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MAIVENmodelmarts

mart_finance_communications

beta
mart table 2 PII columns

Email, chat, and notes unified into one searchable comms row.

Definition

One row per finance communication (email message, chat message, or finance note) carrying its subject/title and inline body_text, the GCS source_uri / document_id, and the best-effort linked finance entity (from communication_links). The body text + subject are free-text PII; AI reaches the body only via search_documents, never through this raw mart (which is controller/brain-only). This mart is deliberately NOT exposed as a metric — free text never enters the metric layer.

Watch out for
  • highTrying to reach body_text from an analyst persona or a metric

    body_text + subject are free-text PII. This mart is controller/brain-only and is NOT a metric source. AI reaches the text only via the persona-scoped search_documents tool — never via a metric or a raw analyst read.

  • mediumTreating a missing entity link as no relationship

    `linked_entity_*` is the single best-effort link per communication (lowest link id). A communication may carry several links upstream; a null here means none were recorded, not that the comm is unrelated.

Questions this answers
  • “Which communications are linked to a given vendor bill?”
  • “How many chat messages versus emails do we hold for finance?”
13 of 13
Column
Type
Description
Tests · PII
communication_id
String
Stable per-type key — `<comm_type>:<source_row_id>`. Primary key.
2 tests
comm_type
String
email / chat / note.
2 tests
source_row_id
UInt64
The source-table PK (email_message_id / chat_message_id / finance_note_id). UInt64.
subject
Nullable(String)
Subject (email) or title (note); null for chat. Free-text PII (nullify on erasure).
PII
body_text
String
Inline message/note body. Free-text PII (nullify on erasure). Never exposed via the metric layer.
PII
occurred_at
DateTime64(6)
When the communication happened (sent / posted / noted). DateTime64(6).
occurred_day
Date
Calendar date of occurred_at. Date.
author_employee_id
Nullable(UInt64)
FK to the authoring employee — actor reference. Nullable.
source_uri
Nullable(String)
gs:// blob holding the full body in the corpus. Nullable.
document_id
Nullable(String)
Corpus document_id (uuid5 over source_uri|sha256). Nullable.
linked_entity_type
String
Best-effort linked finance entity type (from communication_links). Nullable.
linked_entity_id
UInt64
Soft FK to the linked entity's PK. Nullable.
link_reason
Nullable(String)
Why the link exists — explicit_mention / thread_subject / etc. Nullable.