Financial Services // Client Project

From Reading Full Documents to
Faster Policy Answers.

We built an AI search assistant that helps business teams ask questions across contracts, policies, terms, and internal guidance, then returns a clear answer with the relevant source sections for human review.

Key Results RESULTS
1
Connected Knowledge Hub
Across Business Content
Seconds
Answer Time
Search + Generate
Source
Grounded Answers
With References

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Mid-Market Business Services Company

A growing organization with useful information spread across documents, systems, shared folders, and team knowledge.

Partnership
AI Document Search Development

Coretus worked on product discovery, AI experience design, search logic, RAG workflows, integrations, testing, and deployment.

Goal
Faster Contract & Policy Review

Help teams find the right information faster and turn business knowledge into useful, conversational answers.

What We Built
Contract & Policy Search Assistant

A secure AI search and RAG experience that finds relevant company information first, then uses Generative AI to explain it in simple language.

What Was Getting in the Way.

Operations, finance, and account teams regularly needed answers from contracts, internal policies, supplier terms, and customer agreements. Finding the right clause often meant opening several PDFs and reading them manually.

The company wanted a faster way to find relevant information while keeping people responsible for interpretation and final decisions.

Slow Document Review
Teams spent too much time searching long contracts and policy documents.
Missed Context
People could find a keyword without seeing the surrounding clause or related policy.
Repeated Internal Questions
The same contract and policy questions were repeatedly sent to experienced staff.
The Solution

What We Built.

01
Connect Approved Documents
We organized contracts, policies, terms, and supporting guidance into a permission-aware search experience.
Key details
Sources Contracts Policies Terms
Access Permission Aware
Sync Continuously Updated
02
Retrieve Relevant Clauses
The RAG layer identifies the document sections most closely related to the user's question.
Key details
Search Meaning Based
Context Relevant Sources
Answers Grounded AI
03
Explain With References
Generative AI summarizes the relevant content in plain language and points users to the original section for review.
Key details
Input Natural Language
Output Clear Answers
References Source Linked
Before and After

How the Workflow Improved.

Area
Before
After
Document Search

Read Full PDFs

Teams manually scanned long documents.

Ask a Question

Relevant clauses are retrieved directly.

Understanding

Interpret From Scratch

Users had to simplify legal or policy language themselves.

Plain-Language Summary

AI explains the retrieved content more clearly.

Verification

Manual Cross-Checking

People switched between documents to confirm information.

Source References

Answers include the supporting document sections.

Key Features

What Made the Solution Useful.

Business SEARCH

Natural-Language Document Search

Users can ask practical business questions instead of searching exact contract wording.

Business impact
Faster Clause Discovery
RAG

RAG-Based Retrieval

The system finds the most relevant source sections before an answer is created.

Business impact
Better Context
GENERATIVE AI

Plain-Language Explanation

Long or formal wording can be summarized for easier business understanding while preserving access to the source.

Business impact
Faster Review
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Secure Knowledge Access

A tested starting point for secure knowledge access reduced repeated setup work.

02

RAG Search Layer

Reusable work for rag search layer let the team focus more time on the client’s specific needs.

03

Content Sync

This made it easier to add content sync without rebuilding common foundations.

04

Answer Quality Monitoring

A tested starting point for answer quality monitoring reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

RESULT: SPEED01

Document Review

Teams can locate relevant sections faster.

BeforeManual Reading
AfterTargeted Retrieval
OutcomeLess Time Searching Documents
RESULT: PRODUCTIVITY02

Internal Questions

Common contract and policy questions become easier to self-serve.

BeforeAsk Specialists
AfterAI-Assisted Search
OutcomeFewer Routine Interruptions
RESULT: TRUST03

Answer Verification

Source sections remain visible for human review.

BeforeHard to Trace
AfterSource Linked
OutcomeMore Transparent Answers
ResultsLess Time Searching Documents • Fewer Routine Interruptions
Trust and Control

How We Kept It Safe and Reliable.

01
Permission-Aware Search
The AI respects existing access rules so users only receive information they are allowed to see.
ACCESS CONTROLLED
02
Source-Grounded Answers
The system retrieves relevant business content before generating an answer, reducing unsupported responses.
RAG GROUNDED
03
Source References
Answers can include the supporting documents or knowledge sources so users can verify important information.
TRACEABLE
04
Knowledge Updates
Content can be refreshed as policies, documents, products, and processes change.
UPDATE READY
Client Testimonial

In their own words.

The useful part was not just getting an answer. It was being able to see exactly which document section the answer came from .

Make Long Documents Easier to Search and Understand.

Have a similar challenge? We can help you plan and build a practical Financial Services solution around your goals, budget, and existing systems.

Contract & Policy Search

Source-Grounded RAG

Plain-Language Summaries