Enterprise AI Platform · by Merino Consulting Services

Unlock Total Enterprise Knowledge.

Enterprise AI Platform that connects your documents and business systems to deliver secure, role-aware, cited answers.

See MERINO MERLIN on Your Data Book a Demo

Role-aware. Cited. Never invented.

Plays this example in the stage below.

Illustrative example · sample data

Question: What is the approved torque specification for Line 4? Answer: The approved torque specification is 42 Nm for the current revision. Source: Engineering Spec, Rev. 7, page 14.

What is MERINO MERLIN

Organizations generate knowledge every day—from contracts, policies, SOPs, engineering specifications, reports, emails, and enterprise applications. Yet that knowledge remains fragmented across systems, making it difficult to find the right information when it matters most.

MERINO MERLIN (Merino Enterprise Retrieval & Language Intelligence) is an Enterprise AI Platform that brings your organization’s knowledge together in one intelligent conversation. It securely retrieves information from business documents and enterprise systems, delivering evidence-backed answers while respecting user permissions and organizational governance.

  • Every answer carries its source

    Document title and page reference, or the system call and record count behind the figures.

    See an answer

  • Your permissions, on every request

    Documents and ERP data are searched only within the asker’s access. Restricted information is invisible, not merely locked.

    See it in Security

  • No evidence, no answer

    When sufficient evidence is unavailable, MERINO MERLIN simply says “No Answer Found” rather than generating unsupported information.

    See it in How it works

Why MERINO MERLIN?

Enterprise knowledge shouldn’t be locked inside documents, disconnected systems, or individual expertise.

MERINO MERLIN enables employees to ask business questions in natural language and receive answers from approved organizational information—without switching between multiple applications or searching through countless files.

Illustrative example · sample data

Illustrative example: instead of searching a document library, Infor LN, email, a shared drive and messages, one question is asked: “What is the approved torque specification for Line 4?” The answer: “The approved torque specification is 42 Nm for the current revision.” Source: Engineering Spec, Rev. 7, page 14.

Unlike generic AI tools, MERINO MERLIN is built specifically for enterprise environments where security, governance, and accuracy matter.

Generic AI vs. MERINO MERLIN
Generic AIMERINO MERLIN
Generic AI: General internet knowledgeMERINO MERLIN: Organization-specific knowledge
Generic AI: Can hallucinateMERINO MERLIN: Evidence-backed answers
Generic AI: Limited business contextMERINO MERLIN: Enterprise-aware intelligence
Generic AI: No document citationsMERINO MERLIN: Source and page citations
Generic AI: Generic securityMERINO MERLIN: Role-based enterprise security
Generic AI: External AI dependencyMERINO MERLIN: Private enterprise deployment
Generic AI: One-size-fits-allMERINO MERLIN: Built for enterprise operations

One platform

One Platform. Complete Enterprise Knowledge.

KB · Cited

Document Intelligence

Retrieve information from contracts, SOPs, manuals, policies, engineering documents, quality records, and knowledge repositories with document and page citations.

Illustrative example: passage 4.2 of an engineering specification, highlighted and cited as Engineering Spec, Rev. 7, page 14.

ERP · Infor LN

Enterprise Systems Intelligence

Access live information from ERP and enterprise applications using the user’s existing permissions—without bypassing security controls.

Illustrative example: an approved Infor LN read, list open invoices for supplier APX-0147, returns three rows; figures come from Infor LN under Management, Finance access. Writes go through preview, confirm, execute and log.

Approved template

AI-Powered Business Assistance

Generate recurring business documents, summarize information, answer operational questions, and accelerate decision-making using your organization’s approved knowledge.

Illustrative example: the approved template Supplier payment reminder, filled with Apex Fasteners, Net 45 (MSA section 6.1), 3 open invoices (Infor LN) and 28 Sep 2026, marked DRAFT — REVIEW REQUIRED.

Illustrative example · sample data

What MERINO MERLIN delivers

Key Capabilities

  1. Enterprise AI built for business

    Documents + enterprise systems

  2. Answers from documents with source citations

    Engineering Spec · Rev. 7 · p. 14

  3. Live enterprise system connectivity

    Infor LN · approved read · 3 rows

  4. Role-based access control

    Scope · resolved server-side

  5. Evidence-backed responses

    2 of 6 passages above threshold

  6. Refusal when evidence is unavailable

    No answer found.

