search-business-context

name	search_business_context
description	Call this FIRST whenever the user's question names a business concept, metric, or domain (e.g. revenue, churn, active seller, delivery SLA, marketing, orders). Searches DataHub documentation, glossary terms, domains, and data products in one call and returns authoritative definitions — so you know the correct filters, table choice, and calculation logic before writing any SQL.
metadata	{"author":"analytics-agent","version":"1.0"}

Business Context Search

Run this workflow before writing SQL any time the user's question involves a named business concept, metric, domain area, or data product — e.g. "revenue", "churn", "active seller", "marketing domain", "orders data product".

Do not skip this to go straight to list_tables or execute_sql. Business definitions constrain which tables are authoritative and which filters apply.

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Step 1 — Search documentation (always first)

Call search_documents with the key term(s) from the user's question.

search_documents(query="<term>", num_results=5)

Documentation is the highest-authority source: if a doc names a specific table or defines a calculation rule, follow it. Only deviate with a concrete, metadata-backed reason.

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Step 2 — Look up glossary definitions

If the user used a named metric or business term (MAU, net ARR, churn rate, seller quality, etc.), search the glossary for its definition:

search(query="<term>", filter="entity_type = glossaryTerm", num_results=10)

Glossary terms carry the authoritative definition of what a metric means, which filters apply (e.g. deleted_at IS NULL for active records), and sometimes point to the canonical table. Always read the description of any matching term via get_entities before proceeding.

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Step 3 — Find the relevant domain (when the question has a domain flavour)

If the user mentions a business area ("marketing", "finance", "supply chain", "seller operations") or you need to narrow which datasets are authoritative, list the matching domains:

search(query="<area>", filter="entity_type = domain", num_results=10)

Once you have a domain URN, you can scope downstream searches:

search(query="<term>", filter="domain = <domain_urn> AND entity_type = dataset", num_results=20)

Datasets inside the matching domain are preferred over equally-named datasets outside it.

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Step 4 — Check for data products

Data products are the curated, governed surfaces within a domain — use them to identify the intended query tables when they exist:

search(query="<term>", filter="entity_type = dataProduct", num_results=10)

If a matching data product exists, call get_entities on its URN to read its description and linked datasets. Datasets inside a data product are the highest-confidence query surfaces — prefer them over raw tables with the same name.

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Using the results

Source	What it tells you
search_documents	Authoritative business rules, table selection guidance, calculation logic
Glossary term description	Metric definition, filter conditions, column-level semantics
Domain datasets	Which tables are governed and intended for this area
Data product datasets	The curated, production-grade query surfaces

Cite what you find. When you recommend a table or write a query, reference the doc, glossary term, or data product that led you there. If documentation and catalog results disagree, state the conflict explicitly and resolve it before proceeding.

If nothing is found, note the gap and proceed with catalog search (search + get_entities), but flag to the user that no governed definition exists. After answering, suggest using /improve-context to capture what you learned.