Contact

Contact HaxiTAG for enterprise services, consulting, and product trials.

Friday, January 30, 2026

From “Using AI” to “Rebuilding Organizational Capability”

The Real Path of HaxiTAG’s Enterprise AI Transformation

Opening: Context and the Turning Point

Over the past three years, nearly all mid- to large-sized enterprises have experienced a similar technological shock: the pace of large-model capability advancement has begun to systematically outstrip the natural evolution of organizational capacity.

Across finance, manufacturing, energy, and ESG research, AI tools have rapidly penetrated daily work—searching, writing, analysis, summarization—seemingly everywhere. Yet a paradox has gradually surfaced: while AI usage continues to rise, organizational performance and decision-making capability have not improved in parallel.

In HaxiTAG’s transformation practices across multiple industries, this phenomenon has appeared repeatedly. It is not a matter of execution discipline, nor a limitation of model capability, but rather a deeper structural imbalance:

Enterprises have “adopted AI,” yet have not completed a true AI transformation.

This realization became the inflection point from which the subsequent transformation path unfolded.


Problem Recognition and Internal Reflection: When “It Feels Useful” Fails to Become Organizational Capability

In the early stages of transformation, most enterprises reached similar conclusions about AI: employee feedback was positive, individual productivity improved noticeably, and management broadly agreed that “AI is important.” However, deeper analysis soon revealed fundamental issues.

First, AI value was confined to the individual level. Employees differed widely in their understanding, depth of use, and validation rigor, making personal experience difficult to accumulate into organizational assets. Second, AI initiatives often existed as PoCs or isolated projects, with success heavily dependent on specific teams and lacking replicability.

More critically, decision accountability and risk boundaries remained unclear: once AI outputs began to influence real business decisions, organizations often lacked mechanisms for auditability, traceability, and governance.

This assessment aligns closely with findings from major consulting firms. BCG’s enterprise AI research notes that widespread usage coupled with limited impact often stems from AI remaining outside core decision and execution chains, confined to an “assistive” role. HaxiTAG’s long-term practice leads to an even more direct conclusion:

The problem is not that AI is doing too little, but that it has not been placed in the right position.


The Strategic Pivot: From Tool Adoption to Structural Design

The true turning point did not arise from a single technological breakthrough, but from a strategic repositioning.

Enterprises gradually recognized that AI transformation cannot be driven top-down by grand narratives such as “AGI” or “general intelligence.” Such narratives tend to inflate expectations and magnify disappointment. Instead, transformation must begin with specific business chains that are institutionalizable, governable, and reusable.

Against this backdrop, HaxiTAG articulated and implemented a clear path:

  • Not aiming for “universal employee usage”;
  • Not starting from “model sophistication”;
  • But focusing on critical roles and critical chains, enabling AI to gradually obtain default execution authority within clearly defined boundaries.

The first scenarios to land were typically information-intensive, rule-stable, and chronically resource-consuming processes—policy and research analysis, risk and compliance screening, process state monitoring, and event-driven automation. These scenarios provided AI with a clearly bounded “problem space” and laid the foundation for subsequent organizational restructuring.


Organizational Intelligence Reconfiguration: From Departmental Coordination to a Digital Workforce

When AI ceases to function as a peripheral tool and becomes systematically embedded into workflows, organizational structures begin to change in observable ways.

Within HaxiTAG’s methodology, this phase does not emphasize “more agents,” but rather systematic ownership of capability. Through platforms such as the YueLi Engine, EiKM, and ESGtank, AI capabilities are solidified into application forms that are manageable, auditable, and continuously evolvable:

  • Data is no longer fragmented across departments, but reused through unified knowledge computation and access-control systems;
  • Analytical logic shifts from personal experience to model-based consensus that can be replayed and corrected;
  • Decision processes are fully recorded, making outcomes less dependent on “who happened to be present.”

In this process, a new collaboration paradigm gradually stabilizes:

Digital employees become the default executors, while human roles shift upward to tutor, audit, trainer, and manager.

This does not diminish human value; rather, it systematically frees human effort for higher-value judgment and innovation.


Performance and Measurable Outcomes: From Process Utility to Structural Returns

Unlike the early phase of “perceived usefulness,” the value of AI becomes explicit at the organizational level once systematization is achieved.

Based on HaxiTAG’s cross-industry practice, mature transformations typically show improvement across four dimensions:

  • Efficiency: Significant reductions in processing cycles for key workflows and faster response times;
  • Cost: Declining unit output costs as scale increases, rather than linear growth;
  • Quality: Greater consistency in decisions, with fewer reworks and deviations;
  • Risk: Compliance and audit capabilities shift forward, reducing friction in large-scale deployment.

