Haystac Platform / Orion

Ask questions. Get answers grounded in your own content.

Orion retrieves the right enterprise evidence before generating an answer — so teams can summarize cases, review documents, compare policies, identify risks, and make decisions with sources they can verify.

haystac.local · Orion · question → grounded answer
Retrieve first
01
Find the relevant source content
Answer with evidence
02
Tie every response to documents and records
Reduce hallucinations
03
Constrain outputs to verified content
Support decisions
04
Turn content into explainable guidance
User questionlive
“Does this claim qualify under the current policy?”
context · claim #4471
policy versionv14
case refdec-4471-a
scopeclaims + policy
Retrieved evidencetop-5
policy_v14.docx §4.20.94
claim_4471_packet.pdf p.70.91
underwriting_rules.json0.82
case_history_4471.log0.76
EOB_2026_05.pdf0.71
Grounded answerorion.reason
Yes — coverage applies under policy §4.2. Loss amount $24,180 is within limits per claim packet p.7. Recommend approval.
Source: policy_v14.docx §4.2 · Conf: 0.94
Source: claim_4471_packet.pdf p.7 · Conf: 0.91
✓ answer constrained to retrieved evidence · 0 unsupported claims
Where Orion fits

Chicago organizes the content. Nashville extracts the facts. Orion explains what they mean.

Orion is the reasoning layer of OmniSuite™. It turns classified documents and extracted data into answers, summaries, recommendations, and decision support. Instead of generating from model memory alone, Orion retrieves relevant enterprise content first. Then it reasons over that evidence and produces an output users can inspect, verify, and act on. That insight can support reviewers directly, feed host systems, or become the input for Polaris workflow automation.

Chicago
classify & separate
document type
Nashville
extract structured data
fields · tables
Orion
reason over evidence
cited answers
Polaris
trigger next action
workflow + audit
delivered
{ JSON }

Orion is the reasoning layer. It uses the organized content from Chicago and the structured facts from Nashville to produce grounded insight that supports human reviewers or drives Polaris workflows.

The problem

Generic AI gives answers. Regulated teams need evidence.

In high-stakes enterprise work, an answer is not enough. A claims reviewer, compliance analyst, benefits worker, loan officer, or healthcare administrator needs to know where the answer came from. Which document supports it? Which clause applies? Which record contradicts it? Which policy changed? Which evidence is missing?

Generic AI can sound confident without being grounded. That creates risk in workflows where decisions must be explained.

01

Answers are scattered across too many documents.

The evidence may live in claim forms, notes, policies, contracts, case files, medical records, or operational systems. Finding it manually takes time.

02

Generic AI can answer without evidence.

A fluent response is not the same as a verified one. In regulated work, every conclusion needs a source.

03

Teams still need decision support.

Summarizing documents is helpful, but teams also need to compare facts, find inconsistencies, apply rules, and understand what should happen next.

The Orion answer

Retrieve the evidence before generating the answer.

Orion is built around a simple idea: do not let the model guess when the enterprise already has the evidence. When a user asks a question, Orion retrieves the most relevant documents, records, extracted fields, or repository content first. Then it generates an answer inside that evidence boundary. The result is not just a response. It is grounded decision support: an answer, the supporting sources, and the context needed to trust it.

01

Ask content-driven questions

Ask questions against policies, claims, records, contracts, case files, medical documents, or enterprise repositories.

02

Summarize complex cases

Turn long packets, document sets, and repository results into concise summaries users can review quickly.

03

Compare evidence

Identify inconsistencies, missing information, policy conflicts, eligibility gaps, or risk signals across multiple sources.

04

Recommend next steps

Generate suggested actions based on the retrieved evidence, business rules, and workflow context.

What it enables

Move from document search to decision support.

Ask questions against enterprise content

Get answers from verified internal documents, records, policies, and extracted data.

Summarize large document sets

Condense claim files, case packets, contracts, medical records, policy binders, and repository results.

Find the source behind an answer

See which document, section, page, field, clause, or record supports the response.

Identify risks and exceptions

Surface contradictions, missing evidence, unusual patterns, policy gaps, and items that need human review.

