DataOS Site Capabilities

Complete registry of pages, modules, services, data assets, and AI tools.

Pages & Views (28)

Page	Route	Purpose
Home	/home	Landing page with portfolio overview and key metrics
Revenue Analysis	/intelligence	Billable revenue, portfolio analytics, and ML-driven intelligence
IT Category Trends	/event-intelligence	IT category procurement trends by jurisdiction and topic
Event Operations	/event-operations	Operational dashboard for event team: lead delivery, venue status, gaps
Event Tearsheet	/event-tearsheet	One-page event intelligence brief with sponsor mix, lead profiles, topics
Sales Library	/sales-library	Central repository for tearsheets, briefs, emails & research
Account Brief	/account-brief	LLM-generated strategic account analysis with pipeline, gaps, recommendations
Competitor Network	/competitor-network	3D neural map of 33K+ accounts: semantic clusters, graduation pathways
Sales Library	/sales-library	Central repository for tearsheets, briefs, emails, and market research
Data Explorer	/explorer	Interactive data browser with filters and visualizations
AI Chat	/chat	Conversational AI with 34 purpose-built tools for data analysis
Visualization	/visualization	Chart builder for custom data visualizations
Lead Scoring	/lead-scoring	ML-powered lead quality scoring and prioritization
Master Pipeline	/pipeline	ETL pipeline control panel: run, monitor, schedule data builds
Machine Learning	/intelligence/system	ML pipeline dashboard: model status, training, feature importance
Award Collection	/awards	Government contract award browser with entity-resolved vendor matching
Entity Resolution	/entity-resolution	Fuzzy vendor-to-account matching with 7-signal scoring
Schema Explorer	/schema-explorer	Dimension catalog, filter tests, Parquet Data Preview
Memory Profiler	/memory-profiler	Runtime memory usage analysis for service optimization
PowerBI Config	/reports	Generated report management with scheduling and delivery
API Keys	/api-keys	API key provisioning for external integrations
Cost Tracking	/costs	LLM API cost monitoring: per-user, per-service, per-session
README	/readme	System documentation and architecture guide
ML README	/ml-readme	Machine learning pipeline documentation

AI Chat Tools (34)

#	Tool	Purpose
1	discover_filters	Get available filter values for BI, awards, leads, venues
2	advanced_query	Multi-domain filtered queries with boolean groups
3	get_account_detail	Core account info: name, team, industry, spend, venues, leads
4	get_business_intel	BI profile: company summary, products, SLED use cases, tags
5	get_account_awards	Government contract awards matched to an account
6	compare_accounts	Side-by-side comparison of 2+ accounts
7	find_opportunities	Gap analysis: categories/topics an account hasn't used
8	get_lead_demographics	Lead demographic breakdowns by state, function, role
9	get_account_topics	Topic tag distribution for an account's venues
10	search_accounts	Fuzzy name search across 162K accounts
11	get_venues	Venue listing with category, tag, keyword filters
12	get_platform_stats	Global platform metrics: totals, averages, distributions
13	get_trend_data	Year-over-year trends for venues, leads, spend
14	get_topic_sponsor_stats	Topic-level sponsor counts and penetration rates
15	account_set_operation	Set math (intersect/subtract/union) on account filter groups
16	aggregate	Group-by aggregations: top states, categories, teams
17	query_leads	Lead-level queries with demographic filters
18	get_award_analysis	Multi-account award analysis with grouping
19	get_attribution_analysis	Marketing-to-award attribution with influence windows
20	get_venue_detail	Single venue deep-dive: leads, demographics, topic breakdown
21	get_account_dossier	Comprehensive account dossier: CRM + BI + ML + pipeline
22	get_account_predictions	ML predictions: churn, propensity, revenue forecast, segment
23	get_event_series_intelligence	Event series analysis: sponsor mix, gaps, session inventory
24	build_event_target_report	AI-scored target accounts for a specific event series
25	generate_prospect_list	Multi-signal tiered prospect list with sector + geo filters
26	semantic_search_accounts	Find accounts by capability description via 33K BI embeddings
27	find_similar_accounts	Cosine-similarity lookalike accounts from BI embeddings
28	recommend_events_for_account	Semantic event/session matching for an account's profile
29	generate_account_brief	LLM strategic account analysis: pipeline, gaps, growth plays
30	get_procurement_trends	ML Model 6 procurement forecast by jurisdiction + category
31	get_deep_research	Retrieve cached deep research intelligence (company or jurisdiction)
32	start_deep_research	Trigger background deep research via OpenAI web browsing
33	explore_competitor_network	Ego network, cluster membership, edge explanations — "who competes with whom"
34	find_graduation_candidates	Accounts shaped like whales but not yet activated — "who should we grow"

