Sorry, the model cannot answer this question."
BlockedOutputsMessaging: "Sorry, the model cannot answer this question."
TopicPolicyConfig:
TopicsConfig:
- Name: InvestmentAdvice
Definition: "Investment advice refers to inquires, guidance or recommendations regarding the management or allocation of fund or asset with the goal of generating returns or achieving specific financial objectives"
Examples:
- "Is investing in the stocks better than bonds?"
- "Should I invest in gold?"
Type: DENY
ContentPolicyConfig:
FiltersConfig:
- Type: VIOLENCE
InputStrength: HIGH
OutputStrength: HIGH
- Type: PROMPT_ATTACK
InputStrength: HIGH
OutputStrength: NONE
- Type: MISCONDUCT
InputStrength: HIGH
OutputStrength: HIGH
- Type: HATE
InputStrength: HIGH
OutputStrength: HIGH
- Type: SEXUAL
InputStrength: HIGH
OutputStrength: HIGH
- Type: INSULTS
InputStrength: HIGH
OutputStrength: HIGH
WordPolicyConfig:
WordsConfig:
- Text: "crypto currency"
- Text: "bitcoin"
ManagedWordListsConfig:
- Type: PROFANITY
SensitiveInformationPolicyConfig:
PiiEntitiesConfig:
- Type: EMAIL
Action: ANONYMIZE
- Type: CREDIT_DEBIT_CARD_NUMBER
Action: BLOCK
ContextualGroundingPolicyConfig:
FiltersConfig:
- Type: GROUNDING
Threshold: 0.85
- Type: RELEVANCE
Threshold: 0.5
AgentGuardrailVersion:
Type: AWS::Bedrock::GuardrailVersion
Properties:
GuardrailIdentifier: !Ref AgentGuardrail
Description: Version 1 of the mortgage agent guardrail
Outputs:
GuardrailArn:
Value:
Ref: AgentGuardrail
Description: ARN of guardrail to associate with agent
GuardrailVersion:
Value:
Fn::GetAtt:
- AgentGuardrailVersion
- Version
Description: Version of guardrail to associate with agent
```
------
#### [ JSON ]
```
{
"AWSTemplateFormatVersion": "2010-09-09",
"Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
"Parameters": {
"GuardrailName": {
"Type": "String",
"Description": "Name for guardrail",
"Default": "MortgageGuardrail"
}
},
"Resources": {
"AgentGuardrail": {
"Type": "AWS::Bedrock::Guardrail",
"Properties": {
"Name": {
"Fn::Sub": "AWSDocsTutorial-${GuardrailName}"
},
"Description": "Guardrail for mortgage processing with investment advice blocking, content filtering, and PII protection",
"BlockedInputMessaging": "Sorry, the model cannot answer this question.",
"BlockedOutputsMessaging": "Sorry, the model cannot answer this question.",
"TopicPolicyConfig": {
"TopicsConfig": [
{
"Name": "InvestmentAdvice",
"Definition": "Investment advice refers to inquires, guidance or recommendations regarding the management or allocation of fund or asset with the goal of generating returns or achieving specific financial objectives",
"Examples": [
"Is investing in the stocks better than bonds?",
"Should I invest in gold?"
