Business Insights AI Agent using CDGC Metadata Discovery > Introduction to Business Insights AI Agent using CDGC Metadata Discovery recipe

Introduction to Business Insights AI Agent using CDGC Metadata Discovery recipe

The Business Insights AI Agent using CDGC Metadata Discovery recipe uses metadata from the Informatica Data Governance and Catalog (CDGC) service to understand and answer user business questions. It extracts relevant metadata, such as information about tables and their columns related to the user’s question and, optionally, relationships between tables so that the agent accurately understands the business context.

Using this metadata, the agent generates a tailored SQL query for the connected database, for example, Snowflake or Databricks, executes the query, and returns both the results and a summarized response highlighting key insights.

The agent’s main flow includes several inline agents that select relevant glossaries, identify necessary tables, generate the SQL, and validate query results to ensure accuracy. This validation loop allows the agent to refine the query as needed.

Originally developed for Snowflake only, the agent has been redesigned for scalability. Connections to Snowflake and Databricks are preconfigured, enabling quick setup for users of these platforms. To support additional databases, you must create additional assets, which are explained in this document.

Overall, this agent offers a flexible, metadata-driven solution that combines CDGC insights with automated query generation to efficiently deliver reliable business answers.