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Hybrid-Intelligence Decision Support System (HI-DSS) for GE-McKinsey portfolio analysis, directly linking AI-based evidence reasoning with human strategic judgment.

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Development of a Hybrid Intelligence Decision Support System for Strategic Planning Support

hybridintelligence.dev

Hybrid Intelligence Decision Support System for evidence-based strategic planning under information overload and uncertain signals.
It evaluates strategic plans against a transparent, traceable evidence base, integrates human strategic judgment throughout the workflow, and prepares results for strategic assessment.

Table of Contents
  1. Overview
  2. Technical innovation
  3. Built With
  4. Injecting the hybrid intelligence into the GE-McKinsey matrix
  5. Workflow screenshots
  6. Frontend
  7. Backend
  8. Additional docs

Overview

The system pairs a multi-step frontend workflow with a FastAPI backend that manages strategy stages, evidence scoring, and NLI outputs.

Technical innovation

Solution Objectives (Hevner et al., 2004)

1 Extends strategic instrument with HI

2 Hybrid reasoning with clear roles

3 Multi dimensional assessment signals

4 Traceable approval gated evidence

5 Hybrid uncertainty visualization

Built With

Frontend

React Vite TypeScript Tailwind Radix shadcn/ui shadcn.io Lucide Recharts PDFjs ReactRouter

Backend

Python FastAPI FAISS NumPy Pandas PyTorch Transformers NLI Model Embedding Model

Deployment

Docker Fly.io Vercel

Injecting Hybrid Intelligence into the GE-McKinsey Matrix: A Data-Driven Decision Support Extension

Syringe icon

Figure 10 - Derivation of uncertainty intervals

Scoring Logic (Implementation of the Solution Objectives)

The following part is intentionally reduced to the conceptual structure and core stages. Detailed technical implementation and parameterization are documented in the project folder.

  1. Preprocessing
    The evidence base (for example forecast and risk reports in PDF format) is extracted, cleaned, split into chunks, and indexed as embeddings in a vector database together with source-related metadata. If needed, a language model converts content from charts or tables into NLI-compatible premises.

  2. Hypothesis generation
    Strategic plans are transformed into declarative, NLI-compatible hypotheses. This enables consistent semantic matching with the vector database and NLI models.

  3. Information retrieval for candidate generation
    The evidence base is reduced to relevant candidates. Relevance is determined with vector-based cosine similarity on L2-normalized representations.

  4. NLI-based pair scoring
    Relevant evidence candidates are evaluated pairwise against the strategic hypothesis (support, contradiction, neutral). The resulting softmax scores quantify the strength of the semantic relation.

  5. Model-based evaluation (AI baseline)
    For each dimension (forecast and risk, analogously), the mean and population variance of included evidence are aggregated.

    Let S_F = {s_1, ..., s_n} be the set of included forecast evidence scores with s_i in [0,1].

    Equation 0 - Mean and variance

    Based on mu_F, sigma_F^2, and n, a normal-approximation uncertainty interval (z = 1.96) is computed and bounded to [0,1]:

    Equation 1 - Uncertainty interval
  6. Hybrid score fusion
    The alignment slider a_F in [0,1] shifts the AI baseline score:

    Equation 2 - Alignment difference Equation 3 - Hybrid mean score

    The stability slider c_F in [0,1] scales the interval width:

    Equation 4 - Hybrid interval width Equation 5 - Hybrid interval

    The output of this stage is the hybrid mean score mu_F* and the hybrid interval [L_F*, U_F*], both constrained to [0,1].

  7. Strategy derivation via area shares
    The interval zones are placed as a rectangle in the GE-McKinsey matrix. For each cell (r,c), overlap area is calculated relative to the total overlap:

    Equation 6 - Area share per matrix cell

    The final output is a percentage-based Strategy Distribution across all matrix cells.

Workflow screenshots

Step 1 - Strategic Plan

Define the strategic intent, segment, and region, or select a predefined plan.

Strategic Plan

Step 2 - Evidence Selection

Curate the knowledgebase by including or excluding evidence, with score guidance.

Evidence Selection

Step 3 - Evidence Reasoning

Adjust alignment and stability sliders to reflect the evidence signal.

Evidence Reasoning

Step 4 - Evidence Positioning

Place evidence in the GE-McKinsey matrix and refine the final position.

Evidence Positioning

Step 5 - Recommendation Dashboard

Review strategic insights and the evidence foundation behind the recommendation.

Recommendation Dashboard

Feature detail

Source document viewer for evidence traceability and report inspection.

Source Document Viewer

Frontend

React + Vite frontend for the Hybrid Intelligence Decision Support system. Focus: multi-step evaluation workflow, evidence curation, and visualization.