],
"Type": "DENY"
}
]
},
"ContentPolicyConfig": {
"FiltersConfig": [
{
"Type": "VIOLENCE",
"InputStrength": "HIGH",
"OutputStrength": "HIGH"
},
{
"Type": "PROMPT_ATTACK",
"InputStrength": "HIGH",
"OutputStrength": "NONE"
},
{
"Type": "MISCONDUCT",
"InputStrength": "HIGH",
"OutputStrength": "HIGH"
},
{
"Type": "HATE",
"InputStrength": "HIGH",
"OutputStrength": "HIGH"
},
{
"Type": "SEXUAL",
"InputStrength": "HIGH",
"OutputStrength": "HIGH"
},
{
"Type": "INSULTS",
"InputStrength": "HIGH",
"OutputStrength": "HIGH"
}
]
},
"WordPolicyConfig": {
"WordsConfig": [
{
"Text": "crypto currency"
},
{
"Text": "bitcoin"
}
],
"ManagedWordListsConfig": [
{
"Type": "PROFANITY"
}
]
},
"SensitiveInformationPolicyConfig": {
"PiiEntitiesConfig": [
{
"Type": "EMAIL",
"Action": "ANONYMIZE"
},
{
"Type": "CREDIT_DEBIT_CARD_NUMBER",
"Action": "BLOCK"
}
]
},
"ContextualGroundingPolicyConfig": {
"FiltersConfig": [
{
"Type": "GROUNDING",
"Threshold": 0.85
},
{
"Type": "RELEVANCE",
"Threshold": 0.5
}
]
}
}
},
"AgentGuardrailVersion": {
"Type": "AWS::Bedrock::GuardrailVersion",
"Properties": {
"GuardrailIdentifier": {
"Ref": "AgentGuardrail"
},
"Description": "Version 1 of the mortgage agent guardrail"
}
}
},
"Outputs": {
"GuardrailArn": {
"Value": {
"Ref": "AgentGuardrail"
},
"Description": "ARN of guardrail to associate with agent"
},
"GuardrailVersion": {
"Value": {
"Fn::GetAtt": [
"AgentGuardrailVersion",
"Version"
]
},
"Description": "Version of guardrail to associate with agent"
}
}
}
```
------
## Amazon Bedrock Prompt management stack
This stack creates the following [prompt](prompt-management.md) ([AWS::IAM::Prompt](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide /aws-resource-bedrock-prompt.html)) resources, which are added to the flow:
+ RejectionPrompt – A prompt that returns a generated rejection letter based on financial information.
+ ProcessApplicationPrompt – A prompt that sends a customer's financial information to an agent and prompts the agent to assess whether the customer qualifies for a loan.
------
#### [ YAML ]
```
AWSTemplateFormatVersion: "2010-09-09"
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"
Resources:
RejectionPrompt:
Type: AWS::Bedrock::Prompt
Properties:
Name: !Sub AWSDocsTutorial-RejectionPrompt
Description: "Use this prompt to generate a rejection letter triggered by an unsatisfactory income to debt ratio"
DefaultVariant: variantOne
Variants:
- Name: variantOne
TemplateType: TEXT
ModelId: anthropic.claude-3-haiku-20240307-v1:0
TemplateConfiguration:
Text:
Text: |
Write a mortgage loan rejection letter for a candiate with income {{income}}, totalDebt {{totalDebt}}, loanAmount {{loanAmount}}.
The reason for rejection is their income to debt ratio.
Do not mention any other reason.
Make the letter as concise as possible.
Treat all numeric inputs as whole numbers.
Let the general structure be like the below:
Dear [Applicant's Name],
We appreciate your interest in obtaining a mortgage loan with our institution...
The primary reason for this decision is that ...
While we understand that this news may be disappointing, ...
Thank you again for your interest, and we wish you the best in your future endeavors...
Sincerely,
[Your Institution's Name]
InputVariables:
- Name: income
- Name: totalDebt
- Name: loanAmount
InferenceConfiguration:
Text:
MaxTokens: 2000
Temperature: 0.0
TopP: 0.999
StopSequences:
- "\n\nHuman:"
AdditionalModelRequestFields:
top_k: 250
ProcessApplicationPrompt:
Type: AWS::Bedrock::Prompt
Properties:
Name: !Sub AWSDocsTutorial-ProcessApplicationPrompt
Description: "Use this prompt to generate a question for an agent to process the mortgage application"
DefaultVariant: variantOne
Variants:
- Name: variantOne
TemplateType: TEXT
ModelId: anthropic.claude-3-haiku-20240307-v1:0
TemplateConfiguration:
Text:
Text: |
Generate a question asking if the user will qualify for a loan for the specified criteria.
Include instruction to base the answer on key features of the property retrieved from MLS listing.
Start with "will an applicant...".
{ "income": {{income}}, "creditScore": {{creditScore}}, "totalDebt": {{totalDebt}}, "loanAmount": {{loanAmount}}, "mlsId": {{mlsId}} }
Include a second question on loan requirements an applicant with the below attributes should consider for a Fannie Mae backed loan (other than debt to income).