  7. AI-generated business documents from approved templates

    DRAFT — review required

  8. Secure deployment within your environment

    Deployment boundary · yours

  9. External AI models never train on your enterprise documents

    Retrieval only · not training data

Illustrative example · sample data

Path of a request

How MERINO MERLIN Works

Illustrative example · sample data

  1. 01

    Identity

    Every request begins by validating the user’s identity, roles, and access permissions.

    Illustrative example: a Process Engineer asks “What is the approved torque specification for Line 4?” Identity verified; role Member; department Manufacturing; folders Specs and Line SOPs. Roles resolved on every request.

  2. 02

    Scoped Retrieval

    MERINO MERLIN searches only the documents and systems the user is authorized to access.

    Illustrative example: the scope resolves to Manufacturing, 8 of 30 documents. Outside your scope: not searched, not shown. Restricted information is invisible, not merely locked.

  3. 03

    Evidence Validation

    Relevant information is evaluated before being used to generate a response.

    Illustrative example: six passages are scored against an evidence threshold of .64. Two qualify, at .91 and .78, both from Engineering Spec ES-1140, Rev. 7, page 14. Four weak passages, from .56 down to .14, do not proceed.

  4. 04

    Grounded Answer

    Answers are generated only from approved enterprise knowledge and include supporting citations where applicable.

    Illustrative example: the answer “The approved torque specification is 42 Nm for the current revision.” is composed from the two qualifying passages and labeled KB · Cited. Source: Engineering Spec, Rev. 7, page 14.

  5. 05

    Refusal by Design

    When sufficient evidence is unavailable, MERINO MERLIN simply says “No Answer Found” rather than generating unsupported information.

    Illustrative example: “What torque does the Line 9 retrofit require?” No passage reaches the evidence threshold, so the result is: No answer found. Searched 8 documents in Manufacturing. Nothing in this scope covers it.

Security & governance

Enterprise Security & Governance

MERINO MERLIN is designed for organizations that require AI without compromising security or compliance.

  • Role-aware access control

    Scope is resolved server-side from the asker’s roles, departments and folder grants. Nothing about scope is ever supplied by the client.

  • Secure enterprise authentication

    Microsoft AD or hardened email-and-password sign-in; a mandatory second factor for administrators; three global roles.

  • Data remains within your deployment boundary

    Documents, embeddings and conversation history live in your environment. MERINO MERLIN is designed to run inside the boundary you control.

  • Documents used for retrieval—not external model training

    Approved documents are indexed for retrieval only. They are never used to train external AI models.

  • Complete auditability

    Sign-ins, answers, refusals, feedback and every ERP call are logged to an audit record that cannot be edited or deleted.

  • Enterprise-ready governance

    Each department’s knowledge is partitioned. Department is the wall; folder grants are the door — and both are enforced in the database.

Your access rights apply.

Documents and ERP data are searched only within the asker’s access. Restricted information is invisible, not merely locked.

Same question

Illustrative example

“What are our payment terms with Apex Fasteners?”

Signed in as (demo identity)

Signed in asProcurement · Member

What this identity can search

51 documents · 0 ERP reads

Supplier contracts · Purchasing SOPs

  • Logistics Services AgreementPDF · Rev. 1
  • Master Supply Agreement — Apex FastenersPDF · 2025Cited · p. 6
  • Supplier Onboarding SOPDOCX · Rev. 4
  • Purchase Approval MatrixXLSX · 2026
  • Vendor Evaluation ChecklistDOCX · Rev. 2
  • + 46 more documents+ 47 more documents

Asked as Procurement · Member

MERINO MERLINKB · Cited

Net 45 from invoice date, with a 2% early-payment discount inside 10 days.

Source

  • Master Supply Agreement — Apex Fastenersp. 6 · §6.16.1 Net 45 days from invoice date; 2% discount if paid within 10 days.

Answered from the one document in this identity’s scope that qualifies.

Restricted content is not shown as locked — it is not shown at all.

Scope is resolved on every request. The client never supplies it.

Audit log

Append-only · rows cannot be edited or deleted

Illustrative example · sample data

  1. 09:41:02sign_inMicrosoft AD · Member · Manufacturing
  2. 09:41:18answerKB · Cited · Engineering Spec · Rev. 7 · p. 14
  3. 09:42:05refusal0 of 6 passages qualified · Procurement
  4. 09:42:40erp.readlist_open_invoices · 3 rows · Management · Finance
  5. 09:43:12erp.writepreview · update_delivery_date · PO-24121
  6. 09:43:30erp.writeconfirmed by user · PO-24121

Designed around enterprise security expectations, including ISO 27001, SOC 2, ISO 42001, and regional privacy requirements such as India’s DPDP Act.

