Enterprise Knowledge Agent — PlantoOS Product

Why enterprise knowledge is fragmented

●Knowledge is spread across documents, internal systems, and operational tools with no unified retrieval layer.
●Teams lose context between sessions, forcing repeated searches and duplicate analysis.
●Uncontrolled AI access to internal knowledge creates governance and security risk.
●Answers often lack source traceability, reducing trust in operational decisions.

What Enterprise Knowledge Agent provides

Knowledge Agent›Enterprise›workspace

active

Show claims approval thresholds for BFSI enterprise accounts

AI Answer

Enterprise claims above $50,000 require dual approval and fraud screening per v4.2 policy. Exceptions are limited to approved platinum accounts under the Jan 2026 addendum (Clause 2).

C-1C-2

Retrieved Sources

Document	Type	Match	Section
claims-policy-v4.2.pdf	PDF	0.96	§8.1–8.4
finance-access-matrix.csv	CSV	0.91	Row 42–58
ops/approval-playbook.md	MD	0.87	Full doc
enterprise-addendum-jan-2026	PDF	0.84	Clause 2

Query Details

Sources scanned2,847

Matches4

Latency1.2s

Modelgpt-4o

Access Scope

internal.docs

finance.policies

claims.data

Session

ses-8f2a1b4c-e937

Knowledge Agent›Enterprise›workspace

active

Access Governance

Role-Based Access Control · Policy v3.1

RBAC Policy Matrix

Role	Resource	Scope	Access
Claims Analyst	Policy summary	read	allowed
Finance Lead	Payout thresholds	read+export	allowed
Vendor User	PII claim details	read	denied
External Auditor	Aggregated reports	read	allowed

Policy Evaluation Log

Org layerread.internal.docspass

Team layerclaims.finance scopepass

Action layerexport restricted for roledeny

Data layerPII masking enforcedpass

Policy Stack

OrganizationL1

TeamL2

RoleL3

ActionL4

DataL5

SessionL6

Enforcement

Modedeny-by-default

Violations1 blocked

Audit trailenabled

Knowledge Agent›Enterprise›workspace

active

Source-Backed Answer

Enterprise claims above $50,000 require dual-review. Exceptions are limited to approved platinum accounts under the Jan 2026 addendum. The dual-review rule traces to claims-policy-v4.2 §8.1.

Citation Evidence

ID	Source	Section	Relevance
C-1	claims-policy-v4.2.pdf	§8.1 — Approval thresholds	high
C-2	enterprise-addendum-jan-2026	Clause 2 — Exceptions	high
C-3	risk-runbook.md	Dual-review procedure	medium
C-4	audit-note-4421	Threshold override history	medium

Answer Metadata

Citations4

Confidence94%

GroundedYes

Modelgpt-4o

Lineage

Query IDqry-4f3a-9b12

Sessionses-8f2a1b4c

Policy ver.v3.1.0

Unified knowledge retrieval

Search across enterprise documents, tools, and systems from one governed interface.

Knowledge Agent›Enterprise›workspace

active

Show claims approval thresholds for BFSI enterprise accounts

AI Answer

Enterprise claims above $50,000 require dual approval and fraud screening per v4.2 policy. Exceptions are limited to approved platinum accounts under the Jan 2026 addendum (Clause 2).

C-1C-2

Retrieved Sources

Document	Type	Match	Section
claims-policy-v4.2.pdf	PDF	0.96	§8.1–8.4
finance-access-matrix.csv	CSV	0.91	Row 42–58
ops/approval-playbook.md	MD	0.87	Full doc
enterprise-addendum-jan-2026	PDF	0.84	Clause 2

Query Details

Sources scanned2,847

Matches4

Latency1.2s

Modelgpt-4o

Access Scope

internal.docs

finance.policies

claims.data

Session

ses-8f2a1b4c-e937

Memory-aware conversations

Persist context across sessions so teams do not re-explain operational details.

