All Case Studies

Building a secure RAG chatbot on Microsoft Sharepoint

How Realm helped Bolo AI build a secure RAG chatbot on Microsoft Sharepoint in a week

The Challenge

Background:

Bolo’s custom fine-tuned models and RAG-based chatbots allow enterprises in these sectors to find information in their structured and unstructured operational data faster. Bolo has been recognized by USA TODAY, Bain Capital, and AWS as one of the top AI providers in the Energy Sectors.

The Challange:

Bolo AI was building a RAG-based chatbot over Microsoft Sharepoint and while they had all the other elements, there was a data security challenge. The underlying customer data was sensitive and required careful handling to ensure:

Role-Based Access Control
Context used is authorised for the user
Guardrails
User-Chatbot interactions are safe and adhere to policies
Sensitive Data Protection
Sensitive data and personal information is handled securely

Insert a customer quote here that highlights the core problem that we’re trying to solve.

Customer Name
Customer designation goes here
Additional requirements included: 

Comprehensive coverage for all edge-cases and synchronization in permissions

Security and segregation; i.e. hosted within their VPC and support customer segregation

Enterprise-grade; i.e. have high availability and low latency to ensure smooth end-user chat interactions

How Realm Helped

Realm’s RBAC, Data Security, and Guardrails modules met Bolo’s security needs. Configured with the right credentials and privileges, Realm was deployed in Bolo’s AWS VPC. This allowed Bolo’s enterprise customers to fully leverage the chatbot while safeguarding their critical data against data leakage

Overall, Realm helped by:

Building a secure and reliable RAG chatbot

Realm built a secure, reliable, and permissioned RAG chatbot

Building a secure and reliable RAG chatbot

Realm built a secure, reliable, and permissioned RAG chatbot

Building a secure and reliable RAG chatbot

Realm built a secure, reliable, and permissioned RAG chatbot
All of this, from the first conversation between Realm and Bolo to signing a contract, took 2 weeks!

Current status and Future

Realm’s system has been deployed in Bolo’s production environment for the last 5 months with minimal downtime.

Bolo is already expanding its use of Realm for more customers and plans to deploy Databricks and Snowflake connectors for their text-to-SQL use cases.
Realm’s services are equipped with advanced data protection capabilities that allows Realm’s customers to build and adopt GenAI faster and safer!

Authorisation Server
Adversarial Manipulation Protection
Sensitive Data Protection

Acknowledgement

This would not have been possible without Bolo’s incredible team specially Lalit Jain (CTO), Chinmay Murugkar (VP of Engg) and Diti Sood (CEO)

We are also incredibly grateful to our advisor Sanjay Kalra for making the introduction.