PRIVATE BUSINESS AI & SEMANTIC SEARCH · POWERED BY IBM WATSONX

Secure AI assistants grounded in your files and reports without data leaving your network

Employees lose hours digging through complex contracts, financial filings, and policy documents. GrandView builds private AI assistants using IBM watsonx.ai and watsonx.data. Your teams ask questions in plain English and receive answers evaluated against source text, with available page citations and approved controls.

Private Business AI and RAG architecture connecting enterprise contracts, financial filings, and policies to watsonx.ai with verified citations

Enterprise AI engineering that keeps company knowledge private and verifiable

Deploying business AI does not require sending sensitive files to public cloud models or building custom models from scratch. Working with IBM and Red Hat, we build private search assistants configured to retrieve approved content and include available source references.

Private retrieval architecture

Answer questions from approved files without retraining models

We deploy Retrieval-Augmented Generation (RAG) that searches internal files at query time. The architecture can keep documents in an approved environment and prevent their use for external model training.

Permission-aware retrieval

Enforce access rules at the document passage level

watsonx.data indexes files with role-based permissions. If an employee lacks access to an executive contract or confidential schedule, retrieval is configured to exclude that content from answers.

Verified source citations

Connect answers to supporting paragraphs and pages

Responses can include links to retrieved source passages. Staff can verify contract clauses, financial numbers, and policy guidelines directly against available references.

The result is not another experimental chatbot. It is a verifiable, permission-governed search assistant deployed securely inside your operational perimeter.

Discuss your search priorities →

What makes finding trusted answers across company files harder than it should be?

High-value information lives inside 80-page contracts, annual reports, and operational guidelines. Finding simple answers requires manual reading and cross-referencing.

Knowledge workers losing hours skimming dense contracts and financial reports

Knowledge workers spend hours skimming complex files

Legal, finance, and operational teams lose valuable time manually reviewing vendor contracts, credit agreements, and policy PDFs just to find specific terms, expiration dates, or liability limits.

Semantic search extracts relevant paragraphs and clause comparisons across thousands of documents in seconds, directing your analysts straight to the exact page.

Confidential enterprise data exposed by employees pasting text into external public AI tools

Employees paste sensitive text into external chatbots

Without an approved internal tool, staff turn to public generative AI tools to summarize text. This creates immediate risks of exposing trade secrets, customer details, or confidential financial numbers to third parties.

Deploy private foundation models on internal infrastructure or dedicated virtual clusters, ensuring prompts and internal documents never leave your security perimeter.

General chat AI tools hallucinating facts and distorting commercial contract terms

Standard chat tools invent details when answers are missing

General-purpose AI tools try to be helpful even when they do not know the answer. In business operations, an invented figure or distorted contract clause can cause expensive legal or commercial errors.

watsonx.governance continuously scores response faithfulness against retrieved passages, refusing to answer or alerting users when supporting evidence is lacking.

Knowledge scattered and locked across separate enterprise document drives and portals

Answers are scattered across network drives and portals

Vital information sits across SharePoint, network folders, Box, and enterprise applications. No single system can answer cross-departmental questions that require connecting multiple documents.

Index structured data from databases and unstructured records from repositories into watsonx.data, enabling unified queries across enterprise boundaries.

A CONTROLLED, STEP-BY-STEP TRANSITION
INDEX DOCUMENTS WITH ACCESS CONTROLS RETRIEVE SEMANTIC PASSAGES IN SECONDS GROUND ANSWERS IN VERIFIED CITATIONS

Because unverified answers, security risks, and fragmented storage reinforce each other, GrandView assesses your document structure, access policies, and search workflows before recommending a deployment architecture.

How private enterprise search compares to traditional search and public AI

CAPABILITY TRADITIONAL KEYWORD SEARCH PUBLIC WEB AI TOOLS GRANDVIEW PRIVATE GOVERNED RAG
01 Query Understanding Primarily matches keywords; misses synonyms and underlying semantic intent. General natural language understanding without enterprise context or precision. Semantic retrieval tailored to enterprise vocabulary and domain taxonomy.
02 Answer Format Long lists of document links requiring manual reading and skimming. Synthesized text without verifiable page or section citations. Direct answers with paragraph and page citations to internal files.
03 Data Confidentiality Data stays behind firewalls but remains difficult to find or navigate. Prompts and uploads risk third-party exposure or external model training. Private deployment with approved retention and data-handling controls.
04 Access Control Basic folder-level permissions; cannot restrict access at the granular document passage level. No enterprise role-based access controls; all uploaded data is exposed to the session. Role-based filtering evaluates indexed permissions before returning document passages.
05 Accuracy & Factuality Relies entirely on manual human review and verification of each individual document. High risk of hallucinated facts, distorted numbers, and invented contract clauses. watsonx.governance evaluates faithfulness against reference text and flags low confidence.
06 Structured Data Synergy Disconnected from financial systems, transactional databases, ERP records, and BI tools. Cannot securely connect to internal ERP, planning models, or general ledger records. Connects narrative explanations directly to IBM Cognos Analytics and Planning Analytics.
07 Automated Workflows Static search; no connection to operational tasks, approval queues, or downstream systems. Isolated in a web chat window; staff must copy and paste data into other systems manually. Directly triggers business rules in IBM ODM and automated tasks in Business Automation Workflow.
EXECUTIVE PERSPECTIVE & ACCOUNTABILITY

DELIVERING MEASURABLE VALUE ACROSS FINANCE, LEGAL, AND TECHNOLOGY LEADERSHIP

Private AI search solves different operational problems for each department head, while maintaining unified technical control.