Knowledge Agent›Enterprise›workspace

active

Conversation Memory

Persistent context across 37 sessions

Accounts12

Sessions37

Reuse89%

Session History

Jan 22Fast-track exceptions for enterprise payouts3 sources

Feb 03Org-specific threshold override configuration5 sources

Feb 19Dual-review escalation criteria for BFSI4 sources

Mar 08Claims approval thresholds for enterprise accounts4 sources

Context Reuse — Current Query

Recognized prior conversation about threshold overrides (Feb 03). Injected org-specific context without re-prompting.Saved ~4 exchanges.

Memory Objects

Account preferencespersistent

Threshold overridesorg-scoped

Prior query contextsession

Glossary termsglobal

Active Account

OrgBFSI Enterprise

PlanPlatinum

RegionAPAC

Role-based governed access

Apply policy-bounded access controls for every retrieval and answer path.

Knowledge Agent›Enterprise›workspace

active

Access Governance

Role-Based Access Control · Policy v3.1

RBAC Policy Matrix

Role	Resource	Scope	Access
Claims Analyst	Policy summary	read	allowed
Finance Lead	Payout thresholds	read+export	allowed
Vendor User	PII claim details	read	denied
External Auditor	Aggregated reports	read	allowed

Policy Evaluation Log

Org layerread.internal.docspass

Team layerclaims.finance scopepass

Action layerexport restricted for roledeny

Data layerPII masking enforcedpass

Policy Stack

OrganizationL1

TeamL2

RoleL3

ActionL4

DataL5

SessionL6

Enforcement

Modedeny-by-default

Violations1 blocked

Audit trailenabled

Source-backed responses

Attach references and confidence signals for trustworthy operational answers.

Knowledge Agent›Enterprise›workspace

active

Source-Backed Answer

Enterprise claims above $50,000 require dual-review. Exceptions are limited to approved platinum accounts under the Jan 2026 addendum. The dual-review rule traces to claims-policy-v4.2 §8.1.

Citation Evidence

ID	Source	Section	Relevance
C-1	claims-policy-v4.2.pdf	§8.1 — Approval thresholds	high
C-2	enterprise-addendum-jan-2026	Clause 2 — Exceptions	high
C-3	risk-runbook.md	Dual-review procedure	medium
C-4	audit-note-4421	Threshold override history	medium

Answer Metadata

Citations4

Confidence94%

GroundedYes

Modelgpt-4o

Lineage

Query IDqry-4f3a-9b12

Sessionses-8f2a1b4c

Policy ver.v3.1.0

Policy-bound agents

Capability enforcement ensures autonomous systems operate within explicit boundaries.

Governance Flow

Policy-bound agent execution ensures autonomous systems operate within boundaries.

PlantoOS Policy Layer

Agents

Capability Policies

Approved Tools

Enterprise Systems

Denied — blocked by policy

Policy Layer

Agents

Capability Policies

Approved Tools

Enterprise Systems

Denied — policy block

Autonomous systems require explicit boundaries.

Where it sits in the stack

PlantoOS Architecture

The stack relationship between apps, agents, runtime, and systems.

Applications

Products and workflows

Agents

LLM-powered autonomous units

executionorchestrationcontrol

PlantoOS Runtime

Execution · orchestration · control

Capability Layer

Policy enforcement and tool access

memorygovernancelineage

Medhara Core

Memory · governance · lineage

Enterprise + Public Systems

Databases, APIs, infrastructure

A new compute layer for systems operated by agents.

Key workflows

How data flows through the system in typical usage patterns.

Workflow 1

Input

Knowledge query from a team member

Core Process

Retrieves context across enterprise systems with policy filtering

Output

Unified response with source-linked evidence

Workflow 2

Input

Follow-up multi-turn conversation

Core Process

Persists conversation memory and role-aware context

Output

Faster answers without repeated re-contextualization

Workflow 3

Input

Governance review request

Core Process

Logs access scope, policy decisions, and cited references

Output

Audit-ready trace of answer generation

Measured outcomes

↓ 30–45%

Internal search time

↑ 20–35%

Knowledge answer confidence

100%

Source traceability coverage

Indicative ranges from internal benchmarks and early deployments; results vary by workload, model, and infrastructure.

How it integrates

SDK-first integration — governed from the first line of code.

1

Connect sources

Link internal tools, docs, and data stores

2

Apply policies

Configure role-based access and usage constraints

3

Launch interface

Deploy governed retrieval assistant to teams