It is essential to note that this is not simple labor substitution. The true gains stem from structural change: as AI’s marginal cost decreases with scale, organizational capability compounds. This is the critical leap emphasized in the white paper—from “efficiency gains” to “structural returns.”


Governance and Reflection: Why Trust Matters More Than Intelligence

As AI enters core workflows, governance becomes unavoidable. HaxiTAG’s practice consistently demonstrates that
governance is not the opposite of innovation; it is the prerequisite for scale.

An effective governance system must answer at least three questions:

  • Who is authorized to use AI, and who bears responsibility for outcomes?
  • Which data may be used, and where are the boundaries defined?
  • When results deviate from expectations, how are they traced, corrected, and learned from?

By embedding logging, evaluation, and continuous optimization mechanisms at the system level, AI can evolve from “occasionally useful” to “consistently trustworthy.” This is why L4 (AI ROI & Governance) is not the endpoint of transformation, but the condition that ensures earlier investments are not squandered.


The HaxiTAG Model of Intelligent Evolution: From Methodology to Enduring Capability

Looking back at HaxiTAG’s transformation practice, a replicable path becomes clear:

  • Avoiding flawed starting points through readiness assessment;
  • Enabling value creation via workflow reconfiguration;
  • Solidifying capabilities through AI applications;
  • Ultimately achieving long-term control through ROI and governance mechanisms.

The essence of this journey is not the delivery of a specific technical route, but helping enterprises complete a cognitive and capability reconstruction at the organizational level.


Conclusion: Intelligence Is Not the Goal—Organizational Evolution Is

In the AI era, the true dividing line is not who adopts AI earlier, but who can convert AI into sustainable organizational capability. HaxiTAG’s experience shows that:

The essence of enterprise AI transformation is not deploying more models, but enabling digital employees to become the first choice within institutionalizable critical chains; when humans steadily move upward into roles of judgment, audit, and governance, organizational regenerative capacity is truly unleashed.

This is the long-term value that HaxiTAG is committed to delivering.

Related topic:


Wednesday, January 28, 2026

Yueli (KGM Engine): The Technical Foundations, Practical Pathways, and Business Value of an Enterprise-Grade AI Q&A Engine

Introduction

Yueli (KGM Engine) is an enterprise-grade knowledge computation and AI application engine developed by HaxiTAG.
Designed for private enterprise data and complex business scenarios, it provides an integrated capability stack covering model inference, fine-tuning, Retrieval-Augmented Generation (RAG), and dynamic context construction. These capabilities are exposed through 48 production-ready, application-level APIs, directly supporting deployable, operable, and scalable AI application solutions.

At its core, Yueli is built on several key insights:

  • In enterprise contexts, the critical factor for AI success is not whether a model is sufficiently general-purpose, but whether it can be constrained by knowledge, driven by business logic, and sustainably operated.

  • Enterprise users increasingly expect direct, accurate answers, rather than time-consuming searches across websites, documentation, and internal systems.

  • Truly scalable enterprise AI is not achieved through a single model capability, but through the systematic integration of multi-model collaboration, knowledge computation, and dynamic context management.

Yueli’s objective is not to create a generic chatbot, but to help enterprises build their own AI-powered Q&A systems, search-based question-answering solutions, and intelligent assistants, and to consolidate these capabilities into long-term, reusable business infrastructure.


What Problems Does Yueli (KGM Engine) Solve?

Centered on the core challenge of how enterprises can transform their proprietary knowledge and model capabilities into stable and trustworthy AI applications, Yueli (KGM Engine) addresses the following critical issues:

  1. Model capabilities fail to translate into business value: Direct calls to large model APIs are insufficient for adapting to enterprise knowledge systems that are complex, highly specialized, and continuously evolving.

  2. Unstable RAG performance: High retrieval noise and coarse context assembly often lead to inconsistent or erroneous answers.

  3. High complexity in multi-model collaboration: Inference, fine-tuning, and heterogeneous model architectures are difficult to orchestrate and govern in a unified manner.

  4. Lack of business-aware context and dialogue management: Systems struggle to dynamically construct context based on user intent, role, and interaction stage.

  5. Uncontrollable and unauditable AI outputs: Enterprises lack mechanisms for permissions, brand alignment, safety controls, and compliance governance.

Yueli (KGM Engine) is positioned as the “middleware engine” for enterprise AI applications, transforming raw model capabilities into manageable, reusable, and scalable product-level capabilities.


