Insurance Knowledge Assistant — Policies & SOPs
Project Overview
Policy updates, SOPs, and product exceptions were spread across PDFs and wiki pages. Frontline and ops teams were context‑switching and asking each other for answers. We were tasked to deliver an internal knowledge assistant with cited answers, role‑based access, and audit logging.
We ingested policies, SOPs, and training docs; chunked, embedded, and indexed them for retrieval‑augmented generation. The assistant now returns concise answers with citations and page anchors so teams can trust and verify.
Process & Challenge
We balanced precision with speed and strict access controls.
- Content ingestion from PDFs, DOCX and wiki; automatic chunking and metadata tagging.
- Embedding + retrieval with safety filters; answers always include citations and anchors.
- Role‑based access by department; redaction for sensitive fields; full audit trail.
- Fast responses via caching & pre‑warm; latency budget maintained under 1.5s p95.
- Observability and feedback loop to continuously improve coverage and accuracy.
Summary
Teams answer questions 60% faster with trusted, cited responses. Back‑and‑forth dropped, onboarding improved, and compliance gained traceability with a full audit trail.
Make your documents usable in minutes.
We’ll set up a secure, cited knowledge assistant for your team.
