Twenty years of documents, answered in seconds

The challenge

Analysts spent hours digging through two decades of unstructured PDF reports, filings, and internal memos to answer questions that clients expected same-day.

What we built

We built an enterprise RAG platform with hybrid retrieval, metadata filtering, and citation-accurate grounding — every answer links back to the exact source page, so analysts can verify before they publish.

How we did it

1. 01

   Audited the document estate: 20 years of PDFs, filings, and memos in eleven formats, including scanned documents that needed OCR.

2. 02

   Built a structure-aware ingestion pipeline that preserves tables, headers, and cross-references during chunking instead of naively splitting text.

3. 03

   Implemented hybrid retrieval — semantic embeddings plus keyword search — with a reranking stage, because financial jargon and ticker symbols don't embed well.

4. 04

   Made every answer citation-accurate: each claim links to the exact source page, a hard requirement from the compliance team.

5. 05

   Shipped with a golden-question eval set built with senior analysts, and gated every retrieval change on measured accuracy.