Overview of the Overall Solution Architecture

Yueli (KGM Engine) adopts a modular, platform-oriented architecture, composed of four tightly integrated layers:

  1. Multi-Model Capability Layer

    • Supports multiple model architectures and capability combinations

    • Covers model inference, parameter-efficient fine-tuning, and capability evaluation

    • Dynamically selects optimal model strategies for different tasks

  2. Knowledge Computation and Enhanced Retrieval Layer (KGM + Advanced RAG)

    • Structures, semantically enriches, and operationalizes enterprise private knowledge

    • Enables multi-strategy retrieval, knowledge-aware ranking, and context reassembly

    • Supports complex, technical, and cross-document queries

  3. Dynamic Context and Dialogue Governance Layer

    • Constructs dynamic context based on user roles, intent, and interaction stages

    • Enforces output boundaries, brand consistency, and safety controls

    • Ensures full observability, analytics, and auditability of conversations

  4. Application and API Layer (48 Product-Level APIs)

    • Covers Q&A, search-based Q&A, intelligent assistants, and business copilots

    • Provides plug-and-play application capabilities for enterprises and partners

    • Supports rapid integration with websites, customer service systems, workbenches, and business platforms


Core Methods and Key Steps

Step 1: Unified Orchestration and Governance of Multi-Model Capabilities

Yueli (KGM Engine) is not bound to a single model. Instead, it implements a unified capability layer that enables:

  • Abstraction and scheduling of multi-model inference capabilities

  • Parameter-efficient fine-tuning (e.g., PEFT, LoRA) for task adaptation

  • Model composition strategies tailored to specific business scenarios

This approach allows enterprises to make engineering-level trade-offs between cost, performance, and quality, rather than being constrained by any single model.


Step 2: Systematic Modeling and Computation of Enterprise Knowledge

The engine supports unified processing of multiple data sources—including website content, product documentation, case studies, internal knowledge bases, and customer service logs—leveraging KGM mechanisms to achieve:

  • Semantic segmentation and context annotation

  • Extraction of concepts, entities, and business relationships

  • Semantic alignment at the brand, product, and solution levels

As a result, enterprise knowledge is transformed from static content into computable, composable knowledge assets.


Step 3: Advanced RAG and Dynamic Context Construction

During the retrieval augmentation phase, Yueli (KGM Engine) employs:

  • Multi-layer retrieval with permission filtering

  • Joint ranking based on knowledge confidence and business relevance

  • Dynamic context construction tailored to question types and user stages

The core objective is clear: to ensure that models generate answers strictly within the correct knowledge boundaries.


Step 4: Product-Level API Output and Business Integration

All capabilities are ultimately delivered through 48 application-level APIs, supporting:

  • AI-powered Q&A and search-based Q&A on enterprise websites

  • Customer service systems and intelligent assistant workbenches

  • Industry solutions integrated by ecosystem partners

Yueli (KGM Engine) has already been deployed at scale in HaxiTAG’s official website customer service, the Yueli Intelligent Assistant Workbench, and dozens of real-world enterprise projects. In large-scale deployments, it has supported datasets exceeding 50 billion records and more than 2PB of data, validating its robustness in production environments.


A Practical Guide for First-Time Adopters

For teams building an enterprise AI Q&A engine for the first time, the following path is recommended:

  1. Start with high-value, low-risk scenarios (website product Q&A as the first priority)

  2. Clearly define the “answerable scope” rather than pursuing full coverage from the outset

  3. Prioritize knowledge quality and structure before frequent model tuning

  4. Establish evaluation metrics such as hit rate, accuracy, and conversion rate

  5. Continuously optimize knowledge structures based on real user interactions

The key takeaway is straightforward: 80% of the success of an AI Q&A system depends on knowledge engineering, not on model size.


Yueli (KGM Engine) as an Enterprise AI Capability Foundation

Yueli provides a foundational layer of enterprise AI capabilities, whose effectiveness is influenced by several conditions:

  • The quality and update mechanisms of enterprise source knowledge

  • The maturity of data assets and underlying data infrastructure

  • Clear definitions of business boundaries, permissions, and answer scopes

  • Scenario-specific requirements for cost control and response latency

  • The presence of continuous operation and evaluation mechanisms

Accordingly, Yueli is not a one-off tool, but an AI application engine that must evolve in tandem with enterprise business operations.


Conclusion

The essence of Yueli (KGM Engine) lies in helping enterprises upgrade “content” into “computable knowledge,” and transform “visitors” into users who are truly understood and effectively served.

