Prepare the sources
Organise approved documents and records for retrieval. Preserve source references and define how updates enter the system.
Knowledge Systems
Retrieval-augmented generation (RAG) helps your team answer questions using approved documents, emails and records. We build knowledge systems that connect answers to their sources.
Make Business Knowledge Usable
The work starts with the material: its quality, permissions, structure and how often it changes.
Retrieve and answer
Combine relevant search methods with source-grounded response generation. Return links or citations so readers can check the supporting material.
Evaluate the gaps
Test retrieval and answers against representative questions. Handle missing or conflicting information instead of treating every question as covered.
Source Access Still Matters
A search tool must not become a route around document permissions. We define access boundaries, source refresh and what the system should do when the material does not support an answer.
Example Workflow
From a Question Back to the Source
A conceptual knowledge workflow, with the user’s permitted sources defining what can be retrieved.
Ask
A user asks a question about the approved material.
Retrieve
Search returns relevant passages the user may access.
Compose
The system prepares an answer from the retrieved evidence.
Check
The reader can inspect sources; unsupported questions are flagged.
Systems and demonstrations
Explore the workflow, the controls and the decisions people retain.
Demonstration
Carrier Appetite Search
A producer describes a risk and receives carrier matches grounded in published appetite material. Each assessment includes a reason and a dated source reference, with a submission draft prepared for review.
Describe the risk
Search combines meaning and exact keywords, then reranks the relevant carrier records.
Inspect the evidence
Results separate admitted and excess-and-surplus markets, and distinguish existing appointments from potential access.
Prepare the submission
A draft cover note and required-document list support the producer’s review. A licensed person makes the binding decision.
Controls and responsibility
Each carrier assessment requires a citation. Missing indexed evidence is reported explicitly. Retrieved passages are kept separate from trusted instructions; an appetite match is not a binding or coverage decision.
Demonstration
Mortgage File Review
A borrower file is organised and checked against retrieved lending rules. The underwriter receives cited issues, a proposed conditions list and draft correspondence. The system does not approve or decline the application.
Organise the file
Identify the documents, extract relevant facts and make missing information visible.
Check the rules
Compare the file with the relevant Canadian lending material, including loan-to-value, debt service, income evidence and down payment checks.
Route for a decision
Send the recommendation and supporting citations to a named underwriter. Conditions and correspondence remain drafts.
Controls and responsibility
Rules are retrieved with source references. Every review routes to a person and its steps are recorded. A model confidence indication does not authorise an approval or decline. A different jurisdiction needs a separately reviewed rule library and workflow.
Questions About the Service
What does RAG mean?
Retrieval augmented generation combines source retrieval with an AI-generated response. The system finds relevant material first, then uses it to prepare an answer with supporting references.
Will every answer be correct?
No system should promise that. We evaluate representative questions, make the supporting sources available and design for missing information and human review.
Can the knowledge change after launch?
Yes. Source ownership and refresh are part of the design. The update process depends on where your material lives and how it is maintained.
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Tell Us What You Want to Build
Bring a workflow, a requirement or a problem your team wants to solve.