Policy · Budget · Program records

Answers from your own documents, with the source one click away.

We connect approved documents and records to a research assistant that cites what it used, respects who is allowed to see what, and says so when the evidence is not there.

Diagnose this workflow →Book a fit call

Start: Workflow Diagnostic · from $7,500
Build: 4–8 weeks · from $25,000
Run: From $2,500/mo

Sound familiar?

Analysts spend hours finding the right version of the right document.
Generic chat tools give confident answers nobody can check.
Sensitive material cannot leave its access boundary.

Where it applies

Budget and policy research
Program and contract knowledge
SOP and handbook assistants
Analyst briefing preparation

How it works

Four steps. One audit trail.

Clean cases flow straight through. Anything that does not match waits for a named reviewer, and every step is written to the log.

Clean cases flow straight throughExceptions wait for a named reviewerEvery step is logged

Ingest
Approved sources indexed with version and permission metadata.
Retrieve
Hybrid keyword and semantic search, reranked for relevance.
Answer
A narrative grounded in the retrieved passages, with citations.
Audit
Every question, source and answer logged for review.

A policy answer that can be checked at its source.

Compare retrieved passages, select the applicable version, and produce an answer with evidence rather than a plausible guess.

Scenario

01Read question
02Compare sources
03Review decision
04Prepare answer

Input & evidence

Employee question

Who approves a $7,500 software purchase?

Retrieved policy passages · fictional

Policy v2 · §4.2: Manager approval up to $10,000.
Policy v3 · §4.2: Manager up to $5,000; director above $5,000.

Validation & review

Inspect the source, then run the checks.

Follow a case from input to a reviewed output. Try the exception and the matching scenario.

Ready to run

Every action is written to the decision trail.

Decision trail

Sample loaded. No external systems connected.

Prepared output

Nothing is released until the case passes validation and a reviewer approves it.

Fictional data and scripted outcomes that explain the design. Not a live SI system or a client result. See the knowledge & research offer →

Controls built in

Permission-aware retrieval
Insufficient evidence is surfaced, not guessed
Grounding evaluated against a fixed question set

What you receive

Retrieval service and source mapping
Research interface
Grounding evaluation set and results
Audit logging and handoff

Related proof

OptiSyn engagementA federal civilian agency · Federal civilian · via prime

Budget research moved from hours of searching to cited answers in seconds.

800K+records searchable

Secondsper cited answer, down from hours

Challenge: Analysts had to work across more than 800,000 records and hundreds of documents to build defensible budget and policy answers.
Built: A permission-aware research assistant with SharePoint-native retrieval, hybrid keyword and semantic search with reranking, source-grounded narratives and an audit trail.
Result: Research that took hours returns in seconds, with the citation and the access boundary attached to every answer.

RAGHybrid searchSharePointAudit logging

See the related offer →

OptiSyn engagementA DoD enterprise program · Defense · via prime

SI agents running inside the platform the mission already uses.

AIP+ Foundry ontology

1platform, no new silo

Challenge: Program teams needed governed SI access to many data and media sources without adding another disconnected SI tool.
Built: Palantir AIP and Foundry agents backed by the ontology, a prompt registry, ontology ETL, Azure DevOps data pipelines and operational Power BI views.
Result: Agents, data and operational context run inside the existing platform, forming a reusable base for the next workflows.

Palantir AIPFoundryAzure DevOpsPower BI

See the related offer →