Compare facts across documents

Connect related information across forms, notes, tables, attachments, policies, and historical records.

Feed downstream workflows

Send the insight to reviewers, host applications, case systems, or Polaris for governed action.

How it works

From question to cited answer.

Orion retrieves first, reasons second, and generates only after the relevant evidence has been assembled.

01
Receive

Start with a task, question, or workflow objective.

A user, host application, or workflow asks Orion for an answer, summary, recommendation, or decision-support output.

Incoming questionorion.intake
“Does this claim qualify under the current policy?”
scope · claim + policyv14
case refdec-4471-a
02
Retrieve

Find the content that matters.

Orion searches across documents, extracted fields, repositories, operational records, and curated knowledge stores to assemble the right context.

Top-ranked evidenceorion.retrieve
policy_v14.docx §4.20.94
claim_packet.pdf p.70.91
underwriting_rules.json0.82
case_history.log0.76
03
Reason

Generate inside the source boundary.

The model reasons over retrieved content instead of relying on unconstrained model memory.

Reasoning steporion.reason
reason ← evidence {
  constraint: "retrieved only",
  policy: "v14",
  rules: "underwriting"
}
04
Respond

Return an answer users can verify.

Orion generates answers, summaries, recommendations, and explanations with source references and supporting context.

Grounded outputorion.respond
Coverage applies under §4.2. Recommend approval.
Source: policy_v14.docx §4.2 · Conf: 0.94
Source: claim_packet.pdf p.7 · Conf: 0.91
05
Feed next

Move insight into action.

Outputs can support human reviewers, update host systems, or trigger Polaris workflows.

Routing decisionsorion.deliver
human reviewerqueue
host system · case mgmtupdate
Polaris workflowtrigger
Retrieval strategies

Use the right retrieval pattern for the question.

Not every enterprise question is answered by one document. Orion supports different retrieval patterns depending on the type of content, complexity, and workflow.

RAGLinear retrieval

Ground answers in specific documents.

Best for questions where the answer lives in a known set of policies, records, forms, claims, contracts, or operational documents.

Q
A
Use whenA user needs a clear answer with supporting source references.
Graph RAGRelational

Connect facts across documents and systems.

Best for questions that require relationship-aware reasoning across multiple sources, entities, events, policies, or records.

A
B
C
D
E
Use whenThe answer depends on how different pieces of evidence relate to one another.
Multi-modal RAGMixed content

Reason over text, tables, charts, and visual content.

Best for documents where important evidence lives outside plain text, including tables, diagrams, forms, images, and visual structures.

text passage
table · service_lines
chart · trend
diagram / image
Use whenThe answer requires understanding both written and visual document content.
Editions

Three ways to bring grounded reasoning into the enterprise.

Standard
Standard

Real-time reasoning over inbound content.

Designed for transaction-heavy workflows where teams need answers from documents moving through active processes.

Best forClaims review, intake workflows, document Q&A, operational decision support.
Enterprise
Enterprise

Reasoning across enterprise repositories.

Extends insight across larger knowledge stores, shared repositories, and organization-wide content collections.

Best forKnowledge discovery, policy navigation, repository intelligence, enterprise-wide search and insight.
The difference

Not a chatbot. A retrieval-first reasoning layer.

A chatbot answers from what the model already knows or what the prompt provides. Orion starts by finding the right enterprise evidence. That changes the role of generative AI. The output becomes easier to verify, easier to audit, and safer to use in regulated workflows.

Generic LLM
Orion
Answers from model memory
Retrieves enterprise evidence first
May fabricate sources
Ties outputs to source content
Knowledge can be stale
Retrieval layer updates as content changes
Hard to audit
Designed for traceable answers
Useful for general tasks
Built for regulated decisions
Stops at conversation
Feeds reviewers, systems, and workflows

Orion does not ask users to trust the model. It shows them the evidence.

Business impact

Faster answers. Better judgment. Less unsupported work.

Without Orion

Reviewers carry the cognitive load.

×
Slow review cycles

Teams read full packets by hand, hunting for the clauses and records that matter to each case.

×
Unsupported decisions

Generative answers may be fluent but can’t be tied back to a source — risky in regulated work.

