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

Manage context documents from Model Details:

1. Remove existing attachments
2. Add new documents
3. Wait for uploads to complete
4. Review attached documents on the main page

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

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Connection Selection

The connection dropdown shows Schema Agents with completed ERDs:

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