ETL Pipeline Modules

• accounts — Salesforce account sync + field normalization
• venues — Venue/lead data pull with category + tag assignment
• events — Event series and session inventory builder
• awards — Government contract collection (Navigator bids/awards)
• entity_resolution — 7-signal fuzzy vendor-to-account matching
• build_embeddings — BI + award narrative embeddings (1,536-dim)
• build_indexes — 45 inverted indexes for O(1) filter lookups
• competitor_network — 3D graph: all-pairs similarity, Louvain clustering, graduation scoring
• ml_pipeline — 8 ML models (churn, propensity, revenue, segmentation, procurement, etc.)
• reports — Scheduled report generation and delivery

ML Pipeline Models (8)

• M1 — Churn Prediction: XGBoost binary classifier for 12-month churn risk
• M2 — Revenue Forecast: Multi-horizon revenue prediction per account
• M3 — Account Segmentation: 6-dimension behavioral archetypes (subscription, usage, pipeline, growth, engagement, tenure)
• M4 — Propensity-to-Buy: Product family purchase probability per account
• M5 — Lead Scoring: Lead quality scoring from demographics + engagement signals
• M6 — Procurement Forecast: Jurisdiction × IT-category demand prediction from solicitation time series
• M7 — Product Recommendation: Cross-sell/upsell recommendation engine
• M8 — Engagement Scoring: Behavioral engagement scoring from subscription usage data

Core Data Assets

• ~162K accounts (~4K active sponsors, ~158K prospects)
• ~46K venues (events, webinars, papers, newsletters)
• ~1.3M leads (government contacts from venue sponsorship)
• ~211K awards/bids (government contracts from Navigator)
• ~270M state vendor payments (procurement spending records)
• 45 inverted indexes for instant filter resolution
• 33K BI embeddings (1,536-dim company profile vectors)
• 18K award embeddings (solicitation narrative vectors)
• 1.36M competitor edges (5-signal weighted graph)
• 18 semantic clusters (Louvain community detection)

Backend Services

• HierarchyService — Core data layer: accounts, venues, leads, filters, facets
• InstantFilterEngine — O(1) inverted index lookups for filter combinations
• AttributionService — Marketing-to-award temporal attribution (548-day window)
• SemanticEngine — Embedding search + cosine similarity + lookalike accounts
• CompetitorNetworkService — Graph queries: ego networks, clusters, graduation scoring
• ShardQueryEngine — Client-isolated data access (per-account Parquet shards)
• DossierBuilder — Comprehensive account dossier assembly
• AccountBriefService — LLM-powered strategic account brief generation
• DeepResearchService — Background web research via OpenAI deep research models
• CostTracker — Per-user, per-session LLM API cost monitoring
• EntityResolution — 7-signal fuzzy matching (name, TF-IDF, embedding, address, etc.)

API Blueprints (20)

• public_api
• admin_api
• hierarchy_api
• awards_api
• chat_api
• lead_scoring_api
• ops_api
• reports_api
• etl_api
• ml_pipeline_api
• agency_resolution_api
• vendor_payment_er_api
• ei_api (event intelligence)
• account_brief_api
• ji_api (jurisdiction intel)
• revenue_dna_api
• research_api
• data_explorer_api
• eo_api (event operations)
• vault_api (tearsheet publishing)
• competitor_network_api