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Use case

Institutional knowledge people can find again

Make approved prior work easier to find and reuse, with each answer linked to the record it came from and a structure your team can correct when it is wrong.

Definition

Professional-services, research and operational teams whose useful context is distributed across project, matter and policy records.

01

Who it is for

Professional-services, research and operational teams whose useful context is distributed across project, matter and policy records.

A knowledge platform cannot repair absent records, unclear ownership or a culture that has not agreed what may be shared and retained.

02

Representative inputs

Agree the source set and expected behaviour before transferring documents through an approved route.

  • Approved prior-work collections
  • People, project and topic metadata
  • Retention and access classifications
  • Reference research questions and expected sources
03

Workflow

Follow a fixed sequence of steps, with a named reviewer at the end.

  • Choose a bounded knowledge domain
  • Define ownership, access and retention
  • Ingest and reconcile representative records
  • Review extracted entities, concepts and relationships
  • Test retrieval and curation with real research questions
04

Example output to review

Synthetic example: a research answer links a prior scope decision to its engagement record and displays the associated project, topic and change-request relationships for review.

Inspect both the cited source and the provenance of extracted relationships. Correct false merges, missing entities and stale ownership before reuse.

05

Permission and deployment considerations

Information barriers, departed-user access, source deletion and curation permissions are part of the operating model, not consequences of the graph alone.

06

Failure cases and human judgement

Knowledge owners decide what can be retained, corrected, shared and treated as an approved organisational position.

  • Two people or projects share a name
  • A relationship is inferred without adequate support
  • A retained record should no longer be reusable
  • The answer draws from a team outside the user's scope
07

Evaluation criteria

Score each measure separately and keep what each reviewer decided. Do not collapse the test into a single made-up score.

  • Source retrieval quality
  • Entity and relationship support
  • Duplicate handling
  • Access-boundary tests
  • Correction workflow
  • Research usefulness

What this page does not prove

  1. B1The example output shows the method. It is not a customer result.
  2. B2The workflow does not replace authorised professional judgement.
  3. B3Source quality, configuration and deployment boundaries affect behaviour.
  4. B4We make no performance or time-saving claim without an agreed protocol and the results behind it.

Evaluate institutional knowledge people can find again

Share the workflow and any constraints you can discuss openly. We agree how documents move before anything starts.