Enterprise Knowledge Assistant
A global payments organization needed to democratize access to institutional knowledge across 7,500+ policy and procedure documents while maintaining strict governance, security, and compliance standards required in financial services.
Led the deployment of a multi-tenant, guardrailed Large Language Model platform that evolved from a policy search tool into a comprehensive enterprise knowledge assistant. Built a reusable AI platform with shared building blocks — APIs, services, prompt/agent patterns, evaluation harnesses, playbooks — for production-grade reliability and observability. Expanded from initial policy documents to 10+ integrated data sources across the Payments division. Scope spanned the full JPMorgan Chase Payments business — merchant services, client servicing, client onboarding, and global call centers.
- Scaled from 7,500 policy documents to 10+ integrated data sources
- Deployed an enterprise-scale LLM implementation in financial services
- Onboarded 27,000+ active users across the Payments organization
- Designed human-in-the-loop review workflows for high-stakes interactions in regulated payments environments
- Established LLM evaluation harnesses and AIOps practice for continuous improvement across the AI delivery lifecycle
- Established governance model now replicated across other divisions