RAG Systems & AI Agents
RAG Systems & AI Agents
Production RAG and agentic systems that survive the full corpus, real traffic, and the auditor. Retrieval-first design with the evaluation harness wired in from week one.
Retrieval audit
Profile the corpus. Measure baseline retrieval quality. Pick the embedding model and vector store against data residency rules.
Evaluation harness + pilot
RAGAS metrics wired in week one. Prompt registry, cost monitoring, governance controls land alongside the model.
Production hardening
Failure modes named. Runbooks written. We pair with your on-call rotation on the first three production incidents.
Governance handoff
Model card, Architecture Decision Record, evaluation report. Your team deploys the next version while we sit in Slack.
Enterprise RAG consulting is the work of designing, productionizing, and operating retrieval-augmented generation systems inside an organization where the auditor matters as much as the user, the corpus runs into the millions of documents, and the cost-per-query has to clear a finance review. Rockmere’s enterprise RAG consulting is anchored in the engineering reality that retrieval, not the model, decides whether the system holds in production. We have productionized RAG where hybrid search, cross-encoder reranking, an evaluation harness wired in week one, and a knowledge-governance pattern survive audit, real traffic, and the full corpus.
Why do enterprise RAG implementations fail in production?
Enterprise RAG fails in production because the retrieval layer, not the language model, decides whether the answer is right, and most teams build the model layer first. Naive top-k vector search misses 30 to 40 percent of queries, access control is retrofitted, and no evaluation harness exists to catch silent regression. The patterns are predictable and avoidable.
Most enterprise RAG fails the same way. A clean demo on the proof-of-concept corpus. A glowing exec readout. Then the system meets the full corpus, real traffic, and the auditor who wants to know exactly which document the answer came from. And it falls apart. The model is not wrong. Retrieval is wrong.
The failure modes cluster into a small number of patterns and the patterns are predictable.
Naive top-k vector similarity is the most common failure. Pure dense retrieval is shockingly bad at exact-match queries. Ask a banking copilot for “Reg E disclosure 1005.7(b)” and a pure vector retriever returns the semantically nearest chunks, which are usually three other Reg E paragraphs, not the one you asked for. BM25 catches the exact match. Reciprocal Rank Fusion across dense and sparse retrievers, followed by a cross-encoder reranker, lifts hit rate from the 55 to 65 percent range that naive vector search delivers up to the 90-plus percent that production demands.
Chunking on word count rather than structure loses context. A legal clause split across two chunks is two unusable chunks. A clinical guideline whose subheading sits in one chunk and whose dosing table sits in another produces hallucinated dosing. Chunking has to follow the document’s semantic structure, not its character count. We chunk by section, paragraph, and where the document carries them, by structural elements like tables, code blocks, and definition lists.
No evaluation harness, so silent regression. Most failed RAG programs cannot tell you whether retrieval got better or worse between the demo and the third release. RAGAS metrics (faithfulness, answer relevancy, context precision, context recall) wired into a continuous evaluation pipeline catch the regressions before they reach the user. The harness goes in week one or the system degrades silently.
Access control retrofitted, not designed in. A retrieval layer that filters by user permission after retrieval has already leaked the answer through the LLM. Permissions have to gate retrieval, not the response. The audit trail has to log which documents the system considered, not just which it returned. This is the difference between a RAG system that clears SR 11-7 model risk review and one that gets sent back to engineering.
Cost discipline missing from architecture. A team that did not design for semantic caching, reranker-first patterns, or context-window discipline finds out at month four that a single high-traffic copilot is burning $80k a month on LLM calls. Cost-per-query has to be a designed metric, not a post-launch surprise.
Governance treated as documentation. A model card and a data sheet on a Confluence page do not satisfy the model risk management function in a regulated bank or the privacy office in a hospital. Governance has to be embedded in the system: provenance on every answer, sensitivity classification on every document, an audit-trail log that the second-line risk function can query directly. SR 11-7 and NIST AI RMF documentation is built from system telemetry, not written from memory.
We have productionized RAG against each of these failure modes. The engagements that productionize cleanly are the ones that treat retrieval as the architecture and the LLM as the renderer.
