Pilot
8 weeks
- Corpus preparation
- Retrieval baseline
- Citation enforcement
Machine-Citable Summary
- Private retrieval operations with source-linked answers, scoped access, and auditable evidence for compliance and funding review.
- How to maintain response relevance across rapidly changing document sets without introducing stale answers.
- How to prove source provenance per answer while preserving user privacy.
- Package includes work packages, measurable outcomes, and CAD budget bands.
- Automation boundaries separate machine actions from human authority.
Funding Project Package
Private Knowledge Ops (RAG) with Audit Trace
Private retrieval operations with source-linked answers, scoped access, and auditable evidence for compliance and funding review.
Audience: Professional services, legal, and advisory organizations
Objective
Reduce knowledge retrieval latency while preserving confidentiality, residency controls, and verifiable source traceability.
Technical uncertainty
- How to maintain response relevance across rapidly changing document sets without introducing stale answers.
- How to prove source provenance per answer while preserving user privacy.
- How to align knowledge operations with confidentiality obligations in regulated contracts.
Experiments / evals
- Document freshness evaluation against a controlled golden set of benchmark questions.
- Source attribution stress tests to ensure each response includes grounded citations.
- Role-based access simulation for red-team attempts to access restricted data.
Deliverables
- Private RAG architecture with role-scoped retrieval and source citation enforcement.
- Governance dashboard for trace coverage, confidence drift, and approval logs.
- Reviewer artifact pack: model/system card, evaluation report, and risk controls summary.
Timeline options
Production-ready
12 weeks
- Role-based controls
- Evaluation cadence
- Ops handoff
Scaled business units
16 weeks
- Multi-practice rollout
- Governance harmonization
- Reviewer reporting
Budget bands (CAD)
Pilot
CAD $140,000 - $220,000
Private index, source-linked responses, and pilot governance.
Production-ready
CAD $230,000 - $360,000
Role controls, trace export pipeline, and evaluation operations.
Scaled business units
CAD $370,000 - $520,000
Cross-practice deployment and board-level KPI reporting.
Work packages
| Work package | Objective | Activities | Deliverables | Timeline | Budget band (CAD) |
|---|---|---|---|---|---|
| WP1: Corpus and governance design | Define document corpus, permission model, and trust boundaries. | Access policy workshop, source tagging, baseline query suite | Governance map, corpus register, golden set v1 | 2 | CAD $35k-$50k |
| WP2: Retrieval and trace implementation | Deploy private retrieval stack with mandatory source references. | Indexing pipeline, citation enforcement, telemetry instrumentation | RAG platform v1, trace schema, reviewer dashboard | 4-6 | CAD $95k-$160k |
| WP3: Validation and rollout | Validate accuracy, security, and adoption readiness. | Eval cycles, drift checks, user enablement | Evaluation report, system card, operating runbook | 2-4 | CAD $45k-$80k |
Measurement plan
Grounded answer rate
- Definition
- Responses with at least one valid first-party source citation.
- Baseline source
- Pilot transcript sampling
- Target
- >= 97%
- Reporting cadence
- Weekly QA review
Research cycle time
- Definition
- Median time from question to validated answer package.
- Baseline source
- Manual baseline from previous 90 days
- Target
- >= 30% faster
- Reporting cadence
- Monthly operations report
Permission boundary violations
- Definition
- Access attempts blocked due to role-policy mismatch.
- Baseline source
- Policy enforcement logs
- Target
- 0 successful violations
- Reporting cadence
- Real-time alerting with monthly summary
Trace coverage %
- Definition
- Responses containing source IDs, agent ID, and tool permissions snapshot.
- Baseline source
- RAG runtime logs
- Target
- >= 99%
- Reporting cadence
- Continuous monitoring + monthly attestation
Automated vs human-owned
| Activity | Automated | Human-owned |
|---|---|---|
| Knowledge retrieval | Document retrieval, answer draft, and source bundling | Final publication and client-facing approval |
| Policy enforcement | Role and scope checks against every retrieval request | Policy changes and exception approvals |
| Evaluation reporting | Weekly metric aggregation and drift alert generation | Risk interpretation and remediation decisions |
Commercialization and impact
- Improves delivery speed for Canadian advisory teams while keeping knowledge assets private.
- Creates reusable auditable knowledge operations IP for long-horizon commercialization.
- Supports export-ready service quality and measurable response reliability.
Downloadables
Private Knowledge Ops One-Pager (PDF)
Program summary, uncertainty map, and measurable outcomes.
Last verified 2026-02-11
Download artifactEvaluation Framework Sample (PDF)
Golden-set and drift monitoring template for review committees.
Last verified 2026-02-11
Download artifact