Agentic AI for Carlyle, grounded on data your teams can trust.

-- SOUNDEX blocking avoids an N² comparison; score with Jaro-Winkler
WITH pairs AS ( … )   -- group candidates + score name similarity

-- SOUNDEX blocking avoids an N² comparison; score with Jaro-Winkler (0–100)
WITH pairs AS (
  SELECT a.raw_id AS id_a, b.raw_id AS id_b, a.cik AS cik_a, b.cik AS cik_b,
         JAROWINKLER_SIMILARITY(LOWER(a.name), LOWER(b.name)) AS name_sim,
         EDITDISTANCE(a.domain, b.domain)                     AS domain_dist
  FROM   bronze.raw_records a
  JOIN   bronze.raw_records b
    ON   a.raw_id < b.raw_id
   AND   SOUNDEX(a.name) = SOUNDEX(b.name)        -- blocking key
)
SELECT id_a, id_b,
       (0.7 * name_sim/100.0) + (0.3 * (domain_dist = 0)::INT) AS match_score
FROM   pairs
QUALIFY match_score > 0.85 OR cik_a = cik_b;       -- deterministic override

-- most-authoritative source wins per field
SELECT … QUALIFY ROW_NUMBER() OVER ( … ) = 1;

-- source_priority: S&P=1, Bloomberg=2, CRM=3 → lowest wins per field
SELECT match_group, name, cik, figi, internal_id, source_system
FROM   silver.matched_records
QUALIFY ROW_NUMBER() OVER (
          PARTITION BY match_group
          ORDER BY source_priority, updated_at DESC) = 1;

CREATE OR REPLACE CORTEX SEARCH SERVICE portfolio_docs
  ON content_chunk … EMBEDDING_MODEL = 'snowflake-arctic-embed-l-v2.0';

CREATE OR REPLACE CORTEX SEARCH SERVICE portfolio_docs
  ON          content_chunk
  ATTRIBUTES  golden_id, doc_type, page_number
  WAREHOUSE   = search_wh
  TARGET_LAG  = '1 hour'
  EMBEDDING_MODEL = 'snowflake-arctic-embed-l-v2.0'
AS (SELECT content_chunk, golden_id, doc_type, page_number
    FROM silver.doc_chunks);

-- retrieve grounded, cited passages for an agent or copilot
SELECT value:content_chunk::STRING AS passage,
       value:golden_id::STRING     AS company,
       value:page_number::INT      AS page
FROM TABLE(FLATTEN(PARSE_JSON(
  SNOWFLAKE.CORTEX.SEARCH_PREVIEW('portfolio_docs', '{
    "query":   "defense and government exposure",
    "columns": ["content_chunk","golden_id","page_number"],
    "limit":   3 }'))));