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    Intermediate
    Finance

    Enterprise RAG Search

    Deploy enterprise RAG search across documents, presentations, reports, and multimedia content. Get AI-generated answers grounded in your organization data.

    Who It's For

    Financial services firms, consulting organizations, legal teams, and enterprise knowledge workers who need to synthesize information across thousands of internal documents, reports, and presentations

    Problem Solved

    Enterprise teams spend hours searching across document repositories, SharePoint sites, and email archives to find information buried in PDFs, presentations, and spreadsheets. When information spans multiple documents, analysts must manually locate, read, and synthesize across sources. Critical decisions are delayed because the relevant data exists but cannot be found efficiently.

    Why Mixpeek

    The document graph extractor preserves table structures, chart data, and spatial layouts that flat text extraction loses. Multimodal embeddings make charts and diagrams searchable alongside text. Source attribution ensures every AI-generated answer is traceable to specific documents.

    Overview

    Enterprise RAG search enables knowledge workers to ask natural language questions and receive synthesized answers drawn from across all enterprise documents, with full source attribution. By understanding tables, charts, and document structure, the system surfaces information that keyword search and flat text extraction miss.

    Challenges This Solves

    Information Silos Across Repositories

    Enterprise data lives in SharePoint, shared drives, email, CRM notes, and proprietary systems with no unified search across all sources

    Impact: Analysts spend 20-30% of their time on information retrieval across disconnected systems

    Structured Data in Unstructured Documents

    Critical data points are locked in PDF tables, PowerPoint charts, and Excel reports that standard text extraction cannot parse correctly

    Impact: Financial figures, performance metrics, and comparison data in document tables are invisible to search

    Multi-Document Synthesis Burden

    Answering complex questions requires locating and synthesizing information from 5-10 documents across different departments and time periods

    Impact: Research tasks that could take minutes with proper tooling consume hours or days of analyst time

    Recipe Composition

    This use case is composed of the following recipes, connected as a pipeline.

    1
    Multimodal RAG

    LLMs that cite real clips, frames, and documents

    2
    Document Intelligence Search

    Search through PDFs with OCR and semantic retrieval

    3
    PDF Data Extraction Pipeline

    Convert unstructured PDFs into structured data

    Feature Extractors Used

    Retriever Stages Used

    Expected Outcomes

    80% faster from question to answer

    Information retrieval time

    Automated multi-source answers with citations

    Cross-document synthesis

    Structured data searchable for the first time

    Table and chart data accessibility

    25% more time on analysis vs. information gathering

    Analyst productivity

    Build this in the docs

    The exact stages and extractors this use case runs on, with API reference and worked examples.

    Deploy Enterprise RAG Search

    Clone the enterprise RAG pipeline and connect your document repositories for AI-powered question answering.

    Estimated setup: 2 hours

    Frequently Asked Questions

    How does enterprise RAG search handle financial tables and charts in PDFs?
    The document graph extractor preserves table structures, cell relationships, and header mappings when processing PDFs. Financial tables are indexed with their structure intact, so queries like "Q3 revenue by segment" return the actual table data with row and column context, not just the surrounding text.
    Can RAG search provide source citations for every answer?
    Yes. Every answer includes citations pointing to the specific document, page number, and passage from which the information was derived. Users can click through to verify the source, ensuring trust and compliance with internal audit requirements.
    How is enterprise RAG search different from ChatGPT or general AI assistants?
    Enterprise RAG search is grounded exclusively in your organization data, not general internet knowledge. It cannot hallucinate information that does not exist in your documents because every claim must be backed by a retrieved source. This is critical for regulated industries where accuracy and auditability matter.
    What enterprise data sources can be connected?
    Mixpeek ingests from S3-compatible storage, Azure Blob, Google Cloud Storage, and any system that can export documents. PDFs, Word documents, PowerPoint presentations, Excel spreadsheets, and scanned documents are all processed through format-appropriate extractors.

    Ready to Implement This Use Case?

    Our team can help you get started with Enterprise RAG Search in your organization.