Retrieval is the system. The LLM is the renderer.
The model selection question, which is what most teams open the engagement with, is the wrong opening question. The right question is: what does retrieval need to deliver for the LLM to render an answer the auditor accepts? Once the retrieval contract is clear, the LLM choice becomes secondary and substitutable.
The retrieval architecture we productionize follows a hybrid pattern. Dense vector search on a domain-tuned embedding model. Sparse BM25 search against the same corpus. Reciprocal Rank Fusion to combine the two ranked lists. Cross-encoder reranker (typically Cohere Rerank, BGE Rerank, or a domain-fine-tuned reranker) on the fused top-k to lift precision into the high 90s. Query reformulation in front of the retriever to disambiguate user phrasing. Metadata-aware filtering that applies access control, recency, and authority before the retriever ever runs the search.
The generation step then becomes constrained. The LLM is rendering an answer from a small, well-chosen, permission-gated set of chunks. Faithfulness goes up because the model has the right context. Cost goes down because the context window does not have to carry low-relevance chunks the reranker has filtered out.
How do you evaluate a RAG system?
You evaluate a RAG system with RAGAS metrics, faithfulness, answer relevancy, context precision, and context recall, measured against a held-out test set and wired into a CI pipeline with a regression gate. The harness goes in week one so retrieval quality is a measured number on every release, not a hope.
We instrument RAGAS in week one of every engagement. Faithfulness above 0.9. Answer relevancy above 0.85. Context precision above 0.8. Context recall measured against a held-out set the client owns. The harness runs against a synthetic and a real evaluation set, wired into the CI pipeline, with a regression gate that blocks deploy if a metric falls below threshold.
The evaluation set is the client’s intellectual property. We help build it, but it stays. By the time we exit the client has a few hundred to a few thousand evaluation pairs they own, a CI gate that runs every release, and a regression catch-rate that has held since week two. RAG systems that are not evaluated degrade silently. By the time someone notices, the trust is gone.
Knowledge governance built in
Document ownership, lineage, sensitivity classification, recency, and authority become first-class metadata at ingest. Retrieval respects access control and recency at query time. The audit team gets the answer-provenance trail they need: every response carries the list of source documents that were considered, retrieved, and grounded against.
For Financial Services this maps to SR 11-7 model risk documentation, OCC 2011-12, and the model inventory entry the second-line team owns. For Healthcare this maps to HIPAA, the HITRUST CSF controls if the BAA chain requires it, and the IRB documentation if the use case touches research data. For Public Sector this maps to NIST AI RMF, the ATO documentation package, and FedRAMP-aware retrieval. The pattern is the same: governance is wired into the retrieval and audit layer, not bolted on at the end.
Cost discipline from architecture, not from prayers
Semantic caching for repeated queries cuts LLM calls 30 to 50 percent. Reranker-first patterns shrink expensive context windows. Embedding model selection comes from domain testing, not vendor brochures. Cost-per-query becomes a tracked metric, not a quarterly surprise. The cost dashboard runs alongside the RAGAS dashboard and the audit-trail dashboard, in the same observability stack your SRE team already operates.
Which vector database, embedding model, and framework should you use?
There is no single best vector database for RAG. The right choice depends on corpus size, hybrid-search needs, filtering, and your existing cloud commitment. We pick after profiling the corpus, the query patterns, and the operational preferences, not from a vendor leaderboard.
| Vector database | Best fit |
|---|---|
| Pinecone | Managed simplicity under 5 million vectors, teams that want zero infra burden |
| Weaviate | Multi-modal corpora and native hybrid search |
| Qdrant | Strong metadata filtering and self-hosted operations |
| pgvector | Vectors that should sit next to existing PostgreSQL |
| Azure AI Search / AWS Bedrock Knowledge Bases / GCP Vertex AI Search | Cloud-native managed retrieval where the existing cloud commitment dictates |
Vector databases. Pinecone for managed simplicity at under 5 million vectors and teams that want zero infra burden. Weaviate where multi-modal and native hybrid search matter. Qdrant for strong filtering and self-hosted operations. pgvector where the vectors should sit next to existing PostgreSQL. Azure AI Search, AWS Bedrock Knowledge Bases, and GCP Vertex AI Search for cloud-native managed retrieval where the existing cloud commitment dictates.
