Maturity stages
Current demo
Browser-safe document examples, retrieval pattern, grounded response concept and review workflow narrative.
Pilot
Use approved document classes, configure secure storage, test retrieval quality and require reviewer sign-off.
Production
Access-controlled document repository, prompt and retrieval logs, source citations, monitoring and audit export.
Controls required
Security
Encrypted storage, role-based access, document retention rules and restricted downloads.
AI grounding
Source citations, retrieval confidence, refusal behavior and unsupported-answer handling.
Monitoring
Prompt logs, user feedback, retrieval quality checks and model/version change records.
Human review
Reviewer approval before external use, escalation categories and audit trail for generated outputs.
Roles and ownership
| Role | Responsibility |
|---|---|
| Document owner | Approves document classes, sensitivity rules and retention policy. |
| AI/data engineer | Maintains ingestion, retrieval, prompts, logs and monitoring. |
| Reviewer | Approves outputs, checks source context and escalates sensitive findings. |