InputVariables:
- Name: income
- Name: creditScore
- Name: totalDebt
- Name: loanAmount
- Name: mlsId
InferenceConfiguration:
Text:
MaxTokens: 2000
Temperature: 0.0
TopP: 0.999
StopSequences:
- "\n\nHuman:"
AdditionalModelRequestFields:
top_k: 250
Outputs:
ProcessApplicationPromptArn:
Value:
Ref: ProcessApplicationPrompt
Description: ARN of the prompt to process a mortgage application
RejectionPromptArn:
Value:
Ref: RejectionPrompt
Description: ARN of the prompt to reject a mortgage application
```
------
#### [ JSON ]
```
{
"AWSTemplateFormatVersion": "2010-09-09",
"Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
"Resources": {
"RejectionPrompt": {
"Type": "AWS::Bedrock::Prompt",
"Properties": {
"Name": {
"Fn::Sub": "AWSDocsTutorial-RejectionPrompt"
},
"Description": "Use this prompt to generate a rejection letter triggered by an unsatisfactory income to debt ratio",
"DefaultVariant": "variantOne",
"Variants": [
{
"Name": "variantOne",
"TemplateType": "TEXT",
"ModelId": "anthropic.claude-3-haiku-20240307-v1:0",
"TemplateConfiguration": {
"Text": {
"Text": "Write a mortgage loan rejection letter for a candiate with income {{income}}, totalDebt {{totalDebt}}, loanAmount {{loanAmount}}. \nThe reason for rejection is their income to debt ratio. \nDo not mention any other reason. \nMake the letter as concise as possible. \nTreat all numeric inputs as whole numbers.\nLet the general structure be like the below:\n\nDear [Applicant's Name],\nWe appreciate your interest in obtaining a mortgage loan with our institution...\nThe primary reason for this decision is that ...\nWhile we understand that this news may be disappointing, ...\nThank you again for your interest, and we wish you the best in your future endeavors...\n\nSincerely,\n[Your Institution's Name]\n",
"InputVariables": [
{
"Name": "income"
},
{
"Name": "totalDebt"
},
{
"Name": "loanAmount"
}
]
}
},
"InferenceConfiguration": {
"Text": {
"MaxTokens": 2000,
"Temperature": 0.0,
"TopP": 0.999,
"StopSequences": [
"\n\nHuman:"
]
}
},
"AdditionalModelRequestFields": {
"top_k": 250
}
}
]
}
},
"ProcessApplicationPrompt": {
"Type": "AWS::Bedrock::Prompt",
"Properties": {
"Name": {
"Fn::Sub": "AWSDocsTutorial-ProcessApplicationPrompt"
},
"Description": "Use this prompt to generate a question for an agent to process the mortgage application",
"DefaultVariant": "variantOne",
"Variants": [
{
"Name": "variantOne",
"TemplateType": "TEXT",
"ModelId": "anthropic.claude-3-haiku-20240307-v1:0",
"TemplateConfiguration": {
"Text": {
"Text": "Generate a question asking if the user will qualify for a loan for the specified criteria. \n\nInclude instruction to base the answer on key features of the property retrieved from MLS listing. \n\nStart with \"will an applicant...\".\n\n{ \"income\": {{income}}, \"creditScore\": {{creditScore}}, \"totalDebt\": {{totalDebt}}, \"loanAmount\": {{loanAmount}}, \"mlsId\": {{mlsId}} }\n\nInclude a second question on loan requirements an applicant with the below attributes should consider for a Fannie Mae backed loan (other than debt to income).\n",
"InputVariables": [
{
"Name": "income"
},
{
"Name": "creditScore"
},
{
"Name": "totalDebt"
},
{
"Name": "loanAmount"
},
{
"Name": "mlsId"
}
]
}
},
"InferenceConfiguration": {
