Strict guardrails
The assistant prioritizes the approved corpus and can flag or route questions outside its documentary scope.
Document assistance with strict guardrails.
For back-office and compliance teams: query procedures, policies and regulations with entity isolation, topic controls and traceable answers.
Banking and finance documentation is extensive, critical and highly regulated. Back-office teams need quick answers about procedures and policies without improvisation: every answer must be traceable to its source.
- Procedures and policies are extensive and change frequently.
- There is zero tolerance for invented or out-of-procedure answers.
- Every answer needs to be traceable to a specific document.
- Information must be strictly isolated by entity.
Knowledge anchored to your documents, with the source cited.
Traceable answers
When evidence and metadata are available, answers can show the originating procedure or policy for review and audit.
Entity isolation
Each entity or area is a tenant with data logically segregated from other workspaces.
Model control
With BYOK, use your own OpenAI key and keep control of the inference provider.
From your documentation to your first user, in three steps.
- 01
Define the approved corpus
Load current procedures and policies. You control which documents enter and which are removed.
- 02
Configure limits and traces
Set topic guardrails and tone, and enable citations when documents provide source metadata.
- 03
Deploy to the back office
Integrate it into the team’s internal tool with access controlled per user.
Procedure questions answered without manual searching.
Traceable answers that reduce operational risk.
Isolation and control aligned with sector requirements.
Common questions about this use case.
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