Why this decision matters
An enterprise knowledge base requires source governance, retrieval evidence, permissions, update processes and answer evaluation, not only document upload.
Planning should begin with knowledge sources, access roles, representative questions, citation, refusal behavior and ongoing maintenance before selecting models or vector stores.
Conditions to confirm before development
- Document source, authority, version and update frequency
- Cleaning, chunking, search, reranking and citation strategy
- User, department and document-level permissions
- Representative questions, unsupported questions and review workflow
Implementation and delivery approach
Treat source preparation and governance as part of the system, then integrate retrieval, answer generation, permissions, logging and evaluation.
Acceptance should show source citations, permission isolation, refusal behavior and repeatable evaluation on an agreed question set.
Acceptance boundary
This guidance applies to the agreed data, system and environment. Project-specific scope, dependencies and acceptance conditions must be confirmed separately.