Sources & access
Start with the source systems, who may read each source and which questions the product should answer.
For CTOs and product owners whose users need answers grounded in company documents, we add a RAG-powered answer flow to your existing product, with citations and access controls matched to user roles.
Discuss your RAG integrationDefine the scope
Start with the source systems, who may read each source and which questions the product should answer.
Agree how an answer refers back to its evidence, what needs human review and what happens when the sources do not support an answer.
Scope evaluation before choosing the retrieval stack.
Agree the sources, user groups and first answer flow before implementation. The following is a starting scope to adapt to your product, not a fixed package.
Document the systems to connect, source owners, allowed user roles and update rules. Define what stays outside retrieval, including material a user is not entitled to see.
Scope ingestion, retrieval and answer generation inside the existing product. Include source references, an explicit insufficient-evidence response and a review interface where the user needs to approve a draft.
Agree a reusable question set, expected evidence and acceptance checks. Agree the handover contents before we start, including configuration, source-refresh instructions, monitoring and operating instructions for your technical team.
A concrete starting point
Hypothetical contract-review flow: retrieve the relevant clause and amendment history, cite each source, then compare the text with a reviewer-defined checklist.
Flag missing or conflicting terms for legal review.
Test clear answers, missing amendments and conflicting versions; the system drafts no legal conclusion.
Scope & acceptance
Review representative documents and user questions together. Check conflicting versions, document structure and permissions before deciding whether RAG is the right approach.
Check whether the permitted passage is found before judging the final answer. Compare retrieval and model options on the same questions; a larger model cannot substitute for missing source material.
Build the agreed answer flow, test it with the product owner and plan a controlled release. Keep later source collections or user groups outside the first release unless separately agreed.
Review answer accuracy, source support and abstention on unanswerable questions. Include outdated documents, conflicting evidence and attempts to elicit restricted content in the evaluation set.
Agree what users see when retrieval, a source system or the model is unavailable. An unsupported answer should not silently become a confident recommendation; offer search or a reviewer handoff instead.
Name the source owner and technical operator. Agree refresh checks, deletion handling, logging boundaries and who retests quality after a document, prompt or model change.
Before we start
Not necessarily. Start with the sources you maintain today. The brief should identify required connectors and any cleaning or restructuring; it should not assume a migration before reviewing the material.
No. Source references help reviewers inspect the answer, but retrieval and generation still need testing. Agree when the system should decline to answer and which outputs need human review.
Discuss permitted processing, deployment options, access controls and retention before sharing sensitive samples. Private hosting is an option to assess, not a blanket assurance that every architecture meets your obligations.
Source-system access, document quality, permission complexity, evaluation coverage and deployment constraints change the scope. Agree the estimate after those dependencies are understood; ongoing model and infrastructure costs belong in that discussion too.
Use our engineering cases to discuss source access, answer review and integration into your product.
Send your product context, sample questions and source details. We will discuss the integration scope or the discovery needed to establish it.