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Confidential Case StudyGenAI · Business Intelligence · Analytics

Generative BI and Natural Language Analytics

A natural language analytics interface allowing business users to ask portfolio questions in plain language and receive guided, contextual insights — reducing the analytics bottleneck in banking environments.

GenAI / LLMsNLPPower BIPrompt EngineeringIntent ClassificationDashboard Design

Business Problem

Business intelligence dashboards provide enormous analytical value — but only to users who know how to navigate them. Most business users understand the questions they need answered, not the filters, measures, and dimension structures. A small number of technical analysts serve a much larger population of data consumers, manually answering questions that a well-designed system should handle.

Solution Concept

A natural language analytics interface that sits above existing data infrastructure. Users ask business questions in free text. The system interprets the intent, identifies the relevant dimensions and measures, retrieves the appropriate data, and returns a structured, contextual answer — with guidance on related insights and drill-down options.

Architecture

Natural Language Query
Intent Parsing
Dimension Mapping
Data Retrieval
Response Generation
Dashboard Integration

Governance Considerations

Data access controls must be maintained — the NL interface should not provide access beyond the user's existing permissions
Answer confidence and data freshness should be surfaced to the user to prevent misinterpretation
The system should acknowledge the limits of its knowledge rather than generating unsupported figures
Audit logging of queries and responses supports oversight and compliance review

Business Impact

Reduced dependency on technical analysts for routine data questions
Democratised analytics access for non-technical stakeholders
Demonstrated a practical GenAI application for enterprise BI environments
Established a governance framework for AI-mediated data access in banking contexts

Confidentiality Note: Due to employer obligations, code, raw data, proprietary models, and internal investigation details are not disclosed. This case study presents architecture, methodology, and business impact only.

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