Enterprise Analytics
Momentum
2 papers in the last four weeks, against 1 the four weeks before. 0.0% of all new papers.
Latest papers 24
Generative AI has changed how students produce writing assignments. The final artifact is no longer sufficient to understand the process through which it was produced. We introduce DraftTrace, a writing environment that jointly captures three complementary views of writing: the final product, the writing process and interactions with an integrated AI-assistant. DraftTrace reconstructs how a document develops over time and organizes these signals into submission, longitudinal, and class-level analytics for instructors. We deployed DraftTrace in a graduate NLP course with 81 students and compared their sessions with LLM-generated responses entered by automated tools and with copy-typed responses. While product measures distinguish differences in text formulation, process measures distinguish differences in how text is entered. Considering both views together helps characterize cases such as copy-typing. Interaction traces show that students use the assistant differently across stages of writing: to clarify the question at an early stage and to verify answers at a later stage. A preliminary instructor survey highlights the importance of multi-view writing analytics and their interpretability.
DataCanvas-EDU: An Agentic Framework for Instructor-Guided Synthetic Data Generation in Business Analytics Education
Business analytics education requires diverse datasets to support different learning objectives, student backgrounds, and analytical tasks. Real-world data can be difficult to obtain and offer limited flexibility for adapting a case to a particular course. Even when suitable data are available, instructors must investigate the patterns, verify the results, and prepare assignments and reference solutions, requiring substantial time and effort. The use of large language models (LLMs) introduces an additional concern about training data contamination. Widely used public datasets often have extensive tutorials and worked analyses that models may have encountered during training. Students may therefore receive explanations drawn from existing analyses without practicing how to investigate unfamiliar data in collaboration with AI. This paper presents DataCanvas-EDU, an agentic framework for instructor-guided synthetic data generation in business analytics education. Instructors specify teaching goals and intended patterns through conversation, while an AI agent writes generation code, checks the resulting data, and prepares assignments, reference analyses, and rubrics. Four phases, Plan, Create, Verify / Test Analysis, and Evaluate, organize the process and support instructor review and revision. The framework is intended to simplify case preparation while creating opportunities for students to investigate newly designed patterns with AI. We illustrate the approach with WindowDash, a food delivery case containing 15,000 orders and nine designed patterns. DataCanvas-EDU is packaged as a reusable AI Agent Skill for compatible agent environments, with the package and installation instructions available at https://github.com/BANG23333/datacanvas-edu
MasterControl Seventeen Every Time
We study a governed approach to enterprise analytics: a language model interprets the question, while deterministic policy selects and runs a pre-approved analytical program that returns both results and evidence. We show that this restriction can remain expressive within a defined analytical class, using relational operations plus aggregation, comparison, windows, ranking, and similarity. Fixed meaning, policy, data, and execution rules also make results replayable. Across 440 runs, three 8B models generated SQL and selected tools at runtime, while Qwen3-8B interpreted intent only and policy executed the approved program. None of 330 runtime-planning episodes matched the full answer-and-evidence contract across all test datasets; the policy-executed analyzer matched 110 of 110. This is a configuration-specific result, not evidence that runtime agents cannot succeed under other designs.
SiriusDeliver: Automating Data Warehouse Delivery at Tencent
Enterprise data warehouses (DWs) support business-critical analytics, but warehouse task delivery remains a complicated production process involving context retrieval, workflow configuration, code generation, platform submission, and failure diagnosis. Although large language models (LLMs) and coding agents have improved software development, they are insufficient for production DW delivery, which requires dependency-aware orchestration, lifecycle-aware artifact control, and continuous adaptation to evolving platform practices. We present SiriusDeliver, an end-to-end delivery automation agent for production warehouse task submission. SiriusDeliver integrates three components: a hierarchical delivery agent that orchestrates warehouse skills, an artifact lifecycle control module that verifies and revises artifacts before and after platform execution, and a trace-driven skill evolution mechanism that maintains reusable skills from delivery trajectories. We evaluate SiriusDeliver through offline datasets and large-scale production deployment on Tencent Cloud WeData. Offline experiments on real-world warehouse delivery cases show that SiriusDeliver improves delivery success and automation efficiency over representative baselines. During a two-month deployment across 6 business teams and 4 warehouse task types, SiriusDeliver served 3,600 monthly active users and supported 18,240 delivery sessions, achieving an 87.2% end-to-end success rate and a 73.5% autonomous submission rate. A one-month A/B test shows that SiriusDeliver reduces median delivery time from 228 to 23 minutes and engineer effort from 95 to 11 minutes, while maintaining comparable final delivery success.
