Platform · RAG Source Bundles
Build every answer on a governed source bundle.
ZoikoLogia™ assembles approved, context-specific source material for Kriton™ and governs retrieval — screening authority, applicability, permissions, versions, conflicts, and evidence continuity — so a source-backed answer preserves professional judgement.
Source eligibility
Eligibility model →Context and permissions
Context controls →Versioned manifest
Manifest model →Conflict visibility
Conflict handling →Human review / escalation
Escalation limits →Design Principle
Why generic RAG is not enough
Do not mistake retrieval for intelligence by itself. Retrieval becomes useful only when source authority, accounting meaning, context, permissions, evidence continuity, and human judgement work together.
Generic retrieval
Answers a query without professional context or authority.
Generic retrieval
Retrieves text that merely matches, regardless of standing.
Generic retrieval
Returns a citation after generation, without showing the decision.
Generic retrieval
Treats aliases and synonyms as freely interchangeable.
Generic retrieval
Leaves restricted content reachable outside its permitted scope.
Bundle Manifest
What is inside, and what is recorded
Bundle ID, extract, assembly time, context summary, and selected sources — each recorded, versioned, and inspectable. Not one authoritative dump. All identifiers are fictional.
| Source | Authority | Version | Status |
|---|---|---|---|
| Recognition standard — synthetic | Primary standard | v4.2 | Admitted |
| Interpretive guidance — synthetic | Guidance | v2.1 | Admitted |
| Internal policy note — synthetic | Firm policy | v1.0 | Conditional |
| Jurisdictional guidance — synthetic | Regulatory | v3.4 | Admitted |
| Conflicting interpretation — synthetic | Commentary | v1.7 | Flagged |
Retrieval Scope Controls
Authority precedes relevance
Eligibility is decided before similarity is ever considered. Six controls bound what may enter a bundle.
Accounting framework
IFRS, US GAAP, or a local basis narrows which sources are even eligible.
Jurisdiction
The territory in play selects which sources may answer.
Entity type & attributes
Entity shape changes what applies before relevance is considered.
Reporting / tax period
Effective dates decide which version of a source is live.
User role
Role governs what a given user is permitted to retrieve.
Tenant / workspace
Tenant isolation bounds the source set to the organization.
Conflict, Uncertainty & Missing Evidence
These states are first-class, not edge cases
The table result may be uncertainty, refusal, or escalation — the system will not silently choose one, and issue is visibly built into a confident answer.
Conflicting sources
Surfaced, not silently resolved — the qualified position is stated and the gap is named.
Missing evidence
Named as missing; the answer is bounded rather than smoothed over with a guess.
Insufficient scope
When scope is too narrow to answer safely, retrieval pauses instead of overreaching.
Evidence Continuity
Four artifacts that must remain distinguishable
The bundle, the generated explanation, the human review, and the ledger record are never collapsed into one. The human review record captures what a person decided.
Bundle
The exact set of sources retrieved for a question.
Generated explanation
The drafted response — always separable from its sources.
Human review
The reviewer's confirmation, revision, or override.
Ledger record
The append-only trail tying bundle, answer, and review together.
Synthetic · Non-Advisory
How this behaves in realistic work
Every scenario uses fictional entities, periods, and figures. None is a professional conclusion suitable for filing, opinion, or submission.
Accounting policy research
Assemble governed sources for a treatment question, with the reasoning shown.
route to Accounting Firms →Audit evidence planning
Relate assertions to the evidence and procedures that substantiate them.
route to Assurance Teams →
Management reporting
Pin a metric to its definition, inputs, and reporting boundary.
route to Finance Teams →Learning mode
Prerequisite-aware paths; commentary supports understanding, it does not decide.
route to Learning & Practice →Enterprise Administration
How an organization can govern or connect it
Administered fully via console
Approved source domains
Curate which source families may enter a bundle at all.
Retrieval policy profiles
Define scope and authority rules per team or task.
Contract requirements
Set the evidence a bundle must carry before use.
Field-level rules
Restrict retrieval down to specific fields and attributes.
Role-based access
Bind what each role can retrieve to policy.
Connected to existing sources
- 1
Connect approved internal document and policy stores.
- 2
Map external standards and regulatory sources to the ontology.
- 3
Sync versions and effective dates on a governed schedule.
- 4
Keep tenant isolation intact across every connected source.
Evaluation and Proofs
How bundle quality is assessed
No unsupported accuracy coverage or raw-recall from a bare, un-permissioned index — quality is assessed with proofs and defined scope.
| Proof artifact | Signal |
|---|---|
| Bundle assembly evaluation summary | End-to-end assembly correctness |
| Source-selection regression report | Selection stability over time |
| Conflict-detection recall | Conflicts surfaced, not missed |
| Freshness & permission checks | Restricted or stale sources excluded |
Audience Pathways
Choose the next step for your role
Accounting & finance professional
See source-backed answers with the basis shown.
Audit and assurance reviewer
Trace bundles to evidence that stands up to review.
Tax, payroll or compliance specialist
Scope sources to the right jurisdiction and period.
CTO / technical leader
Fit governed retrieval into your existing stack.
Data, AI or engineering leader
Ground models on governed, reproducible bundles.
Legal / procurement reviewer
Evaluate controls, rights, and evidence before buying.
Learner / educator
Prerequisite-aware learning with integrity safeguards.
See governed bundle assembly in a controlled walkthrough
Evaluate source eligibility, context controls, and human review with your team before committing to a pilot.
Direct Answers
Frequently asked questions
A governed, versioned set of sources assembled for a specific question — each one eligibility-checked, scoped to context, and recorded — rather than whatever text happened to match.
Related Routes
