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Banking

Developing a custom RAG system for internal knowledge access

CLIENT

Retail banking finance and payment solutions provider

SERVICE

Strategy / GenAI / Training

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AI SUMMARY

Initial Situation

To improve access to internal knowledge and increase productivity, the client launched a project to develop a secure, AI-powered assistant. The goal was to provide staff with an intuitive chat interface that allows them to retrieve information from internal documents in real time. Key requirements included full compliance with the client’s IT and security standards, on-premise deployment, and a self-managed document upload interface for administrators.

Our Contribution

  • Designed and implemented a secure GenAI assistant using vector8’s Knowledge Base and Document Q&A Accelerator
  • Developed a modern chat UI enabling staff to ask questions and receive contextual answers with source references
  • Delivered a fully customizable admin interface for uploading and managing documents in various formats
  • Deployed the solution on vector8 infrastructure for testing and handed over for on-premise delivery in the client’s data center
  • Adapted the architecture to meet bespoke requirements, including specific compliance, performance, and integration constraints

Value Delivered

  • Provided staff with real-time access to internal knowledge via a secure and intuitive AI assistant
  • Reduced time spent searching for information and improved quality of internal communication
  • Enabled self-sufficient operation through an easy-to-use admin panel and scalable technical setup
  • Established a flexible foundation for future enhancements and further AI-based automation initiatives

Developing a custom RAG system for internal knowledge access
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