enterprise-rag-patterns 0.1.0__tar.gz

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+ MIT License
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+
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+ Copyright (c) 2026 Ashutosh Rana
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+
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+ Permission is hereby granted, free of charge, to any person obtaining a copy
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+ of this software and associated documentation files (the "Software"), to deal
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+ in the Software without restriction, including without limitation the rights
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+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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+ copies of the Software, and to permit persons to whom the Software is
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+ furnished to do so, subject to the following conditions:
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+
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+ The above copyright notice and this permission notice shall be included in all
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+ copies or substantial portions of the Software.
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+
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+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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+ SOFTWARE.
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+ Metadata-Version: 2.4
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+ Name: enterprise-rag-patterns
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+ Version: 0.1.0
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+ Summary: Reference patterns for compliance-aware retrieval-augmented workflows, context continuity, and governed AI integration in enterprise environments.
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+ Author: Ashutosh Rana
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+ License: MIT
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+ Project-URL: Homepage, https://github.com/ashutoshrana/enterprise-rag-patterns
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+ Project-URL: Issues, https://github.com/ashutoshrana/enterprise-rag-patterns/issues
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+ Project-URL: Changelog, https://github.com/ashutoshrana/enterprise-rag-patterns/blob/main/CHANGELOG.md
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+ Keywords: rag,retrieval-augmented-generation,ferpa,enterprise-ai,compliance,llm,higher-education,regulated-ai,agentic-ai,enterprise-patterns
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+ Classifier: Development Status :: 4 - Beta
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+ Classifier: Intended Audience :: Developers
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+ Classifier: License :: OSI Approved :: MIT License
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+ Classifier: Programming Language :: Python :: 3
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+ Classifier: Programming Language :: Python :: 3.10
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+ Classifier: Programming Language :: Python :: 3.11
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+ Classifier: Programming Language :: Python :: 3.12
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+ Classifier: Topic :: Software Development :: Libraries :: Python Modules
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+ Classifier: Topic :: Scientific/Engineering :: Artificial Intelligence
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+ Requires-Python: >=3.10
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+ Description-Content-Type: text/markdown
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+ License-File: LICENSE
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+ Provides-Extra: test
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+ Requires-Dist: pytest>=7.0; extra == "test"
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+ Requires-Dist: pytest-cov>=4.0; extra == "test"
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+ Provides-Extra: lint
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+ Requires-Dist: ruff>=0.4.0; extra == "lint"
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+ Provides-Extra: typecheck
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+ Requires-Dist: mypy>=1.0; extra == "typecheck"
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+ Provides-Extra: dev
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+ Requires-Dist: enterprise-rag-patterns[lint,test,typecheck]; extra == "dev"
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+ Dynamic: license-file
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+
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+ # enterprise-rag-patterns
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+
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+ [![CI](https://github.com/ashutoshrana/enterprise-rag-patterns/actions/workflows/ci.yml/badge.svg)](https://github.com/ashutoshrana/enterprise-rag-patterns/actions/workflows/ci.yml)
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+ [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
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+ [![Python 3.10+](https://img.shields.io/badge/python-3.10%2B-blue.svg)](https://www.python.org/downloads/)
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+ [![PyPI](https://img.shields.io/pypi/v/enterprise-rag-patterns.svg)](https://pypi.org/project/enterprise-rag-patterns/)
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+
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+ Practical reference patterns for retrieval-augmented workflows, context continuity, and governed AI integration in enterprise environments.
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+
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+ ## Why this repo exists
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+
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+ Most examples of AI assistants stop at demo quality. Real enterprise systems have harder problems:
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+ - multiple source systems
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+ - fragmented context
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+ - workflow continuity across channels
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+ - compliance and audit requirements
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+ - human handoff only when it is actually needed
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+
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+ This repository is a public-safe, anonymized scaffold for those patterns.
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+
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+ ## Pattern themes
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+
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+ The examples in this repository are designed for teams building systems such as:
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+ - omnichannel service and enrollment workflows
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+ - multi-step document and verification processes
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+ - enterprise knowledge retrieval and action support
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+ - AI-assisted operations that require auditability and controlled human handoff
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+
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+ ## Scope
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+
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+ This repo focuses on:
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+ - context assembly for AI workflows
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+ - session continuity across channels
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+ - human-in-loop escalation rules
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+ - enterprise-safe action boundaries
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+ - compliance and audit patterns for regulated environments (FERPA and similar frameworks)
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+ - reference architecture notes for operationally sensitive deployments
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+
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+ The patterns are designed to be:
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+ - **Cloud-agnostic** — applicable on AWS, GCP, Azure, OCI, or hybrid environments
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+ - **Platform-agnostic** — not tied to any specific CRM, ERP, vector database, or LLM provider
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+ - **Regulation-aware** — compliance module targets FERPA; the same pattern applies to HIPAA, GLBA, and similar record-access frameworks
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+
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+ It does not include customer data, institution-specific logic, or vendor-specific implementation artifacts.