×
Hallucination risk

Without a retrieval boundary, models invent details that look right but aren’t supported by your content.

×
Hard to audit

Auditors and regulators can’t trace which document drove an outcome — the trail starts and ends in conversation.

×
Underused knowledge

Policies, procedures, and historical records remain inert documents instead of an answerable knowledge base.

×
Manual handoffs

Insight from one team has to be re-keyed before it can become an action in the next system.

With Orion

Grounded answers feed every step.

Faster review cycles

Teams can ask questions across large document sets instead of manually reading every page.

Better decision support

Users get summaries, recommendations, and explanations grounded in the evidence they already trust.

Lower hallucination risk

Responses are constrained by retrieved enterprise content, reducing unsupported answers.

Stronger auditability

Users can trace outputs back to the source documents, fields, clauses, and records behind them.

More useful enterprise knowledge

Policies, procedures, records, and historical documents become searchable and actionable.

A foundation for automation

Once insight is grounded, Polaris can use it to trigger governed actions, escalations, and workflow steps.

Use cases

For knowledge-heavy work where the answer has to be defensible.

Claims review

Adjudicate with evidence in hand.

Ask whether a claim qualifies, which policy applies, what evidence is missing, or whether fraud indicators exist.

“Does this claim qualify under policy v14?”
Compliance research

Map a new rule to your operating reality.

Identify which internal policies, procedures, or controls are affected by a new regulation or audit finding.

“Which controls does this new rule impact?”
Healthcare coverage

Authorization grounded in chart and policy.

Evaluate medical documentation, treatment records, payer rules, and plan criteria with source-backed reasoning.

“Does this treatment meet plan criteria?”
Banking & lending

Loan files the regulator can audit.

Review loan files, underwriting policy, KYC records, financial documents, and exception criteria.

“What exceptions apply to this borrower?”
Knowledge Q&A

Ask your own policies, privately.

Answer questions from internal policies, procedures, manuals, training content, or customer-facing knowledge bases.

“What’s our remote-work travel policy?”
Investigations

Build a structured case summary.

Connect documents, notes, prior records, external signals, and case evidence into a structured investigation summary.

“Summarize all evidence linked to case #8821.”
OmniSuite™

Orion turns structured content into trusted insight.

Orion sits after classification and extraction. It uses the organized content from Chicago and the structured facts from Nashville to generate grounded insight that can support users or drive downstream action.

Chicago
What is this document?

Classifies and separates mixed document streams.

Nashville
What facts does it contain?

Extracts fields, tables, entities, handwriting, clauses, and relationships.

Orion
What does the evidence say?

Generates grounded answers, summaries, recommendations, and decision support.

Polaris
What should happen next?

Routes, escalates, validates, and triggers workflow actions.

Chicago identifies the document. Nashville extracts the facts. Orion explains what the evidence means. Polaris moves the work forward.

FAQ

Common questions about Orion.

What does Orion actually do?

Orion retrieves relevant enterprise content and uses it to generate grounded answers, summaries, recommendations, and decision-support outputs.

Is Orion just a chatbot?

No. Orion is a retrieval-first reasoning layer. It is designed to answer from enterprise evidence, not generic model memory alone.

How does Orion reduce hallucinations?

It retrieves relevant source content before generating a response, then constrains the output to that evidence.

What kinds of content can Orion reason over?

Documents, extracted fields, policies, contracts, claims, case files, enterprise repositories, knowledge stores, and operational records.

Can Orion show where an answer came from?

Yes. Orion is designed to provide source-backed outputs so users can verify the evidence behind the answer.

What is Graph RAG used for?

Graph RAG connects related facts across documents and systems, which helps with complex questions where the answer depends on relationships between multiple pieces of evidence.

How does Orion connect to Polaris?

Orion provides the grounded insight Polaris can use to trigger actions, escalate exceptions, route work, or coordinate multi-step workflows.

Ready when you are

Generate insight you can trust.

Orion turns enterprise content into grounded answers, summaries, recommendations, and decision support — with evidence users can verify.

We enable highly regulated organizations to build, govern, and operate domain-specific models within their own infrastructure and governance frameworks.