It does not merely ask whether AI can be used for question answering. Instead, it addresses a deeper question:

How can enterprises, under conditions of control, trust, and operational sustainability, truly turn AI-powered Q&A into a core business capability?

This is precisely the fundamental value that Yueli (KGM Engine) delivers across product, technology, and business dimensions.

Related topic:

Friday, January 23, 2026

From “Controlled Experiments” to “Replicable Scale”: How BNY’s Eliza Platform Turns Generative AI into a Bank-Grade Operating System

Opening: Context and Inflection Point

The Bank of New York Mellon (BNY) is not an institution that can afford to “experiment at leisure.” It operates at the infrastructural core of the global financial system—asset custody, clearing, and the movement and safeguarding of data and cash. As of the third quarter of 2025, the value of assets under custody and/or administration reached approximately USD 57.8 trillion. Any error, delay, or compliance lapse in its processes is therefore magnified into systemic risk. ([bny.com][1])

When ChatGPT ignited the wave of generative AI at the end of 2022, BNY did not confine its exploration to a small circle of engineers or innovation labs. Instead, it elevated the question to the level of how the enterprise itself should operate. If AI is destined to become the operating system of future technology, then within a systemically important financial institution it cannot exist as a peripheral tool. It must scale within clearly defined boundaries of governance, permissions, auditability, and accountability. ([OpenAI][2])

This marked the inflection point. BNY chose to build a centralized platform—Eliza—integrating model capabilities, governance mechanisms, and workforce enablement into a single, scalable system of work, developed in collaboration with frontier model providers such as OpenAI. ([OpenAI][2])

Problem Recognition and Internal Reflection: The Bottleneck Was Not Models, but Structural Imbalance

In large financial institutions, the main barrier to scaling AI is rarely compute or model availability. More often, it lies in three forms of structural imbalance:

  • Information silos and fragmented permissions: Data and knowledge across legal, compliance, business, and engineering functions fail to flow within a unified boundary, resulting in “usable data that cannot be used” and “available knowledge that cannot be found.”

  • Knowledge discontinuity and poor reuse: Point-solution proofs of concept generate prompts, agents, and best practices that are difficult to replicate across teams. Innovation is repeatedly reinvented rather than compounded.

  • Tension between risk review and experimentation speed: In high-risk industries, governance is often layered into approval stacks, slowing experimentation and deployment until both governance and innovation lose momentum.

BNY reached a clear conclusion: governance should not be the brake on AI at scale—it should be the accelerator. The prerequisite is to design governance into the system itself, rather than applying it as an after-the-fact patch. Both OpenAI’s case narrative and BNY’s official communications emphasize that Eliza’s defining characteristic is governance embedded at the system level. Prompts, agent development, model selection, and sharing all occur within a controlled environment, with use cases continuously reviewed through cross-functional mechanisms. ([OpenAI][2])

Strategic Inflection and the Introduction of an AI Platform: From “Using AI” to “Re-architecting Work”

BNY did not define generative AI as a point-efficiency tool. It positioned it as a system of work and a platform capability. This strategic stance is reflected in three concrete moves:

  1. Centralized AI Hub + Enterprise Platform Eliza
    A single entry point, a unified capability stack, and consistent governance and audit boundaries. ([OpenAI][2])

  2. From Use-Case Driven to Platform-Driven Adoption
    Every department is empowered to build first, with sharing and reuse enabling scale. Eliza now supports 125+ active use cases, with 20,000 employees actively building agents. ([OpenAI][2])

  3. Embedding “Deep Research” into the Decision Chain
    For complex tasks such as legal analysis, risk modeling, and scenario planning, multi-step reasoning is combined with internal and external data as a pre-decision thinking partner, working in tandem with agents to trigger follow-on actions. ([OpenAI][2])

Organizational Intelligence Re-architecture: From Departmental Coordination to Integrated Knowledge, Workflow, and Accountability

Eliza is not “another chat tool.” It represents a reconfiguration of how the organization operates. The transformation can be summarized along three linked pathways:

1. Departmental Coordination → Knowledge-Sharing Mechanisms

Within Eliza, BNY developed a mode of collaboration characterized by joint experimentation, shared prompts, reusable agents, and continuous iteration. Collaboration no longer means more meetings; it means faster collective validation and reuse. ([OpenAI][2])

2. Data Reuse → Formation of Intelligent Workflows

By unifying permissions, controls, and oversight at the platform level, Eliza allows “usable data” and “usable knowledge” to enter controlled workflows. This reduces redundant labor and gray processes while laying the foundation for scalable reuse. ([bny.com][3])

3. Decision Models → Model-Based Consensus

In high-risk environments, model outputs must be tied to accountability. BNY’s approach productizes governance itself: cross-functional review and visible, in-platform controls ensure that use cases evolve from the outset within a consistent risk and oversight framework. ([bny.com][3])

From HaxiTAG’s perspective, the abstraction is clear: the deliverable of AI transformation is not a single model, but a replicable intelligent work system. In product terms, this often corresponds to a composable platform architecture—such as YueLi Engine (knowledge computation and orchestration), EiKM (knowledge accumulation and reuse), and vertical systems like ESGtank—that connects knowledge, tools, workflows, and auditability within a unified boundary.

