Advanced Knowledge Base Techniques

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Advanced Patterns for Document Analysis

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Multi-Document Synthesis

Based on our Q1 financial report and the customer satisfaction survey results, analyze the relationship between our revenue performance and customer feedback. Are there any correlations between high-performing product lines and customer satisfaction scores?

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Comparative Analysis Across Documents

Compare our employee engagement scores from the 2023 annual survey with the 2024 Q2 pulse survey. What are the key changes in satisfaction levels, and which departments show the most significant improvements or declines?

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Policy and Compliance Queries

According to our compliance documentation, what are the specific steps required for handling a data breach incident? Include all stakeholders who must be notified and the timeline for each notification.

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Advanced RAG Patterns

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The Discovery Pattern

Explore our project documentation and identify all the different types of metrics and KPIs we track. Create a comprehensive inventory of what performance data is available across all our projects.

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The Validation Pattern

I need to verify our current vacation policy. Search all HR documents and policy manuals to confirm the number of vacation days for employees with 2-5 years of service. If you find conflicting information, highlight the discrepancies.

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The Timeline Pattern

Create a timeline of all the major decisions and milestones for Project Alpha by reviewing all relevant documents. Include dates, decision makers, and the rationale provided for each major choice.

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The Compliance Pattern

Based on our compliance documentation, create a checklist of all requirements we must meet for SOC 2 certification. Include the specific document sections that outline each requirement.

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Advanced Troubleshooting Techniques

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When Information Conflicts Across Documents

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Problem: Getting different answers from different sources

1. Explicitly request conflict resolution:
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   I'm seeing different employee handbook versions. Search all HR documents for remote work policies and tell me if there are multiple versions. If so, which is the most recent based on document dates?
   

2. Ask for source hierarchy:
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   Our budget documents seem to have conflicting Q3 projections. Can you find all budget references and tell me which document is the authoritative source based on creation dates and document types?
   

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When You Need Cross-Departmental Information

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Problem: Information scattered across different functional areas

1. Department-specific searches:
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   Search our sales documents for customer acquisition costs, then search finance documents for the same metrics. Compare the methodologies and highlight any differences in how each department calculates these numbers.
   

2. Workflow mapping:
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   Map our customer onboarding process by finding relevant information across sales, customer success, and technical documentation. Show how each department's responsibilities connect in the workflow.
   

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When You Need Historical Context

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Problem: Understanding how policies or processes have evolved

1. Evolution tracking:
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   Find all versions of our security policies and create a timeline showing how our data protection requirements have changed over the past two years. Include the rationale for each change where documented.
   

2. Decision archaeology:
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   Search meeting minutes and project documents to understand why we chose our current CRM system. What were the alternatives considered, and what factors drove the final decision?
   

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Quality Assurance for Complex Queries

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Always Verify Critical Information

This information about our compliance requirements is critical for our audit. Can you double-check by finding and quoting the exact text from the source document?

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Cross-Reference Important Data

You provided our customer acquisition cost as $150. Please find all references to customer acquisition costs in our documents to ensure this is the most current and accurate figure.

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Request Source Context

When you cite our revenue growth rate, please include the full context from the source document - what time period it covers, how it's calculated, and any important caveats mentioned.

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Combine Knowledge Base with Other Techniques

You are a business analyst preparing a board presentation. Using our Q3 performance documents, create an executive dashboard summary that includes:

1. Key metrics with year-over-year comparisons
2. Top 3 achievements and challenges
3. Strategic recommendations for Q4

Format this as presentation-ready content with clear headings and bullet points.

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Advanced Multi-Source Analysis

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Strategic Decision Support

We're considering expanding into the European market. Analyze our market research documents, competitive analysis reports, and financial projections to create a comprehensive go/no-go recommendation. Include:

1. Market opportunity assessment
2. Competitive landscape analysis
3. Financial requirements and projections
4. Risk assessment
5. Implementation timeline

Support each section with specific citations from the relevant documents.

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Operational Efficiency Analysis

Review our process documentation across all departments and identify opportunities for automation or streamlining. Look for:

1. Manual processes that could be automated
2. Duplicated efforts across departments
3. Bottlenecks in cross-functional workflows
4. Technology gaps that create inefficiencies

Prioritize recommendations by potential impact and implementation difficulty.

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Common Advanced Mistakes to Avoid

• Over-Relying on Single Sources: Always ask for cross-references when dealing with important decisions
• Ignoring Document Hierarchy: Consider which documents are authoritative sources for different types of information
• Missing Context Clues: Pay attention to document dates, versions, and departmental sources
• Assuming Perfect Document Organization: Information may be scattered across multiple files or buried in unexpected places
• Not Validating Chain of Evidence: For critical decisions, always trace information back to its source

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Building Advanced Workflows

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Research and Analysis Workflow

1. Discovery Phase: “What information do we have about [topic]?”
2. Mapping Phase: “How does this information connect across different documents?”
3. Analysis Phase: “What patterns, trends, or insights emerge from this information?”
4. Validation Phase: “Are there any conflicts or gaps in this information?”
5. Synthesis Phase: “What conclusions can we draw and what recommendations follow?”

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Due Diligence Workflow

1. Comprehensive Search: “Find all documents related to [subject]”
2. Categorization: “Organize this information by [criteria]”
3. Gap Analysis: “What information is missing or incomplete?”
4. Risk Assessment: “What potential issues or concerns arise from this information?”
5. Action Planning: “What steps should we take based on these findings?”

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Moving Forward with Advanced Techniques