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Business Knowledge & Document AI

Turn documents and organizational knowledge into searchable, governed business capability.

Important business knowledge is trapped in documents that are slow to search, interpret, and use consistently. From scattered files to a permission-aware knowledge assistant that retrieves and explains relevant information.

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Author
Nathan Thiyagarajah
Chapters
15
Reading time
About 8 hours
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Book contents

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  1. 01
    Chat With Your Company's DocumentsAsk business questions across approved documents and receive concise answers with exact evidence, version, and honest gaps.
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  2. 02
    Build a Company AI Knowledge AssistantBuild a company knowledge assistant around authoritative domains, source owners, permissions, supported jobs, abstention, and feedback.
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  3. 03
    Turn Policies Into an AI AssistantTurn approved policy into source-linked answers that respect hierarchy, effective dates, jurisdiction, exceptions, and specialist interpretation.
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  4. 04
    AI Document ExtractionExtract defined fields from digital and scanned documents with source locations, validation, confidence, versioning, and review.
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  5. 05
    Search Hundreds of Documents With AISearch hundreds of documents through governed corpus design, metadata, hybrid retrieval, evaluation queries, and permission-aware result review.
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  6. 06
    AI Contract SummariesSummarize contract structure and extract review issues with clause citations while keeping interpretation, advice, and negotiation with qualified counsel.
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  7. 07
    AI Proposal AnalysisCompare proposals against pre-agreed requirements, mandatory gates, evidence, cost, risk, assumptions, and reviewer accountability.
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  8. 08
    AI Invoice ProcessingProcess invoices through document control, extraction, duplicate checks, three-way match, independent payment-change verification, and approval.
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  9. 09
    AI Form ProcessingProcess digital and scanned forms with explicit schemas, identity, consent, field validation, confidence, missing-data routes, and human review.
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  10. 10
    Building an Internal Knowledge BaseBuild a knowledge base with clear audience, ownership, taxonomy, templates, authority, review dates, permissions, search, feedback, and retirement.
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  11. 11
    AI Enterprise SearchDesign enterprise search across repositories with identity, permissions, metadata, ranking, source visibility, coverage evaluation, and operating ownership.
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  12. 12
    Understanding RAG Without the Technical LanguageUnderstand RAG as find-then-answer: prepare documents, retrieve relevant passages, give them to a model, and show supporting sources.
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  13. 13
    Permissions and Knowledge SecurityProtect knowledge by preserving source entitlements through indexing, retrieval, snippets, answers, logs, exports, and deletion.
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  14. 14
    Data Quality for AIAssess whether knowledge is sufficiently accurate, complete, current, consistent, authoritative, traceable, and accessible for its intended use.
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  15. 15
    Building a Knowledge AgentBuild a knowledge agent that plans retrieval across approved sources, uses tools within permission, assembles evidence, and stops before unsupported action.
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