Chief Information Officer (CIO) · Enterprise Architecture

Before After

Provide an approved AI solution that runs in your secure environment

Employees turn to unsanctioned public SaaS chatbots to summarize confidential text, creating security blind spots, risking IP exposure, and violating privacy policies.

Staff receive a fast, approved AI assistant running on internal infrastructure like Red Hat OpenShift, eliminating shadow AI and ensuring data never leaves your network.

Chief Financial Officer (CFO) & Head of FP&A · Finance & Analytics

Before After

Reconcile variances and explain numbers across financial reports

Finance analysts lose days manually cross-referencing narrative commentary in SEC 10-K filings, credit agreements, and vendor invoices against BI spreadsheets.

Private RAG connects narrative commentary directly with certified numbers from IBM Cognos Analytics and Planning Analytics, explaining variances with cited sources.

General Counsel & Legal Operations · Legal & Compliance

Before After

Accelerate contract review and due diligence with verified citations

Attorneys and compliance staff spend dozens of hours reading 80-page agreements line-by-line to compare indemnity caps, termination clauses, and renewal dates.

Legal teams query agreement repositories in natural language and receive synthesized clause comparisons supported by direct paragraph and page citations.

Chief Operating Officer (COO) & Shared Services · Operations & Support

Before After

Give operational staff faster access to standard procedures

Frontline personnel submit hundreds of routine support tickets because standard operating procedures and technical manuals are buried in deep SharePoint folders.

Employees receive instant, verified procedural answers with direct links to internal manuals and guidelines, reducing resolution times and routine ticket volume.

The pilot proves search accuracy and permission filtering on an initial document set before expanding across other enterprise departments.

Explore our RAG architecture ↓
Enterprise AI Architecture & Deliverables

How our private business AI architecture processes and protects your data

The solution combines document parsing, vector retrieval, and foundation model inference within a secure perimeter.

Permission-Preserving Ingestion watsonx.data · Ingestion Engine
Source Repositories Contracts · 10-K · SOPs · SharePoint
Ingestion Pipeline Semantic Chunking & Role-Tag Binding
Chunk Partitioning 48,200 Semantic Passages Indexed
Access Tagging ACL & Active Directory Metadata Bound
Optional Source Hook Clearview Documenter TM1 Rules & Logs
Security Validation Zero Data Bleed Across Roles ✓
Documents parsed with role permissions preserved in watsonx.data
Permission Isolated ✓
CLICK STAGES ABOVE OR RIGHT TO EXPLORE RETRIEVAL CAPABILITIES

Parse documents and preserve access controls

Documents such as contracts, PDFs, and reports are parsed into semantic passages while preserving metadata, section headers, and user access permissions in IBM watsonx.data.

Optional Planning Analytics Source: For IBM Planning Analytics clients, Clearview Documenter exports TM1 structures, rules, processes, permissions, and error logs to Word or PDF. After validating parsing, freshness, and access permissions, these exports may be indexed as approved sources for the private search assistant.
WHAT YOU GAIN Role-aware document chunking without security blindspots

Granular passage metadata ensures employees only search files they are officially permitted to access.

Three tangible assets you receive from the Private RAG deployment

GrandView delivers an end-to-end governed search system configured for your environment, not an isolated proof of concept.

Deploy your private search pilot in weeks Test semantic search on an agreed document set with role permissions, verified citations, and an evaluation report before full production rollout.

SCHEDULE A RAG PILOT

How a scoped RAG pilot progresses toward production

The three-week pilot begins after readiness approval. Production scope and timing are defined only after the pilot results are reviewed.

Stage 1: Pilot Readiness Gate (Scope & Prerequisites)

Confirm one use case, approved documents, access roles, target environment, test questions, data owner, and acceptance criteria before scheduling the pilot.

✦ DIRECT ARCHITECTURE DISCUSSION

DISCUSS YOUR BUSINESS AI AND SEARCH NEEDS WITH AN ENTERPRISE ARCHITECT

Bring your document search challenges, contract backlogs, or internal data security questions to a direct conversation with our practice leads.

Rusty Pennington, CFO & Partner at GrandView
Rusty Pennington CFO & Partner, GrandView Practice Lead · Enterprise Data & AI Search
IBM watsonx.ai & watsonx.data Partner IBM watsonx.ai & watsonx.data Enterprise RAG Expertise