Account Source Material Library

The account source material library is a shared document repository for your organization. Documents uploaded here are private to your account and automatically available to the AI across every analysis and forecasting question in your account - without needing to attach them individually to each analysis.

Why Use the Account Library

Most organizations have internal documents that are not publicly available but are essential context for their work: internal research reports, proprietary data exports, organizational strategies, classified briefs, or reference materials unique to your domain.

Without the account library, you would need to re-upload these documents to every individual analysis. The account library solves this by letting you upload once and have those documents inform every analysis automatically. This is especially useful when:

  • Your organization has a standing library of internal reference documents that should inform all research
  • You have proprietary or sensitive files that cannot be fetched from a public URL
  • You want a consistent baseline of organizational knowledge applied across all of Hinsley's AI-generated outputs

Accessing the Library

The source material library is accessible to account administrators only. To open it:

  1. Click your avatar in the top-right corner and select Account Admin.
  2. In the account admin navigation, click Source Material.

The library page shows a summary of total documents uploaded, along with a table listing each file, its uploader, upload date, file type, size, and processing status.

If you do not see Source Material in the Account Admin navigation, the feature has not been enabled for your account. Contact your Hinsley support representative to have it turned on.

Uploading Documents

To upload files to the library, drag and drop them onto the upload area or click Choose files to browse. You can upload up to 25 files in a single batch. Each file must be 10 MB or smaller.

Supported file types: PDF, DOCX, TXT, CSV, HTML, TSV, ODT.

Hinsley checks for duplicates automatically. If you upload a file that has already been added, you will be notified and the duplicate will not be added again.

Processing and Status Indicators

After upload, each document moves through a processing pipeline before it is available to the AI. The status column on the library page shows where each document is in this process:

  • Queued - The file has been received and is waiting to be processed.
  • Extracting - Hinsley is extracting the text content from the file.
  • Processing - The extracted content is being prepared for use by the AI.
  • Ready - Processing is complete. The document is now available to the AI across all analyses.
  • Failed - Processing encountered an error. Administrators can use the Reprocess option in the document's action menu to retry.

Only documents with a Ready status are used by the AI. Documents in any other state are not included in analysis or chat responses.

Managing Documents

Each document in the library has an action menu (the gear icon on the right side of its row) with the following options:

  • Download - Download the original uploaded file.
  • Reprocess - Retry processing for documents in a Failed state. Only visible to account administrators when a document has failed.
  • Delete - Permanently remove the document from the library. Deleting a document removes it from any analysis or forecasting question that has previously used it. This action cannot be undone.

How the AI Uses Account Source Material

When the AI research agent or analysis chat generates responses, it searches both the analysis-level source material and the account library. Account-level documents are included automatically - you do not need to attach them to individual analyses.

The key difference between account-level and analysis-level source material:

  • Account library - Shared across your entire account. Uploaded once by an admin and applied to all analyses. Best for standing organizational reference documents that provide consistent context.
  • Analysis source material - Scoped to a single analysis. Added by analysis collaborators and reflects content specific to that topic. See Source Material: Upload Your Own Sources for details.

When the AI searches for relevant documents to ground a response, it draws from both sources simultaneously, giving you the flexibility to maintain a shared organizational knowledge base while also curating topic-specific evidence at the analysis level.