Ordalie Vault

Vault is an installable on-premise 🏢 module, specially designed for companies wishing to maximize Ordalie's integration with their information system (IS). By installing this module directly in their environment, Ordalie connects to the company's various internal data sources.

Ordalie Vault is an offer available on request. For more information or to subscribe to this solution, please contact our team at [email protected].

A customized solution to enhance the value of internal documentation

This customized solution boosts Ordalie's capabilities tenfold, making the most of in-house knowledge. With Ordalie Vault, the company quickly accesses relevant documents during searches: legal memos, customer files, internal case law archives, and much more.

In addition to this, Ordalie Vault facilitates :

• The internal document search 📂,
• The suggestion of clauses tailored to specific needs 📑,
• The generation of documents from internal templates 📝, making every creative process smoother and more consistent.

Ordalie Vault integrates naturally into workflows, transforming every document search and creation into an optimized experience tailored to the company's unique needs.

How to use it?

Document search

Ordalie makes document search easy by using AI to automatically select the most relevant files based on your query.

• General search: By default, the AI chooses the documents it deems useful to meet your need.
• Targeted search in the Vault : If you want to restrict the search to internal documents, you can do so explicitly by asking it to search the Vault. This restricts the results to your company's internal data.
• "/search" tab: Accessible via the magnifying glass icon, this tab allows you to find all the documents in the Vault corresponding to a specific query.

Use your Vault

Navigating through the Vault is simple. In each Ordalie field, you can use the "@" symbol to mention specific internal sources related to your account.

1. Accessing sources: Once connected to the Vault, the name of your Vault appears in the list of available sources (Wizard tab).
2. Folder navigation: Browse folders with the arrows or mouse, then select your file or folder.
3. Folder analysis : If you select a folder, Ordalie will thoroughly analyze all the documents it contains to enrich your queries.

(!) The "@" command can be used in chat, as well as in other menus such as Generate with AI and in your analysis prerecords. This feature gives you quick and easy access to your company's internal knowledge, and conditions AI to respond to your queries based solely on pinned documents.

Navigate in the VaultThe Vault faithfully reproduces the structure of your files and folders, allowing you to find your documents naturally as in your usual environment :

• "Open file" button 📄 : Allows you to download a copy of the original file as stored on the server
• Tail 🗂️ : Displays the full path from the root folder to the current document
  • Click on any item in the breadcrumb trail to explore its contents
  • Recursively view all documents contained in each folder

Document generation

Ordalie Vault's document generation feature lets you leverage your internal templates as a basis for creation (cf. Adapting existing templates). This function offers you several possibilities:

• Select any document from the Vault as the reference template
• Customize the generation to your specific needs
• Preserve the layout and structure of your internal documents

The generated document will thus retain the key elements of your model while adapting to your specific request. This approach guarantees the homogeneity of your documents while optimizing the creation process.

Bonus ✨: AI can generate several versions of the same document at once, automatically adapting the content according to various parameters (customers, dates, amounts...). Simply specify the desired variations in the query and the number of documents to be generated (see Serial document generation).

Clause suggestion

Clause suggestion functionality enables you to make efficient use of your in-house document base :

• Search for similar passages : When opening a document, you can highlight any passage and click Search for similar passages to identify similar clauses in all your Vault documents.
• Smart rewriting: Once similar passages have been identified, the AI can rewrite the selected clause based on the variants found.

Note ⚡: This feature is currently in beta. Your feedback is invaluable in helping us improve it - don't hesitate to send us your suggestions!

How does it work?

graph TD
    User[ordalie.com - Svelte] -->| HTTP requests| API_Server
    subgraph API_Server[Ordalie API Server]
        Modeles_IA[IA Models & Processing Pipelines]
        API_Sources_Donnees[Data Source API]
    end
    API_Server --> Services_Ext[External Endpoints]
    Server_API -->|Tunnel VPN| Server_Vault
    subgraph Vault_Server[Vault Ordinal Server]
        Equilibreur_Charge[Load balancer] --> Serveur_Central[Serveur Principal - Golang]
        Server_Central --> Pipeline_Ingestion_Docs[Document Ingestion Pipeline]
        Pipeline_Ingestion_Docs --> Connectors[Connectors]
        Server_Central --> Vector_DB[Vector DB - Weaviate]
        Serveur_Central --> BDD_SQL[DB - PostgreSQL]
        BDD_Vector --> Partition_Optionnelle2[Sharding Optional]
        BDD_Vector --> Partition_Optionnelle3[Others Sharding...]
    end
    subgraph External_Storage[External Storage Sources]
        Storage1[Sharepoint]
        Storage2[FTP]
        Storage3[Drive]
        Other_Sources[...]
    end
    Connectors -->|Daily update| Storage1
    Connectors --> Storage2
    Connectors --> Storage3
    Connectors --> Other_Sources

Ordalie is structured to integrate seamlessly with your information systems. Here's an overview of data flow and how the various components work:

1. User and Interface

The user interacts with Ordalie via the usual interface on ordalie.com.

2. Ordalie API Server

The Ordalie API Server is the heart of the system, centralizing all user requests and linking to the Vault exclusively and securely.

3. Connection to the Ordalie Vault server via a secure VPN tunnel

To access internal company data, the Ordalie API Server establishes a secure connection via a VPN tunnel with the Ordalie Vault server. The latter is not a simple access interface but a complete, stand-alone module, designed to run on-premise at the customer's premises, while synchronizing with Ordalie for updates and feature upgrades.

4. Ordalie Server Vault

The Ordalie Server Vault enables deep integration with the company's internal systems, while offering a powerful and flexible infrastructure :

• Load Balancer: distributes requests efficiently to optimize performance and responsiveness.
• Main Server (Golang): at the heart of this server, the Main Server manages local requests and orchestrates the various stages of data processing.
• Document Ingestion Pipeline: this pipeline enables the automatic integration of internal company documents, retrieving files from the various storage sources thanks to connectors.

5. Integrating external data sources

The Document Ingestion Pipeline of Vault Server relies on Connectors to connect to the company's external data sources, such as :

• Sharepoint
• FTP
• Google Drive
• And any other source with API access or file transfer protocol...

The connectors update daily, ensuring that the information available in Ordalie is always up-to-date.

6. Data management and optimization in the Vault

Once the documents have been integrated, the Vault Server organizes them in two databases:

• DB Vector (Weaviate): Enables advanced searching and optimized organization of documents by content similarity. The vector database can also be partitioned into sharding to manage large volumes of data efficiently.
• DB SQL (PostgreSQL): Used for structured data and metadata management, ensuring robustness and reliability in information storage and access.

This modular system enables Ordalie Vault to be integrated directly into the company's ecosystem, while benefiting from Ordalie's evolutions to remain always up to date.