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FinanceAI & Machine LearningCybersecurity & Compliance
Secure Knowledge Assistant for Northwind Capital
A RAG knowledge assistant over thousands of internal research documents — with strict access control and full citations.
- Research turnaround
- 40% faster
- Documents indexed
- 120k+
- Answer citation rate
- 100%
The challenge
Northwind's analysts spent hours hunting through a sprawling archive of research notes, filings and memos. Knowledge was siloed, and compliance required strict control over who could see what.
What we built
We built a secure Retrieval-Augmented Generation assistant that answers analyst questions from the firm's own documents, with citations and document-level access control enforced at retrieval time.
- Private vector index over 120k+ documents using Azure AI Search
- Access control enforced at retrieval, not just display
- Cited answers so analysts can verify every claim
- Audit logging for compliance review
The outcome
Research turnaround improved 40%. Every answer includes citations, access controls satisfied compliance, and analysts now trust the assistant as a first stop rather than a novelty.