MemLens: A Value-Aware Memory Management System with Interactive Analytics for LLM-based Agents
Recently, memory management has become a key infrastructure for LLM-based agents, as it directly affects long-horizon reasoning, personalized responses, and knowledge reuse. However, existing LLM memory systems typically adopt a coarse-grained (utility-agnostic) manner that treats heterogeneous user-LLM interaction records uniformly, leading to redundant and low-impact records persisting in the memory repository. To address this challenge, we present MemLens, a value-aware memory management system that takes memory records as first-class data objects. MemLens provides an end-to-end interactive analytics dashboard that exposes the complete memory lifecycle, including Shapley-style memory evaluation, value-aware storage, and memory-assisted response. Through a study-copilot application, the system enables users to inspect memory values, visualize hierarchical memory structures, and compare various memory management strategies in terms of response quality, retrieval latency, and token consumption. Therefore, our MemLens can serve as an efficient, interpretable, and personalized long-term memory management system for LLM-based agents.
Google's AI & Economy ATLAS v1.0: Mapping Gemini Usage in the Economy
This paper introduces the AI & Economy ATLAS (Activity, Task, Landscape, and Adoption Study), an ongoing economic research initiative using Google AI usage data. The first iteration of ATLAS is built on 15 million de-identified interactions across the Gemini App, Google AI Mode, and Gemini API. Using privacy-preserving algorithms as well as established and bespoke classification methods, we map AI usage to over 800 occupations, 4000 tasks, 300 household activities, 150 countries, and 140 languages. We then make a number of observations on what the data reveals about AI's diffusion, and its usage at work and in day-to-day life. In the workplace, we show that while AI adoption spans occupations covering just above 88% of US employment, penetration remains shallow and overwhelmingly collaborative in nature, with end-to-end task automation limited in scope. Outside of work, AI spans activities making up about 98% of Americans' non-sleep time, with disproportionately high use in high-friction tasks such as engaging with government and professional service providers, likely delivering economic value that standard national accounts may miss. Globally, adoption scales with national wealth and has broad linguistic distribution, with English queries representing only around a third of volume. As we build upon ATLAS and expand its scope and capabilities, we will continue to provide large-scale empirical evidence to inform the public, policy and academic questions about the ongoing AI transformation.
AI-Augmented Human Resource Management? Insights from German companies
This study examines the integration of AI into Human Resource Management in German companies. We ask if and how AI-based technologies are \enquote{augmenting} human resource management. Organisations employ generative AI or predictive analytics to transform traditional human resource functions, to streamline routine tasks and to reallocate resources toward strategic, people-centred activities. Our findings from interviews and group discussions and a survey (N=410) reveal that while AI tools enhance HR analytics capabilities, their adoption mainly serves efficiency and rationalising goals. The introduction of AI tools is shaped by organisational transformation factors such as digital infrastructure, co-determination frameworks, and ethical implications. The research highlights both the strategic potential for improved talent development and the challenges posed by data governance and algorithmic transparency. Overall, this work contributes to understanding the ambiguous role of technological change in HR, which promises to augment predictive capabilities yet serves the ends of efficiency and rationalisation.
Is Model Instability just Noise to be Tolerated or a Property that can be Managed?
