Vector Search Meets the Transaction Ledger
Semantic retrieval over financial records is useful, and quietly dangerous.
By Ravi Iyer
Approximate nearest neighbours are a wonderful way to find a document and a terrible way to answer how much a customer spent last month.
Route the question first
The working architectures classify the query before they answer it. Aggregations go to SQL. Narrative questions go to retrieval. Mixing the two produces answers that are confident and wrong.