orientIA

Transformamos casi una década de conocimiento experto del INSTITUTO SANTALUCÍA en ORIENTIA, una nueva experiencia de Inteligencia Artificial conversacional especializada en jubilación, pensiones, ahorro y previsión social. Un proyecto integral en el que estrategia, conocimiento, tecnología, UX, gobernanza y comunicación convergen para hacer accesible información compleja con el rigor que exige uno de los grandes ámbitos de especialización del Instituto.

El INSTITUTO SANTALUCÍA , perteneciente al GRUPO SANTALUCÍA, lleva años desarrollando una intensa labor de investigación y divulgación en torno a la jubilación, las pensiones, el ahorro, la previsión social, la longevidad y la educación financiera. Informes, estudios, barómetros y las aportaciones de su Foro de Expertos han construido un patrimonio de conocimiento que ha contribuido a consolidar al Instituto como una referencia en estos ámbitos. 

The challenge we tackled alongside your team stemmed from a transformation that goes far beyond technology: Artificial Intelligence is reshaping how people access knowledge. In contrast to a digital experience primarily based on searching, browsing, and consulting documents, new conversational environments accustom users to asking direct questions, providing context, and obtaining immediate, understandable answers. The task was to adapt the Institute’s vast body of knowledge to this new paradigm without compromising the very qualities that give it value: its rigor, specialization, and authority. 

To address this challenge, we conceptualized and developed ORIENTIA, a conversational AI platform specializing in retirement, pensions, savings, and social security planning. Its architecture combines RAG and Live RAG technologies to retrieve, select, and contextualize knowledge before generating each response. The system operates using the Institute’s authorized document corpus and supplements it with a governed selection of highly reliable official sources, enabling the integration of expert knowledge, regulatory information, and institutional data within a predefined document scope. 

Development has required work that goes far beyond the mere integration of a generative model. Over the course of several months, we have addressed knowledge structuring and ingestion, retrieval architecture, vector knowledge bases, re-ranking systems, the orchestration of models and technological components, conversational memory, scope definition, and control mechanisms designed to minimize unsubstantiated responses and keep conversations within ORIENTIA’s area of ​​expertise. All of this has been guided by specific plain-language criteria to ensure that potentially complex issues can be explained in an accessible manner without sacrificing accuracy. 

From its inception, the project also incorporates criteria regarding governance, privacy, security, and the responsible use of artificial intelligence. ORIENTIA expressly defines the scope of its operations, does not aim to replace professional advice, and employs mechanisms to monitor both the sources used and the system's behavior. Thus, the technology is no longer viewed merely as an added layer to the project but rather as an architecture designed around knowledge, trust, and user utility. 

Nuestro trabajo tampoco termina en el motor de Inteligencia Artificial. Desde MIG PRISMA somos responsables de integrar ORIENTIA dentro del nuevo ecosistema digital del INSTITUTO SANTALUCÍA, diseñando su encaje en la experiencia web y trabajando sobre la forma en la que el usuario descubre, comprende y utiliza la herramienta. A ello se suma la estrategia de contenidos y comunicación que acompaña su lanzamiento, trasladando una innovación tecnológica compleja a un relato comprensible y relevante tanto para la sociedad como para los diferentes públicos del Instituto y del GRUPO SANTALUCÍA. 

The result is a fully functional solution that transforms years of research and specialized knowledge into an experience accessible via natural language. Yet, the project also represents something broader: a new way of understanding how organizations can leverage Artificial Intelligence to activate the knowledge they already possess. The developed architecture and methodology enable an evolution from specialized knowledge assistants to new scenarios involving customer service, internal support, professional guidance, and services integrated with business processes. 

For MIG PRISMA, ORIENTIA represents a new example of a capability we have been integrating across our entire model: connecting strategy, creativity, knowledge, technology, and Artificial Intelligence to design solutions that address real organizational challenges. It is not about simply adding AI to projects, but rather identifying where it can truly transform an experience, service, or process—and possessing the necessary capabilities to turn that opportunity into a tangible solution.