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Context-Aware Chatbot: Dynamic Document Search with Agentic AI

Relevant information, exactly when you need it – with context-aware document search powered by Agentic AI. Learn more now!
Project Overview
Industry:
Pharmaceutical and healthcare industry
Customer:
Global pharmaceutical company
Highlights
  • Context- and role-based interaction with shared and personal documents
  • Personalized agents tailored to departmental and user-specific contexts
  • Role-based access control at the organizational level
Technology stack
  • Agentic AI
  • AWS
  • Azure OpenAI
  • Chainlit
  • Langfuse
  • LlamaIndex
  • Python
  • Qdrant
  • Retrieval Augmentation Generation (RAG)
  • Text-to-SQL
Leveraging the Agentic AI architecture, we developed a chatbot that dynamically adapts to roles, organizational units, and individual contexts.
Christoph Bergen
CoE Lead GenAI at HMS
A global pharmaceutical company faced the challenge of providing employees from various departments with efficient access to internal documents. Existing systems lacked the ability to filter and personalize search results based on individual roles, departments, or areas of responsibility. As a result, employees had to manually compile relevant information from numerous sources - a time-consuming process that often led to incomplete or outdated results.

There was a clear need for a solution that offered role-based access combined with context-aware, accurate answers.

The HMS Solution: AI-Powered Document Management with Agentic AI

HMS developed a context-aware chatbot powered by Retrieval-Augmented Generation (RAG) and guided by an Agentic AI architecture.
The solution combines role-based access control (RBAC) with dynamic orchestration of search processes, enabling users to search for information in a targeted way and receive context-specific answers - individually tailored to their role and organizational affiliation.

Automated indexing and access control

All relevant corporate documents are stored as text embeddings in a vector database.
Role-based access control ensures that only authorized employees can access sensitive content.

Personalized agents and chat interface

Domain-specialized agents detect department- or project-specific contexts and adjust the response logic accordingly.
Through an intuitive, LLM-based chat interface, employees can quickly query and process both shared and personal documents.

Scalable infrastructure

The solution leverages AWS cloud services to ensure secure and flexible integration into the existing IT landscape.
Its modular architecture allows for gradual expansion to additional business units and locations.
The chatbot drastically reduces research time and delivers precise answers - securely, role-based, and globally scalable.
Learn more about our GenAI services

More efficient processes through context-aware document search

The context-aware chatbot significantly improves document-based workflows by delivering precise, role-specific answers.
Efficient, role-based information distribution
Users only see the content that is authorized for their roles, responsibilities, and projects - protected by role-based access controls (RBAC) and fully compliant with regulatory requirements.
Faster workflows
Department- and task-specific filters, along with personalized agents, reduce search time.
Seamless scalability and integration
The modular cloud architecture enables a gradual rollout across additional business units and locations.
These enhancements enable our client to leverage knowledge more efficiently and make decisions based on a reliable information foundation.

Our strengths, your advantage 
AI-powered document systems with Agentic AI

HMS develops tailored generative AI solutions for complex document and knowledge management scenarios.
We combine cutting-edge LLM technologies with deep expertise in enterprise processes.
Proven Agentic AI architectures
Scalable systems for context-aware search processes and role-based management of sensitive data
Seamless integration into enterprise IT
Adaptable to heterogeneous IT environments and existing security frameworks
Security and compliance by design
Architecture with RBAC (Role-Based Access Control) and GDPR-compliant components for global rollouts
Optimize your document search with AI – get started with HMS!
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