A warehouse optimised for analytics is not automatically ready for retrieval. Chunking, metadata and embedding strategy are design decisions that should follow from the questions the system will be asked.
Retrieval-ready is a different property from well-modelled. It starts with chunking that respects document structure — sections, clauses, table headers travelling with their rows — because a chunk that severs meaning cannot be rescued downstream by any model. Overlap needs tuning per document type; the setting that works for a policy manual is wrong for a chat transcript. Then metadata, which is where most of the practical gain sits. Effective date, version, jurisdiction, product line, access level, source system: every one of these becomes a filter that shrinks the search space before semantic ranking, and filtering is both cheaper and more reliable than hoping the embedding model infers recency.
Access level in particular is not optional — if your index contains documents some users must not see, that has to be enforced at retrieval time, not by asking the model politely. Embedding choice matters less than people expect, but it is not free: multilingual content, domain jargon and code all behave differently, and the way to decide is to measure recall on your own evaluation set rather than to read a leaderboard. Hybrid retrieval, combining keyword search with vectors, outperforms pure vector search on most business corpora, because exact identifiers — invoice numbers, SKUs, clause references — are exactly what dense embeddings handle worst.
- Structure-aware chunking with overlap tuned per document type, not one global setting
- Metadata filters on date, version, jurisdiction, product and access level before ranking
- Access control enforced at retrieval, never by instruction to the model
- Hybrid keyword plus vector retrieval, because identifiers defeat pure semantic search
- Embedding models chosen by measured recall on your corpus, not by public leaderboard