Separate clients need separate knowledge boundaries.
Putting it into practice
Separate files by client and matter. Only assigned teams may retrieve them. Test cross-client questions and require a lawyer to review drafts before use.
Before you begin
- Tenant ID
- Index and cache
- Cross-client tests
Capabilities and deployment require project-level confirmation. No unsupported certification, ROI or customer claims are made.
Key takeaways
- Select permitted documents
- Assign data owners
- Prepare reference questions and answers
- Test denied access and deletion
- Measure quality, speed and cost before scaling
This is RAGBOX planning guidance, not an external certification standard. Each layer needs an owner, evidence and tests.
Illustrative scenario · Capabilities and deployment require project-level confirmation. No unsupported certification, ROI or customer claims are made.
Frequently asked questions
Does data have to leave the network?
It depends on deployment and connected services. Map model, OCR, embedding, backup and log traffic before confirming the boundary.
Can an AI answer be trusted immediately?
Check the original, completeness and version, especially for legal, accounting and consequential decisions. Citations support review but do not guarantee accuracy.
How should a project begin?
Choose one defined use case, approved documents, owners and acceptance criteria. Test answer quality, permissions and cost with a small group before scaling.
References
Public sources explain principles; they do not certify or endorse RAGBOX.
- NIST AI Risk Management Framework
- Microsoft: Retrieval-augmented generation
- OWASP: RAG Security Cheat Sheet
- OWASP: Prompt Injection Prevention
Expert review is required before operational use. This is not case-specific legal or tax advice.