Certification status of any deployment depends on the operating organization and its environment. We share the control mapping with your security team during evaluation.

Bring your security requirements.

We would rather answer them before a pilot than after one.

Discuss Your Security Requirements

by Merino Consulting Services

Built by Merino, Proven by Experience.

MERINO MERLIN was developed by Merino Consulting Services to solve real enterprise knowledge challenges and is used within Merino’s own operations.

Unlike standalone AI vendors, Merino combines deep expertise in:

  1. ERP, MES, CRM, SCM, WMS, EAM, PLM, CPQ & more

    Implemented and optimized for manufacturing and distribution businesses.

  2. Digital Transformation

    Process redesign and technology roadmaps that hold up in daily operations.

  3. Application Managed Services

    Ongoing support, enhancement and modernization of the applications your business runs on.

  4. Technology Solutions & Integrations

    Connecting ERP, business applications and data so one answer can span them.

  5. Data & Analytics

    Reporting and analytics built on governed, trustworthy data.

  6. AI-led Business Transformation

    Use-case discovery, governance and adoption for AI that has to work inside an enterprise.

The same experts who built MERINO MERLIN work alongside customers to evaluate, implement, and scale enterprise AI solutions.

Merino Consulting Services

by Merino Consulting Services

We were our own first client

Before MERINO MERLIN reached a customer, it answered Merino’s own questions.

Legal, finance and tools documentation, plus live Infor LN data — each department gated on its own set of golden questions with known-correct answers, including the ones MERINO MERLIN must refuse. That evaluation harness is part of the product, not a slide.

  • Legal
  • Finance
  • Tools
  • Infor LN

Business use cases

Business Use Cases

Organized by business function. Each one starts with a real question and ends with an answer you can check.

Case 01 / 05 Manufacturing Spec + ERP order reality Illustrative example

1. Manufacturing: Connect engineering specifications with live production data to improve operational decisions.

Business question

“What is the approved torque specification for this assembly, and which production orders are using the previous revision?”

Challenge & outcome

Challenge

Engineering documentation and production reality live in different systems. Specification revisions change while orders keep running.

Outcome

One checked answer instead of a document search plus an ERP lookup — and fewer builds on superseded revisions.

ES-1140 · Line 4 fastening

  1. 4.1 Fastener: M10 × 1.5, property class 10.9.
  2. 4.2 Tightening torque, Line 4 assembly: 42 Nm ± 2 Nm.
  3. 4.3 Supersedes Rev. 6.

What is the approved torque specification for this assembly?

MERINO MERLINKB · Cited

The approved torque specification is 42 Nm (ES-1140, Rev. 7).

  • Engineering Spec ES-1140Rev. 7 · p. 14
ERP · Infor LNLive

Production orders

production_orders · spec_rev = 6 · status = open

OrderLineSpec rev
PO-24117L4Rev. 6
PO-24121L4Rev. 6
PO-24130L4Rev. 6

3 rows · your permissions apply

Which production orders are still using the previous revision?

MERINO MERLINERP · Infor LN

Three open production orders still reference Rev. 6: PO-24117, PO-24121 and PO-24130.

  • Infor LNproduction_orders · 3 rows

Figures from Infor LN, never the model.

Case 02 / 05 Procurement Contract terms + open POs Illustrative example

2. Procurement: Retrieve supplier contract terms alongside current purchase orders and outstanding commitments.

Business question

“What are our payment terms with this supplier, and what invoices remain outstanding?”

Challenge & outcome

Challenge

Contract terms sit in signed PDFs. What is actually outstanding sits in the ERP. Reconciling the two is manual work before every conversation with a supplier.

Outcome

Negotiations and payment runs start from the contract as signed, not as remembered.

Master Supply Agreement — Apex Fasteners

  1. 6.0 Payment and invoicing.
  2. 6.1 Net 45 days from invoice date; 2% discount if paid within 10 days.
  3. 6.2 Invoices must quote the PO number.

What are our payment terms with Apex Fasteners?

MERINO MERLINKB · Cited

Net 45 from invoice date, with a 2% early-payment discount inside 10 days (§6.1).

