- Prepare documents before converting them into vectors.
- Choose a chunking strategy based on document type.
- Store metadata for permissions, citations, and auditing.
Minimum metadata
{
"document_id": "contrato-2026-001",
"title": "Contrato proveedor",
"source": "drive/legal/contrato.pdf",
"page": 12,
"section": "penalizaciones",
"owner": "legal",
"visibility": "internal",
"updated_at": "2026-07-02"
}Chunking strategies
- By headings: manuals, policies, technical documentation.
- By page: contracts, case files, PDFs with page-level citations.
- By table: invoices, catalogs, inventories.
- With overlap: narrative text where an idea spans paragraphs.