Embedding models. OpenAI text-embedding-3-large for general English with low operational overhead. Voyage AI for domain-tuned retrieval in legal and financial corpora. Cohere Embed for multi-lingual. BGE and the open-weight family for self-hosted requirements. We test three to five candidates against the client’s held-out set in the first sprint and pick on measured recall, not vendor pitch.
Orchestration. LangGraph for stateful agent workflows that need branching and tool use on top of retrieval. Anthropic MCP for tool integration where the agent layer is involved. Direct framework-free Python where the workflow is single-shot retrieval-then-generate and the team does not want an orchestration dependency. We use the lightest layer that holds the workflow.
The Architecture Decision Record captures every choice with the alternatives we rejected and why. The next engineer or auditor reads the ADR and starts at the current state, not at zero.
Industries we have productionized RAG into
We have productionized enterprise RAG inside Financial Services for fraud investigation copilots, AML case research, and analyst research over filings and internal models. Inside Healthcare for clinical decision support over guidelines and care pathways, with the medical-device-aware governance and the BAA chain in place. Inside Insurance for underwriting copilots over policy wordings and prior decisions, and for claims research over the policy and precedent corpus. Inside Public Sector for citizen-facing eligibility assistants and analyst research over federal corpora, with the full NIST AI RMF and ATO documentation package. Inside SaaS technology for product copilots, support automation, and internal knowledge retrieval.
The State Medicaid Eligibility AI and the Bank Fraud Investigation Copilot case studies document two of these productionizations in detail.
Related: AI Transformation, AI Agents
This service is the production-grade specialization of our AI Transformation practice. It often pairs with AI Agents when the workflow needs orchestration on top of retrieval. The Transformation engagement carries the strategy, scoping, and broader governance; the RAG Systems engagement carries the retrieval architecture, the evaluation harness, and the production runbook. Many clients run them in sequence: scoping under AI Transformation, then a RAG Systems pod productionizing the first pilot.
What we will not do
We will not productionize a RAG pilot without an evaluation harness. If speed matters more than measurement, we will explain why that is a year-two problem the team is funding today, and we will decline. We also pass on pure-vibes consumer chatbots (different problem shape), code-search systems (specialized vendors win on developer ergonomics), and web-scale open-domain search (Perplexity and Google own that physics).
If your last two RAG pilots demoed well and stalled at the production quality bar, the retrieval layer is the place to start. Talk to a RAG engineer about a scoped retrieval audit of one corpus, and you will leave with a measured baseline, named failure modes, and a path to production faithfulness above 0.9.
Frequently asked
Who it's for
VP of AI / Head of Applied AI
Your team has productionized two RAG prototypes that demoed beautifully. Neither cleared the production quality bar. The team keeps blaming the model. The problem is retrieval.
Chief Knowledge Officer / Head of Enterprise Search
Your organization sits on millions of pages of high-value documents. Search has not found them for a decade. RAG is the path to making that knowledge usable, but only with the right architecture.
Solutions architect or engineering lead in a regulated industry
You need a RAG system that can explain itself to an auditor, retrieve only from sources compliance has approved, and admit when it does not know. Without spending the whole roadmap on evaluation infrastructure.
Our approach
Retrieval is the system. The LLM is the renderer.
Naive RAG fails at retrieval roughly 40 percent of the time. The LLM then writes a confident answer from the wrong documents. We architect retrieval as the system and treat the generation step as the rendering layer. Hybrid dense plus sparse search, cross-encoder reranking, query reformulation, and metadata-aware filtering all go in first.
Evaluation infrastructure before features
We instrument RAGAS metrics in week one. Faithfulness above 0.9. Answer relevancy above 0.85. Context precision above 0.8. No feature productionizes unless the metrics hold. RAG systems that aren't evaluated degrade silently. By the time someone notices, the trust is gone.
Knowledge governance built in
Document ownership, lineage, sensitivity classification, recency, and authority become first-class metadata. Retrieval respects access control and recency at query time. The audit team gets the answer-provenance trail they need. The user only sees content they're authorized to see.