"Text": {
"MaxTokens": 2000,
"Temperature": 0.0,
"TopP": 0.999,
"StopSequences": [
"\n\nHuman:"
]
}
},
"AdditionalModelRequestFields": {
"top_k": 250
}
}
]
}
}
},
"Outputs": {
"ProcessApplicationPromptArn": {
"Value": {
"Ref": "ProcessApplicationPrompt"
},
"Description": "ARN of the prompt to process a mortgage application"
},
"RejectionPromptArn": {
"Value": {
"Ref": "RejectionPrompt"
},
"Description": "ARN of the prompt to reject a mortgage application"
}
}
}
```
------
## Amazon Bedrock Knowledge Bases stack
This template creates the [knowledge base](knowledge-base.md) and its data source containing the loan guidelines:
+ KnowledgeBase ([AWS::Bedrock::KnowledgeBase](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide /aws-resource-bedrock-knowledgebase.html))
+ KnowledgeBaseDataSource ([AWS::Bedrock::DataSource](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide /aws-resource-bedrock-datasource.html))
------
#### [ YAML ]
```
AWSTemplateFormatVersion: '2010-09-09'
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"
Parameters:
KnowledgeBaseName:
Type: String
Description: Name of knowledge base
Default: MortgageKB
Q01pS3BucketName:
Type: String
Description: Name of S3 bucket where knowledge base data is stored
Q06pKBEmbedModel:
Type: String
Description: Selected Embedding model
Q07pKBChunkingStrategy:
Type: String
Description: Selected Chunking strategy
Q08pKBMaxTokens:
Type: Number
Description: Maximum number of tokens in a chunk
Q09pKBOverlapPercentage:
Type: Number
Description: Percent overlap in each chunk
Q11pOSSCollectionName:
Type: String
Description: Name of the Collection
Q12pOSSIndexName:
Type: String
Description: Index name to be created in vector store
Q13pVectorFieldName:
Type: String
Description: Vector field name
Default: bedrock-knowledge-base-default-vector
Q14pMetaDataFieldName:
Type: String
Description: Metadata field name
Default: AMAZON_BEDROCK_METADATA
Q15pTextFieldName:
Type: String
Description: Text field name
Default: AMAZON_BEDROCK_TEXT_CHUNK
pCollectionArn:
Type: String
Description: Name of the Collection Arn
pKBRole:
Type: String
Description: KB role for e2e RAG
pKBRoleArn:
Type: String
Description: KB role Arn for e2e RAG
Conditions:
IsChunkingStrategyFixed:
Fn::Equals:
- Ref: Q07pKBChunkingStrategy
- Fixed-size chunking
IsChunkingStrategyDefault:
Fn::Equals:
- Ref: Q07pKBChunkingStrategy
- Default chunking
IsChunkingStrategyNoChunking:
Fn::Equals:
- Ref: Q07pKBChunkingStrategy
- No chunking
IsChunkingStrategyFixedOrDefault:
Fn::Or:
- Condition: IsChunkingStrategyFixed
- Condition: IsChunkingStrategyDefault
Resources:
KnowledgeBase:
Type: AWS::Bedrock::KnowledgeBase
Properties:
Description: Test KB Deployment
KnowledgeBaseConfiguration:
Type: VECTOR
VectorKnowledgeBaseConfiguration:
EmbeddingModelArn:
Fn::Sub: arn:aws:bedrock:${AWS::Region}::foundation-model/${Q06pKBEmbedModel}
Name: !Sub AWSDocsTutorial-${KnowledgeBaseName}
RoleArn:
Ref: pKBRoleArn
StorageConfiguration:
OpensearchServerlessConfiguration:
CollectionArn:
Ref: pCollectionArn
FieldMapping:
MetadataField:
Ref: Q14pMetaDataFieldName
TextField:
Ref: Q15pTextFieldName
VectorField:
Ref: Q13pVectorFieldName
VectorIndexName:
Ref: Q12pOSSIndexName
Type: OPENSEARCH_SERVERLESS
