A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Inspect the structure of representative documents.
- Keep headings, definitions and relevant qualifiers attached to the content.
- Test retrieval using questions that span section boundaries.
A refund rule separated from its exceptions can produce a misleading answer even when the retrieved sentence is accurate.
A mistake to avoid
Do not optimize segment size without examining retrieved examples.
How to check progress
Measure whether selected passages contain the complete evidence needed for the answer.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read When retrieval is the right addition to an AI assistant.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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