From data to decisions: Aligning models for enterprise use cases with InstructLab in watsonx.ai

Cheese Factory

Authors

Suhas Kashyap

Sr. Product Manager, InstructLab for watsonx.ai

Syeda Ameena

AI Engineer - Solution Architect, Ecosystem Engineering SI Labs - watsonx

IBM

IBM intends to release an enhanced InstructLab experience* to watsonx.ai in the future, helping enable AI developers customize large language models and small language models with enterprise data.

The LLM challenge

In today's world, there is no shortage of LLMs (large language models) and each LLM brings its own unique capabilities. However, these models come with a significant challenge: they lack the specific domain knowledge, contextual nuances, established patterns and specific terminology relevant to particular fields needed to build highly specialized enterprise use cases.

In most generative AI use cases or applications that we build, LLMs need to be customized to meet the industry needs, by using methods like Prompt EngineeringPrompt Tuning or Retrieval-Augmented Generation (RAG). While each of these techniques has its advantages, they share a critical limitation: the context length limit.

The context length problem:

Most LLMs have an input token limit, meaning the amount of information they can process in one go is capped. When building a custom solution, the input typically consists of:

  • prompt,
  • Few-shot examples, and
  • Relevant chunks from a retrieved document

If this combined input exceeds the model's context limit, the model truncates the retrieved data. This often leads to hallucinations—where the model generates inaccurate or misleading information due to incomplete context. As a result, many AI use cases fail to scale into production because they rely on prompt-based methods with these inherent limitations.

The need for fine-tuning:

This brings us to the need for fine-tuning. Unlike prompt engineering or RAG, fine-tuning can embed domain-specific knowledge directly into the model, eliminating the dependence on prompt tokens to convey essential information. However, the process of fine-tuning comes with its own set of challenges:

  • Computationally demanding: Fine-tuning a pretrained model requires immense computational power, often only accessible through state-of-the-art infrastructure.
  • Resource-Intensive: In addition to technical resources, it demands a deep level of data science expertise to manage the complexities of training, optimizing and maintaining the models.
  • Model security concerns: Even platforms like Hugging Face, which offer hosted APIs for fine-tuning, pose a risk when handling sensitive data. Sending proprietary or confidential information across the internet for training is a significant security risk for many organizations unless proper security measures are taken to protect it. However, with the right expertise and partnerships, it’s possible to effectively address these concerns and help protect sensitive data.

This is where InstructLab steps in, offering a transformative solution to democratize AI model development with LAB (Large-scale Alignment for ChatBots) methodology. This is a game-changing approach that enables efficient fine-tuning of a pretrained base models to specific business needs, by using fewer computational resources.

Why InstructLab with watsonx.ai™?

InstructLab can make AI development more accessible and tailored to individual business needs.

Its ability to train models on domain-specific knowledge, contextual nuances, established patterns and specific terminology relevant to particular fields can make it an ideal AI solution for businesses of all sizes.

The low-fidelity workflow provided by InstructLab on standard laptops allows companies to experiment and conduct smoke tests with minimal computational overhead, offering an accessible entry point into AI.

However, for full-scale model training that involves extensive synthetic data generation and delivers high-quality, production-level results, more robust data processing pipelines and computational resources are necessary. This is where InstructLab in watsonx.ai steps in as our scalable enterprise solution* [coming soon].

InstructLab in watsonx.ai* will offer a full-scale fine-tuning experience, equipped with data lineage and evaluation features, and the computational infrastructure needed to handle large-scale AI development. By bridging these two workflows—low-cost, accessible testing with full-scale enterprise deployment—InstructLab can help businesses start small and scale up seamlessly as their AI needs grow.

Further, our future release of InstructLab in watsonx.ai*, will empower organizations to tackle complex, real-world problems by teaching models the skills necessary to interpret and act on diverse inputs. This combination allows businesses to use advanced AI capabilities in ways that go far beyond traditional fine-tuning.

For example:

1. Teach models to understand diverse inputs:
 Using the InstructLab alignment technique, you can train models on various forms of input data, from clinical impressions and call transcripts to insurance claims and trade reports. This flexibility allows the model to grasp nuanced information across different domains.

For instance, in a healthcare setting, the model might learn to interpret clinical notes, assess patient risk, and categorize them for quick intervention. In finance, it might analyze end-of-day trade reports and classify the risk associated with the booked trades.

2. Accurate classification and decision-making:
 Once the model is trained with InstructLab, it can automatically classify outputs based on your specific business criteria. Whether it’s assessing patient risk, gauging customer sentiment from call transcripts, or analyzing trading risks, the model becomes an intelligent, context-aware decision support tool. This tailored approach can add enormous value, as the model learns to replicate the specific way your business interprets and responds to various situations.

3. Ingesting real-time data with RAG:
  RAG (Retrieval-Augmented Generation) complements InstructLab by allowing the model to ingest and process real-time documents. For instance, as new clinical assessments, call transcripts or trade reports arrive, RAG enables the model to retrieve relevant information dynamically. This makes the model not just a static repository of knowledge but an evolving tool capable of providing timely and informed responses based on the latest data.

4. Problem-solving with AI agents:
The real power of combining InstructLab* lies in its ability to help solve complex use cases by using AI agents trained that use Instructlab to optimize workflows and handle complex tasks. Once trained, AI agents can act based on the model’s insights and parameters set by the organization. For example, they can be designed to look up databases to find correlations in patient data. They can also update records based on new customer interactions or even generate comprehensive dashboards that summarize the day’s trading activities. This autonomy cannot only streamline workflow but also enable more proactive human decision-making.

Ready to learn more?

With InstructLab, businesses gain a powerful AI tool that not only understands their unique way of doing things but also evolves with them. By using InstructLab in watsonx.ai* in the future businesses can create a robust, end-to-end AI solution tailored to their specific needs.

To learn more about watsonx.ai, IBM’s enterprise-grade AI studio that helps AI builders innovate with all the APIs, tools, models and runtimes to build powerful AI solutions, visit our webpage or start a free trial.

Be sure to fill out our InstructLab Preview Interest Form today.

*Statements regarding IBM’s future direction and intent are subject to change or withdrawal without notice and represent goals and objectives only.