Map the question to enterprise concepts, time, business role and authorization scope.
Query planGive every AI answer a governed evidence path.
SDS connects enterprise ontology, knowledge graphs, vector retrieval, policy and model context so financial assistants and agents can resolve meaning before they retrieve, reason or act.
From natural-language question to reviewable response.
Each stage emits an artifact that can be logged, evaluated and governed.
Resolve instrument, issuer, portfolio, event, policy and source identifiers.
Canonical entitiesSelect permitted relationship paths and assemble the relevant evidence subgraph.
Candidate factsUse graph context to constrain and rank vector or document retrieval.
Evidence bundleApply SHACL, policy, freshness and completeness checks before generation.
Quality reportProvide the LLM with governed facts, definitions, constraints and citation targets.
Grounded promptReturn the answer with sources, dates, model context and uncertainty.
Auditable answerThe semantic control plane for enterprise agents.
Governed query understanding
Business vocabulary, aliases, entity types, relationship constraints and competency questions shape what retrieval means.
Connected, temporal facts
Durable identity, point-in-time truth, lineage and authorization-aware paths connect the answer to the business.
Graph + vector evidence
Graph traversal narrows the semantic scope; vector retrieval finds the supporting passages inside that scope.
Agent guardrails
Machine-readable constraints govern permissible data, tools, actions, approval points and evidence requirements.
Competency-question tests
Evaluate entity resolution, path quality, answer completeness, citation faithfulness and business correctness.
Observable semantic services
Version the ontology, mappings, prompts, graph snapshots and models behind every production answer.
“Why did this ETF signal change?”
Instrument and portfolio scope
The query resolves the ETF listing, issuer, constituents, current portfolio holding and decision horizon.
Events, prices and risk
The graph connects the signal to validated market observations, corporate events, factors, exposure and limits.
Model and evidence trail
The answer identifies the model version, feature snapshot, retrieved evidence, timestamps and confidence.
Prove that your AI can show its work.
Choose one bounded question, representative data and a measurable evaluation set.
