back_office_ops · saas · workflow

Credal.ai: RAG on enterprise documents — metadata tagging, data restructuring, and LLM-based routing

LLMs have limited attention and struggle to provide high-quality answers on complex corporate documents — naive RAG fails to retrieve the most relevant sections, poorly structured data (footnotes detached from citations, opaquely formatted tables) makes questions unanswerable, and LLMs cannot consistently reason about dates.

How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · LLM metadata tag generation
LLMs calculate metadata tags for each document or section at ingestion time to enable more precise retrieval.
Tools used
LangChainPineconeGPT-3.5GPT-4GPT-4-32kClaudeGoogle Docs
Outcome

By restructuring data before LLM ingestion — using LLM-generated metadata tags for pre-filtering, inserting footnotes inline, reformatting tables as CSV, and using focused few-shot prompting for routing — Credal turned previously unanswerable questions into straightforward ones and improved routing beyond the 50% baseline.

What failed first

LangChain's naive RAG failed to surface the most relevant document sections; its document parser placed footnotes at the end rather than inline, making citation lookups impossible; its table formatting was token-inefficient; and its structured output formatter distracted GPT-3.5 from the routing task, leaving it accurate only 50% of the time.

Results
Volume50%
Cost replaced36% more expensive
Source

https://www.credal.ai/blog/takeaways-from-using-llms-on-corporate-documents

How we source this →

Grounding & classification
Source type: technical build writeup
32 fields verified against source quotes.
data extractionenterprise searchknowledge searchragsummarizationknowledge basefailure mode describedhuman review describedmetric backedproduction runtime claimedtools describedworkflow describedsoftwareaccuracy improvementcost reductionemployee productivitytechnical build writeupback office opsextract classify routerag answering