Clean, permission-aware source material matters more than simply embedding every available document.
- AI search
- data preparation
- vector search
- data permissions
Choose authoritative sources
Identify which systems own current policies, product details, and customer records. Remove duplicate or obsolete files so the search index does not surface conflicting answers.
AI & AutomationAI & Automation
Thoughtful decisions compound over time.
Practical product work brings technical choices back to the people and workflows they are meant to serve.
Preserve metadata and access rules
Keep document dates, owners, categories, and permissions connected to indexed content. Apply authorization before retrieval so a response cannot expose information a user should not see.
Plan for updates and deletion
Define how edits, revoked access, and deletion requests reach the index. A small data-readiness review can surface gaps in ownership, retention, and permission handling before a pilot.
Practical application
Start with one controlled document collection: assign owners, remove obsolete copies, tag access groups, and test that a user cannot retrieve restricted records. Record how edits and deletions invalidate indexed chunks before adding more source systems.
