From FAQ to AI: Productizing a Tax Knowledge Graph

Published 2025-11-11

Modeling the Knowledge

Map entities (forms, thresholds, timelines, roles) and the relations that bind them. Each node stores citations and effective dates.

Tag ambiguity types and route these to higher‑confidence flows or human escalation.

Define a decision framework: what problem the page solves, the user segment, the trust signals required, and the measured outcome.

Pair every claim with a reference or replicable calculation; in tax this often points to IRS publications, state statutes, or reputable financial institutions.

Structure content for scanners and researchers: executive summary, eligibility tables, worked examples, edge cases, and source notes.

Adopt a change‑log practice for compliance: every threshold update gets a dated entry, reviewer initials, and source link; expose this history to users.

Track quality with metrics that actually matter: task success, scroll depth to the answer, citation density, and reader follow‑ups converted to solved tickets.

Product Experience and Safety

Expose citations inline, show confidence, and allow a one‑click escalation to a credentialed advisor for ambiguous cases.

Log prompts and outputs with redaction; replay adversarial prompts regularly.

Define a decision framework: what problem the page solves, the user segment, the trust signals required, and the measured outcome.

Pair every claim with a reference or replicable calculation; in tax this often points to IRS publications, state statutes, or reputable financial institutions.

Structure content for scanners and researchers: executive summary, eligibility tables, worked examples, edge cases, and source notes.

Adopt a change‑log practice for compliance: every threshold update gets a dated entry, reviewer initials, and source link; expose this history to users.

Track quality with metrics that actually matter: task success, scroll depth to the answer, citation density, and reader follow‑ups converted to solved tickets.

Commercial Models

Free tier: navigable answers and calculators. Paid tier: document parsing and scenario planning.

Enterprise: license the assistant and calculators as embeddable modules with SLAs.

Define a decision framework: what problem the page solves, the user segment, the trust signals required, and the measured outcome.

Pair every claim with a reference or replicable calculation; in tax this often points to IRS publications, state statutes, or reputable financial institutions.

Structure content for scanners and researchers: executive summary, eligibility tables, worked examples, edge cases, and source notes.

Adopt a change‑log practice for compliance: every threshold update gets a dated entry, reviewer initials, and source link; expose this history to users.

Track quality with metrics that actually matter: task success, scroll depth to the answer, citation density, and reader follow‑ups converted to solved tickets.