Skip to content

Field note 002 / Reference architecture

Private, role-aware AI.

A company wants staff to use AI with approved knowledge without giving every user or model access to every document, tool and decision.

01 / Purpose

Set the boundary.

The business question is not simply whether staff can access a model. It is who can use which model, with what company information, for which task and under whose authority.

Reference only

This is an architecture pattern, not a customer deployment or a claim that every company needs the same stack.

IdentityNamed access

Authentication, roles and team membership.

GatewayApproved models

Provider routing, limits and cost controls.

KnowledgePermitted sources

Owned documents, scoped retrieval and citations.

OperationsLogs and evaluation

Requests, tools, outcomes and review evidence.

HumanApproval boundary

Named responsibility for consequential action.

DeploymentCompany boundary

Customer cloud, controlled service or hybrid.

02 / Identity and roles

Name every request.

Use the company’s identity provider where practical. Roles should map to real responsibilities rather than generic access levels invented for the AI system.

A user who can ask a general model for help does not automatically need access to HR documents, financial records, customer files or operational tools. Retrieval and tool permissions should follow the same boundaries the company already recognises.

03 / Model gateway

Choose models centrally.

A gateway can route approved requests to suitable providers, apply limits, record cost and make model changes without rewriting each internal tool. It should not become a reason to hide which provider processed the request.

Different tasks may justify different models. Deterministic extraction, private retrieval and open-ended drafting do not have identical accuracy, latency or data requirements.

04 / Approved knowledge

Preserve source ownership.

Start with a bounded collection that has a clear owner, access policy and update route. Keep the source reference with the answer so the user can inspect the evidence.

Do not pour every shared drive into one index. Duplicates, stale files, draft policies and conflicting permissions become an AI problem only after they were already an information-management problem.

05 / Logging and approval

Observe with restraint.

Record enough to investigate cost, tool use, failures and consequential outputs. Retention should match the sensitivity and operational need, not the storage system’s default.

When the workspace can prepare an external message, change a record, spend money or trigger another system, require a named approval or a narrowly defined rule with an accountable owner.

06 / Deployment boundary

Self-hosting is one control.

A customer-cloud deployment can improve ownership and network boundaries. A managed model can still be appropriate when its contract, retention and access controls fit the task. A hybrid system may keep company knowledge and orchestration inside the customer boundary while using approved external inference.

The correct choice depends on the information, users, recovery expectations, engineering capacity and cost. Architecture should follow those constraints rather than a preference for one hosting label.

The question

What stays inside?

Start with the information, users and decisions before selecting the stack.

Book a 15-minute fit call

No technical preparation / no obligation