VaultMind User Guide

Employee onboarding, role-based access, RAG upload workflow, and operations checklist.

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1) Access and Identity

Create employee accounts, assign department and role, then sign in.

  • `USER` accounts can query authorized knowledge.
  • `ADMIN` accounts can manage upload and knowledge operations.
  • JWT tokens carry role and department claims for authorization.

2) Document Upload and RAG

Upload company files, parse content, split into chunks, generate embeddings, and store in ChromaDB.

  • Parsing: PyMuPDF.
  • Embedding model: `nomic-embed-text` for ingestion and retrieval consistency.
  • Vector storage: ChromaDB.
  • Generation model: local Llama model via Ollama.

3) Deployment and Monitoring

  • Run backend services with Docker Compose.
  • Check API health and model availability before user rollout.
  • Track ingestion status, query latency, and retrieval quality.
  • Review logs regularly for authentication and document access activity.

Where to put business case numbers?

Keep financial and ROI details in a dedicated Business Case page or executive PDF, not on the landing page. The landing page should stay product-focused: what it does, who it is for, and how it works.