A
system and process is described for securely searching and summarizing results from organizational source systems. The
system and process retrieves live data from multiple disparate systems of
record using a retrieval-augmented generation (RAG) approach, AI agents, and an AI Assistant Orchestrator. The AI Assistant Orchestrator is aware of all of capabilities of the AI agents and the systems of
record including security, data structures, and communication protocols, and automatically generates requests for the AI agents and queries for the systems of
record in their respective correct format and execution order including adaptive calls based on information for preceding request or execution steps. The method also correlates data identities between the systems of record and the AI agents using dynamically generated
harmonization steps with generative AI to obtain retrieved data and correlated information; and provides the retrieved data and the correlated information to the operator.