HYBRID SEARCH
Meaning and wording, in the same query.
A search that understands what you meant, without giving up on finding the exact reference you typed.
Two ways to search, one ranking
Exact-word search misses the synonym. Meaning-based search misses the case number. Standards does both in the same query and merges the two rankings, evenly weighted by default.
What gets compared is not the whole record: each object defines the text that represents it. What matters for a company is not what matters for a contract, and the semantic model reads only that text.
Filters go down into the engine
A filter is not applied afterwards to a page of results. It is translated and pushed into the engine with the query, which changes the ranking instead of truncating it.
Relationship qualifiers are filterable too. A link that carries a role, a status and an end date becomes a criterion, on the same footing as a field on the record.
With no query, the list is served straight from the database. Searching and listing are not the same operation, and the platform does not pretend otherwise.
Partitioned by construction
Each workspace has its own index. This is not a filter applied to a shared index, it is a separate index: isolation does not depend on a clause someone must remember to write.
Permissions are resolved before the engine is called, not after. Objects you are not allowed to read are not queried, and if you may read none of them, nothing is sent at all.
A call with no identity reads nothing. The rule is closed by default, and it is the first line of the check, not the last.
The same search for your agents
Your agents query the workspace by the same path, under the same rules. An agent does not find a record the person it works for could not open.
Their memory goes through it too: retrieving a memory is searching one more object, with the same engine and the same ranking.
How it works
« Discretionary mandates signed last year with an adviser still in post. »
Your rights narrow the scope. The readable objects are resolved first, and only then does the query leave, towards them alone.
The sentence is compared by meaning. « Discretionary mandate » finds records that never use those words but talk about the same thing.
In parallel, the words are searched as typed. Literal search keeps what meaning dilutes: a reference, a proper noun, a number.
The two rankings merge. A single order comes out, without you choosing a mode or running the query twice.
The relationship filter applies inside the engine. « Adviser still in post » is carried by the link, not the record, and filters at the same level as the signature date.
The other pieces of this chapter
Reflexes
The computation an agent wrote once, replayed identically.
Skills
Your method in plain words, opened at the right moment.
Environments
An isolated, tooled machine that sleeps without losing state.
Agent memory
Memories that are records, not a black box.
Business documents
Scans become text, deliverables become real files.