Haystac Platform / Orion

Ask questions. Get answers grounded in your own content.

Orion retrieves the right enterprise evidence before generating an answer — so teams can summarize cases, review documents, compare policies, identify risks, and make decisions with sources they can verify.

haystac.local · Orion · question → grounded answer
Retrieve first
01
Find the relevant source content
Answer with evidence
02
Tie every response to documents and records
Reduce hallucinations
03
Constrain outputs to verified content
Support decisions
04
Turn content into explainable guidance
User questionlive
“Does this claim qualify under the current policy?”
context · claim #4471
policy versionv14
case refdec-4471-a
scopeclaims + policy
Retrieved evidencetop-5
policy_v14.docx §4.20.94
claim_4471_packet.pdf p.70.91
underwriting_rules.json0.82
case_history_4471.log0.76
EOB_2026_05.pdf0.71
Grounded answerorion.reason
Yes — coverage applies under policy §4.2. Loss amount $24,180 is within limits per claim packet p.7. Recommend approval.
Source: policy_v14.docx §4.2 · Conf: 0.94
Source: claim_4471_packet.pdf p.7 · Conf: 0.91
✓ answer constrained to retrieved evidence · 0 unsupported claims
Where Orion fits

Chicago organizes the content. Nashville extracts the facts. Orion explains what they mean.

Orion is the reasoning layer of OmniSuite™. It turns classified documents and extracted data into answers, summaries, recommendations, and decision support. Instead of generating from model memory alone, Orion retrieves relevant enterprise content first. Then it reasons over that evidence and produces an output users can inspect, verify, and act on. That insight can support reviewers directly, feed host systems, or become the input for Polaris workflow automation.

Chicago
classify & separate
document type
Nashville
extract structured data
fields · tables
Orion
reason over evidence
cited answers
Polaris
trigger next action
workflow + audit
delivered
{ JSON }

Orion is the reasoning layer. It uses the organized content from Chicago and the structured facts from Nashville to produce grounded insight that supports human reviewers or drives Polaris workflows.

The problem

Generic AI gives answers. Regulated teams need evidence.

In high-stakes enterprise work, an answer is not enough. A claims reviewer, compliance analyst, benefits worker, loan officer, or healthcare administrator needs to know where the answer came from. Which document supports it? Which clause applies? Which record contradicts it? Which policy changed? Which evidence is missing?

Generic AI can sound confident without being grounded. That creates risk in workflows where decisions must be explained.

01

Answers are scattered across too many documents.

The evidence may live in claim forms, notes, policies, contracts, case files, medical records, or operational systems. Finding it manually takes time.

02

Generic AI can answer without evidence.

A fluent response is not the same as a verified one. In regulated work, every conclusion needs a source.

03

Teams still need decision support.

Summarizing documents is helpful, but teams also need to compare facts, find inconsistencies, apply rules, and understand what should happen next.

The Orion answer

Retrieve the evidence before generating the answer.

Orion is built around a simple idea: do not let the model guess when the enterprise already has the evidence. When a user asks a question, Orion retrieves the most relevant documents, records, extracted fields, or repository content first. Then it generates an answer inside that evidence boundary. The result is not just a response. It is grounded decision support: an answer, the supporting sources, and the context needed to trust it.

01

Ask content-driven questions

Ask questions against policies, claims, records, contracts, case files, medical documents, or enterprise repositories.

02

Summarize complex cases

Turn long packets, document sets, and repository results into concise summaries users can review quickly.

03

Compare evidence

Identify inconsistencies, missing information, policy conflicts, eligibility gaps, or risk signals across multiple sources.

04

Recommend next steps

Generate suggested actions based on the retrieved evidence, business rules, and workflow context.

What it enables

Move from document search to decision support.

Ask questions against enterprise content

Get answers from verified internal documents, records, policies, and extracted data.

Summarize large document sets

Condense claim files, case packets, contracts, medical records, policy binders, and repository results.

Find the source behind an answer

See which document, section, page, field, clause, or record supports the response.

Identify risks and exceptions

Surface contradictions, missing evidence, unusual patterns, policy gaps, and items that need human review.

