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Gaurvendra Pundhir
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ChecklistRAGAI

Production RAG System Checklist

50-point checklist covering retrieval, evaluation, monitoring, and deployment for production-grade RAG systems.

Document Processing

  • [ ] Define chunking strategy (semantic vs fixed-size)
  • [ ] Handle multiple file formats (PDF, DOCX, HTML, Markdown)
  • [ ] Strip irrelevant content (headers, footers, navigation)
  • [ ] Preserve document structure where semantically important
  • [ ] Extract and store metadata (source, date, author, section)
  • [ ] Set up document versioning strategy

Embedding & Indexing

  • [ ] Choose embedding model appropriate to domain
  • [ ] Benchmark embedding quality on representative queries
  • [ ] Set up vector database with appropriate index type
  • [ ] Store both dense and sparse vectors for hybrid retrieval
  • [ ] Implement incremental indexing for new documents

Retrieval

  • [ ] Implement hybrid retrieval (dense + sparse)
  • [ ] Set up re-ranking with a cross-encoder
  • [ ] Implement metadata filtering
  • [ ] Benchmark retrieval latency under load
  • [ ] Implement fallback for zero-result queries

Generation

  • [ ] Design system prompt for your use case
  • [ ] Implement citation in responses
  • [ ] Handle "I don't know" gracefully
  • [ ] Test with out-of-distribution queries

Evaluation

  • [ ] Build evaluation dataset (50+ query-answer pairs)
  • [ ] Implement retrieval metrics (recall@k, MRR)
  • [ ] Implement generation metrics (faithfulness, relevance)
  • [ ] Set up automated evaluation in CI/CD

Monitoring

  • [ ] Log all queries and responses
  • [ ] Track latency percentiles (p50, p90, p99)
  • [ ] Monitor token usage and cost per query
  • [ ] Alert on error rate spikes