Source-Grounded Enterprise Search Across Text, Images and Documents

The problem

In day-to-day operations, authorised text, images, tables and documents are held in separate records and files, preventing the team from reviewing the same case in a single view.

As a result, the link to source evidence can be lost while preparing source-grounded multimodal results, leading to repeated checks and uncertainty about the basis for the decision.

Incomplete automation may overlook an unclear access level or uncertain recency, while poorly controlled automation risks exposing unauthorised content.

What we set out to improve

• Time required to prepare source-grounded multimodal results for review
• Correct routing of records with an unclear access level or uncertain recency to the appropriate specialist queue
• Recording of results corrected or rejected by the information manager

How the system works

1. 01 Retrieve authorised text, image, table and document data from an authorised source
2. 02 Verify the source system, record identifier and recency information
3. 03 Transform the fields into the target process schema
4. 04 Prepare a source-grounded multimodal result draft
5. 05 Compare the draft with business rules and source records
6. 06 Check for exceptions involving an unclear access level or uncertain recency
7. 07 Obtain the information manager's approval, correction or rejection
8. 08 Write the input, recommendation, changes and final decision to the audit log

Methods we used

• Source-traceable data extraction from authorised text, images, tables and documents
• Structured output that restricts source-grounded multimodal result fields through business rules
• An exception gate that separates cases with an unclear access level or uncertain recency
• A queue that shows the source and result together for the information manager
• Duplicate-processing controls and rollback records to mitigate the risk of exposing unauthorised content

Where people stay involved

Data and security

Only the fields required for the task are processed from authorised text, images, tables and documents. Source-system permissions remain in force, and personal or commercially sensitive data is minimised before being provided to the model. Every read, recommendation, human amendment and write to the target system is logged.

Who this suits

Frequently asked questions