Valuable data remains embedded in unstructured sources: web pages, reports, contracts, filings, earnings calls, and PDFs. The big bet in enterprise AI is deploying LLM agents that reason over this data to answer complex questions for every knowledge worker. Agents can do this today, but at prohibitive cost. Each question repeatedly opens large documents to recover scattered evidence, consuming up to a million tokens. However, if the data were already structured, the same question would reduce to a cheap database lookup. For example, on FanOutQA benchmark, reasoning over an ideal pre-structured store is 28X cheaper, and the gap grows to orders of magnitude as questions fan out over more documents. Yet structuring everything in advance is not viable: documents hold vastly more possible structure than any workload will use, and the useful structure and documents are unknown until queries arrive. We propose agentic data cracking, a method that structures unstructured data adaptively and speculatively as a byproduct of reasoning itself. Structuring is adaptive because observed queries decide when it happens and what matters, and speculative because it goes beyond the current question. Whenever the agent opens a document to answer, a cracking sub-agent forks from the already-loaded context at marginal cost and extracts grounded structure likely to serve related future queries. Over time, an increasing share of queries is fully covered by structured data and answered without opening a document, keeping agentic accuracy at close to RAG cost. On FanOutQA, extended with merely one related question per test question, cracking cuts cost by 53% while preserving accuracy. Agentic data cracking is a first step toward next-generation data infrastructure for agentic reasoning over unstructured data: a shared substrate beneath the model where knowledge that reasoning already paid to uncover accumulates.
Structured-data agents in enterprise settings must reason over complex data environments whose relevant evidence is distributed across schemas, relationships, policies, and recurring business roles. Modern agentic systems often address this burden through reusable markdown-style memory or skill files that preserve previously discovered information for later queries, reducing the need to rediscover the same structure repeatedly. This is useful, but it obscures a natural division of labor: agents are well suited to semantic reasoning, while learned systems are well suited to predicting and organizing recurring structure. We introduce latent equivalence learning to bridge this gap. The framework separates persistent task-relevant identities from their dataset-relative realizations. In our realization, supporting and opposing evidence shape support-realized Gaussian prototypes that learn how those identities are expressed in a particular data environment, while soft-membership profiles retain distinctions lost under a hard assignment. A separate learned query-prototype system represents recurring evidential requirements and maps them through a learned compatibility function into the same persistent identity structure. This identity-factorized, query-conditioned routing materializes the relevant dataset-specific evidence for downstream reasoning, allowing the agent to operate over an already organized evidential state rather than reconstructing cross-schema structure at every query. On the Data Agent Benchmark, spanning 54 queries across 12 heterogeneous datasets, our full implementation achieves 94.67% dataset-macro stratified Pass@1 over five complete trials and 258/270 successful raw query attempts, compared with 55.51% for the benchmark's Claude Opus 4.6 reference agent, ranking first among 40 leaderboard entries at submission.
Existing unstructured data analytics systems rely on experts to write code and manage complex analysis workflows, making them both expensive and time-consuming. To address these challenges, we introduce AgenticData, an innovative agentic data analytics system that allows users to simply pose natural language (NL) questions while autonomously analyzing data sources across multiple domains, including both unstructured and structured data. First, AgenticData employs a feedback-driven planning technique that automatically converts an NL query into a semantic plan composed of relational and semantic operators. We propose a multi-agent collaboration strategy by utilizing a data profiling agent for discovering relevant data, a semantic cross-validation agent for iterative optimization based on feedback, and a smart memory agent for maintaining short-term context and long-term knowledge. Second, we propose a semantic optimization model to refine and execute semantic plans effectively. Our system, AgenticData, has been tested using three benchmarks. Experimental results showed that AgenticData achieved superior accuracy on both easy and difficult tasks, significantly outperforming state-of-the-art methods.
State-of-the-art retrieval-augmented generation (RAG) methods exploit document structures to acquire sufficient evidence, but often incur substantial token costs. To reduce structural-context tokens without compromising high RAG accuracy, we present {\sf VikingRAG}, a directory-aware semantic data management system that tightly integrates semantic and structural access to support structural-context-efficient, evidence-gap-driven multi-round retrieval. To further reduce token overhead of multi-round interaction, we materialize agentic multi-round retrieval traces as experience edges, and reuse these edges for similar queries, avoiding repeated multi-round exploration. To additionally reduce token costs when agentic multi-round retrieval is unnecessary, we introduce an adaptive escalation strategy that answers from one-round experience-augmented retrieval when the evidence is sufficient, and invokes agentic multi-round retrieval only otherwise. Experiments on real datasets show that the base system {\sf VikingRAG} matches high accuracy of state-of-the-art methods while consuming only 11.6%--51.9% of their tokens. With retrieval-trace reuse and adaptive escalation, token costs drop to 5.1%--32.5% while maintaining competitive accuracy and practical document-storage performance, showing the utility of this work for emerging AI knowledge bases.