# Custom Filters

The semantic layer (“Knowledge Base”) is designed to make complex data intuitive and accessible. But in their raw form, even the richest data models can overwhelm users with unnecessary noise. Filters address this challenge by applying rules or conditions that restrict the data returned from queries. They enforce boundaries such as time ranges, permissions, and quality checks — ensuring that only the most relevant and approved data flows into LumiAI’s agentic workflows for analysis.

### When are Filters Useful?

Filters serve different purposes depending on the stakeholder:

* **Governance & Access Control:** Filters enforce permissions aligned with roles and responsibilities. For example, a conglomerate with multiple subsidiaries could create separate Knowledge Bases based on *Member Company ID*, ensuring that users from one subsidiary cannot access privileged information from another.<br>
* **Relevance to Business Stakeholders (Segmentation):** Business users don’t need every field from a dataset — just the subset that matters to their use case. Filters declutter the experience and surface only the data that drives decisions.<br>
* **Standardization & Transparency:** By applying filters at the semantic layer, all stakeholders work from the same source of truth. This prevents inconsistencies in reporting, improves reusability, and enhances traceability of results.<br>
* **Guardrail Autonomy for AI Agent:** Filters act as invisible oversight for LumiAI’s agents. They ensure that recursive, autonomous workflows stay relevant, efficient, and compliant, which increases trust in the outputs.

## How to Apply Custom Filters:

### **Add a Custom Filter**

Filters are applied at the **Table** level within your Knowledge Base. They can be found directly under the field sub-section of the table you select.

<figure><img src="/files/JbMKQ28XbBf2F6i4SgzU" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9Dpx14jrpcg5pYc9T83i" alt=""><figcaption></figcaption></figure>

### **Configure the Custom Filter**

Because you’ve already defined fields in your Knowledge Model, you can apply filters to each of them.

You can create filters in three simple steps:

1. Select the field you want to filter on.
2. Choose the appropriate comparator (e.g., equals, greater than, contains).
3. Enter the final criteria.

Below is an example of how we applied a filter criterion to capture only sales orders that occurred after August 1, 2025.

<figure><img src="/files/QXGQicdTvgq3h75cTSkd" alt=""><figcaption></figcaption></figure>

### **Validate Custom Filter Application**

The table preview feature provides visibility into your data, helping you apply the right business rules with confidence.

<figure><img src="/files/zWIaVZ6u1iwBixvZE9Iq" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.lumi-ai.com/product-features/knowledge-base/tables/custom-filters.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.