Local run

Requirement: Node.js >= 18

npm install
npm run dev

Project structure

.
|-- public/              # static assets
|-- src/
|   |-- main.tsx         # React root, router, providers
|   |-- router/          # route definitions
|   |-- pages/           # screen-level routes
|   |-- layouts/         # app layout shells
|   |-- components/      # shared UI components
|   |-- features/        # workflow features (charts, selection, pdf)
|   |-- data/            # datasets and matrix presets
|   |-- lib/             # API client, helpers
|   |-- hooks/           # UI hooks
|   |-- styles/          # Tailwind entrypoint
|   `-- types/           # type declarations
|-- index.html
|-- package.json
|-- vite.config.ts
|-- tailwind.config.js
|-- tsconfig*.json
`-- vercel.json

Each top-level folder represents a system responsibility.

Architecture

Workflow view

+====================================================================+
||......................:: 1-Strategic Plan ::......................||
||                                                                  ||
||                        strategic-plan.tsx                        ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||....................:: 2-Evidence Selection ::....................||
||                                                                  ||
||     evidence-selection-loading.tsx -> evidence-selection.tsx      ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||....................:: 3-Evidence Reasoning ::....................||
||                                                                  ||
||                      evidence-reasoning.tsx                      ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||...................:: 4-Evidence Positioning ::...................||
||                                                                  ||
||   evidence-positioning-loading.tsx -> evidence-positioning.tsx    ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.................:: 5-Recommendation Dashboard ::.................||
||                                                                  ||
||                   recommendation-dashboard.tsx                   ||
||                                                                  ||
+====================================================================+

API

App entry point:

http://127.0.0.1:5173

Examples:

http://127.0.0.1:5173/login
http://127.0.0.1:5173/strategic-plan
http://127.0.0.1:5173/dashboard

Backend

FastAPI backend for the Hybrid Intelligence Decision Support system. Focus: orchestrating strategy workflows, NLI stages, and scoring via HTTP.

Local run

Requirement: Python >= 3.12

python -m venv .venv
source .venv/bin/activate

python -m pip install --upgrade pip poetry
poetry install

poetry run serve

Project structure

.
|-- app/
|   |-- __main__.py        # uvicorn entry point
|   |-- main.py            # app factory, CORS, health
|   |-- api/               # HTTP routes (v1)
|   |-- modules/           # hybrid services and schemas
|   |-- pipelines/         # NLI stage scripts
|   |-- infrastructure/    # paths, persistence, presets
|   |-- config/            # settings
|   |-- scripts/           # CLI helpers
|   `-- data/              # default data/workdir root
|-- pyproject.toml
|-- poetry.lock
|-- pytest.ini
`-- README.md

Each top-level folder represents a system responsibility.

Architecture

Stages view

+====================================================================+
||..................:: Preprocessing artifacts ::...................||
+====================================================================+
                                   v
+====================================================================+
||........................:: 2-Hypothesen ::........................||
||                                                                  ||
||                      strategy_hypotheses.py                      ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||........................:: 3-Embeddings ::........................||
||                                                                  ||
||                 forecast-reports | risk-reports                  ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.......................:: 4-PremisePairs ::.......................||
||                                                                  ||
||                 forecast-reports | risk-reports                  ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.........................:: 5-Reports ::..........................||
||                                                                  ||
||                          merge_pairs.py                          ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||........................:: 6-UserReview ::........................||
||                                                                  ||
||                        add_user_status.py                        ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.........................:: 7-Scoring ::..........................||
||                                                                  ||
||                 score_summary.py | intervall.py                  ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.....................:: 8-HumanKalibration ::.....................||
||                                                                  ||
||                       human_calibration.py                       ||
||                                                                  ||
+====================================================================+
                                   v
+====================================================================+
||.........................:: 9-Strategy ::.........................||
||                                                                  ||
||                     compute_distribution.py                      ||
||                                                                  ||
+====================================================================+

Responsibilities

  • API layer: FastAPI app, v1 router, health endpoints.
  • Service layer: modules/hybrid/services orchestrate workflow state and stage execution.
  • Stages: app/pipelines/nli scripts for retrieval, NLI pairing, reports, scoring.
  • State handling: workdir files under NLI_DATA_ROOT/NLI_WORKDIR and presets in PRESETS_DIR.
  • Configuration: pydantic-settings loads .env and environment variables.

Configuration

Environment variables are loaded from .env in the repository root (if present).

Name Responsibility Default
APP_HOST Bind address 127.0.0.1
APP_PORT HTTP port 8000
APP_RELOAD Auto reload false
FRONTEND_ORIGINS CORS allowlist http://localhost:5173, https://hybridintelligence.dev
OPENAI_API_KEY OpenAI API key for stage scripts unset
NLI_DATA_ROOT Base data directory app/data/nli
NLI_WORKDIR Stages workdir NLI_DATA_ROOT/workdir
PRESETS_DIR Preset files presets
NLI_MODEL_NAME Local NLI model microsoft/deberta-large-mnli

API

OpenAPI schema:

http://127.0.0.1:8000/openapi.json

Examples:

curl http://127.0.0.1:8000/health
curl http://127.0.0.1:8000/hybrid/pipeline/status

Additional docs

  • frontend/docs_frontend.md
  • backend/docs_backend.md

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Hybrid-Intelligence Decision Support System (HI-DSS) for GE-McKinsey portfolio analysis, directly linking AI-based evidence reasoning with human strategic judgment.

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