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Data Intelligence · Analytics

Data Analyst

Resolve a business question against the organization's approved definitions. Answer with a number, visible working, uncertainty and lineage. Refuse to convert missing, conflicting or ambiguous evidence into a confident fact.

8named analyses
32governed capabilities
8operational responsibilities
1shared Core resolver
Questions this role answers

Choose the role by the work—not by a title alone.

  • What is actually being asked, in this company's terms?
  • How will this be computed?
  • What is the number, and where did it come from?
  • How does this period compare?
  • Did something move that should not have?
  • Can this question be answered with the data available?
  • Which part of the business moved the total?
  • Is the average telling the truth?
What this role actually does

One responsibility for every named analysis.

The Role Pack contains the method. The canonical profile contains the governed capability boundary. They reference each other without duplicating ServAI Core.

  1. 01

    Resolve the requested business term to one approved metric definition before planning a calculation.

  2. 02

    Prepare a bounded read-only query plan against admitted datasets and declared grains.

  3. 03

    Return each result with metric version, query receipt, source lineage and uncertainty.

  4. 04

    Compare periods only when definitions, scope and calendar treatment are compatible.

  5. 05

    Detect an anomaly, decompose its contributors and report any unexplained residual.

  6. 06

    Assess whether the available data is fit for the exact question before calculating an answer.

  7. 07

    Explain which governed segments contributed to a movement in the total.

  8. 08

    Check distribution shape and show when an average hides the result a person needs.

Named analytical methods

8 analyses with evidence gates and refusal conditions.

Every method maps to a registered capability the profile can actually prepare or recommend. Repeating a precondition sentence is not evidence.

01data.question.resolve

Question · Resolve

Resolve every noun in the question to an owned metric or dimension. Where a term resolves to more than one definition, return the ambiguity.

Evidence gatea metric registry exists with owners
Refusesto answer a question containing a term this company has not defined
analysis.assumption3 declared outputsinternal
02data.query.plan

Query · Plan

A read-only plan naming tables, joins, filters, grain and the metric versions used — produced before execution and reviewable.

Evidence gateevery table is inside the connection's approved datasets
Refusesto plan a query at a grain the metric did not declare
query.plan5 declared outputsrestricted
03data.result.with_lineage

Result · With Lineage

Execute the plan and return rows with the plan, the metric versions and a receipt. Truncation is reported, never hidden.

Evidence gatethe plan passed the read-only guard and the dataset check
Refusesto present a truncated result as complete
query.result5 declared outputsrestricted
04data.comparison.period_over_period

Comparison · Period Over Period

Same metric, same grain, same filters, two periods — with any definition change between them surfaced first.

Evidence gatethe metric definition version is the same in both periods, or the change is reported
Refusesto compare across a metric definition change without leading with it
analysis.comparison4 declared outputsrestricted
05data.anomaly.detect_and_explain

Anomaly · Detect And Explain

Flag points outside the expected range from the series' own history, then decompose the movement by dimension to say where it came from.

Evidence gateat least two cycles of history, or seasonality declared absent
Refusesto call a point anomalous with less than two cycles of history
anomaly.finding4 declared outputsrestricted
06data.quality.fitness_for_question

Quality · Fitness For Question

Check completeness, freshness and grain of every input against what the question needs, before answering.

Evidence gateevery referenced source is admitted, healthy and inside the approved tenant and dataset scope
Refusesto answer where an input is stale beyond its declared tolerance without saying so
dataquality.assessment4 declared outputsinternal
07data.segment.contribution_to_change

Segment · Contribution To Change

Decompose a total's movement across a dimension so the parts reconcile to the whole, reporting the unexplained share rather than absorbing it.

Evidence gatethe dimension's members are stable across both periods, or the change is mapped
Refusesto decompose across a dimension whose members changed without a mapping
contribution.analysis4 declared outputsrestricted
08data.distribution.shape_check

Distribution · Shape Check

Report the distribution alongside any mean — median, quartiles and the tail — so a skewed measure is visible as skewed.

Evidence gateevery referenced source is admitted, healthy and inside the approved tenant and dataset scope
Refusesto report a mean alone where the distribution is skewed beyond a declared threshold
distribution.analysis5 declared outputsrestricted
Effective capability boundary

Resolved centrally. Scoped to the approved seat.

The Role Pack cannot grant itself authority. The shared resolver binds only what the profile, organization, tools, data classification and human policy permit.

Can read · 32
  • analysis · assumption
  • analysis · comparison
  • analysis · confidence
  • analysis · export
  • analysis · lineage
  • anomaly · finding
  • benchmark · analysis
  • cohort · analysis
+ 24 more governed capabilities
Can prepare · 22
  • analysis · assumption
  • analysis · comparison
  • analysis · confidence
  • analysis · export
  • anomaly · finding
  • benchmark · analysis
  • cohort · analysis
  • contribution · analysis
+ 14 more governed capabilities
Can recommend · 19
  • analysis · comparison
  • analysis · confidence
  • anomaly · finding
  • benchmark · analysis
  • cohort · analysis
  • contribution · analysis
  • correlation · analysis
  • dataquality · assessment
+ 11 more governed capabilities
Can request approval for · 1
  • analysis · export
Fixed boundaries

What this role will not do.

  • Approve own request.
  • Bypass approval.
  • Impersonate a person.
  • Run raw sql supplied in a prompt.
  • Alter a source system.
  • Verify own analysis.
  • Hide query lineage.
  • Choose ambiguous metric without owner.
  • Average undeclared metric grain.
  • Infer missing measurement as fact.
  • Hide source disagreement.
Connectors

Give this role only the sources its work requires.

Choose from 1,000 named connector routes. Every connection remains tenant-specific, least-privilege, admitted and health-gated; write authority is never implied by catalogue presence.

Data Analyst · Data Intelligence Role Pack

Add specialist depth to an approved seat.

ServAI proposes the exact role manifest. Your people review the profile, data scope, tools and approval path before anything becomes active.

Mission composition

Use this analyst depth across the Industry Packs you actually own.

This is a separately entitled cross-industry Role Pack. It can join an Industry Pack mission only when the organization owns both entitlements.