AI/ML engineering · Engineering

RAG assistant for engineering documents

We build RAG assistants for engineering documents: assistants that answer questions from standards, procedures, datasheets, drawings and reports with citations to the exact page, respecting revisions and document permissions, and saying so when the documents do not contain the answer. Engineers find the right requirement faster, and the assistant runs inside your boundary. You own the system and the code.
Drawing for RAG assistant for engineering documents
Checklist · AI readiness

Enterprise AI readiness and governance checklist

A checklist for enterprises planning machine learning, language model or agent projects: use case, data, hosting, security, evaluation, human oversight, governance, monitoring and cost.
  • 01Nine areas to settle before a model goes near production.
  • 02The security items specific to language models and agents.
  • 03Evaluation and monitoring questions that regulators and auditors ask.
  • 04Seven questions to put to any vendor or development partner.
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What it covers

What the system does, module by module.

  • 01

    Document ingestion

    Pipelines for PDFs, scans, Office files, drawings and datasheets, with OCR, layout analysis and extraction of tables, units and revision information.
  • 02

    Structure-aware chunking

    Splitting by section, clause and table rather than by character count, so an answer keeps its context, such as the clause number and the conditions that apply.
  • 03

    Hybrid search and reranking

    Keyword and semantic search combined, with reranking and filters by discipline, asset, standard and revision, to find the right passage and not just a similar one.
  • 04

    Answers with citations

    Answers that quote the source and link to the page, document and revision, so the engineer can verify in one click.
  • 05

    Revision and applicability control

    Only current approved revisions are used by default, with the ability to ask about an earlier revision, and notices when a source has been superseded.
  • 06

    Tag and equipment awareness

    Recognition of tags and equipment classes in questions, with retrieval of the datasheets, procedures and inspection records linked to them.
  • 07

    Permissions and confidentiality

    Document-level and project-level access carried into search, so users, contractors and partners see only what they are entitled to.
  • 08

    No-answer behaviour

    Clear refusal when the documents do not support an answer, with a pointer to related material or the responsible engineer.
  • 09

    Evaluation and feedback

    A test set of real engineering questions with correct sources, run on every change, and user feedback that flags wrong answers for review.
Architecture

Reference architecture.

RAG assistant for engineering documents: reference architectureStandards, procedures, datasheets, drawings and reports from document management and engineering systems are ingested with OCR, structure-aware chunking and revision metadata. A retrieval and answering platform with hybrid search, permissions, citations and evaluation serves engineers through chat and inside engineering tools.SourcesAssistant platformUsers and systemsStandards and proceduresCompany and externalDatasheets and drawingsEquipment, P&IDsReports and recordsInspection, projectsEngineering RAG platformIngestionOCR, layout, tablesChunkingBy clause and tableHybrid searchKeyword and semanticAnswers and citationsPage and revisionPermissionsFrom source systemsEvaluationReal question setRevision control · private hosting · full logsEngineersChat, searchEngineering toolsIn-context helpDocument managementLinks, updatesContent ownersFeedback, fixes
Reference architecture: answers come from retrieved passages with citations, limited to what the user may see and to current revisions.
Standards and interfaces

What we design against.

OWASP Top 10 for LLM Applications
Controls for prompt injection, information disclosure and unsafe output when models read documents.
CFIHOS and document numbering conventions
Equipment classes and document types used to filter and link retrieved content.
PDF/A and document structure formats
Archive formats, and structured sources such as XML standards where available, which give better extraction than scans.
Evaluation practice for retrieval and generation
Measures of retrieval accuracy, answer faithfulness and citation correctness, tracked per release.
Information security and licensing
Controls on proprietary standards and licensed content, which may limit what can be indexed and who can see it.
ISO/IEC 42001 and NIST AI RMF
Governance frameworks for use of AI in engineering decisions.
Data model

The core entities.

Document and revision
Identifier, title, type, discipline, revision, status, owner, validity and access rules.
Chunk
Text, section path, page, table or figure reference, embedding and the document revision.
Tag and link
Tag mentioned or linked, equipment class and the documents associated with it.
Question and session
User, question, filters, retrieved passages and the answer given.
Citation
Source passage, page, revision and the claim in the answer it supports.
Feedback
User verdict, correction, reviewer and the fix made to content or settings.
Evaluation case
Question, correct source, expected answer points and scores by release.
Build, buy or extend

When custom development is the right call.

Buy

Enterprise search and AI assistants from document management and productivity vendors cover general documents, and are the quickest start for office-style content.

Extend

Extend an enterprise assistant with engineering-specific ingestion for tables, units and drawings, revision control, tag awareness and a proper evaluation set.

Build

Build when documents are technical and rule-heavy, when data must stay in your own environment, or when answers feed engineering workflows where wrong answers carry real cost.
Security and compliance

Controls designed in, not added later.

  • Permission-aware retrieval

    The assistant only retrieves passages the user could open directly, and removal of access takes effect immediately.
  • Verifiable answers

    Every claim is cited, and engineers are trained and prompted to verify before using an answer in a design or a procedure.
  • Private hosting

    Models and indexes run inside your environment, and documents are not used to train external models.
  • Injection defences

    Text inside documents cannot change the assistant's behaviour, and the assistant cannot take actions.
  • Logging

    Questions, sources and answers are logged for quality review and audit, with retention rules.
How we deliver

From discovery to a system you run.

  1. 01

    Use case and document survey

    We choose the first questions and document sets with engineers, and survey formats, quality, revisions and permissions.
  2. 02

    Evaluation set and ingestion design

    Real questions with correct sources are collected, and the ingestion and chunking are designed for the documents that matter.
  3. 03

    Build and tune

    Retrieval and answering are built and tuned against the evaluation set until they meet the agreed standard.
  4. 04

    Pilot with engineers

    A group of engineers uses the assistant on real work, flagging wrong or missing answers.
  5. 05

    Extend content and integrations

    More document sets, tag links and engineering tool integrations are added, with owners responsible for content quality.
Relevant work

Where to see our work.

Related

Keep reading.

Questions

Common questions.

How do you stop the assistant inventing requirements?
Answers are generated only from retrieved passages, and each one cites its source. If the documents do not support an answer, the assistant says so. We test with real questions on every change and track unsupported claims.
Does it handle tables and drawings?
Tables and units are extracted with structure, so values keep their meaning. Drawings and P&IDs are indexed through their title blocks, tags and text, and linked to the equipment they show.
How does it deal with superseded standards?
Each document carries its revision and status. By default only current approved revisions are used, and the assistant warns when a question touches a superseded document.
Can contractors use it?
Yes, with their own permissions. They see only the documents released to them, and the assistant cannot reveal anything else.
Who owns the system and the code?
You do. The code, the indexes and the evaluation sets stay yours.
Next step

Tell us what you need built.

Describe the system and the systems around it. An engineer replies within 1–2 business days.Start a project