The outcome
Answer authorized users from current source material without unsupported claims or cross-team leakage.
Step by step
A workflow you can repeat.
- 01
Define users, team, questions, source owners, data classes, document permissions, freshness, answer and citation rules, model and embedding choices, retention, and evaluation thresholds.
- 02
Create an isolated knowledge base, ingest minimal approved documents, inspect parsed text and images, and record source, owner, rights, version, audience, and expiry metadata.
- 03
Tune chunking and retrieval on labeled questions, add reranking only when measured, require cited evidence and abstention, and keep history and context within explicit limits.
- 04
Test correct, ambiguous, no-answer, stale, conflicting, multilingual, permission-boundary, prompt-injection, poisoned-document, malformed-file, deletion, and provider-failure cases.
- 05
Publish to a limited audience, monitor retrieval and feedback, reindex reviewed changes, audit team access, and support source correction, expiry, export, deletion, and incident response.
Working standard
What good use looks like.
- Inspect parsed documents before indexing.
- Require citations or abstention.
- Test retrieval prompt injection.
Official references