Content Vault — case studies & key personnel

Case studies and key personnel are special content types in the vault because they use structured records rather than just raw documents. A structured record makes it much easier for the AI to surface the right experience or personnel when answering specific questions — for example, a question asking for 'a relevant project delivered for a public sector client in the last three years'.

When you upload a document to either of these tabs, the system sends you through a guided extraction flow rather than simply storing the file.

The extraction flow

• Upload a document — a proposal, project summary, CV, or bio — from the Case studies or Key personnel tab.
• The AI reads the document and populates a set of structured fields. You will be taken to a preview screen showing the extracted data.
• Review every field carefully. The AI is good but not perfect — it may miss nuances, confuse figures, or not find all the information it needs.
• Edit any incorrect or incomplete fields directly in the preview. For case studies, check the client name, project value, duration, and outcomes in particular. For key personnel, check qualifications and years of experience.
• Save the record when you are satisfied. The document and the structured record are both stored.

Case study fields

• Project name — the name or title you use to refer to this project.
• Client name — who the client was (anonymise if needed for confidentiality).
• Contract value — the monetary value of the project or contract.
• Duration — how long the project ran.
• Scope and services — what was delivered.
• Outcomes — measurable results and achievements. These are particularly important for quality scores in QA.

Key personnel fields

• Full name and job title.
• Qualifications and professional memberships.
• Years of experience.
• Summary of relevant experience — a paragraph describing what makes this person relevant.
• Notable projects — links to specific case studies or named projects this person delivered.

Editing records after saving

• Open the record from the Case studies or Key personnel tab at any time to edit the structured fields.
• Keeping records accurate and up to date — especially adding new projects and updating qualifications — improves how often the right content appears in generated answers.

Tips for good extraction

• Text-based PDFs and Word documents give the best extraction results. Scanned images are processed via OCR and may be less accurate — review the extracted fields carefully.
• More structured source documents (clear headings, tables, labelled sections) produce better extractions.
• If a single document covers multiple projects or people, you may need to upload it once per record or split it first.
• If extraction produces very poor results, try writing the record manually using the form rather than relying on the AI.