Performance and Quantified Impact: Proving That Scale Is More Than a Slogan

What makes BNY’s case persuasive is that early use cases were both measurable and repeatable:

  • Contract Review Assistant: For more than 3,000 supplier contracts per year, legal review time was reduced from four hours to one hour, a 75% reduction. ([OpenAI][2])

  • Platform Scale Metrics: With 125+ active use cases and 20,000 employees building agents, capability has expanded from a small group of experts to the organizational mainstream. ([bny.com][3])

  • Cultural and Capability Diffusion: Training programs and community-based initiatives encouraged employees to see themselves as problem solvers and agent builders, reinforced through cross-functional hackathons. ([OpenAI][2])

Together, these indicators point to a deeper outcome: AI’s value lies not merely in time savings, but in upgrading knowledge work from manual handling to controlled, autonomous workflows, thereby increasing organizational resilience and responsiveness.

Governance and Reflection: Balancing Technology and Ethics Through “Endogenous Governance”

In financial services, AI risks are tangible rather than theoretical—data misuse, privacy and compliance violations, hallucination-driven errors, permission overreach, and non-traceable audits can all escalate into reputational or regulatory crises.

BNY’s governance philosophy avoids adding yet another “AI approval layer.” Instead, governance is built into the platform itself:

  • Unified permissions, security protections, and oversight mechanisms;

  • Continuous pre- and post-deployment evaluation of use cases;

  • Governance designed to accelerate action, not suppress innovation. ([bny.com][3])

The lessons for peers are straightforward:

  1. Define accountability boundaries before autonomy: Without accountable autonomy, scalable agents are impossible.

  2. Productize governance, don’t proceduralize it: Governance trapped in documents and meetings cannot scale.

  3. Treat training as infrastructure: The real bottleneck is often the distribution of capability, not model performance.

Overview of AI Application Impact in BNY Scenarios

Application ScenarioAI Capabilities UsedPractical ImpactQuantified ResultsStrategic Significance
Supplier Contract ReviewNLP + Retrieval-Augmented Generation (RAG) + Structured SummarizationFaster legal review and greater consistencyReview time reduced from 4 hours to 1 hour (-75%); 3,000+ contracts/year ([OpenAI][2])Transforms high-risk knowledge work into auditable workflows
HR Policy Q&AEnterprise knowledge Q&A + Permission controlFewer manual requests; unified responsesReduced manual requests and improved consistency (no disclosed figures) ([OpenAI][2])Reduces organizational friction through knowledge reuse
Risk Insight AgentMulti-step reasoning + internal/external data fusionEarly identification of emerging risk signalsNo specific lead time disclosed (described as pre-emptive intervention) ([OpenAI][2])Enhances risk resilience through cognitive front-loading
Enterprise-Scale Platform (Eliza)Agent building/sharing + unified governance + controlled environmentExpands innovation from experts to the entire workforce125+ active use cases; 20,000 employees building agents ([bny.com][3])Turns AI into the organization’s operating system

HaxiTAG-Style Intelligent Leap: Delivering Experience and Value Transformation, Not a Technical Checklist

BNY’s case is representative not because of which model it adopted, but because it designed a replicable diffusion path for generative AI: platform-level boundaries, governance-driven acceleration, culture-shaping training, and trust built on measurable outcomes. ([OpenAI][2])

For HaxiTAG, this is precisely where productization and delivery methodology converge. With YueLi Engine, knowledge, data, models, and workflows are orchestrated into reusable intelligent pipelines; with EiKM, organizational experience is accumulated into searchable, reviewable knowledge assets; and through systems such as ESGtank, intelligence is embedded directly into compliance and governance frameworks. The result is AI that enters daily enterprise operations in a controllable, auditable, and replicable form.

When AI is truly embedded into an organization’s permission structures, audit trails, and accountability mechanisms, it ceases to be a passing efficiency trend—and becomes a compounding engine of long-term competitive advantage.

Related topic: