Data · Business Scene

Business context for AI, with guardrails.

Turn sources into permissioned, citable business context.

Context stack Business scene
01
Sources
FilingsMarketKYC
02
Entities
CompaniesPeopleInstruments
03
Permissions
Role-aware retrieval
04
Citations
LineageProvenance
Context architecture

One financial question, four governed layers.

TOP AI organizes sources, entities, permissions and citations into a business scene the model can safely use.

SEC / HKEXEntity graphAccess policyCitations
Sources

Filings, market data and KYC records enter through governed connectors.

Entities

Companies, people and instruments are resolved into shared records.

Permissions

Role-aware retrieval limits context to approved users and models.

Citations

Lineage and provenance connect every answer back to source data.

Workflow

Sources → entities → context → citations

01

Connect sources

Ingest filings, market data, ownership and KYC context.

02

Build entities

Map companies, people, instruments and relationships.

03

Apply permissions

Attach policy to documents, fields and entities.

04

Retrieve & cite

Return permissioned context with lineage.

Capabilities

A governed data foundation

Permission-aware retrieval

Return only context a user and model may access.

Business-scene templates

Structured context for onboarding, trading and research.

Citation & lineage

Trace every answer back to its source.

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Discuss how TOP AI can organize data for your finance workflows.

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