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+
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+ ## Repository structure
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+
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+ - `CONTRIBUTING.md`
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+ - `GOVERNANCE.md`
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+ - `CITATION.cff`
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+ - `docs/architecture.md`
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+ - `docs/implementation-note-01.md`
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+ - `docs/implementation-note-02.md` — FERPA boundaries in RAG
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+ - `docs/articles/`
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+ - `docs/adr/`
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+ - `docs/case-study-anonymized.md`
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+ - `examples/context-pipeline.yaml`
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+ - `examples/ferpa_rag_pipeline.py` — complete runnable FERPA-compliant pipeline
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+ - `src/enterprise_rag_patterns/`
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+ - `context.py` — context envelope and source assembly
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+ - `session.py` — cross-channel session continuity
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+ - `policy.py` — escalation and action-boundary policy objects
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+ - `compliance.py` — FERPA-aware context governance with audit logging
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+
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+ ## Why these patterns matter
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+
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+ Enterprise AI systems usually fail at the seams:
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+ - between channels
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+ - between memory and policy
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+ - between the AI layer and the system-of-record
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+
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+ The goal here is to make those seams explicit and reusable.
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+
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+ ## Modules
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+
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+ - `context.py`
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+ Context envelope and source assembly patterns.
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+
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+ - `session.py`
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+ Session memory and cross-channel continuity scaffolding.
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+
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+ - `policy.py`
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+ Escalation and action-boundary policy objects.
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+
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+ - `compliance.py`
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+ FERPA-aware context governance for regulated environments. Provides
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+ `StudentIdentityScope` for defining retrieval boundaries, `FERPAContextPolicy`
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+ for filtering retrieved documents before they enter the LLM context window,
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+ and `AuditRecord` for 34 CFR § 99.32 disclosure logging.
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+ See `docs/implementation-note-02.md` for design rationale and usage guidance.
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+
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+ ## Intended audience
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+
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+ - enterprise architects
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+ - AI platform engineers
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+ - enterprise platform and workflow operators
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+ - applied AI teams working in regulated or multi-system environments
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+
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+ ## Public positioning
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+
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+ This repo is meant to show practical architecture thinking, not marketing language.
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+
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+ ## Near-term roadmap
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+
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+ - add architecture decision records for cross-channel continuity
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+ - publish a reference event flow for system-of-record synchronization
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+ - add policy examples for human escalation thresholds
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+ - document anonymized implementation lessons from production-style operating environments
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+
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+ ## Published notes
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+
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+ - implementation note 01: [`docs/implementation-note-01.md`](./docs/implementation-note-01.md) — Cross-channel continuity problem and solution
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+ - implementation note 02: [`docs/implementation-note-02.md`](./docs/implementation-note-02.md) — FERPA boundaries in retrieval-augmented generation
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+ - article: [`docs/articles/production-grade-rag-in-regulated-enterprise-environments.md`](./docs/articles/production-grade-rag-in-regulated-enterprise-environments.md)
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+
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+ ## Project governance
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+
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+ - contribution guidance: [`CONTRIBUTING.md`](./CONTRIBUTING.md)
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+ - governance model: [`GOVERNANCE.md`](./GOVERNANCE.md)
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+ - architecture decisions: [`docs/adr`](./docs/adr)
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+ - system overview: [`docs/architecture.md`](./docs/architecture.md)
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+
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+ ## Citing this work
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+
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+ If you use these patterns in your work, see `CITATION.cff` or use GitHub's "Cite this repository" button above.
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+
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+ ## Status
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+
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+ Active development. Current focus: compliance-aware RAG patterns for regulated enterprise environments, applicable across cloud providers and enterprise platforms.
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+ # enterprise-rag-patterns
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+
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+ [![CI](https://github.com/ashutoshrana/enterprise-rag-patterns/actions/workflows/ci.yml/badge.svg)](https://github.com/ashutoshrana/enterprise-rag-patterns/actions/workflows/ci.yml)
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+ [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
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+ [![Python 3.10+](https://img.shields.io/badge/python-3.10%2B-blue.svg)](https://www.python.org/downloads/)
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+ [![PyPI](https://img.shields.io/pypi/v/enterprise-rag-patterns.svg)](https://pypi.org/project/enterprise-rag-patterns/)
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+
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+ Practical reference patterns for retrieval-augmented workflows, context continuity, and governed AI integration in enterprise environments.
