Internal Knowledge Assistant
AI-powered internal knowledge search — policy lookups, procedure guidance, training Q&A, and regulatory reference for bank staff.
Project presentation
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Internal Knowledge Assistant · Agent Mesh
Query Processing
Staff submits knowledge query via search or chat.
Technical Design
RAG-based internal knowledge platform for bank staff. Indexes policies, procedures, and regulatory documents with semantic search and AI-powered Q&A. Routes complex queries to subject matter experts.
System Components
Document Indexer
Indexes policies and procedures with semantic embeddings
Search Engine
Semantic search with relevance ranking and citations
Q&A Generator
AI-powered answer generation with confidence scoring
Expert Router
Intelligent routing to subject matter experts
Analytics Hub
Usage analytics and knowledge gap identification
Data Flow
Technology Choice
Azure AI Foundry + LangChain
Azure AI Foundry provides RAG capabilities with document intelligence. LangChain orchestrates the search and Q&A workflow with tool integration for banking systems.
Alternatives Considered
AWS Bedrock + LangGraph, Google Vertex AI + AutoGen
Core Frameworks
Azure AI Foundry
RAG and document intelligence
LangChain
Search and Q&A workflow orchestration
Azure AI Search
Semantic search and indexing
FastAPI
REST API for knowledge portal
Implementation Plan
Document Ingestion
- Policy indexing
- Procedure mapping
- Regulatory cataloging
Search Engine
- Semantic search
- Citation extraction
- Relevance tuning
Q&A System
- Answer generation
- Confidence scoring
- Expert routing
Production Launch
- Knowledge portal
- Chat interface
- Analytics dashboard
Key Milestones
Risk Mitigation
Key Features
Policy Search
Natural language search across internal policies, procedures, and guidelines.
Procedure Guidance
Step-by-step procedure guidance with links to relevant documents.
Training Q&A
AI-powered training assistant for onboarding and continuous learning.
Regulatory Reference
Quick access to regulatory requirements and compliance guidelines.
Document Summarization
AI-generated summaries of lengthy policies and regulatory documents.
Expert Routing
Intelligent routing to subject matter experts when AI confidence is low.
How It Works
Query Processing
Staff submits knowledge query via search or chat.
Knowledge Retrieval
Search across knowledge base with semantic understanding.
Response Generation
Generate accurate response with citations.
Expert Routing
Route low-confidence queries to subject matter experts.
Feedback & Learning
Collect feedback and improve knowledge base.
Multi-Agent Architecture
Search Agent
Handles knowledge base queries with semantic search.
- Semantic search
- Document ranking
- Citation extraction
- Relevance scoring
Policy Agent
Answers policy and procedure questions with accurate citations.
- Policy lookup
- Procedure guidance
- Citation generation
- Confidence scoring
Training Agent
Provides training assistance and answers learning questions.
- Training Q&A
- Course recommendations
- Assessment help
- Learning paths
Expert Finder
Routes complex queries to appropriate subject matter experts.
- Expert identification
- Availability check
- Query routing
- Handoff notes
Use Cases
Policy Lookup
Staff searching for specific policies and procedures.
Regulatory Questions
Answering questions about regulatory requirements.
Training Support
New employees learning bank procedures and systems.
Compliance Guidance
Getting guidance on compliance requirements for specific situations.
Product Knowledge
Customer-facing staff looking up product details and terms.
Process Improvement
Identifying knowledge gaps and improving documentation.