📌 Overview

The Analyst Agent acts as the strategic supervisor within the cofi.ai ecosystem. Its primary purpose is to receive high-level requests and translate them into a structured, logical plan of action. By analyzing the user's goal thoroughly, the system identifies the necessary models, variables, and relationships required to build a robust financial framework.

➕ What The Analyst Ensures

Feature Description
Intent Analysis Deconstructing goals to identify specific models and variables.
Dependency Mapping Ensuring all references are created before they are used.
Assumption Management Clearly stating growth rates, drivers, and time periods when ambiguity exists.
Validation Engine Verifying that all referenced entities exist within the workspace context .

➡️ How The Analyst Works

The strategic process follows a precise decision tree to ensure workspace integrity:

  1. Request Deconstruction: The system identifies specific time periods and determines if the intent is to create, update, or delete items.
  2. Context Verification: It is mandatory to check if the target entity exists in the workspace before proceeding with an action.
  3. Dependency Sequencing: Actions are ordered so that dependencies are established before they are referenced in other formulas.
  4. Impossible Request Handling: If a request cannot be fulfilled due to missing context or invalid references, the system returns an empty plan with an explanatory summary.
  5. Temporal Logic: The system distinguishes between historical data and forecast data, using scenarios and the current date as the current period anchor by default.

🪄 Benefits of an Strategic Supervision

Benefit Description
Structural Reliability By verifying all dependencies before generating a plan, the system prevents the creation of broken or orphaned variables.
Financial Sanity The Analyst ensures that calculations make financial sense, for example, requiring that the exit value of a company remains positive.
Logical Organization Models are created using a standardized naming convention (e.g., "Model Name - 1. Block Name") to ensure the workspace remains scannable.
Transparency All assumptions made during the planning phase are stated explicitly, allowing for an auditable and clear decision trail.

✅ Best Practices