Customer-selected sources
Define what can be indexed, who owns it and which approval or version signals affect retrieval.
Security, privacy and deployment
Deployment, model providers, access controls, retention and data flows are defined for the specific customer environment. We document those decisions before a production rollout.
Design principles
Exact controls depend on the selected systems and deployment approach. These are the principles we use during assessment and solution design—not claims of a one-size-fits-all architecture.
Define what can be indexed, who owns it and which approval or version signals affect retrieval.
Plan authentication and source permissions so the solution reflects who should see what.
Show supporting sources and record useful operational events so answers can be reviewed.
Document where content is processed, which providers are involved and what is retained.
Design warnings, refusal behavior and escalation paths for weak, conflicting or high-risk evidence.
Agree how sources are updated, backed up, removed and monitored as the knowledge changes.
What we clarify during assessment
A technical proposal should accurately describe the chosen architecture, including any external model API.
We compare customer-appropriate hosting and private deployment options against integration and support needs.
We map retrieval, model and logging flows rather than assuming that “private” means the same thing in every architecture.
Identity, permissions and source visibility are designed around actual user groups and systems.
Evidence visibility, evaluation questions, logging and operational ownership support ongoing improvement.
No unsupported guarantees
The goal is to build an appropriate, testable system with transparent limitations. Exact security controls, providers and responsibilities are stated in the customer’s technical proposal.
The knowledge assessment is where architecture and security requirements become concrete.