Document Grounding extends Joule by allowing responses to be generated from customer‑specific documents instead of only generic knowledge. When enabled, Joule can retrieve, summarize, and reference information from approved document sources while maintaining enterprise security and access controls.
What Document Grounding Enables
Document Grounding allows Joule to answer user questions based on documents that are ingested into a grounding pipeline. These documents can include internal policies, manuals, procedures, or other enterprise content. Joule does not treat these documents as training data; instead, it retrieves relevant content at runtime and uses it to ground responses.
This approach ensures that:
- Answers remain aligned with customer‑specific content.
- Responses reflect the most recent version of documents.
- Access to information respects existing authorizations.
Document Grounding with Contextualization
Document Grounding with Contextualization enhances standard grounding by associating documents with metadata. Metadata allows documents to be filtered and selected based on context such as application, business domain, or other classification attributes.
With contextualization:
- Joule narrows retrieval to documents that match the user’s context.
- Responses become more precise and less ambiguous.
- Grounding scales across larger document sets without reducing relevance.
Contextualization does not change the way documents are accessed by users; it improves how Joule selects which documents to use when generating answers.
Key References
Joule – Getting Started with Document Grounding (Setup Guide)
Explains how Document Grounding enables Joule to retrieve answers from customer specific documents using a retrieval-based grounding approach rather than generic model knowledge.
Troubleshooting Document Grounding Pipelines
Describes common failure scenarios in document grounding pipelines and outlines how to diagnose and resolve ingestion, authentication, and pipeline execution issues.
Joule Document Grounding with Contextualization (Metadata-Based Grounding)
Introduces metadata-based contextualization that allows Joule to filter grounded documents based on user and business context to improve response relevance.