Client: EaaS provider
Context: An enterprise with large volumes of fragmented documents and knowledge sources needed to modernize how information was captured, retrieved, and used across daily operations.
Challenge: Critical information was scattered across various systems and unstructured formats, resulting in slow, inconsistent, and unreliable retrieval, especially in high-context workflows.
Solution: Modernized the information retrieval stack by unifying knowledge sources, digitizing documents, and embedding a retrieval-augmented AI assistant with quality controls and feedback loops.
Scale: Processing over 10,000 legal documents and approximately 3,000 data sheets.
Information lived across documents, repositories, and systems that were not designed to work together. Much of it was unstructured, difficult to search, and dependent on individual familiarity rather than system intelligence.
This resulted in:
The enterprise needed a retrieval layer that could connect sources, understand context, and deliver answers to teams with confidence.
Our work focused on completely modernizing the retrieval system.
The objective was to establish:
AI was positioned as an augmentation layer that accelerates knowledge work while preserving oversight and reliability.
The new information retrieval stack functioned through a coordinated set of capabilities designed to work as a single system:
Each capability was introduced incrementally, allowing the system to evolve without disrupting existing workflows.
Use Case
A user can request a summary of a specific aspect of a contractual relationship with a customer. The chatbot retrieves the information from relevant documents, analyzes it, and fulfills the request. When the user asks for additional details about the same customer, like their installed equipment or financial history, they won’t need to provide further clarifications; the chatbot already understands the context and the aspects being referred to.
User-AI conversation states are preserved across interactions, enabling users to explore related questions without having to restart queries. When confidence is low or source coverage is insufficient, responses are constrained or flagged rather than generated speculatively.
Quality signals and feedback are captured continuously, allowing retrieval relevance and response reliability to improve over time while maintaining transparency and control.
The information retrieval system now processes and provides access to over 10,000 legal documents and approximately 3,000 data sheets, enabling faster and more reliable access to critical enterprise knowledge.
Operationally, the system delivered improvements across two key dimensions:
When evaluated against existing AI agents, the custom solution demonstrated higher output accuracy while offering greater flexibility and improved cost efficiency for enterprise-scale use.
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