Create Model

Start by creating a new Semantic Model with basic information, connecting to a Schema Agent, and uploading context documents.

Prerequisites

Before creating a Semantic Model, you need a completed Schema Agent with a generated ERD.

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Create a New Model

1. Navigate to Semantic Models in the sidebar
2. Click + Create Semantic Model

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Model Setup

Required Information

Field	Description	Example
Name	Unique identifier for the model	Customer_Card_Activation_Tracker
Model Requirements	Brief description of the analytics purpose	"Tracks card activation rates by customer segment"
Select Connection	Link to a Schema Agent ERD	BalticBridgeBankData

Naming Convention

Names must begin with a letter or underscore and can only contain letters, numbers, underscores, and dollar signs.

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Model Details Tab

After creation, the MODEL DETAILS tab allows you to:

Configure Model

Setting	Description
Model Name	Edit the model identifier
Requirements	Detailed business requirements description
Connection	Schema Agent providing the ERD
Context Files	Upload supporting documents

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Upload Context Documents

Add business context to improve BRD generation:

Select Files

Only PDF files are allowed. Maximum file size is 20MB.

What to Upload

Good context documents include:

• Business requirements documents — Existing BRDs or project specs
• Data dictionaries — Column definitions and business rules
• Glossaries — Standard term definitions
• Architecture diagrams — System documentation
• Sample reports — Expected output examples

Upload Status

Files show upload progress and status:

Status	Meaning
Uploading	File being processed
COMPLETED	Successfully uploaded, green badge
Error	Upload failed, retry needed

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Connection Selection

The connection dropdown shows Schema Agents with completed ERDs:

Select Connection ▼

• BalticBridgeBankData (Snowflake)
• CustomerAnalytics (Databricks)
• SalesDataWarehouse (BigQuery)

Connection Requirements

The selected Schema Agent must have a completed ERD. Incomplete connections won't appear in the list.

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Save and Continue

After configuring the model:

1. Click Save to store your settings
2. Navigate to BUSINESS REQUIREMENTS tab
3. Begin the BRD Agent interview

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Model Ownership

Each Semantic Model has:

Role	Capability
Owner	Full access, can delete model
Collaborators	Can edit and contribute
Viewers	Read-only access

Use the Share button to manage access:

Owner: HA    Shared with: JD, MK

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Next Steps

• Capture Requirements — BRD Agent interview
• AI Modeling — View generated artifacts