KnowledgeBaseDataSource:
Type: AWS::Bedrock::DataSource
DependsOn:
- KnowledgeBase
Properties:
DataSourceConfiguration:
Type: S3
S3Configuration:
BucketArn:
Fn::Sub: arn:aws:s3:::${Q01pS3BucketName}
InclusionPrefixes:
- knowledge-base-data-source/
Description: Knowledge base data source
KnowledgeBaseId:
Ref: KnowledgeBase
Name: !Sub AWSDocsTutorial-${KnowledgeBaseName}-DS
VectorIngestionConfiguration:
ChunkingConfiguration:
Fn::If:
- IsChunkingStrategyFixed
- ChunkingStrategy: FIXED_SIZE
FixedSizeChunkingConfiguration:
MaxTokens: !Ref Q08pKBMaxTokens
OverlapPercentage: !Ref Q09pKBOverlapPercentage
- Fn::If:
- IsChunkingStrategyDefault
- ChunkingStrategy: FIXED_SIZE
FixedSizeChunkingConfiguration:
MaxTokens: 300
OverlapPercentage: 20
- Fn::If:
- IsChunkingStrategyNoChunking
- ChunkingStrategy: NONE
- !Ref AWS::NoValue
Outputs:
KBId:
Value:
Ref: KnowledgeBase
Description: KnowledgeBase ID
DS:
Value:
Ref: KnowledgeBaseDataSource
Description: KnowledgeBase Datasource
```
------
#### [ JSON ]
```
{
"AWSTemplateFormatVersion": "2010-09-09",
"Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
"Parameters": {
"KnowledgeBaseName": {
"Type": "String",
"Description": "Name of knowledge base",
"Default": "MortgageKB"
},
"Q01pS3BucketName": {
"Type": "String",
"Description": "Name of S3 bucket where knowledge base data is stored"
},
"Q06pKBEmbedModel": {
"Type": "String",
"Description": "Selected Embedding model"
},
"Q07pKBChunkingStrategy": {
"Type": "String",
"Description": "Selected Chunking strategy"
},
"Q08pKBMaxTokens": {
"Type": "Number",
"Description": "Maximum number of tokens in a chunk"
},
"Q09pKBOverlapPercentage": {
"Type": "Number",
"Description": "Percent overlap in each chunk"
},
"Q11pOSSCollectionName": {
"Type": "String",
"Description": "Name of the Collection"
},
"Q12pOSSIndexName": {
"Type": "String",
"Description": "Index name to be created in vector store"
},
"Q13pVectorFieldName": {
"Type": "String",
"Description": "Vector field name",
"Default": "bedrock-knowledge-base-default-vector"
},
"Q14pMetaDataFieldName": {
"Type": "String",
"Description": "Metadata field name",
"Default": "AMAZON_BEDROCK_METADATA"
},
"Q15pTextFieldName": {
"Type": "String",
"Description": "Text field name",
"Default": "AMAZON_BEDROCK_TEXT_CHUNK"
},
"pCollectionArn": {
"Type": "String",
"Description": "Name of the Collection Arn"
},
"pKBRole": {
"Type": "String",
"Description": "KB role for e2e RAG"
},
"pKBRoleArn": {
"Type": "String",
"Description": "KB role Arn for e2e RAG"
}
},
"Conditions": {
"IsChunkingStrategyFixed": {
"Fn::Equals": [
{
"Ref": "Q07pKBChunkingStrategy"
},
"Fixed-size chunking"
]
},
"IsChunkingStrategyDefault": {
"Fn::Equals": [
{
"Ref": "Q07pKBChunkingStrategy"
},
"Default chunking"
]
},
"IsChunkingStrategyNoChunking": {
"Fn::Equals": [
{
"Ref": "Q07pKBChunkingStrategy"
},
"No chunking"
]
},
"IsChunkingStrategyFixedOrDefault": {
"Fn::Or": [
{
"Condition": "IsChunkingStrategyFixed"
},
{
"Condition": "IsChunkingStrategyDefault"
}
]
}
},
"Resources": {
"KnowledgeBase": {
"Type": "AWS::Bedrock::KnowledgeBase",
"Properties": {
"Description": "Test KB Deployment",
"KnowledgeBaseConfiguration": {
"Type": "VECTOR",
"VectorKnowledgeBaseConfiguration": {
"EmbeddingModelArn": {