  • Master Supply Agreement — Apex Fastenersp. 6 · §6.1
ERP · Infor LNLive

Open invoices

list_open_invoices · supplier = APX-0147

InvoiceDueAmount
INV-3041802 Oct 2026₹4,12,800
INV-3045209 Oct 2026₹2,36,500
INV-3047716 Oct 2026₹1,08,400

3 rows · your permissions apply

Which of their invoices remain outstanding?

MERINO MERLINERP · Infor LN

Three invoices from Apex Fasteners are open.

  • Infor LNlist_open_invoices · 3 rows

Figures from Infor LN, never the model.

Case 03 / 05 Finance Policy + live transaction context Illustrative example

3. Finance: Combine policies with live financial information for faster, evidence-backed decision-making.

Business question

“Which invoices are currently blocked because of disputed delivery notes?”

Challenge & outcome

Challenge

Policy defines what blocks a payment; the ERP knows which payments are blocked. Month-end questions need both, quickly.

Outcome

Faster month-end queries, with the governing policy attached to every answer.

Accounts Payable Policy FIN-07

  1. 4.1 Three-way match is required before payment.
  2. 4.2 Invoices with a disputed delivery note are blocked until resolved.
  3. 4.3 Blocks are reviewed weekly.

What does our policy say about invoices with disputed delivery notes?

MERINO MERLINKB · Cited

A disputed delivery note blocks payment until it is resolved (FIN-07 §4.2).

  • Accounts Payable Policy FIN-07p. 9 · §4.2
ERP · Infor LNLive

Blocked invoices

blocked_invoices · reason = delivery_dispute

InvoiceDeliveryStatus
INV-19822DN-5531Blocked
INV-19870DN-5549Blocked
INV-19904DN-5560Blocked

3 of 7 shown

Which invoices are blocked for that reason right now?

MERINO MERLINERP · Infor LN

Seven invoices are currently blocked with reason delivery_dispute.

  • Infor LNblocked_invoices · 7 rows

Figures from Infor LN, never the model.

Case 04 / 05 Quality & HSE SOP + audit evidence Illustrative example

4. Quality & HSE: Access SOPs, audit findings, and compliance documentation through a single AI experience.

Business question

“Which SOP governs this deviation, and what did the last audit report identify?”

Challenge & outcome

Challenge

A deviation needs the governing SOP and the last audit finding — from two repositories, under time pressure.

Outcome

Consistent, evidence-backed responses to auditors and regulators.

SOP-014 Deviation Handling

  1. 2.1 Scope: process and product deviations.
  2. 2.2 Deviations are logged within 24 hours and assessed by QA.
  3. 2.3 Records follow the retention index.

Internal Audit Report Q2

  1. Scope: QA records, sampled.
  2. Observation 1 — deviation record retention not consistently applied.
  3. No major findings.

Which SOP governs this deviation, and what did the last audit report identify?

MERINO MERLINKB · Cited

SOP-014 Rev. 2 governs deviation handling. The Q2 internal audit raised one observation on deviation record retention.

  • SOP-014 Deviation HandlingRev. 2 · p. 3
  • Internal Audit Report Q2p. 11
Case 05 / 05 Legal & Compliance Policy + role-aware access Illustrative example

5. Legal & Compliance: Search contracts, policies, and governance documents while respecting role-based access.

Business question

“What is the notice period defined in our warehouse lease?”

Challenge & outcome

Challenge

The answer is in a clause somewhere in a sixty-page agreement, and someone needs it today.

Outcome

Minutes to the clause, with a citation counsel can verify.

Warehouse Lease Agreement

  1. 14.1 The term renews only by written agreement.
  2. 14.2 Either party may terminate by written notice served before the end of the term.
  3. 14.3 Notice is served at the registered office.

Lease Amendment No. 2

  1. 1. Schedule 1 addresses are replaced.
  2. Clause 14.2 amended: the notice period is six months.
  3. 3. All other terms remain in force.

What is the notice period defined in our warehouse lease?

Access scope Legal · Member Leases 14 · Contracts 31 · Policies 9 Resolved on this request · server-side
MERINO MERLINKB · Cited

Either party may terminate with six months’ written notice, served before the end of the current term (Clause 14.2).

  • Warehouse Lease AgreementRev. 3 · p. 12 · Cl. 14.2
  • Lease Amendment No. 2p. 2

Bring your own questions.

The best demonstration uses the questions your teams already ask each other.

See MERINO MERLIN on Your Data

What the POC is

Proof of Concept

See MERINO MERLIN working with your organization’s own data.

