Aug 25, 2026

πŸ“š Understanding Knowledge Bases: From Documents to Retrieval


In the previous article, we looked at different retrieval strategies—BM25, Vector Search, Hybrid Search, SQL, and LLM-powered retrieval. The next logical question is:

Where does the information actually come from?

The answer is a Knowledge Base.

Knowledge bases have become the foundation of many RAG and AI applications. Every major cloud provider now offers a managed knowledge base service, but regardless of the implementation, they all follow a very similar architecture.

At a high level, a knowledge base consists of six stages:

Data Sources
      ↓
Connectors
      ↓
Indexing Pipeline
      ↓
Indexes
(Vector • Metadata • Keyword)
      ↓
Retrieval
      ↓
LLM

πŸ”Œ Connectors

The first step is getting data into the knowledge base.

Common connectors include:

  • S3

  • SharePoint

  • Confluence

  • Google Drive

  • Salesforce

  • Web crawlers

  • Custom APIs

The connector continuously discovers new or updated documents and feeds them into the indexing pipeline.


πŸ—️ Indexing Pipeline

Before documents become searchable, they pass through an indexing pipeline.

Typical steps include:

  • Text extraction

  • Chunking

  • Metadata extraction

  • Embedding generation

  • Index creation

This is where raw documents are transformed into searchable knowledge.


πŸ“š Indexes

Most knowledge bases maintain multiple indexes, each optimized for a different retrieval strategy.

  • Vector Index for semantic search

  • Metadata Index for filtering

  • Keyword Index (BM25) for exact matching

Different queries may use one index—or combine multiple indexes—depending on the retrieval strategy.


πŸ” Retrieval

When a user submits a query, the retrieval layer determines the best way to find relevant information.

Depending on the use case, it may use:

  • BM25

  • Vector Search

  • Hybrid Search

Metadata filters are often applied before returning the most relevant chunks.

(If you're interested in when to use each retrieval strategy, see my previous article on BM25, Vector Search, Hybrid Search, SQL, and LLM-powered retrieval.)


πŸ€– Generation

The retrieved chunks are passed to an LLM as context.

The LLM doesn't search your documents directly—it generates an answer using the retrieved context.

This is the Generation in Retrieval-Augmented Generation (RAG).


☁️ Managed Knowledge Bases

Most cloud providers package this entire pipeline into a managed service.

You typically configure:

  • Connectors

  • Chunking strategy

  • Embedding model

  • Indexes

  • Retrieval settings

The platform manages ingestion, indexing, synchronization, and retrieval.

Although services differ in their connectors, indexing options, and extensibility, the underlying architecture remains largely the same.


🎯 Final Thought

A knowledge base is much more than a vector database.

It's an end-to-end pipeline that ingests content, transforms it into searchable indexes, retrieves relevant context, and provides it to an LLM.

Understanding this architecture makes it much easier to understand where managed knowledge bases fit—and why some organizations eventually choose to build their own.

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