Ethical Capital Investment Collaborative
  • Dashboards
    • System Status
    • Vector Search
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ECIC Matrix Vector Search
SEC Rule 204-2 Compliant Document Search
  • Status Overview
  • Demo Search
  • Web Interface
html`
<div class="system-status">
  <div class="row">
    <div class="col-md-6">
      <div class="card">
        <div class="card-body">
          <h5 class="card-title">🔍 Search Engine Status</h5>
          <p class="card-text">
            <strong>Status:</strong> ${search_initialized ? '✅ Active' : '❌ Offline'}<br>
            <strong>Embeddings Loaded:</strong> ${embeddings_count.toLocaleString()}<br>
            <strong>Model:</strong> BGE-M3 via Cloudflare AI<br>
            <strong>Compliance:</strong> ${compliance_framework}
          </p>
        </div>
      </div>
    </div>

    <div class="col-md-6">
      <div class="card">
        <div class="card-body">
          <h5 class="card-title">🛡️ Access Control Matrix</h5>
          <p class="card-text">
            <strong>User Roles:</strong> ${Object.keys(user_roles).length}<br>
            <strong>Record Types:</strong> 110 categories<br>
            <strong>Audit Trail:</strong> ✅ Active<br>
            <strong>HITL Controls:</strong> ✅ Enabled
          </p>
        </div>
      </div>
    </div>
  </div>

  <div class="mt-4">
    <h6>Available User Roles:</h6>
    <div class="row">
      ${Object.entries(user_roles).map(([key, role]) => `
        <div class="col-md-4 mb-2">
          <div class="card border-${role.access === 'full' ? 'primary' : 'secondary'}">
            <div class="card-body py-2">
              <small class="fw-bold">${key}</small><br>
              <small class="text-muted">${role.description}</small>
            </div>
          </div>
        </div>
      `).join('')}
    </div>
  </div>
</div>
`
🔍 **Demo Search: Investment Strategy Query**
==================================================
🔍 **Matrix Search Request**
   Query: clients interested in growth strategies and portfolio optimization
   User: Investment Advisor Representative
   Purpose: Investment advisor consultation for strategy review
   Allowed records: ['4.0', '5.0']
❌ Query embedding failed: 408 Client Error: Request Timeout for url: https://api.cloudflare.com/client/v4/accounts/483f91afa8e97683223b69b57fd773ae/ai/run/@cf/baai/bge-m3
📊 **Search Results:**
   User Role: N/A
   Results Found: 0
   Compliance Approved: False
   Timestamp: N/A

📋 **Top Results:**
⏳ Some results pending HITL review
html`
<div class="web-interface-info">
  <div class="alert alert-info">
    <h5>🌐 Web Interface Available</h5>
    <p>A comprehensive web interface is available for interactive searches:</p>
    <ul>
      <li><strong>Role-based Access:</strong> Choose your organizational role</li>
      <li><strong>Business Purpose Logging:</strong> Document search reasons for compliance</li>
      <li><strong>Real-time Results:</strong> Live BGE-M3 embedding search</li>
      <li><strong>Compliance Controls:</strong> Automatic SEC Rule 204-2 enforcement</li>
    </ul>
    <p class="mb-0">
      The web interface integrates with this dashboard system and provides
      the full interactive search experience with matrix-controlled access.
    </p>
  </div>

  <div class="card">
    <div class="card-body">
      <h6>🔗 Access Methods</h6>
      <p class="small text-muted">
        The search system can be accessed through multiple interfaces:
      </p>
      <ul class="small">
        <li>This dashboard (system status and demo searches)</li>
        <li>Standalone web interface (full interactive search)</li>
        <li>Python API (programmatic access)</li>
        <li>Command line interface (batch operations)</li>
      </ul>
    </div>
  </div>
</div>
`
  • Matrix-based Access Control: Role-based permissions ensure users only see authorized records
  • Complete Audit Trail: All searches logged for SEC Rule 204-2 compliance
  • PII Protection: Sensitive information automatically masked in results
  • Human-in-the-Loop: High-sensitivity searches require approval workflows
  • BGE-M3 Embeddings: State-of-the-art semantic search via Cloudflare AI Gateway

Ethical Capital Investment Collaborative
Restricted internal documentation. Do not distribute externally.
Questions: team@ethicic.com
Repo: https://github.com/ethicalcapital/docs

 

Last reviewed: ?meta:last_reviewed
Commit: 8f0c18729ae96125ef5caf6824600a75c4928c16