Add Business Context

Define Business Terminology

Define specific business terminology and instructions on how key business metrics should be calculated.

Step-by-Step Guide

1. Navigate to the 'Business context' tab in your Knowledge Base.

2. Ensure you are in Edit Mode.

3. Add in specific business terminology you would like Lumi to know about.

4. Add in context on how Lumi should calculate key metrics when prompted.

Business Context Types

• An Alias is an alternate name, abbreviation, shorthand, or business term that Lumi should recognize as referring to a specific entity, field, value, or concept in the data.

• A KPI is a business metric that Lumi should calculate in a specific way when users ask analytical questions. KPI definitions should explain the logic, filters, formulas, or conditions Lumi should apply to produce the correct metric.

• A Detail is supporting business context that helps Lumi interpret the data correctly, but is not necessarily a metric calculation. Details usually explain business rules, time periods, classifications, or conditions that affect how Lumi should understand the data.

Sample Examples For Reference

To help guide your input, consider these examples illustrating how to define business terminology and key metrics calculation instructions:

Business Terminology

Alias	Content
CP	‘CP' is the short abbreviation for customer name 'Custom Parts Unlimited LLC' (ID = C0522).

Key Metrics

KPI	Content
Obsolete SKUs	Obsolete SKUs are SKUs where sum of consumption over the past 12 months is equal to zero.
Net Order Count	To calculate net order count, subtract the distinct count of returned orders (where order_status = ‘Returned’) from the distinct count of closed orders (where order_status = ‘Completed’).

Details

Detail	Content
Fiscal Year	Our fiscal year starts on May 1st.
Multi-Channel Customers	Multi-channel customers are customers that have made purchases both online and in-store in the last 12 months.

Business Context Best Practices

• Clarity Is Key. Use clear, concise language to describe terms and calculation methods. Avoid ambiguity to ensure Lumi accurately interprets your instructions.

• Consistency Matters. Ensure consistency in terminology and metrics definitions across your inputs to prevent confusion and ensure reliable analytics outputs.

• Validate Through Testing. After inputting your business context, run test prompts to verify that Lumi correctly understands and applies the provided information. Adjust as necessary based on the outcomes.

• Regular Updates. Business operations and metrics can evolve. Regularly review and update your context inputs to keep Lumi's outputs relevant and accurate.