At Cashcrown, we build it as a RAG pipeline: documents are indexed locally (BGE-M3 embeddings on our own hardware), the user query goes to a router that selects the relevant fragments, and the response includes the path or title of the source document. PII is masked before any data leaves for the cloud model; sensitive datasets are processed locally. The search engine respects your existing access policies—it doesn’t replace them.
Permission scope is configured jointly before deployment. We start with a pilot on a single document set with a measurable test question before expanding the index to other areas.
