Enterprises in regulated industries increasingly need custom knowledge applications: document extraction for complex filings, workflow automation across data pipelines, secure Q&A over proprietary corpora, and task-oriented agents for operations. The challenge isn’t inventing a one-off solution; it’s building a repeatable way to deliver high-quality apps quickly while meeting compliance, performance, and cost requirements.
From months to days: the path to repeatable speed
A practical pattern has emerged that consistently reduces time-to-production from months to days: separate rapid experimentation from hardened delivery. In practice, that looks like two tightly connected capabilities:
- Sandbox: an operator-facing workspace to design extraction schemas, craft and version prompts, trial LLM strategies (RAG, few-shot, tool use), run evaluations, and iterate with domain experts.
- App Factory: a Kubernetes-native control plane that takes a declarative spec (templates, transformers, validators, workflows) and compiles it into a production application with CI/CD, autoscaling, observability, and guardrails.
This division lets teams move fast without compromising on reliability or governance. Operators refine the intelligence; the factory handles secure execution at scale.
Use cases this approach excels at
- Document extraction: Prospectuses, term sheets, research, corporate actions, policies, contracts. Field-level dependencies (e.g., if
is_callable
thencall_price
andcall_date
become required) are first-class citizens. - Workflow automation: Multi-step pipelines that fetch, classify, extract, validate, enrich, and publish downstream.
- Knowledge Q&A: Retrieval over embedded corpora with governance-aware access and audit.
- Agentic operations: Contained, tool-using agents with human-in-the-loop for high-risk steps.
Why traditional one-off builds stall
Large programs often hit the same blockers:
- Prompt drift and complexity: As schemas grow, prompts bloat and become unmanageable without versioning and evals.
- Choosing the right LLM strategy: In-context prompting can work for short, well-structured docs; long or noisy documents may require chunking, retrieval, or hybrid flows.
- Infrastructure friction: Teams need to choose the right cluster (GPU vs. burstable CPU), enforce budgets, and ensure isolation—all without slowing delivery.
- Last-mile automation: Many tools stop at extraction results; real value appears only after validations, transforms, and downstream integration are automated end to end.
The architecture at a glance
1) Data platform and orchestration
Source ingestion, lineage, and document storage feed an event-driven pipeline. For workflow orchestration in Kubernetes, teams frequently standardize on Argo Workflows to codify multi-step jobs, retries, artifacts, and parallelism.
2) The Sandbox: iterate with domain experts
The Sandbox exposes modular building blocks so operators can co-design the logic:
- Extraction templates define fields, datatypes, dependencies, validations, quality checks, and whether a field is extracted or derived. Example single-field definition:
{'name':'call_price','type':'number','required':true,'dependsOn':['is_callable'],'validation':{'min':0,'max':5000},'source':'extracted'}
- Prompt templates are versioned and tested across curated datasets. Reliability techniques like instruction hierarchy, reference exemplars, XML/JSON-typed outputs, and adversarial tests meaningfully improve stability; see practical prompt reliability techniques.
- LLM strategy selection is scenario-driven: in-context for short, clean docs; RAG for long, heterogeneous docs; tool-augmented flows for calculations or validation; constrained decoding or schema-guided outputs for typed fields. A good primer on RAG is NVIDIA’s RAG overview.
- Evaluation harness runs offline and online tests with labeled examples, regression suites, and slice metrics (by document type, length, layout). Frameworks like Promptfoo help automate scenario-based evaluation and track prompt/model variants.
- Document management supports ingestion from source systems, business tagging, embeddings, and labeling so operators can compare runs and resolve disagreements.
3) The App Factory: production without friction
The App Factory compiles a declarative spec into a production-ready service. It wires in storage, secrets, observability, tracing, and policy controls. GPU or CPU node pools are selected per workload profile (e.g., overnight batch analysis vs. interactive inference). Kubernetes makes this portable; see Kubernetes GPU scheduling for configuration basics, and consider Karpenter for fast, cost-aware autoscaling.
Design principles that make this work
- Human-in-the-loop by default: High-stakes domains require review queues, four-eyes checks, and overrides. The NIST AI Risk Management Framework recommends layered controls—build them into the product, not as an afterthought.
- Strategy polymorphism: Treat RAG, few-shot, tool-use, and structured decoding as interchangeable modules. Choose per document type and size.
- Typed outputs and validators: Enforce schemas with strict casting, regex rules, range checks, and cross-field constraints.
- Observability and evals: Capture prompts, model versions, context size, latencies, costs, and outcomes for every run. Gate deployments on evaluation baselines.
