AI & BI use case · Generative AI

Document Chat (RAG)

Search large document sets via chat instead of manually digging through contracts and reports.

What it's about

Contracts, standards and reports are often hundreds of pages long and scattered across multiple archives. Retrieval-augmented generation retrieves the relevant passages and formulates precise answers with references to the original location, keeping every statement verifiable.

  • Much faster contract and report research.
  • Fewer errors from overlooked clauses.
  • Traceable source references per answer.
Business case & ROI
−50 %

Time spent on document research

6 Wo.

Time to value

92 %

Retrieval accuracy in testing

10x

More searchable documents

Calculated from average research time per case, multiplied by case volume in the department.

How we do it
  1. 01

    Document audit

    Capture relevant document types and archive systems.

  2. 02

    Indexing

    Break DMS content into searchable knowledge chunks.

  3. 03

    Retrieval tuning

    Optimize search quality using evaluation sets of real questions.

  4. 04

    Guardrails & approvals

    Secure access rights per document class.

  5. 05

    Rollout

    Deployment in the department with a feedback loop.

5

Steps

6

Data sources

4

Stakeholders

From first data access to production – every step delivers a tangible interim result.

Data typically needed

DMS

Contracts, quotes and internal reports.

Standards & guidelines

Technical standards and regulatory requirements.

Contract metadata

Terms, parties and deadlines for context.

SharePoint archives

Project documents and minutes.

Scans/OCR archives

Digitized legacy archives as an additional source.

Roles & permissions concept

Controls which document classes each role may view.

Stakeholders
  • Legal department

    Faster contract review with evidence.

  • Procurement

    Quick access to previous terms.

  • Quality management

    Direct access to relevant standard sections.

  • IT security

    Controlled access by document class.

Typical business value
01

Much faster contract and report research.

02

Fewer errors from overlooked clauses.

03

Traceable source references per answer.

04

Access to knowledge across department boundaries.

05

Scales with growing document volumes.

The data platform advantage

With a solid data foundation this use case gets faster, cheaper and far more stable.

Well-tagged DMS structures speed up indexing.

A central permissions model prevents unintended access.

Existing OCR pipelines supply additional sources.

An EU-hosted vector database ensures compliance.

Build a data platform
Synergies & positive side effects

Internal enterprise GPT

Uses the same indexing and guardrail infrastructure.

Quote & tender assistant

Previous quotes can be retrieved via chat.

Knowledge management & onboarding

Document knowledge becomes accessible to new employees.