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FINANCIAL SERVICES · REFERENCE ARCHITECTURE · ILLUSTRATIVE WORKLOAD

A private research copilot built around governed evidence.

A reference design for turning approved policy, research, and client material into a private assistant with a controlled data path.

REFERENCE DESIGN · NOT A CUSTOMER CLAIM
CITEAnswers require evidence references
ACLRetrieval follows source entitlements
BOUNDEndpoint path documented before launch
THE CHALLENGE

The operating constraint.

Analysts spent significant time locating approved information and validating whether a generated response was supported by the right policy version. Public model endpoints did not satisfy the team’s data and access requirements.

THE SPARK SYSTEM

Model, platform, and capacity—designed together.

SPARK deployed a customer-adapted Atlas release on isolated capacity, added document-level entitlements to retrieval, and enforced answer citations, model-version traceability, and controlled retention at the serving layer.

SOLUTION ARCHITECTURE

One traceable path
from signal to decision.

01

Entitled sources

Documents remain mapped to the customer’s existing access and matter-level permissions.

02

Private retrieval

Search and reranking execute inside the customer-specific data and network boundary.

03

Controlled generation

The private model release answers only when evidence and policy checks meet threshold.

04

Audit record

Prompt metadata, source versions, model version, and policy decisions are recorded for review.

DELIVERY

From baseline
to controlled production.

WEEK 01–03

Boundary design

Mapped data classes, retention rules, user entitlements, and prohibited model paths.

WEEK 04–06

Private adaptation

Created a specialist release using approved examples and an evidence-focused evaluation suite.

WEEK 07–10

Acceptance and rollout

Validated source fidelity with reviewers before staged access across analyst teams.

Acceptance depends on source fidelity, permission enforcement, refusal behavior, and reviewer sign-off on a disclosed evaluation set.
SOLUTION DESIGN PRINCIPLE · NOT A CUSTOMER TESTIMONIAL
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