In software analytics, rerunning the same analysis twice often yields different models and conclusions. This reduces trust in the model and limits its use. We find that model instability is a major problem. Across 127 multi-objective SE optimization problems (12,700 test cases), repeated runs of a state-of-the-art optimizer agree on only 13.7% of test cases, even under improved settings. We argue that this instability is not merely noise to tolerate, but a property that can be measured and managed. By adjusting how labels are spent, how complex the models become, and how splits are scored, we obtain models that agree 4.8 times as often as the default configuration. The standard deviation of optimization error falls by 22% on average (mean std 17.4 to 13.6), while recommendation quality improves rather than degrades. In terms of quality, the refined settings are statistically top-ranked on 119 of 127 datasets, compared to 74 for the defaults. We then test causal and data-locality interventions and find that they help only partially, suggesting a residual stability floor. Our evidence suggests there are fundamental limits to stability set by the data itself (noise, scarce labels, proxy objectives, and the many near-equivalent models a dataset admits). We conclude that instability should be treated as a standard evaluation axis in SE optimization, which should be routinely measured, reported alongside performance, and used to calibrate trust in any single run. The methods in this paper provide a baseline against which future efforts to reduce SBSE instability can be judged. To support open science, we offer the following reproduction package: https://tinyurl.com/Model-Instability
Medi-Gemma: A Hybrid Clinical Decision Support System Integrating Deterministic EMR Analytics and Retrieval-Augmented Generation
Deploying Large Language Models (LLMs) in high-stakes clinical settings remains limited by structural hallucinations, weak deterministic reasoning over tabular patient data, and omissions in vector retrieval. This paper presents the architecture and validation of Medi-Gemma, a Clinical Decision Support System (CDSS) for wound pathology triage and workflow automation. The platform introduces a decoupled framework that separates clinical perception from data orchestration while preserving traceable reasoning. Medi-Gemma uses a multi-stage pipeline coordinated by a centralized ClinicalOrchestrator. Data requests are handled without generative inference by a DataManager that cleans unstructured Electronic Medical Record (EMR) files through type coercion. Natural language queries are processed by a hierarchical IntentRouter, which routes requests to deterministic analytics paths executed by a PandasQueryEngine or to patient-specific reasoning managed by a ClinicalRAGEngine using a CPU-optimized vector store. A key contribution is the Ground Truth Injection Module, which intercepts patient-specific queries, extracts numeric identification tokens, queries the structured dataframe via Pandas, retrieves the latest validated clinical state, and embeds this snapshot as an overriding context block in the LLM prompt before generation. Safety compliance is enforced by a deterministic ProtocolManager that maps clinical terminology to fixed evidence-based risk pathways, while a SafetyVerifier phrase filter prevents output rule violations. Validation shows that this architecture eliminates semantic context drift, prevents database compilation crashes, and improves factual adherence to backend clinical repositories. These results support Medi-Gemma as a safer pattern for LLM-based clinical decision support where structured data fidelity, retrieval grounding, and deterministic safeguards are essential.
ARTOO-DARTU: Studying AR-HRC With AR Obstruction Mitigation During a Warehouse Task
Human-robot collaboration (HRC) often requires robot intentions and internal states to be conveyed to users for task efficiency and safety. Recently, augmented reality (AR) situated analytics provide such real-time robot feedback in HRC contexts. However, AR situated analytics can obstruct important real-world elements, posing safety and usability risks, especially when content is dynamically positioned relative to movements of mobile robots in a warehouse HRC scenario. In this paper, we introduce the Augmented Reality Technique Of Obstruction Deterrence while Aiding Robotic Teaming for Users (ARTOO-DARTU), an AR system tailored specifically for warehouse HRC that enables real-time robot situated analytics and control while preserving visibility of the real world through an obstruction detection and mitigation pipeline (ODM) that is uniquely suited for AR-HRC. To evaluate ARTOO-DARTU, we developed Pocket MonstARs, a controlled gamified abstraction of HRC warehouse inventory picking in which virtual monsters serve as proxies for pick targets, while labeled and object-marked boxes preserve the real-world identification demands of the picking task. In a 34-participant user study, we found that our designed AR situated analytics yielded a 46% increase in efficiency on the overall HRC task, but only when the ODM was active. Participants with the ODM active were also 61% faster on subtasks requiring visibility of the real world. Our findings demonstrate that, when paired with our developed ODM to prevent real-world obstructions, the situated analytics in ARTOO-DARTU can significantly enhance efficiency and user experience in AR-HRC warehouse scenarios.