9
+
10
+ ## Why this repo exists
11
+
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+ Most examples of AI assistants stop at demo quality. Real enterprise systems have harder problems:
13
+ - multiple source systems
14
+ - fragmented context
15
+ - workflow continuity across channels
16
+ - compliance and audit requirements
17
+ - human handoff only when it is actually needed
18
+
19
+ This repository is a public-safe, anonymized scaffold for those patterns.
20
+
21
+ ## Pattern themes
22
+
23
+ The examples in this repository are designed for teams building systems such as:
24
+ - omnichannel service and enrollment workflows
25
+ - multi-step document and verification processes
26
+ - enterprise knowledge retrieval and action support
27
+ - AI-assisted operations that require auditability and controlled human handoff
28
+
29
+ ## Scope
30
+
31
+ This repo focuses on:
32
+ - context assembly for AI workflows
33
+ - session continuity across channels
34
+ - human-in-loop escalation rules
35
+ - enterprise-safe action boundaries
36
+ - compliance and audit patterns for regulated environments (FERPA and similar frameworks)
37
+ - reference architecture notes for operationally sensitive deployments
38
+
39
+ The patterns are designed to be:
40
+ - **Cloud-agnostic** — applicable on AWS, GCP, Azure, OCI, or hybrid environments
41
+ - **Platform-agnostic** — not tied to any specific CRM, ERP, vector database, or LLM provider
42
+ - **Regulation-aware** — compliance module targets FERPA; the same pattern applies to HIPAA, GLBA, and similar record-access frameworks
43
+
44
+ It does not include customer data, institution-specific logic, or vendor-specific implementation artifacts.
45
+
46
+ ## Repository structure
47
+
48
+ - `CONTRIBUTING.md`
49
+ - `GOVERNANCE.md`
50
+ - `CITATION.cff`
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+ - `docs/architecture.md`
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+ - `docs/implementation-note-01.md`
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+ - `docs/implementation-note-02.md` — FERPA boundaries in RAG
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+ - `docs/articles/`
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+ - `docs/adr/`
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+ - `docs/case-study-anonymized.md`
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+ - `examples/context-pipeline.yaml`
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+ - `examples/ferpa_rag_pipeline.py` — complete runnable FERPA-compliant pipeline
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+ - `src/enterprise_rag_patterns/`
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+ - `context.py` — context envelope and source assembly
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+ - `session.py` — cross-channel session continuity
62
+ - `policy.py` — escalation and action-boundary policy objects
63
+ - `compliance.py` — FERPA-aware context governance with audit logging
64
+
65
+ ## Why these patterns matter
66
+
67
+ Enterprise AI systems usually fail at the seams:
68
+ - between channels
69
+ - between memory and policy
70
+ - between the AI layer and the system-of-record
71
+
72
+ The goal here is to make those seams explicit and reusable.
73
+
74
+ ## Modules
75
+
76
+ - `context.py`
77
+ Context envelope and source assembly patterns.
78
+
79
+ - `session.py`
80
+ Session memory and cross-channel continuity scaffolding.
81
+
82
+ - `policy.py`
83
+ Escalation and action-boundary policy objects.
84
+
85
+ - `compliance.py`
86
+ FERPA-aware context governance for regulated environments. Provides
87
+ `StudentIdentityScope` for defining retrieval boundaries, `FERPAContextPolicy`
88
+ for filtering retrieved documents before they enter the LLM context window,
89
+ and `AuditRecord` for 34 CFR § 99.32 disclosure logging.
90
+ See `docs/implementation-note-02.md` for design rationale and usage guidance.
91
+
92
+ ## Intended audience
93
+
94
+ - enterprise architects
95
+ - AI platform engineers
96
+ - enterprise platform and workflow operators
97
+ - applied AI teams working in regulated or multi-system environments
98
+
99
+ ## Public positioning
100
+
101
+ This repo is meant to show practical architecture thinking, not marketing language.
102
+
103
+ ## Near-term roadmap
104
+
105
+ - add architecture decision records for cross-channel continuity
106
+ - publish a reference event flow for system-of-record synchronization
107
+ - add policy examples for human escalation thresholds
108
+ - document anonymized implementation lessons from production-style operating environments
109
+
110
+ ## Published notes
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+
112
+ - implementation note 01: [`docs/implementation-note-01.md`](./docs/implementation-note-01.md) — Cross-channel continuity problem and solution
113
+ - implementation note 02: [`docs/implementation-note-02.md`](./docs/implementation-note-02.md) — FERPA boundaries in retrieval-augmented generation
114
+ - article: [`docs/articles/production-grade-rag-in-regulated-enterprise-environments.md`](./docs/articles/production-grade-rag-in-regulated-enterprise-environments.md)
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+
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+ ## Project governance
117
+
118
+ - contribution guidance: [`CONTRIBUTING.md`](./CONTRIBUTING.md)
119
+ - governance model: [`GOVERNANCE.md`](./GOVERNANCE.md)
120
+ - architecture decisions: [`docs/adr`](./docs/adr)
121
+ - system overview: [`docs/architecture.md`](./docs/architecture.md)
122
+
123
+ ## Citing this work
124
+
125
+ If you use these patterns in your work, see `CITATION.cff` or use GitHub's "Cite this repository" button above.
