Core Platform Services — Metadata-Aware Retrieval & Connectors

Core Platform Services are the engine of AI Fabrix. They handle ingestion, indexing, retrieval, and compliance-aware access to enterprise data. This layer bridges your existing systems (Microsoft 365, CRM, ERP, databases, file shares) with AI pipelines — always respecting permissions and metadata.

Table of Contents

1. Role of Core Services
2. Connectors & Ingestion
3. Metadata-Aware Retrieval
4. Observability & Auditing
5. Security & Compliance Integration
6. Enterprise Benefits

Role of Core Services

The Core Services layer ensures that data enters Fabrix securely, is enriched with metadata, and is retrievable in a policy-aware way. It provides:

• Standardized ingestion pipelines.
• Permission-aware indexing and search.
• Metadata tagging and enrichment.
• APIs for retrieval and orchestration (used by Flowise and OpenWebUI).

This creates a governed foundation for retrieval-augmented generation (RAG).

Connectors & Ingestion

Fabrix ships with enterprise connectors that sync and ingest content from:

• Microsoft 365 (SharePoint, Teams, Outlook).
• CRM/ERP platforms (Dynamics, SAP, Salesforce, etc.).
• HR & finance systems.
• SQL and NoSQL databases.
• File systems and cloud storage.

Features include:

• Incremental sync / CDC (where supported).
• Folder-level metadata inheritance for context-rich retrieval.
• Governed deployment — connectors are policy-controlled, centrally observable, and auditable.

This avoids “shadow integrations” and ensures every sync is IT-approved.

Metadata-Aware Retrieval

The metadata system is what differentiates Fabrix from raw vector databases:

• Every document is indexed with business metadata (department, project, region, permissions, classification).
• Retrieval queries can filter on both semantic similarity and metadata attributes.
• Results are policy-aware — respecting Entra ID permissions, compliance flags, and egress rules.

This enables precision RAG: AI retrieves only what users are entitled to see, with business context intact.

Observability & Auditing

Core Services provide full observability over data pipelines:

• Sync & ingestion logs for every connector.
• Error tracking and retry mechanisms.
• Audit trails — every query, result, and action logged.
• Usage telemetry to track adoption and costs.

This makes it possible to answer compliance questions like “Who had access to what, and when?”.

Security & Compliance Integration

The Core layer is aligned with enterprise security standards:

• Private networking (VNet + private endpoints).
• Azure Key Vault–managed secrets.
• ISO-27001 control alignment.
• Permission inheritance from source systems (e.g., SharePoint ACLs flow into Fabrix).

No connector bypasses governance — everything runs under Miso’s policies.

Enterprise Benefits

By using Core Platform Services, enterprises gain:

• Trusted Data Foundation: All data indexed with metadata and permissions.
• Policy-Aware Retrieval: Safer than generic vector DBs.
• Reduced Risk of Shadow IT: Connectors are approved, observable, and governed.
• Regulatory Alignment: Retrieval and indexing respect compliance boundaries.

✅ [[PLACEHOLDER: Add diagram — Core Platform Services as the data and retrieval engine, sitting between source systems and RAG orchestration.]]