Learned Enterprise Data Comprehension: Compression and Routing for Data Agents

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.

We introduce AvalancheBench, a benchmark for evaluating enterprise data agents through \emph{latent world recovery}. AvalancheBench improves on existing benchmarks in three ways. First, it evaluates analytical understanding rather than pipeline completion: systems are scored on whether they recover the segments, drivers, temporal events, and relationships that explain the data, not merely on whether they execute a workflow or produce a plausible report. Second, it provides ground truth for goal-driven analytics by generating observations from a known latent world, enabling partial credit for incomplete but valid recoveries. Third, it exposes how early analytical mistakes propagate into later conclusions: missed segments, merged events, or wrong attributions can lead to systematically wrong recommendations. In this sense, AvalancheBench complements real-data benchmarks by providing a controlled setting for diagnosing whether agents recover the analytical structure behind enterprise data. On a first e-commerce use case, the strongest configuration of a leading coding agent recovers only 26% of the rubric, with failures concentrated in generic customer segmentations and merged temporal events.

Production data integration is bottlenecked by repeated, lossy handoffs between data owners, engineers, and analysts who must collaboratively discover, structure, and query enterprise data. We present Data Intelligence Agents (DIA), a system of three agents (Data Interpreter, Schema Creator, and Query Generator) that compresses this workflow by treating autonomous coding agents (ACAs) as a first-class abstraction: rather than emitting text, the agents generate, execute, validate, and repair concrete artifacts, draw on a shared memory for experience reuse, and surface each for review by domain experts. DIA is deployed in production for enterprise customers. We study the Query Generator in depth and evaluate it in fully autonomous mode across seven SQL benchmarks spanning four task categories and four dialects. It matches or surpasses the best published results on all seven, demonstrating that an architecture grounded in execution, built on ACAs and a shared memory, generalizes across the data intelligence workload with adaptation confined to natural-language instructions.