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.
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.
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.
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.