Cost discipline from architecture, not from prayers
Semantic caching for repeated queries cuts LLM calls 30 to 50 percent. Reranker-first patterns shrink expensive context windows. Embedding model selection comes from domain testing, not vendor brochures. Cost-per-query becomes a tracked metric. Not a quarterly surprise.
Outcomes you can measure
- 0.9+ faithfulness score (RAGAS) at production go-live
- 30–50% LLM call cost reduction via semantic caching
- 6–10 wks scoped pilot to production for a single corpus
What you leave with
- Retrieval architecture spec covering hybrid search, reranking, query reformulation, and metadata filtering
- Evaluation harness with RAGAS metrics wired into a continuous-evaluation pipeline
- Knowledge ingestion pipeline with chunking strategy, embedding model selection, metadata enrichment
- Governance model: access control, document classification, audit-trail design
- Cost monitoring and semantic caching layer
- Operational runbook: re-indexing cadence, metric monitoring, drift detection
- Architecture Decision Record explaining every design choice
Want to see this run on your data?
Bring a use case. We'll come back with an architecture and a 90-day plan.
Industries and case studies for this practice
Financial Services
Financial services AI consulting that ships production systems inside your model risk framework. SR…
Read more IndustryHealthcare
Healthcare AI consulting for hospital systems, payers, and digital health firms. HIPAA-aware…
Read more IndustryInsurance
Insurance AI consulting for underwriting, claims automation, and SAFe® delivery at carriers. Built…
Read moreSAFe® ART Launch Case Study: P&C Carrier, 87% by PI 3
A Tier-2 P&C carrier had tried SAFe® twice in three years; both rolled back. We launched a 9-team Agile…
Read moreBank Fraud AI Copilot: 38% Faster, SR 11-7 Cleared
A top-10 US bank cut tier-2 fraud investigation handle time 38% with an AI copilot that cleared full SR…
Read moreMedicaid Eligibility AI Case Study: 42% Faster Dispositions
A state Medicaid agency cut disposition time 42% with an AI determination copilot, deployed in 14 weeks…
Read moreClear answersto your questions.
-
The retrieval layer is where the system fails. Pure vector search misses exact-match queries. Pure keyword search misses semantic equivalents. Naive top-k vector similarity into an LLM fails 30 to 40 percent of the time. The fix is hybrid retrieval: dense, sparse, and a reranker, plus an evaluation harness that catches regressions before they productionize. Most teams build the LLM layer first and find the retrieval problem the week after the demo.
-
It depends on workload. Under 5 million vectors with managed simplicity, Pinecone. Multi-modal or native hybrid search, Weaviate. Self-hosted with strong filtering, Qdrant. Vectors next to your existing PostgreSQL, pgvector. We pick after profiling your corpus, query patterns, and operational preferences. Not based on which vendor is loudest this quarter.
-
Three layers. Document classification at ingest tags PII, sensitivity level, and regulated-data markers. Access-control-aware retrieval filters every query by the user’s permission scope before retrieval, not after. The audit trail logs which documents were considered, retrieved, and returned, with groundedness on the response. This pattern is what SR 11-7, HIPAA, GDPR, and most enterprise classification policies require.
-
Scoped pilot RAG, one corpus and one use case, runs $300K to $600K over 6 to 10 weeks to production. Enterprise RAG platform with multi-corpus, shared evaluation infrastructure, and governance runs $800K to $2M over 4 to 6 months. Pricing assumes a 3 to 5 person pod working with your team.
-
Both. We’ve productionized on AWS Bedrock with Knowledge Bases, Azure AI Studio with Azure AI Search, GCP Vertex AI Search, and pure open-stack (LangGraph plus open vector DB plus open embedding model). The selection follows your existing cloud commitment, data residency rules, and TCO math. Not preference.
-
Yes. That’s how we prefer to work. Our engineers pair with yours on retrieval design, evaluation infrastructure, and operational hardening. By the end of the engagement your team owns the architecture and can extend it without us.
Ready to begin?
Talk to a Rockmere principal. We respond to qualified enquiries within one business day.
Start a Project →