Project context
The BRD project addresses access to banking information. Knowledge-base materials provide the context used by the assistant.
The challenge
A chat interface is useful when it finds information relevant to a question. The challenge is connecting the user’s question, available documents and the resulting answer.
Project objectives
- Access knowledge through natural-language questions.
- Retrieve relevant material from the connected knowledge base.
- Use documents as the context for answers.
Solution and implementation
UP2DATE implemented an AI assistant connected to a banking knowledge base.
- The user asks a question in the conversational interface.
- The system retrieves relevant documents.
- The retrieved context informs the answer.
This workflow connects the AI interface to the available knowledge materials.
Delivered outcome
The assistant provides a way to explore connected information through questions. Answer quality depends on the available documents and evaluation; decisions requiring specialist judgment remain subject to human review.
What to take away
For a similar assistant, define its document sources and how answers will be checked. Knowledge access needs explicit evaluation criteria.