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SHAREPOINT INTEGRATION FOR FIRM KNOWLEDGE
SharePoint houses much of the firm's institutional knowledge, like policies,
procedural manuals, templates, and administrative guidelines. PC Chat
integrates directly with SharePoint to make this content accessible through
natural language, eliminating the need for manual folder navigation.
An Azure Function App monitors SharePoint repositories for new or
updated documents and triggers a Kernel Memory processing workflow
on a schedule or via event. This ensures PC Chat's knowledge base stays
synchronized with the latest versions of firm documents. Each document
is chunked, embedded, and stored in the vector database with metadata
that reflects organizational attributes such as modification dates, approval
status, and document category.
When a user asks about firm
policies such as holidays, expense
reimbursement, vacation proce-
dures, etc. Semantic Kernel iden-
tifies the intent, activates the firm
manual plugin, and retrieves the
most authoritative and relevant
content from the vector database.
The system is trained to recognize
natural language variations and
colloquial phrasing, so users can
ask questions as they would of a
colleague.