ERP Data Provisioning Financial Control Testing
Financial control testing increasingly depends on representative enterprise resource planning (ERP) data in quality environments, yet direct production copies expose personal, supplier, banking, and commercially sensitive records. This work presents Secure ERP Quality Provisioning for Financial Control Testing (SEQ-FCT), a governed data-provisioning framework that combines deterministic masking, synthetic scenario expansion, referential tokenization, policy-based release approval, and automated validation for reconciliation, fraud-rule testing, and audit analytics. A single synthetic dataset is used for evaluation. It contains 186,000 finance-process records from six subsidiaries over 2022-2025, including accounts payable invoices, payments, general-ledger journals, accounts receivable receipts, and bank-statement lines. The dataset includes entity relationships, monetary values, approval paths, tax attributes, banking markers, exception labels, fraud-rule triggers, and control-failure outcomes. Because the dataset is synthetic, reported results demonstrate controlled internal consistency rather than production validation. Against a production-clone upper bound, static masking, rules-only synthesis, conditional tabular generative synthesis, and a hybrid baseline, SEQ-FCT achieved 0.932 reconciliation F1, 0.887 fraud-trigger recall, 0.914 control-failure F1, and an estimated leakage-risk score of 0.018. The analysis indicates that financial process behavior can be preserved more reliably when masking, synthetic data, and governance checks are evaluated as a single release pipeline instead of independent utilities.
Integrated Marketing Attribution: A Bayesian Framework for Privacy-Safe Granular Measurement Anchored in MMM
Retail marketing measurement increasingly requires granular campaign-level insights without relying on user-level tracking. However, the two dominant approaches, Marketing Mix Modeling (MMM) and Multi-Touch Attribution (MTA), often produce fragmented insights. MMM is privacy-safe and robust for channel-level planning but is too coarse for campaign optimization, while MTA provides granular attribution but has become less reliable under increasing privacy restrictions. We propose Integrated Marketing Attribution (IMA), a unified framework that combines MMM with channel specific Bayesian attribution models to derive campaign-level effects from aggregated data. By leveraging MMM-informed priors, IMA delivers granular, privacy-safe attribution while preserving consistency with MMM.
DIFF-ERO: A Conformance-Aware Loss for Deep Learning in Process Mining
Deep learning has driven many recent advances in process analytics, especially for predictive and prescriptive monitoring. However, standard objectives such as cross-entropy optimize local next-step likelihoods and only implicitly capture control-flow structure. As a result, models can achieve high token-level accuracy while permitting imprecise global behaviour. We introduce DIFF-ERO, a conformance-aware loss function for deep learning models on process data. DIFF-ERO is a differentiable formulation of entropy-based stochastic conformance that incorporates control-flow information during training. Our approach constructs batch-level stochastic transition matrices with soft edge memberships, allowing structural precision and recall signals to directly inform backpropagation. The loss is model-agnostic and can be applied whenever the final representation parametrizes stochastic transitions. We instantiate DIFF-ERO in transformer encoder-decoder pipelines for next-activity prediction and use it jointly with cross-entropy to analyse its theoretical components with respect to convergence. Across benchmarks comparing other loss functions and targets, DIFF-ERO shows improved predictive performance where structure matters most while maintaining parity elsewhere. At the same time, the learned stochastic automaton converges towards the structural ground truth, indicating that the network internalizes process model structure.
Data Agents Under Attack: Vulnerabilities in LLM-Driven Analytical Systems
Data agents integrate LLM-driven reasoning with relational data access, executable analytical tools, and multi-step workflow orchestration, making them increasingly central to enterprise analytics. This integration introduces new security vulnerabilities across data resources, database execution, and agent reasoning, recombining concerns from database security and general-purpose LLM-agent security into failure modes that neither line of work captures on its own. To address this gap, we present a systematic security study of data agents. Our contributions are threefold. First, we develop a layered vulnerability framework that identifies eight data agent-specific risks across interpretation, execution, and policy layers. Second, we introduce an attack taxonomy organized by adversary goal, tactic, and technique, covering three goals, seven tactics, and fourteen techniques, and pair it with an LLM-driven payload generation pipeline grounded in real database schemas. Third, we evaluate these attacks on six systems, including four open-source data agents and two production cloud analytics services. Our experiments reveal substantial security vulnerabilities across current systems and yield four key takeaways.
Discovery Agents for Real-Time Analytics: Toward Proactive Insight Systems
Modern analytics systems are fundamentally reactive, requiring users to define queries over increasingly complex and continuously evolving data. In real-time streaming environments, this paradigm breaks down, as the space of potential insights becomes too large to enumerate manually. We present a multi-agent architecture for autonomous insight discovery over real-time data streams. The system implements a continuous discovery loop in which agents generate hypotheses, compile them into executable analytics, validate generated artifacts, and produce visualizations and deployable applications. The architecture leverages Apache Kafka for event-driven coordination, Apache Flink for stream processing, and large language models to implement specialized agents. A key contribution is a contract-driven design based on typed intermediate artifacts, enabling modularity, observability, lineage, and safer execution of dynamically generated analytics. Through use cases in retail, finance, and public data, we show how this architecture supports a shift from query-driven analytics to proactive, discovery-driven systems.
