Ask your documents. Check the sources.
From document to answer
Authorised sources are selected, their text is extracted and a search index is prepared. When a person asks a question, the system retrieves relevant passages and adds them to the model’s context.
The goal is to provide verifiable references and acknowledge when information is insufficient. Tests establish how well a specific configuration achieves that goal.
Sources, formats and permissions
Scanned PDFs may require OCR. Spreadsheets, tables and complex layouts must be tested before compatibility is confirmed.
- An inventory of authorised sources and version control.
- Separate collections for teams or clients.
- A process for updating and removing documents.
- Protection of indexes, histories, logs and backups.
Retrieval is different from training
RAG uses retrieved passages as context; it does not require modifying model weights. Fine-tuning is a separate process with its own requirements and costs.
References support verification, but do not eliminate mistakes or guarantee retrieval of the right passage. Professional decisions still require review.