AI Executive Office — CXO Assistant Platform  ·  View 14 of 30  ·  4 · Data

Enterprise Knowledge — Ingest to Cited Answer

How a policy, a contract or a board paper becomes a citation the executive can open, without leaking a document they may not read.

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Sources SharePoint policies · minutes Contract store PDF Board papers restricted Regulations external Ingest and classify Delta crawl Graph · 4 h Document Intelligence layout · tables Purview classification label + sensitivity ACL capture source permissions Chunk and enrich Structure-aware chunking per content type Entity tagging links to canon Embedding text-embedding-3-large Index AI Search index vector + BM25 Security fields group SIDs per chunk Version and expiry supersede, not delete Retrieve Security filter before scoring Hybrid query RRF fusion Semantic ranker top 50 → 8 Ground and cite Claim binding evidence id per claim Groundedness check Content Safety Abstain no evidence, no answer unsupported claim ACL carried Enterprise Knowledge — Ingest to Cited Answer External / third party Interface / broker Application we own Security / platform Data store Risk / gap failure / alternate batch The filter runs inside the query, before scoring. Filtering after retrieval leaks nothing but silently returns the wrong top-k. v 1.0 · owner Data & AI Global Practice · date 2026-09

Decisions

  • Source permissions are captured at ingestion and carried as security fields on every chunk. They are never re-derived at query time, because the derivation is the part that goes wrong
  • The security filter is applied inside the search query, before scoring. Filtering after retrieval leaks nothing but silently returns a worse top-k, which is the failure nobody notices
  • Hybrid retrieval — vector plus keyword, fused — because executive questions mix concepts with exact identifiers such as a contract number or a project code that a vector search alone handles poorly

Numbers

  • Retrieve 50, rerank to 8 passages. Chunking is per content type, not one global size
  • Documents are superseded rather than deleted, so a four-month-old citation still resolves to the version that was cited (view 30)
  • Crawl cadence 4 hours; a newly restricted document loses visibility on the next crawl, which is a stated exposure window

Risks

  • Permission drift between crawls is a real exposure. Mitigation is a shorter crawl for high-sensitivity libraries and a runtime re-check for anything labelled restricted, at a latency cost