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Business understanding

Make the business behind the data legible to AI.

Percidian models the clients, matters, agreements, obligations, decisions, and evidence behind your data so AI can reason about the work as a connected whole instead of treating every document and record as an isolated fragment — and assembles the part a task needs into one permissioned brief, for every approved AI system.

  1. Client: Northstar
  2. Client: Northstarled byContact
  3. Client: NorthstarownsMatter
  4. Client: Northstarparty toAgreement
  5. AgreementgovernsCommitment
  6. CommitmentcreatesRisk
  7. Matterdecided inDecision
  8. Decisionsupported byEvidence
  9. Riskcited byEvidence

From evidence to decision-ready context

Give the model what an experienced colleague would gather before answering.

Five steps from a request and an identity to a brief every point of which cites its source.

Who is asking, and for what work. Maya Chen, account lead, preparing for the Northstar renewal. Identity and purpose set what the brief is for.

Request

Maya ChenAccount lead

Task · sets what the brief leads with

Bounded by her source access · every line cited

Context briefAssembling · 1 of 5

Requested by Maya Chen · Account lead

Prepare the Northstar renewal meeting

Illustrative example

Understand more than nouns

Know what exists, how it relates, what changed, and what follows.

The shared foundation names them; the Legal, M&A, Investment, Finance, and Biotech ontologies add what they mean in each domain.

Objects

Clients, matters, transactions, contracts, people, obligations, decisions, risks, and evidence.

Relationships

Who owns what; which agreement governs which obligation; which evidence supports which conclusion.

History

What was true at each point, what changed, which version is current, and which decision followed.

Consequences

Which workstream, forecast, client, deadline, risk, action, or decision is affected.

Explore modular ontologies

The outcome

AI that answers the work question.

Instead of returning everything that mentions Northstar, Percidian explains which commitment is late, which agreement governs it, which relationship is affected, who owns the remedy, and which evidence supports the answer.

What search returns

  • A list of matter files.
  • A folder summary.
  • Every new document.
  • Every CRM activity.
  • Every meeting mention.

What Percidian answers

  • Prepare the partner.
  • Explain the deal risk.
  • Show what changed the thesis.
  • Recommend the client follow-up.
  • Identify the decision and owner.

History & memory

Approved work becomes memory. Drafts do not.

What a workflow produces and is worth keeping is written back to the client, the agreement, and its evidence — for the next authorized task, in the next approved AI system, to start from. Your organization should not have to introduce itself to AI twice.

Explore institutional memory

Give AI the structure, history, and meaning of your business.

Turn fragmented enterprise knowledge into one living understanding that every approved AI system can use.

Bring your business into every AI decision

Give every approved AI system the context to do its best work.

Connect the knowledge your organization already has. Preserve what it learns. Apply the permissions it already trusts. Make that understanding available wherever people and agents work.

See it on your business.

A briefing mapped to your systems, your permissions, and one workflow that matters.

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