"Fn::Sub": "arn:aws:bedrock:${AWS::Region}::foundation-model/${Q06pKBEmbedModel}"
}
}
},
"Name": {
"Fn::Sub": "AWSDocsTutorial-${KnowledgeBaseName}"
},
"RoleArn": {
"Ref": "pKBRoleArn"
},
"StorageConfiguration": {
"OpensearchServerlessConfiguration": {
"CollectionArn": {
"Ref": "pCollectionArn"
},
"FieldMapping": {
"MetadataField": {
"Ref": "Q14pMetaDataFieldName"
},
"TextField": {
"Ref": "Q15pTextFieldName"
},
"VectorField": {
"Ref": "Q13pVectorFieldName"
}
},
"VectorIndexName": {
"Ref": "Q12pOSSIndexName"
}
},
"Type": "OPENSEARCH_SERVERLESS"
}
}
},
"KnowledgeBaseDataSource": {
"Type": "AWS::Bedrock::DataSource",
"DependsOn": [
"KnowledgeBase"
],
"Properties": {
"DataSourceConfiguration": {
"Type": "S3",
"S3Configuration": {
"BucketArn": {
"Fn::Sub": "arn:aws:s3:::${Q01pS3BucketName}"
},
"InclusionPrefixes": [
"knowledge-base-data-source/"
]
}
},
"Description": "Knowledge base data source",
"KnowledgeBaseId": {
"Ref": "KnowledgeBase"
},
"Name": {
"Fn::Sub": "AWSDocsTutorial-${KnowledgeBaseName}-DS"
},
"VectorIngestionConfiguration": {
"ChunkingConfiguration": {
"Fn::If": [
"IsChunkingStrategyFixed",
{
"ChunkingStrategy": "FIXED_SIZE",
"FixedSizeChunkingConfiguration": {
"MaxTokens": {
"Ref": "Q08pKBMaxTokens"
},
"OverlapPercentage": {
"Ref": "Q09pKBOverlapPercentage"
}
}
},
{
"Fn::If": [
"IsChunkingStrategyDefault",
{
"ChunkingStrategy": "FIXED_SIZE",
"FixedSizeChunkingConfiguration": {
"MaxTokens": 300,
"OverlapPercentage": 20
}
},
{
"Fn::If": [
"IsChunkingStrategyNoChunking",
{
"ChunkingStrategy": "NONE"
},
{
"Ref": "AWS::NoValue"
}
]
}
]
}
]
}
}
}
}
},
"Outputs": {
"KBId": {
"Value": {
"Ref": "KnowledgeBase"
},
"Description": "KnowledgeBase ID"
},
"DS": {
"Value": {
"Ref": "KnowledgeBaseDataSource"
},
"Description": "KnowledgeBase Datasource"
}
}
}
```
------
# Details about the mortgage processing flow
The visual representation of the mortgage processing flow in the AWS Management Console is as follows:
![\[Mortgage processing flow\]](http://docs.aws.amazon.com/bedrock/latest/userguide/images/cloudformation/mortgage-processing-flow.png)
## Steps in the flow
The following steps occur in the flow:
1. The customer's financial information from the input is sent to the `loanCalculator` Lambda function, which calculates the customer's maximum affordable loan.
1. The output from the `loanCalculator` function (`maximumAffordableLoan`) and the `loanAmount` value from the input are sent to the condition node, which is then evaluated as follows:
+ If the `loanAmount` is greater than the `maximumAffordableLoan`, the `incomeDebt` prompt is triggered and a rejection letter for the loan is generated.
+ Otherwise, the customer's financial information is sent to the `mortgageProcessingAgent` by the `processApplication` prompt. The agent applies a loan calculator function, as well as a Multiple Listing Service (MLS) lookup function to look up a DynamoDB table and assess the customer's information with respect to the MLS property specified in the input. Furthermore, the agent looks up information from a knowledge base, which contains the Fannie Mae Selling Guide. The agent uses all this information to generate a response analyzing the customer's eligibility for the requested loan amount.