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Utsaha Vision
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Generative AI

LLM document assistant for a financial services team

Client
Financial services
Industry
Fintech
Year
2025

A secure retrieval-augmented assistant that answers questions over thousands of internal policy and compliance documents.

  • 70%

    faster lookups

  • 10k+

    documents indexed

  • 100%

    answers cited

The challenge

Staff spent hours searching scattered PDFs and policy manuals to answer routine customer and compliance questions.

Our solution

We designed a RAG pipeline with document parsing, vector search and citation-backed answers, deployed in a private cloud with role-based access control and audit logs.

Technology

  • LLMs
  • LangGraph
  • pgvector
  • Python
  • React
  • Docker

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