Guide outlines retrieval design practices for secure customer‑support knowledge bases

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A guide on DEV Community details design practices for maintaining privacy in customer‑support knowledge bases, particularly for fintech. It emphasizes staged retrieval with explicit collections, bounded queries, and preserved source context to prevent cross‑tenant data leaks. Key recommendations include structuring indexed items with tenant IDs, access labels, and policy versions to ensure answers are appropriate and verifiable. The approach advocates for separate, observable stages for ingestion, querying, and citation to enable effective privacy reviews.

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