126
+
127
+ ## Status
128
+
129
+ Active development. Current focus: compliance-aware RAG patterns for regulated enterprise environments, applicable across cloud providers and enterprise platforms.
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+ [build-system]
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+ requires = ["setuptools>=68", "wheel"]
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+ build-backend = "setuptools.build_meta"
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+
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+ [project]
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+ name = "enterprise-rag-patterns"
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+ version = "0.1.0"
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+ description = "Reference patterns for compliance-aware retrieval-augmented workflows, context continuity, and governed AI integration in enterprise environments."
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+ readme = "README.md"
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+ requires-python = ">=3.10"
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+ license = { text = "MIT" }
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+ authors = [
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+ { name = "Ashutosh Rana" }
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+ ]
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+ keywords = [
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+ "rag",
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+ "retrieval-augmented-generation",
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+ "ferpa",
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+ "enterprise-ai",
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+ "compliance",
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+ "llm",
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+ "higher-education",
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+ "regulated-ai",
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+ "agentic-ai",
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+ "enterprise-patterns",
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+ ]
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+ classifiers = [
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+ "Development Status :: 4 - Beta",
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+ "Intended Audience :: Developers",
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+ "License :: OSI Approved :: MIT License",
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+ "Programming Language :: Python :: 3",
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+ "Programming Language :: Python :: 3.10",
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+ "Programming Language :: Python :: 3.11",
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+ "Programming Language :: Python :: 3.12",
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+ "Topic :: Software Development :: Libraries :: Python Modules",
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+ "Topic :: Scientific/Engineering :: Artificial Intelligence",
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+ ]
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+ dependencies = []
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+
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+ [project.urls]
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+ Homepage = "https://github.com/ashutoshrana/enterprise-rag-patterns"
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+ Issues = "https://github.com/ashutoshrana/enterprise-rag-patterns/issues"
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+ Changelog = "https://github.com/ashutoshrana/enterprise-rag-patterns/blob/main/CHANGELOG.md"
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+
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+ [project.optional-dependencies]
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+ test = ["pytest>=7.0", "pytest-cov>=4.0"]
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+ lint = ["ruff>=0.4.0"]
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+ typecheck = ["mypy>=1.0"]
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+ dev = [
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+ "enterprise-rag-patterns[test,lint,typecheck]",
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+ ]
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+
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+ [tool.setuptools]
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+ package-dir = {"" = "src"}
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+
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+ [tool.setuptools.packages.find]
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+ where = ["src"]
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+
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+ [tool.pytest.ini_options]
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+ testpaths = ["tests"]
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+ addopts = "-v --tb=short"
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+
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+ [tool.ruff]
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+ line-length = 100
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+ target-version = "py310"
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+
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+ [tool.ruff.lint]
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+ select = ["E", "F", "I", "UP"]
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+
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+ [tool.mypy]
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+ python_version = "3.10"
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+ strict = true
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+ ignore_missing_imports = true
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+ [egg_info]
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+ tag_build =
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+ tag_date = 0
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+
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+ """Reference patterns for enterprise retrieval and workflow-safe AI integration."""
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+
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+ from .compliance import (
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+ AuditRecord,
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+ DisclosureReason,
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+ FERPAContextPolicy,
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+ RecordCategory,
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+ StudentIdentityScope,
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+ make_enrollment_advisor_policy,
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+ )
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+ from .context import ContextEnvelope, ContextSource
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+ from .policy import ActionPolicy, EscalationRule
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+ from .session import SessionState
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+
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+ __all__ = [
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+ # Compliance / FERPA
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+ "AuditRecord",
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+ "DisclosureReason",
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+ "FERPAContextPolicy",
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+ "RecordCategory",
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+ "StudentIdentityScope",
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+ "make_enrollment_advisor_policy",
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+ # Context
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+ "ContextEnvelope",
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+ "ContextSource",
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+ # Policy
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+ "ActionPolicy",
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+ "EscalationRule",
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+ # Session
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+ "SessionState",
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+ ]