L5 Knowledge Center

Path: /knowledge

The knowledge center is the platform for accumulating, searching and managing enterprise AI knowledge assets. Knowledge runs consistently through L1-L6: assessment/decision/planning/delivery/operations processes are automatically archived as knowledge assets.

Overview

Path: /knowledge/overview

The dashboard shows: total assets and distribution, knowledge base status, recently added assets, AI memory usage.

Knowledge Base Management

Path: /knowledge/bases

Steps:

  1. Click New Knowledge Base to create
  2. Fill in name and description
  3. Upload documents (PDF/Word/Excel/plain text etc.)
  4. The system automatically chunks and embeds them
  5. Check embedding task status

Knowledge base detail (/knowledge/bases/{id}): document list, embedding task status, search testing.

Embedding task states:

State Description
pending Queued
processing Processing
completed Completed
failed Failed
cancelled Cancelled

Embedding task types:

Type Description
full Full embedding
rechunk Re-chunking
update Incremental update
delete Delete embeddings

Path: /knowledge/search

Vector-retrieval based search:

  1. Type a natural-language query in the search box
  2. The system performs semantic search and returns relevant document fragments
  3. Results include relevance scores and source references
  4. Filter by knowledge base, asset type, tags

Knowledge Asset Management

Path: /knowledge/assets

Asset types:

Type Description
document Document
project_memory Project memory
scenario_memory Scenario memory
pattern Pattern
ai_asset AI asset
methodology Methodology
best_practice Best practice
decision_record Decision record
meeting_note Meeting minutes
report Report
template Template
code_sample Code sample

Asset domains:

Domain Description
enterprise_knowledge Enterprise knowledge
project_knowledge Project knowledge
scenario_knowledge Scenario knowledge
methodology_pattern Methodology & patterns
ai_assets AI assets

Asset states:

draft → active → archived → deleted

Asset visibility (three tiers):

Visibility Who can see Typical use
private Creator only (even tenant admins can't see it; unauthorized access gets 404) Personal drafts, unfinalized content
project Project members Internal project sharing
tenant All tenant members Published, accumulated knowledge

🔒 Deletion/editing of private assets is likewise creator-only; admins cannot view or dispose of others' private assets (eliminating the "managed but invisible" privilege path).

💡 Asset publishing (draft → active or visibility raised to tenant) is done by management roles; the system records published_by / published_at; exports are gated by visibility — invisible assets never appear in export results.

Asset relation types:

Relation Description
references References
derived_from Derived from
implements Implements
generated_by Generated by
related_to Related to
depends_on Depends on
supports Supports
uses Uses
replaces Replaces
supersedes Supersedes
produced_by Produced by

Relation sources: system / ai / manual

Automatic Capture Mapping

The system automatically creates knowledge assets when these business objects are created:

Source entity Asset type Asset domain
assessment document enterprise_knowledge
assessment_report report enterprise_knowledge
decision_scenario scenario_memory scenario_knowledge
decision_report report scenario_knowledge
planning_plan methodology methodology_pattern
planning_artifact document methodology_pattern
delivery_project project_memory project_knowledge
delivery_task project_memory project_knowledge
delivery_milestone project_memory project_knowledge

Tag categories:

Category Description
industry Industry tags
domain Domain tags
technology Technology tags
type Type tags
custom Custom tags

Asset detail (/knowledge/assets/{id}): content and metadata, relation graph, version history, citation chain.

Knowledge Graph

Path: /knowledge/graph

Visualizes relations between knowledge assets:

  • Nodes: knowledge assets
  • Edges: relation types
  • Supports zoom, drag and filtering

Knowledge Packages

Path: /knowledge/packages

Knowledge packages are structured knowledge collections.

Collection types:

Type Description
manual Manually created
auto Auto-generated
system Built-in

Eval Templates

Path: /knowledge/eval/templates

Manage evaluation templates, supporting:

  • Template creation and editing
  • Template runs (evaluation execution)
  • Run result viewing
  • A/B testing
  • Dataset management
  • Report generation

Related pages:

Page Path Description
Template list /knowledge/eval/templates Template management
New template /knowledge/eval/templates/new Create a template
Template detail /knowledge/eval/templates/{id} View and edit
Run list /knowledge/eval/runs Evaluation run records
Run detail /knowledge/eval/runs/{id} Run result details
Report list /knowledge/eval/reports Evaluation reports
Dataset list /knowledge/eval/datasets Evaluation datasets
Dataset detail /knowledge/eval/datasets/{id} Dataset content
A/B testing /knowledge/eval/ab-test A/B comparison

Enterprise Memory

Path: /knowledge/memories

Enterprise memory is the AI's working memory: key knowledge fragments of the enterprise, referenced by AI Agents during conversations and reasoning.

Steps:

  1. Browse the enterprise memory list
  2. Add entries manually or let AI generate them automatically
  3. Memory types include: decision preferences, business rules, org structure, etc.
  4. AI automatically retrieves relevant memories in Copilot conversations to assist answers

Knowledge Audit

Path: /knowledge/audit

Audit log of all knowledge center operations:

  • Asset create/modify/delete
  • Embedding task execution
  • Relation changes
  • Search query records