Governed Conversational BI

Metrics Insights

Ask your 3E data. Get trusted answers faster.

Ask natural-language questions across approved reports, metrics, and measures — with governed definitions, visible context, and review controls.

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Governed AIApproved MetricsHuman Controlled
LuMay Metrics Insights dashboard
Natural Language
Questions Answered
Governed Definitions
Applied Automatically
Reviewed
Before Trusted
TRUSTED INSIGHT, WITHOUT REPORT HUNTING

Turn approved 3E data
into clear business answers.

Metrics Insights helps finance, billing, collections, and operations teams ask questions in plain language without navigating complex reports every time.

Ask natural-language business questions
Start from approved Reports or Metrics
Use governed suggested questions
See structured answers with context and caveats
Continue analysis through follow-up questions

Trusted data. Easier access. Faster decisions.

Governed. Accurate. Actionable.

STEP 01Business Question

“What are the top 5 offices for Cash Receipts?”

PERIOD: Q3 2025
STEP 02Governed Context Binding

Cash Receipts Intelligence

Measure: Cash Collected · catalog-rule-3e-cr01

GOVERNED SOURCE · APPROVED 3E CATALOG
STEP 03Clear Structured Answer
OfficeCash ReceiptsShare
Washington DC$4,820,34024.6%
New York$3,950,12020.1%
Houston$3,102,88015.8%
Boston$2,640,41013.5%

Figures reflect the approved 3E Cash Receipts measure for the selected period. Percentages are share of firmwide total across all offices.

app.lumay.ai/metrics
Metrics Insights product screenshot showing the governed 3E metric selector with Cash Receipts Intelligence highlighted
1 — Choose governed context
Governed First, Conversational Second

The metric comes before the question.

  • Users choose an approved Report or Metric before asking — keeping every answer anchored to definitions your firm already trusts.

01 · Approved ReportCatalog Verified

Firm-sanctioned financial reports from Elite 3E.

02 · Governed MetricSelected Context [Active]

Standardized calculations like Cash Receipts Intelligence.

03 · Defined MeasureConstrained Scope

Specific parameters like Cash Collected or Aging Cadence.

04 · Ask naturallyReady for AI

Conversational question evaluated strictly inside this boundary.

Know What Supports the Answer

Don't just get an answer. See the context behind it.

Every response transparently displays its question bounds, underlying metric catalog, analytical version, and essential operational caveats.

app.lumay.ai/metrics/answer
Metrics Insights conversational answer showing the question, metric version header, ranked office results, and caveats
From Report Searching to Business Action

Spend less time finding the number.

Metrics Insights cuts repeated report navigation and analyst dependency — a shorter, consistent path from question to usable insight.

Less searching. More understanding.

Traditional Path · 7 High-Friction Steps
1Open reporting tool
2Find correct report
3Choose filters
4Validate metric
5Export / interpret
6Ask analyst
7Get answer
Transform
Metrics Insights · 3 Governed Steps
01

Choose approved context

Select from governed Elite 3E reports or metric catalogs.

02

Ask the business question

Type naturally or pick a suggested business query.

03

Understand the answer

Receive immediate structured results with full context & caveats.

Flexible for Users. Controlled for the Firm.

Personalize the experience, not the metric.

These preferences change the user experience, but they do not change authoritative formulas, models, queries, or stored results.

User Can Change

  • Display
  • Questions
  • Filters
  • Date ranges
  • Answer detail

User Cannot Change

  • Authoritative query
  • Accounting formula
  • Model
  • Stored result

Personalized view. Governed values.

User Preferences
app.lumay.ai/metrics/preferences
My data view preferences showing configurable display, questions, and filter options
Governed Core — Unchanged
app.lumay.ai/metrics/display
Display preferences panel showing personalization controls that do not affect underlying governed values
From Insight to Controlled Review

Surface unusual movements without jumping to conclusions.

Metrics Insights turns unusual values into neutral review signals for investigation.

Reviewers can see: Priority, Observed value, Expected comparison, Governed measure, Data version, Analysis reference, Current outcome.

Authorized reviewers can acknowledge, assign, escalate, resolve, or dismiss items.

app.lumay.ai/metrics/review
Neutral investigation dashboard showing a review signal, its priority, observed and expected values, governed measure, data version, analysis reference, current outcome, and reviewer action controls
Acknowledge
Assign
Escalate
Resolve / Dismiss

Make Trusted 3E Insight Easier to Use

Ask faster. Understand sooner. Stay governed.

Give finance, billing, collections, and business teams easier access to approved 3E insight without weakening control over the definitions behind the numbers.

See Metrics Insights in ActionTalk to LuMay