• Centralized management systems, processes and business information

FinLore document management with file names, tags and processing status for financial policies

Wiki Knowledge Access to directories, abstracts and knowledge entries by theme

FinLore Wiki with topic catalogs, document summaries and knowledge entities for financial information
Skip to content
Finogeeks中

FinLore · Enterprise knowledge base

Build your enterprise knowledge foundationMake knowledge searchable, citable and reusable

FinLore brings policies, research reports and client records into an enterprise knowledge base. Documents, wikis and knowledge graphs organize the material for search and answers with citations. Deploy on your private network and keep business knowledge useful and up to date.

Enterprise business materials

The system, research, client files.
FinLoreDocument. Wiki. Knowledge Relationship Mapping

Employees and Positions

Operational questions and answers Information retrieval task support
  • Retrieval Belt Reference
  • Wiki, you can sink.
  • Innernet deployable

Enterprise knowledge management

Organize business knowledge with documents, wikis and graphs

Manage enterprise knowledge in one place, from source documents and knowledge indexes to relationships between entities and concepts.

Manage business documents centrally

Bring policies, manuals and business documents into the knowledge base. Track files, tags and processing status while retaining originals for later reference.

  • Multiformat information access
  • Label and Status Management
  • Original Document Retained
• Centralized management systems, processes and business information

Search and Reference

Ground answers in verifiable sources

Ask a business question to find policies, product details or research, with relevant passages and source citations instead of repeated searches across files.

Search by business question

Searching for operational information in conjunction with semantics and keywords, identifying problem meanings and professional terms.

Trace citations to the original source

Answering the document and the content paragraphs on which the association is based, it is easier to check out the source and the specific requirements.

Keep knowledge up to date

The information is revised to update the content and index, maintain a record of the changes, and support the comparison of the version with the reverse.

FinLoreSearch and Reference

What are the claims for travel claims?

Relevant travel-expense policies, procedures and receipt requirements have been found. Follow the references to check the original documents.

Reference material
  1. 01

    Travel reimbursement policy

    Cost standards and claims

  2. 02

    Employee expense policy

    Reimbursement process and material requirements

Link the document to the content paragraph, check the basis of the response

Smart and applied access

Give employees and agents a shared knowledge foundation

Connect knowledge services to applications and agents through MCP or HTTP APIs. Employees and agents use the same enterprise-maintained content within their work interfaces and tasks.

MCPHTTP API

FinLore provides knowledge services, FinClaw executes tasks and FinDesk provides the employee workspace.

01

Define the knowledge scope

(c) Configure accessible workspaces and knowledge bases by department, post and task.

02

Configure knowledge tools

Allow retrieval and other approved tools through an allowlist. Configure editing and write permissions separately.

03

Connect knowledge to daily tasks

Use knowledge in client services, research and internal work, with records of retrieval and usage.

Private enterprise deployment

Keep knowledge and services under enterprise control

Deploy FinLore in your data center or private cloud. Control knowledge files, vector data and retrieval services for employees and financial-business agents.

• Private clouds.

FinLore

Enterprise knowledge base and retrieval services

Business information
The system, research, client files.
Knowledge assets
Document. Wiki. Knowledge Relationship Mapping
Service capacity
• Questions and answers Questions Questions Questions

Deploy in your environment

Support for Intranet deployment and off-line installation, knowledge materials and service configurations are centrally managed by the enterprise.

Choose your models

Connect your chosen chat, embedding and reranking models to configure retrieval and question answering.

Manage access and activity logs

Configure knowledge access and tool privileges, centralize knowledge-base activities and call records.

YOUR NEXT STEP

Discuss FinLore
Product demos and integration guidance

Tell us about your business needs, existing systems and deployment environment. Our team can provide a product demo and discuss integration.

For inquiries outside mainland China, contact us by email.

FinLore
Frequently asked questions

What is FinLore?

FinLore is an enterprise knowledge base for businesses and financial institutions. It organizes policies, research and client records through documents, wikis and knowledge graphs, providing search, answers and original-source citations for employees and agents.

What sources can FinLore connect to?

Connect PDF, Word, Excel, Markdown, text and image sources. Manage policies, product documents, manuals and research reports while preserving links between extracted content and originals.

How are documents and wikis used?

Documents retain original files, labels and processing status. Wikis organize summaries, topic directories and linked knowledge entries. Employees can read originals or browse by business topic.

What does the knowledge graph show?

FinLore's graph links document summaries, entities and concepts to help users discover related material. Fintology models business concepts, attributes and relationships. They serve document knowledge management and business modeling respectively.

How can answers be traced to their sources?

Search results and answers link to source documents and passages. Employees can verify evidence, scope and requirements in the original material. Content and indexes can be updated with a revision history.

How do role-based agents access enterprise knowledge?

Use MCP or HTTP APIs with workspace, knowledge-base and tool allowlists for each integration. FinLore runs on private networks or clouds, connects to your chosen models and retains knowledge-access records.

Follow our official WeChat account

Scan with WeChat to connect with Finogeeks.

Follow our official WeChat account

YOUR NEXT STEP

Discuss FinLore
Product demos and integration guidance

Tell us about your business needs, existing systems and deployment environment. Our team can provide a product demo and discuss integration.

For inquiries outside mainland China, contact us by email.