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Checklist

RAG Production Checklist

Checklist for permission-aware, evaluated retrieval systems that can survive enterprise use.

Use this in workshops, security reviews, and delivery planning. Print or copy freely.

Ingestion and corpus

  • Source systems of record are identified
  • Update and delete pipelines keep the index fresh
  • Document metadata supports filtering and policy

Access control

  • User identity flows into retrieval filters
  • Denied documents cannot appear in context
  • Access tests are part of evaluation

Answer quality

  • Citations map to supporting passages
  • System can abstain when evidence is weak
  • Groundedness is measured on a golden set

Operations

  • Latency and cost budgets are monitored
  • Index health and pipeline failures alert owners
  • Rollback path exists for bad releases