Compare facts across documents

Connect related information across forms, notes, tables, attachments, policies, and historical records.

Feed downstream workflows

Send the insight to reviewers, host applications, case systems, or Polaris for governed action.

How it works

From question to cited answer.

Orion retrieves first, reasons second, and generates only after the relevant evidence has been assembled.

01
Receive

Start with a task, question, or workflow objective.

A user, host application, or workflow asks Orion for an answer, summary, recommendation, or decision-support output.

Incoming questionorion.intake
“Does this claim qualify under the current policy?”
scope · claim + policyv14
case refdec-4471-a
02
Retrieve

Find the content that matters.

Orion searches across documents, extracted fields, repositories, operational records, and curated knowledge stores to assemble the right context.

Top-ranked evidenceorion.retrieve
policy_v14.docx §4.20.94
claim_packet.pdf p.70.91
underwriting_rules.json0.82
case_history.log0.76
03
Reason

Generate inside the source boundary.

The model reasons over retrieved content instead of relying on unconstrained model memory.

Reasoning steporion.reason
reason ← evidence {
  constraint: "retrieved only",
  policy: "v14",
  rules: "underwriting"
}
04
Respond

Return an answer users can verify.

Orion generates answers, summaries, recommendations, and explanations with source references and supporting context.

Grounded outputorion.respond
Coverage applies under §4.2. Recommend approval.
Source: policy_v14.docx §4.2 · Conf: 0.94
Source: claim_packet.pdf p.7 · Conf: 0.91
05
Feed next

Move insight into action.

Outputs can support human reviewers, update host systems, or trigger Polaris workflows.

Routing decisionsorion.deliver
human reviewerqueue
host system · case mgmtupdate
Polaris workflowtrigger
Retrieval strategies

Use the right retrieval pattern for the question.

Not every enterprise question is answered by one document. Orion supports different retrieval patterns depending on the type of content, complexity, and workflow.

RAGLinear retrieval

Ground answers in specific documents.

Best for questions where the answer lives in a known set of policies, records, forms, claims, contracts, or operational documents.

Q
A
Use whenA user needs a clear answer with supporting source references.
Graph RAGRelational

Connect facts across documents and systems.

Best for questions that require relationship-aware reasoning across multiple sources, entities, events, policies, or records.

A
B
C
D
E
Use whenThe answer depends on how different pieces of evidence relate to one another.
Multi-modal RAGMixed content

Reason over text, tables, charts, and visual content.

Best for documents where important evidence lives outside plain text, including tables, diagrams, forms, images, and visual structures.

text passage
table · service_lines
chart · trend
diagram / image
Use whenThe answer requires understanding both written and visual document content.
Editions

Three ways to bring grounded reasoning into the enterprise.

Standard
Standard

Real-time reasoning over inbound content.

Designed for transaction-heavy workflows where teams need answers from documents moving through active processes.

Best forClaims review, intake workflows, document Q&A, operational decision support.
Enterprise
Enterprise

Reasoning across enterprise repositories.

Extends insight across larger knowledge stores, shared repositories, and organization-wide content collections.

Best forKnowledge discovery, policy navigation, repository intelligence, enterprise-wide search and insight.
The difference

Not a chatbot. A retrieval-first reasoning layer.

A chatbot answers from what the model already knows or what the prompt provides. Orion starts by finding the right enterprise evidence. That changes the role of generative AI. The output becomes easier to verify, easier to audit, and safer to use in regulated workflows.

Generic LLM
Orion
Answers from model memory
Retrieves enterprise evidence first
May fabricate sources
Ties outputs to source content
Knowledge can be stale
Retrieval layer updates as content changes
Hard to audit
Designed for traceable answers
Useful for general tasks
Built for regulated decisions
Stops at conversation
Feeds reviewers, systems, and workflows

Orion does not ask users to trust the model. It shows them the evidence.

Business impact

Faster answers. Better judgment. Less unsupported work.

Without Orion

Reviewers carry the cognitive load.

×
Slow review cycles

Teams read full packets by hand, hunting for the clauses and records that matter to each case.

×
Unsupported decisions

Generative answers may be fluent but can’t be tied back to a source — risky in regulated work.

×
Hallucination risk

Without a retrieval boundary, models invent details that look right but aren’t supported by your content.

×
Hard to audit

Auditors and regulators can’t trace which document drove an outcome — the trail starts and ends in conversation.

×
Underused knowledge

Policies, procedures, and historical records remain inert documents instead of an answerable knowledge base.

×
Manual handoffs

Insight from one team has to be re-keyed before it can become an action in the next system.

With Orion

Grounded answers feed every step.

Faster review cycles

Teams can ask questions across large document sets instead of manually reading every page.

Better decision support

Users get summaries, recommendations, and explanations grounded in the evidence they already trust.

Lower hallucination risk

Responses are constrained by retrieved enterprise content, reducing unsupported answers.

Stronger auditability

Users can trace outputs back to the source documents, fields, clauses, and records behind them.

More useful enterprise knowledge

Policies, procedures, records, and historical documents become searchable and actionable.

A foundation for automation

Once insight is grounded, Polaris can use it to trigger governed actions, escalations, and workflow steps.

Use cases

For knowledge-heavy work where the answer has to be defensible.

Claims review

Adjudicate with evidence in hand.

Ask whether a claim qualifies, which policy applies, what evidence is missing, or whether fraud indicators exist.

“Does this claim qualify under policy v14?”
Compliance research

Map a new rule to your operating reality.

Identify which internal policies, procedures, or controls are affected by a new regulation or audit finding.

“Which controls does this new rule impact?”
Healthcare coverage

Authorization grounded in chart and policy.

Evaluate medical documentation, treatment records, payer rules, and plan criteria with source-backed reasoning.

“Does this treatment meet plan criteria?”
Banking & lending

Loan files the regulator can audit.

Review loan files, underwriting policy, KYC records, financial documents, and exception criteria.

“What exceptions apply to this borrower?”
Knowledge Q&A

Ask your own policies, privately.

Answer questions from internal policies, procedures, manuals, training content, or customer-facing knowledge bases.

“What’s our remote-work travel policy?”
Investigations

Build a structured case summary.

Connect documents, notes, prior records, external signals, and case evidence into a structured investigation summary.

“Summarize all evidence linked to case #8821.”
OmniSuite™

Orion turns structured content into trusted insight.

Orion sits after classification and extraction. It uses the organized content from Chicago and the structured facts from Nashville to generate grounded insight that can support users or drive downstream action.

Chicago
What is this document?

Classifies and separates mixed document streams.

Nashville
What facts does it contain?

Extracts fields, tables, entities, handwriting, clauses, and relationships.

Orion
What does the evidence say?

Generates grounded answers, summaries, recommendations, and decision support.

Polaris
What should happen next?

Routes, escalates, validates, and triggers workflow actions.

Chicago identifies the document. Nashville extracts the facts. Orion explains what the evidence means. Polaris moves the work forward.

FAQ

Common questions about Orion.

What does Orion actually do?

Orion retrieves relevant enterprise content and uses it to generate grounded answers, summaries, recommendations, and decision-support outputs.

Is Orion just a chatbot?

No. Orion is a retrieval-first reasoning layer. It is designed to answer from enterprise evidence, not generic model memory alone.

How does Orion reduce hallucinations?

It retrieves relevant source content before generating a response, then constrains the output to that evidence.

What kinds of content can Orion reason over?

Documents, extracted fields, policies, contracts, claims, case files, enterprise repositories, knowledge stores, and operational records.

Can Orion show where an answer came from?

Yes. Orion is designed to provide source-backed outputs so users can verify the evidence behind the answer.

What is Graph RAG used for?

Graph RAG connects related facts across documents and systems, which helps with complex questions where the answer depends on relationships between multiple pieces of evidence.

How does Orion connect to Polaris?

Orion provides the grounded insight Polaris can use to trigger actions, escalate exceptions, route work, or coordinate multi-step workflows.

Ready when you are

Generate insight you can trust.

Orion turns enterprise content into grounded answers, summaries, recommendations, and decision support — with evidence users can verify.

We enable highly regulated organizations to build, govern, and operate domain-specific models within their own infrastructure and governance frameworks.