Disclaimer: "DataVault Financial Services" and any additional names or references in this blog are fictional or used illustratively. Any resemblance to real persons or organizatons is entirely coincidental.

How DataVault Financial Services Found Their Missing Intelligence

Enterprise knowledge management is broken. Critical insights get buried in email threads, brilliant analysis disappears into network drives and teams unknowingly duplicate work that was completed months earlier. The promise of AI-powered search and retrieval augmented generation (RAG) offers a solution—but how does it work in practice? 

This three-part series follows DataVault Financial Services, a fictional mid-sized fintech company, as they implement Progress' RAG-as-a-Service platform, Progress Agentic RAG, to solve their knowledge silos. Through their journey, we’ll explore the practical realities of deploying enterprise RAG: from initial setup and document ingestion to advanced integrations and scaling challenges. While DataVault is fictional, their struggles with scattered intelligence are all too real—and so are the solutions we’ll demonstrate. 

The Crisis That Started Everything 

Lisa Thompson stared at her screen in disbelief. The email from Wellington Capital, one of DataVault’s largest institutional clients, was brief and final: “We’ve decided to move our $300 million portfolio to a competitor who demonstrated deeper insights into emerging Asian markets.” 

The irony burned. Just six months earlier, DataVault’s Singapore team had produced a comprehensive PowerPoint presentation on Southeast Asian tech sector opportunities. But that detailed analysis sat buried in a team lead’s local drive, invisible to Lisa in New York. By the time she found out about its existence—two days after losing the client—it was too late. 

“This can’t keep happening,” Marcus Chen, DataVault’s CTO, said during the emergency leadership meeting. “We have brilliant analysts producing world-class research, but it’s scattered across SharePoint sites, network drives, email attachments and local folders. We’re drowning in our own intelligence.”