Subset Filter

Defines a filter that selects a logical subset of documents within a Search Index for targeted retrieval by an AI Assistant.

Remarks

A Subset Filter enables the AI Assistant to interact with a specific segment of a search index, rather than searching the entire collection. This is especially useful in Retrieval-Augmented Generation (RAG) workflows, where precise, context-aware retrieval is needed to answer user queries.

By configuring subset filters, you can expose logical partitions of your search index—such as by document type, status, department, or any other field—making it possible for the assistant to focus on the most relevant documents for a given scenario.

Use Cases:

• Limit search results to invoices, contracts, or other document types within a large repository.
• Expose only documents from a specific department or business unit for compliance or privacy reasons.
• Create subsets for different stages of a workflow (e.g., "Pending Review", "Approved", "Archived").

Subset filters are defined using OData filter expressions, allowing for flexible and powerful selection criteria. Each filter is given a unique name and a description to help the AI Assistant understand when and how to use it.

Properties

Name	Type		Description
Name	String	►	A name for the subset. Requiredtrue The 'Name' uniquely identifies this subset within the parent Search Index. Use a descriptive name that clearly indicates the purpose or scope of the subset (e.g., "Invoices", "HR_Documents", "PendingApproval").
Filter	String	►	A filter defining which documents are included in the subset. EditorFilter Editor Requiredtrue Specify an OData filter expression to select the documents that belong to this subset. This filter determines the scope of documents the AI Assistant can retrieve when this subset is targeted. For example: Status eq 'Approved' or Department eq 'Finance'.
Description	String	►	A description of the subset to help the AI Assistant understand what documents are included and when to use this subset. EditorText Property Editor Provide a clear explanation of the subset's purpose, the types of documents it contains, and scenarios where it should be used. This helps the AI Assistant select the most appropriate subset for a user's query.

Used By

Search Index