Case Study: Intelligent Knowledge Orchestration for a Leading Global Financial Institution

Domain: Generative AI · Knowledge Management · Banking Operations
Timeline: 8 months
Team: 6-8 specialists

Key Impact

Faster Knowledge Access: Document retrieval times reduced from hours to seconds

Improved Accuracy: Generated summaries validated through random sampling audits and offline evaluations

Reusable Architecture: A governed, extensible foundation now deployed across additional knowledge domains within the bank

Challenge

A global financial institution struggled with inefficiencies in retrieving critical information across policy, compliance, and operational documents. Employees relied on outdated portals and manual searches, leading to long turnaround times, inconsistent answers, and reduced productivity.

Solution

Rhino Partners designed and implemented a multi-agent Retrieval-Augmented Generation (RAG) platform to unify knowledge access across the enterprise. Built with LangGraph-based orchestration, the platform manages the entire query lifecycle — from classification and contextual retrieval to multi-round reasoning and evaluation. A modular Vector Search adapter was integrated with Databricks Unity Catalog, ensuring data lineage, auditability, and strict adherence to security compliance. To ensure domain precision, semantic embeddings were fine-tuned for financial terminology, while the synthesis layer dynamically adjusted prompting strategies based on query intent (e.g. policy lookup, compliance interpretation, or advisory summaries). Finally, automated evaluation pipelines using DeepEval Faithfulness metrics were integrated with MLflow Evaluate, verifying factual accuracy and consistency across generated responses.
RAG Workflow Architecture for Financial Knowledge Platform

Retrieval Augmented Generation (RAG) Workflow Architecture showing data flow, governance, and evaluation processes

Technology Stack

Databricks
LangGraph
MLflow Evaluate
Unity Catalog
Vector Search
DeepEval
Transformer APIs

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