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Reference architecture — an illustration of how we would approach this problem, not a client engagement

A Document Assistant for Policy and Compliance Questions

How we would build an assistant that answers questions from policy documents, with citations and a full audit trail.

The Problem

Analysts spend hours each week searching thousands of policy documents. It's hard to be sure they're citing the current version, which matters during an audit.

The Architecture

Documents are indexed in a vector search layer with access controls. A retrieval-augmented (RAG) assistant answers questions and cites the document and clause it used. Every question and answer is logged.

The Solution

Analysts ask a question in plain English and get an answer with a link to the source, which they can check before relying on it.

Why This Approach

Most of the work is in the documents, not the model: knowing which version is current, who can see what, and how to keep the index up to date. Citations keep a person in the loop.

Working on something similar?

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