ATWL: A Formal Language for Representing, Comparing, and Reusing Visual Analytics Workflows
Visual analytics (VA) workflows are inherently complex, involving data transformation, feature engineering, visual representation, and human interpretation. They are typically described in unstructured prose, hindering systematic comparison, reuse of proven strategies, and training of novices. We present Artifact-Transform Workflow Language (ATWL), a domain-agnostic, declarative language that formally represents VA workflows by capturing their structure and underlying analytical intent. ATWL is built upon a modular ontology of eight artifact types (entities, features, arrangements, visualisations, patterns, models, knowledge, specifications) and transforms characterised by standardised intents (e.g., define-unit, characterise, contextualise, abstract). To show that formalisation effort need not impede adoption, we extract workflows from research papers through supervised interaction with LLM agents, reducing the human role to review and refinement. Using this process, we constructed a library of seventeen ATWL workflows from published VA papers. Cross-workflow analysis reveals structural regularities -- a recurrent meta-structure, recurring motifs, reusable building blocks, diverse iterative strategies, and cross-domain equivalences -- that remain invisible in prose. We further evaluate practical utility through a controlled experiment in which the same LLM addressed two analytical problems with the library supplied either as original papers or as ATWL representations. Both forms enabled useful recommendations, but the formal representation systematically added explicit iteration structure, typed data flow, fragment-level adaptation provenance, and compactness supporting scaling beyond what prose libraries can fit in an LLM's context. ATWL enables a transition from narrative descriptions to formally represented, comparable, and reusable analytical knowledge.
AvalancheBench: Evaluating Enterprise Data Agents Through Latent World Recovery
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.
Beyond Text-to-SQL: An Agentic LLM System for Governed Enterprise Analytics APIs
Enterprise analytics aims to make organizational data accessible for decision-making, yet non-technical users still face barriers when using traditional business intelligence tools or Text-to-SQL systems. While recent Text-to-SQL approaches based on Large Language Models (LLMs) promise natural language access to structured data, they fall short in enterprise settings where analytics pipelines rely on governed APIs rather than raw databases. In practice, these APIs encapsulate complex business logic to ensure consistency, auditability, and security. However, delegating mathematical or aggregation logic to an LLM introduces reliability and compliance risks. To this end, we present Analytic Agent, an LLM-based agentic system that translates natural language intents into secure interactions with enterprise analytics APIs. Evaluated on 90 real enterprise use cases constructed by domain experts, it reliably interprets user goals, validates permissions, executes governed queries, and generates compliant visualizations through multi-step reasoning and policy-aware orchestration.
A Unified Generative-AI Framework for Smart Energy Infrastructure: Intelligent Gas Distribution, Utility Billing, Carbon Analytics, and Quantum-Inspired Optimisation
The accelerating convergence of smart metering, generative artificial intelligence, and quantum-inspired combinatorial optimisation is reshaping how energy utilities manage physical infrastructure, customer engagement, and environmental accountability
An Agentic Retrieval Framework for Autonomous Context-Aware Data Quality Assessment
Data quality assessment is a critical prerequisite for effective data analytics and data-driven decision-making, yet it remains a challenging task due to the inherently context-dependent nature of data quality. Existing approaches often rely on static rules or manual assessment strategies, limiting their adaptability to diverse usage scenarios and constraining automation at scale. Recent advances in artificial intelligence, particularly large language models, offer new opportunities for automating data quality assessment, but raise concerns related to reliability, grounding, and execution safety. In this paper, we propose a unified agentic-retrieval framework for autonomous context-aware data quality assessment. The framework interprets natural-language descriptions of intended data usage, derives context-aware assessment strategies, and generates executable validation logic through a multi-agent workflow. To ensure operational reliability, the framework introduces a feasibility validation stage that evaluates the realism and executability of generated assessment specifications before execution, enabling iterative refinement when necessary. Accepted validation logic is executed deterministically to guarantee reproducible and auditable results. We implement the proposed framework as an end-to-end prototype and evaluate it across multiple usage scenarios applied to the same dataset. The results demonstrate that assessment outcomes adapt meaningfully to different intended uses, while feasibility-gated execution reduces unrealistic or non-executable rule generation. The proposed approach provides a practical foundation for deploying autonomous yet controlled data quality assessment in modern data-driven environments.