- Cost and capacity awareness: Prefer CPU-first where possible, use quantized models for throughput, and schedule GPU jobs in batches. Implement budgets and request/limit policies at namespace level.
Template and validation patterns
Real-world financial and legal documents often contain conditional logic. Support these patterns directly in your templates:
- Conditional requirements: If
is_callable
is true, then requirecall_price
andcall_date
. - Derived fields: Compute fields like
tenor_months
frommaturity_date
andissue_date
in a transformer rather than re-extracting. - Cross-field checks: Ensure
coupon_type
agrees with the presence or absence ofreset_frequency
. - QC checks: Confidence thresholds, hallucination filters, reconciliation with reference data, and delta checks against prior filings.
A tiny example of a transformer step might be represented as a one-line workflow submission:
kubectl apply -f pipeline.yaml && argo submit pipeline.yaml --watch
Behind this, your workflow can fan out per document, validate fields, run business rules, and publish a normalized record downstream.
Choosing LLM strategies by document profile
- Short, well-structured PDFs: In-context prompting with 1–3 exemplars and strict output schema. Use schema-constrained decoding or structured output where available.
- Long or noisy filings: RAG or segment-and-verify pipelines. Chunk by semantics (headings/sections), retrieve top-k chunks per field, and cross-check with validators.
- Tables and term sheets: Prefer table-aware extractors or pre-process to normalized key-value pairs before prompting.
- Numeric fields: Use tool-augmented flows (e.g., calculators) and re-validate against independent computation.
Tip: Large context windows help but aren’t a silver bullet. Even with hundreds of thousands of tokens, retrieval plus targeted prompts are often more robust and cheaper than stuffing entire documents.
Deployment playbook: performance, scale, and cost
- Right-size clusters: Interactive apps typically run well on CPU with burst capacity; batch analytics or heavy embedding jobs may need GPUs. Configure node selectors and tolerations for GPU queues; see Kubernetes GPU scheduling.
- Autoscaling: Use horizontal pod autoscaling for online services and cluster autoscaling for batch spikes. Karpenter can provision just-in-time capacity, reducing idle cost.
- Budgets and quotas: Enforce resource quotas by namespace and add cost alerting tied to model/provider usage.
- Observability: Emit metrics for token usage, latency per step, cache hit rates, validation failures, and correction rates. Ship traces to your APM to visualize end-to-end pipelines.
Evaluation and governance: promote with confidence
Before promoting a template or strategy, run it through offline evaluation suites and online A/B gates. Track field-level precision/recall, failure modes by document type, and regression deltas. Tools like Promptfoo help you codify evals as code, enabling reproducible comparisons and CI checks. Align controls to industry guidance such as the NIST AI RMF to cover transparency, human oversight, and robustness.
What to build into the product vs. the process
- Productized: Template management, prompt/version control, evaluation harness, document store and embeddings, schema validators, transformation library, workflow compiler, secrets management, audit trails, and role-based access.
- Process: Playbooks for model selection, dataset curation, red-teaming, incident response, and quarterly ROI reviews. The evaluation bar should rise as usage scales.
A practical rollout plan (90 days)
- Weeks 1–3: Stand up orchestration and a minimal Sandbox. Pick 2–3 high-value fields and a small gold dataset. Establish an initial eval suite and success metrics.
- Weeks 4–6: Add schema validators and a simple transformation step. Compare in-context vs. RAG for long documents; baseline cost and latency.
- Weeks 7–9: Harden the App Factory path: CI/CD, RBAC, audit logs, and observability. Introduce human-in-the-loop review with approval queues.
- Weeks 10–13: Expand fields and document types, add cross-field checks, optimize retrieval, and set production SLOs and budgets.
Helpful resources
- Argo Workflows for Kubernetes-native orchestration
- NVIDIA: Retrieval-Augmented Generation (RAG) primer
- Prompt reliability techniques for better extractions
- Promptfoo for evaluation and regression testing
- Kubernetes GPU scheduling for infra setup
- Karpenter for intelligent cluster autoscaling
- NIST AI Risk Management Framework for governance best practices
Key takeaways
- Separate experimentation from delivery: give domain experts a Sandbox and let the App Factory handle production hardening.
- Pick strategies per document: in-context for short and clean, RAG or hybrid for long or noisy, and tool-augmented flows for numeric accuracy.
- Bake in human oversight, typed outputs, and validators to keep error rates low and compliance high.
- Treat cost and capacity as first-class concerns with right-sized clusters, autoscaling, and budget guardrails.
- Promote based on evals, not intuition—codify tests and raise the bar over time.
With the right modular framework, enterprises can ship reliable knowledge apps at speed—turning complex document and workflow problems into repeatable, governed software delivery.