Our structured Proof of Concept uses:

  1. One business department
  2. Real business questions
  3. Known-correct answers
  4. Enterprise documents
  5. Existing business systems

This allows organizations to evaluate AI accuracy, security, governance, and business value before wider deployment.

Request a MERINO MERLIN POCBook a MERINO MERLIN demo

Tell us the department and a few real questions. We’ll come back with a proposed golden set and timeline.Tell us about your team and the questions you want to see answered.

Request type

We use these details only to reply about a MERINO MERLIN evaluation. Prefer a call first? .

Start small. Test with evidence. Scale with confidence.

  1. Scope

    Select one department and its real questions.

  2. Baseline

    Write a golden set of questions with known-correct answers before the pilot begins.

  3. Test

    Check that MERINO MERLIN cites the correct source, answers accurately when evidence exists, and refuses when it is absent.

  4. Evaluate

    Measure the results against the success criteria agreed up front.

  5. Exit

    Produce a documented result for security, governance and business review.

Golden set

Illustrative format

Procurement · example questions with known-correct answers

A written golden set of known-correct answers is agreed before anything runs — so the result is a measurement, not an impression.

QuestionKnown-correct answerResult
What are our payment terms with Apex Fasteners?Net 45 · Master Supply Agreement §6.1Pass · cited the expected source
Which invoices from Apex Fasteners are open?3 open invoices · Infor LNPass · figures from Infor LN
What discount did we agree with the new logistics vendor?Not in scope — a refusal is correctRefused · “No answer found.”
What documents does a new vendor need to submit?Supplier Onboarding SOP · Rev. 4Flag · cited Rev. 3, a superseded revision
Who approves purchase orders above ₹10 lakh?Purchase Approval Matrix · row 4Pass · cited the expected source
  • Pass — answered and cited the expected source.
  • Refused — correctly answered “No answer found.” when the scope holds no evidence.
  • Flag — a corpus issue to fix before wider rollout, such as a superseded revision still in scope.

Business value

Why Organizations Choose MERINO MERLIN

  1. Unlock enterprise knowledge across documents and systems

    See it in One Platform

  2. Improve productivity with trusted AI

    See it in Why MERINO MERLIN?

  3. Reduce time spent searching for information

    See it in Business Use Cases

  4. Protect enterprise data with role-aware security

    See it in Security

  5. Deliver answers backed by organizational knowledge

    See it in How it works

  6. Accelerate AI-led business transformation

    See it in Built by Merino

Unlock the knowledge already within your enterprise.

Ready to Unlock Total Enterprise Knowledge?

Discover how MERINO MERLIN helps organizations transform fragmented information into trusted business intelligence.

See MERINO MERLIN on Your Data Request a Demo

Illustrative example · sample data

The example shows the answer “The approved torque specification is 42 Nm for the current revision.” with its source, Engineering Spec, Rev. 7, page 14.

Frequently asked questions

The questions security, IT and business teams ask first.

Anything missing? Put it in the request form and we’ll answer it in writing.

Will our data leak into an AI model?

No. MERINO MERLIN uses your approved documents as retrieval material. They are not used to train external models.

Our documents are a mess. Will MERINO MERLIN work?

MERINO MERLIN works with documents as they exist within the approved knowledge scope. Its citations and refusals also show which questions the current corpus cannot reliably answer — useful input for cleaning it up.

Can users bypass ERP permissions?

No. MERINO MERLIN operates under the access context of the person asking the question.

How do we know MERINO MERLIN isn’t making things up?

Supported answers include their source. When sufficient evidence is unavailable, MERINO MERLIN refuses rather than inventing an answer.

Can MERINO MERLIN work with both documents and enterprise systems?

Yes — within the asker’s authorized access, and with each answer labeled with where it came from.

Where is MERINO MERLIN deployed?

Within your deployment boundary, supporting an enterprise-controlled approach to business information.

How do we start?

With a focused POC: one department and its real business questions, scored against a golden set agreed in advance.

Can users access restricted information?

No. Every response follows the user’s existing enterprise permissions. Restricted content is not shown as locked — it is not shown at all.

Can MERINO MERLIN integrate with our ERP?

Yes. MERINO MERLIN works with enterprise systems while respecting existing authentication and authorization. Infor LN is supported today; other systems connect through the same registry-governed approach.

How do we know the answers are accurate?

Every answer includes supporting evidence and document citations, and the POC measures citation accuracy against questions you already know the answers to.

What happens if MERINO MERLIN cannot find an answer?

It says so, plainly — “No answer found.” — and tells you what it searched.