Can Language Models Analyze Data? Evaluating Large Language Models for Question Answering over Datasets
This paper investigates the effectiveness of large language models (LLMs) in answering questions over datasets. We examine their performance in two scenarios: (a) directly answering questions given a dataset file as input, and (b) generating SQL queries to answer questions given the schema of a relational database. We also evaluate the impact of different prompting strategies on model performance. The study includes both state-of-the-art LLMs and smaller language models that require fewer resources and operate at lower computational and financial cost. Experiments are conducted on two datasets containing questions of varying difficulty. The results demonstrate the strong performance of large LLMs, while highlighting the limitations of smaller, more cost-efficient models. These findings contribute to a better understanding of how LLMs can be utilized in data analytics tasks and their associated limitations.
Tracing GenAI Literacy: Uncovering Student-AI Interaction Patterns in Academic Writing through Epistemic Network Analysis
As Generative AI (GenAI) becomes integral to education, fostering GenAI literacy is critical. However, current assessments largely rely on self-reported scales, lacking insights into how literacy manifests in actual learning processes. This study leverages Learning Analytics (LA) to bridge this gap. We collected interaction logs from 162 university students engaged in a GenAI-assisted abstract writing task. Using Epistemic Network Analysis (ENA), we modeled and compared the questioning strategies of students with varying GenAI literacy levels. Preliminary results reveal distinct interaction signatures: high-literacy students engage in iterative refinement and strategic questioning, while low-literacy students rely on direct generation commands. This work contributes to the workshop by demonstrating how process data can characterize GenAI literacy, paving the way for data-driven literacy assessment and real-time interventions.
Consistency Analysis of Sentiment Predictions using Syntactic & Semantic Context Assessment Summarization (SSAS)
The fundamental challenge of using Large Language Models (LLMs) for reliable, enterprise-grade analytics, such as sentiment prediction, is the conflict between the LLMs' inherent stochasticity (generative, non-deterministic nature) and the analytical requirement for consistency. The LLM inconsistency, coupled with the noisy nature of chaotic modern datasets, renders sentiment predictions too volatile for strategic business decisions. To resolve this, we present a Syntactic & Semantic Context Assessment Summarization (SSAS) framework for establishing context. Context established by SSAS functions as a sophisticated data pre-processing framework that enforces a bounded attention mechanism on LLMs. It achieves this by applying a hierarchical classification structure (Themes, Stories, Clusters) and an iterative Summary-of-Summaries (SoS) based context computation architecture. This endows the raw text with high-signal, sentiment-dense prompts, that effectively mitigate both irrelevant data and analytical variance. We empirically evaluated the efficacy of SSAS, using Gemini 2.0 Flash Lite, against a direct-LLM approach across three industry-standard datasets - Amazon Product Reviews, Google Business Reviews, Goodreads Book Reviews - and multiple robustness scenarios. Our results show that our SSAS framework is capable of significantly improving data quality, up to 30%, through a combination of noise removal and improvement in the estimation of sentiment prediction. Ultimately, consistency in our context-estimation capabilities provides a stable and reliable evidence base for decision-making.
Generative AI for Analysts
We study how generative artificial intelligence (GenAI) reshapes financial analysts' information production. Using the 2023 integration of GenAI into FACTSET as a plausibly exogenous change in AI access, we find that FACTSET-associated reports become markedly richer--featuring 26% more distinct information sources, 24% broader topical coverage, and 21% more analytical methods--while also improving timeliness. However, these gains do not uniformly improve decision quality: relative forecast accuracy declines when analysts face greater information-processing demands. Yet, a machine-learning benchmark processing the same observable inputs shows no analogous deterioration, pointing to a human processing constraint rather than poorer underlying information. Placebo tests using other data vendors make a common platform-wide technology trend unlikely. Overall, GenAI relaxes information-acquisition constraints while making human attention a more important bottleneck.