Unified, Contextual Search Across the Enterprise
Knowledge Search enables teams to discover information across data, documents, and systems through semantic financial understanding, structured relationships, and built-in access controls.
Search across enterprise systems, documents, and knowledge from a single, consistent entry point.
Understands financial terms, entities, and relationships to deliver precise search results.
Ensure search results respect roles, permissions, and enterprise access policies at all times.
Agentic Knowledge Graph
The Knowledge Graph is built and continuously updated by AI agents through automated ETL, entity extraction, and relationship linking. This ensures the graph evolves as enterprise data evolves, enabling accurate and current search results.
Search Capabilities
Key mechanisms that enable accurate and compliant enterprise search.
Relationship-Aware Search
Uses entity relationships and structured links to surface relevant records across clients, accounts, portfolios, and documents.
Cross-System Indexing
Indexes and retrieves information from multiple enterprise systems while preserving structure, metadata, and source context.
Policy-Enforced Retrieval
Applies enterprise access rules and data policies at retrieval time to ensure compliant, role-appropriate results.
One place to search everything, even when labels differ across systems.
How It Works
Enter a Query
Users search by client name, transaction details, portfolio attributes, or natural language questions.
Semantic Interpretation
CuvaBot interprets the query using the Knowledge Graph's semantic relationships, understanding intent, terminology, and entity structure.
Context-Aware Results
Results include documents, records, messages, and structured data enriched with relationships and metadata.
Continuously improving through agent-driven updates
Because AI agents actively maintain and enrich the Knowledge Graph, Knowledge Search becomes more accurate, contextual, and reliable over time.
Built for complex financial environments
Unlike generic search tools, Knowledge Search is optimized for complex data models, multi-system fragmentation, and relationship-heavy information.
- Eliminates data silos
- Accelerates advisor and operations workflows
- Reduces time spent searching for documents or records
- Ensures accurate and consistent insights